SCM_Presentation3_TechArchOfCustomer

CustomerManufacturer

Supplier

Retailer Production Facility

Distributor

Customer

A party is an entity that can enter into business and can be of the type Organization or Person. A customer account represents the business relationship that a party can enter in to with another party. The account has information about the terms and conditions of doing business with the party. For example, you could open a commercial account for purchases to be made by Vision Distribution for its internal use and a reseller account for purchases made by Vision Distribution for sales of your products to end-users .

You can also maintain multiple customer accounts for a customer that transacts business with more than one line of business in your organization. You maintain separate customer profiles, addresses, and contacts for each customer account.A party site is the location where a particular party is physically located. Every party has only one identifying address, but a party can have multiple party sites.A customer address is a party site used in the context of a customer account for billing, shipping, or other purposes.A contact communicates for or acts on behalf of a party or customer account. A contact can exist for a customer at the account or address level. A person usually acts as a contact for an organization, but can also be a contact for another person. For example, an administrative assistant could be the contact for an executive.

You can also define contact people, bank accounts, payment methods, telephone numbers, and relationships for each customer account.

We can create a new party and customer or add a new customer to an existing party. Let’s see how to create a customer account for an existing Party..We need to create a customer for an existing Party. So search for an existing Customer and open the Party record which doesn’t have a customer number associated with it

We get the Party information here and now enter a different Account name for the new customer belonging to this party. Then create a new address and site use or this new customer.

Now search for party AT % and we will see the new customer Account ‘ATT Videos’.

After entering the A/c name and address save it. We will have a new customer number 4093 for the ‘AT & T Universal Card’ Party.

Enter Standard Industry Classification (SIC) code ,Tax Calculation ie. If your Tax Method is VAT , choose a tax calculation level. Choose ’Line’ to calculate VAT for each invoice line. Choose ’Header’ to calculate VAT once for each invoice for each rate, tax code to assign to this customer. You can select any active tax code except those of type ’Location Based Tax’,taxpayer registration number ie.VAT number. (Oracle Receivables prints this number on your customer’s invoices), Tax Rounding, The type of customer you are entering. Internal is used to track customer accounts within your company while External is used to track customer accounts outside your company.

In Order Management Fields enter Order Type,Price List,FOB (free on board) ie. The point or location where the ownership title of goods is transferred from the seller to the buyer,Freight Terms ie. whether the customer is responsible for the freight charges for an order, GSA Indicator: Indicates whether this customer is a government agency ,Over Return Tolerance, Over Shipment Tolerance, Sales Channel, Ship Method, Warehouse

HZ_PARTIES

PARTY_ID

PARTY_NUMBER

PARTY_NAME

PARTY_TYPE

VALIDATED_FLAG

ORIG_SYSTEM_REFERENCE

SIC_CODE

HQ_BRANCH_IND

CUSTOMER_KEY

TAX_REFERENCE

JGZZ_FISCAL_CODE

DUNS_NUMBER

TAX_NAME …….

HZ_CUST_ACCOUNTS

CUST_ACCOUNT_ID

PARTY_ID

ACCOUNT_NUMBER

ORIG_SYSTEM_REFERENCE

STATUS

CUSTOMER_TYPE

CUSTOMER_CLASS_CODE

PRIMARY_SALESREP_ID

SALES_CHANNEL_CODE

ORDER_TYPE_ID

PRICE_LIST_ID

SUBCATEGORY_CODE

TAX_CODE

FOB_POINT

FREIGHT_TERM

SHIP_PARTIAL

SHIP_VIA

WAREHOUSE_ID

PAYMENT_TERM_ID

TAX_HEADER_LEVEL_FLAG

TAX_ROUNDING_RULE

CURRENT_BALANCE

ACCOUNT_ACTIVATION_DATE

CREDIT_CLASSIFICATION_CODE

DEPARTMENT

MAJOR_ACCOUNT_NUMBER

HIGH_PRIORITY_REMARKS

PO_EFFECTIVE_DATE

PO_EXPIRATION_DATE

REALTIME_RATE_FLAG

SINGLE_USER_FLAG ….

HZ_ORGANIZATION_PROFILES

ORGANIZATION_PROFILE_ID

PARTY_ID

ORGANIZATION_NAME

DUNS_NUMBER

ENQUIRY_DUNS

CEO_NAME

CEO_TITLE

PRINCIPAL_NAME

PRINCIPAL_TITLE

LEGAL_STATUS

CONTROL_YR

EMPLOYEES_TOTAL

HQ_BRANCH_IND

BRANCH_FLAG

OOB_IND

LINE_OF_BUSINESS …….

Use the Communications tabbed region to define contact points to customers. You can use these contact points to initiate communications to customers. Telephone numbers, mobile phone numbers, and email addresses are examples of contact points.

