You don't know how much business you do with a customer.

Problem

A retail company was set up to have each of their businesses (the catalog business, the photo studio, the optometry department, the jewelry department) in different sets of books in their E-Business Suite. As a result, they didn’t know when the same customer made purchases from each of the businesses. They wanted to go to a CRM system to understand who their customers are so that they could market better to those customers and become more competitive.

Solution

First, the company needed to change their charts of accounts so that the different sets of books would have the same chart of accounts. They used FlexField software to change the accounting flexfield. When they changed their chart of accounts, they also set up the department segment to be the cost center segment so that they could track the costs across the business in the same way. The company then used eprentise Reorganization software's MS Sets of Books module to merge their sets of books. After they merged their sets of books, they set up security rules on the department segment to limit access to a business.