In Marketing Tab, Enter statistical information such as number of employees and year established,ending month for the analysis year , revenue for the current year and projected revenue for the next year,customer’s mission statement.

Use the Contacts tabbed region to enter information about people who receive communications for a customer account. Enter the contact details, including last and first name, title, job, mail stop, reference, and email.Enter the contact point information in the Communication region.

Use the Contacts Roles tabbed region to define roles for your contacts, such as Bill-to, Ship-to, Statements, or Marketing.

HZ_CONTACT_POINTS

CONTACT_POINT_ID

CONTACT_POINT_TYPE eg.. EMAIL, WEB, PHONE

STATUS

OWNER_TABLE_NAME eg.. HZ_PARTIES ,HZ_PARTY_SITES

OWNER_TABLE_ID ie.. ID of the above Table

PRIMARY_FLAG

ORIG_SYSTEM_REFERENCE

EDI_TRANSACTION_HANDLING

EDI_ID_NUMBER

EDI_PAYMENT_METHOD

EDI_PAYMENT_FORMAT

EDI_REMITTANCE_METHOD

EDI_REMITTANCE_INSTRUCTION

EDI_TP_HEADER_ID

EDI_ECE_TP_LOCATION_CODE

EMAIL_FORMAT

EMAIL_ADDRESS

BEST_TIME_TO_CONTACT_START

BEST_TIME_TO_CONTACT_END

PHONE_CALLING_CALENDAR

CONTACT_ATTEMPTS

CONTACTS

DECLARED_BUSINESS_PHONE_FLAG

DO_NOT_USE_FLAG

DO_NOT_USE_REASON

LAST_CONTACT_DT_TIME

PHONE_PREFERRED_ORDER

PRIORITY_OF_USE_CODE

HZ_CUST_ACCOUNT_ROLES

CUST_ACCOUNT_ROLE_ID

PARTY_ID

CUST_ACCOUNT_ID

CUST_ACCT_SITE_ID

ROLE_TYPE eg. CONTACT , GUARANTOR

CURRENT_ROLE_STATE

CURRENT_ROLE_STATE_EFFECTIVE

BEGIN_DATE

END_DATE

PRIMARY_FLAG

SOURCE_CODE

ORIG_SYSTEM_REFERENCE

STATUS

OBJECT_VERSION_NUMBER

CREATED_BY_MODULE

APPLICATION_ID

HZ_ROLE_RESPONSIBILITY

RESPONSIBILITY_ID

CUST_ACCOUNT_ROLE_ID

RESPONSIBILITY_TYPE eg. BILL-TO, DUN

PRIMARY_FLAG

ORIG_SYSTEM_REFERENCE

OBJECT_VERSION_NUMBER

CREATED_BY_MODULE

APPLICATION_ID

Gasper Danielle is the Party_id here for ‘Hilman and

Associates’ Cust_Account_id

AP_BANK_ACCOUNTS_ALL

BANK_ACCOUNT_ID

BANK_BRANCH_ID

BANK_ACCOUNT_NAME

BANK_ACCOUNT_NUM

SET_OF_BOOKS_ID

CURRENCY_CODE

DESCRIPTION

CONTACT_FIRST_NAME

CONTACT_MIDDLE_NAME

CONTACT_LAST_NAME

CONTACT_PREFIX

CONTACT_TITLE

CONTACT_AREA_CODE

CONTACT_PHONE

MAX_CHECK_AMOUNT

MIN_CHECK_AMOUNT

AP_BANK_BRANCHES

BANK_BRANCH_ID

BANK_NAME

BANK_BRANCH_NAME

DESCRIPTION

ADDRESS_LINE1

ADDRESS_LINE2

ADDRESS_LINE3

CITY

STATE

ZIP

PROVINCE

COUNTRY

AREA_CODE

PHONE

CONTACT_FIRST_NAME

CONTACT_LAST_NAME

CONTACT_PREFIX

AP_BANK_ACCOUNT_USES_ALL

BANK_ACCOUNT_USES_ID

CUSTOMER_ID

CUSTOMER_SITE_USE_ID

VENDOR_ID

VENDOR_SITE_ID

EXTERNAL_BANK_ACCOUNT_ID

START_DATE

END_DATE

PRIMARY_FLAG

ORG_ID

OWNING_PARTY_ID

Assign bank accounts to customer accounts to allow funds to be automatically transferred from these accounts to your remittance bank accounts when using Automatic Receipts.

You can assign manual payment methods to your customer accounts to indicate which form of payment will be used to pay that customer’s transactions, such as a check or wire transfer

Define relationships between customer accounts to control payment and commitment application. You can create relationships between any customer accounts and indicate that the relationship is either one-way or reciprocal. You must also indicate if the relationship is a bill-to or ship-to relationship, or both.

Use Customer Profiles to group customer accounts with similar credit worthiness, business volume, and payment cycles. For each profile class you can define information such as credit limits, payment terms, statement cycles, invoicing, and discount information. You can also define amount limits for your finance charges, dunning, and statements for each currency in which you do business.

In Order Management, related customers share agreements, commitments, invoice-to and ship-to addresses, and contacts.Reciprocal account relationships allow parties to pay each other’s debit items and enter invoices against each other’s commitments.

HZ_CUST_ACCT_RELATE_ALL

CUST_ACCOUNT_ID

RELATED_CUST_ACCOUNT_ID

RELATIONSHIP_TYPE

COMMENTS

CUSTOMER_RECIPROCAL_FLAG

STATUS

ORG_ID

BILL_TO_FLAG

SHIP_TO_FLAG

OBJECT_VERSION_NUMBER

CREATED_BY_MODULE

APPLICATION_ID

HZ_CUST_PROFILE_AMTS

CUST_ACCT_PROFILE_AMT_ID

CUST_ACCOUNT_PROFILE_ID

CURRENCY_CODE

TRX_CREDIT_LIMIT

OVERALL_CREDIT_LIMIT

MIN_DUNNING_AMOUNT

MIN_DUNNING_INVOICE_AMOUNT

MAX_INTEREST_CHARGE

MIN_STATEMENT_AMOUNT

AUTO_REC_MIN_RECEIPT_AMOUNT

INTEREST_RATE

MIN_FC_BALANCE_AMOUNT

MIN_FC_INVOICE_AMOUNT

CUST_ACCOUNT_ID

SITE_USE_ID

EXPIRATION_DATE

OBJECT_VERSION_NUMBER

HZ_CUSTOMER_PROFILES

CUST_ACCOUNT_PROFILE_ID

CUST_ACCOUNT_ID

SITE_USE_ID

PROFILE_CLASS_ID

STATUS

COLLECTOR_ID

CREDIT_ANALYST_ID

CREDIT_CHECKING

NEXT_CREDIT_REVIEW_DATE

TOLERANCE

DISCOUNT_TERMS

DUNNING_LETTERS

INTEREST_CHARGES

PREF_FUNCTIONAL_CURRENCY

SEND_STATEMENTS

CREDIT_BALANCE_STATEMENTS

CREDIT_HOLD

CREDIT_RATING

RISK_CODE

STANDARD_TERMS

OVERRIDE_TERMS

DUNNING_LETTER_SET_ID

INTEREST_PERIOD_DAYS

PAYMENT_GRACE_DAYS

DISCOUNT_GRACE_DAYS

STATEMENT_CYCLE_ID

Enter, add, change, or deactivate address information for party and customer accounts. You can enter multiple addresses for each of your customer accounts and specify one or more business purposes for each address (such as Ship-to, Bill-to, or Statements). You can validate your addresses using flexible address formats or the address validation system option. If your tax method is Sales Tax, Oracle Receivables uses validated customer account address information to determine tax liability on your customer’s transactions.

HZ_PARTY_SITES

PARTY_SITE_ID

PARTY_ID

LOCATION_ID

PARTY_SITE_NUMBER

ORIG_SYSTEM_REFERENCE

START_DATE_ACTIVE

REGION

MAILSTOP

CUSTOMER_KEY_OSM

IDENTIFYING_ADDRESS_FLAG HZ_LOCATIONS

LOCATION_ID

ORIG_SYSTEM_REFERENCE

COUNTRY

ADDRESS1

ADDRESS2

ADDRESS3

ADDRESS4

CITY

POSTAL_CODE

STATE

PROVINCE

COUNTY

HZ_CUST_SITE_USES_ALL

SITE_USE_ID

CUST_ACCT_SITE_ID

SITE_USE_CODE

PRIMARY_FLAG

STATUS

LOCATION

CONTACT_ID

BILL_TO_SITE_USE_ID

ORIG_SYSTEM_REFERENCE

SIC_CODE

PAYMENT_TERM_ID

GSA_INDICATOR

SHIP_PARTIAL

SHIP_VIA

FOB_POINT

ORDER_TYPE_ID

PRICE_LIST_ID

FREIGHT_TERM

WAREHOUSE_ID

TERRITORY_ID

TAX_CODE

HZ_ORG_CONTACTS

ORG_CONTACT_ID

PARTY_SITE_ID

PARTY_RELATIONSHIP_ID

TITLE

JOB_TITLE

MAIL_STOP

CONTACT_KEY

COMMENTS

CONTACT_NUMBER

DEPARTMENT_CODE

DEPARTMENT

DECISION_MAKER_FLAG

JOB_TITLE_CODE

MANAGED_BY

REFERENCE_USE_FLAG

RANK

ORIG_SYSTEM_REFERENCE

NATIVE_LANGUAGE

OTHER_LANGUAGE_1

OTHER_LANGUAGE_2

MAILING_ADDRESS_ID

MATCH_GROUP_ID

STATUS

OBJECT_VERSION_NUMBER

CREATED_BY_MODULE

APPLICATION_ID

HZ_ORG_CONTACT_ROLES

ORG_CONTACT_ROLE_ID

ORG_CONTACT_ID

ROLE_TYPE

CREATED_BY

ROLE_LEVEL

PRIMARY_FLAG

CREATION_DATE

ORIG_SYSTEM_REFERENCE

PRIMARY_CONTACT_PER_ROLE_TYPE

STATUS

OBJECT_VERSION_NUMBER

CREATED_BY_MODULE

APPLICATION_ID

You can enter telephone numbers for a specific address or for a specific customer account contact.

HZ_RELATIONSHIPS

RELATIONSHIP_ID

RELATIONSHIP_TYPE eg.. CONTACT, PARTNER

SUBJECT_ID

SUBJECT_TYPE

SUBJECT_TABLE_NAME eg.. HZ_PARTIES

OBJECT_ID

OBJECT_TYPE

OBJECT_TABLE_NAME eg.. HZ_PARTIES

PARTY_ID

RELATIONSHIP_CODE

DIRECTIONAL_FLAG

COMMENTS

START_DATE

END_DATE

STATUS

CONTENT_SOURCE_TYPE

OBJECT_VERSION_NUMBER

When u created Customer Contacts or Org Contacts, a relation ship record was created here.

Create an OrganizationDECLAREp_organization_rec HZ_PARTY_V2PUB.ORGANIZATION_REC_TYPE;x_return_status VARCHAR2(2000);x_msg_count NUMBER;x_msg_data VARCHAR2(2000);x_party_id NUMBER;x_party_number VARCHAR2(2000);x_profile_id NUMBER;BEGINp_organization_rec.organization_name := ’ABC Corporation’;p_organization_rec.created_by_module := ’TCA_EXAMPLE’;hz_party_v2pub.create_organization (’T’,p_organization_rec,x_return_status,x_msg_count,x_msg_data,x_party_id,x_party_number,x_profile_id);dbms_output.put_line(SubStr(’x_return_status = ’||x_return_status,1,255));dbms_output.put_line(’x_msg_count = ’||TO_CHAR(x_msg_count));dbms_output.put_line(SubStr(’x_msg_data = ’||x_msg_data,1,255));IF x_msg_count >1 THENFOR I IN 1..x_msg_countLOOPdbms_output.put_line(I||’. ’||SubStr(FND_MSG_PUB.Get(p_encoded =>FND_API.G_FALSE ), 1, 255));END LOOP;END IF;END;

Similarly you can call hz_party_v2pub.create_person to create record in the HZ_PARTIES and HZ_PERSON_PROFILES tables & hz_party_v2pub.create_group to create record in the HZ_PARTIES table.

Create a LocationDECLAREp_location_rec HZ_LOCATION_V2PUB.LOCATION_REC_TYPE;x_location_id NUMBER;x_return_status VARCHAR2(2000);x_msg_count NUMBER;x_msg_data VARCHAR2(2000);BEGINp_location_rec.country := ’US’;p_location_rec.address1 := ’300 Oracle Parkway’;p_location_rec.address2 := ’13th Floor’;p_location_rec.city := ’Redwood Shores’;p_location_rec.postal_code := ’94065’;p_location_rec.state := ’CA’;p_location_rec.created_by_module := ’TCA_EXAMPLE’;hz_location_v2pub.create_location(’T’,p_location_rec,x_location_id,x_return_status,x_msg_count,x_msg_data);dbms_output.put_line(SubStr(’x_return_status = ’||x_return_status,1,255));dbms_output.put_line(’x_msg_count = ’||TO_CHAR(x_msg_count));dbms_output.put_line(SubStr(’x_msg_data = ’||x_msg_data,1,255));IF x_msg_count >1 THENFOR I IN 1..x_msg_countLOOPdbms_output.put_line(I||’. ’||SubStr(FND_MSG_PUB.Get(p_encoded =>FND_API.G_FALSE ), 1, 255));END LOOP;END IF;END

Create a Party SiteThe following examples use the organizations and locations created in the previousexamples.DECLAREp_party_site_rec HZ_PARTY_SITE_V2PUB.PARTY_SITE_REC_TYPE;x_party_site_id NUMBER;x_party_site_number VARCHAR2(2000);x_return_status VARCHAR2(2000);x_msg_count NUMBER;x_msg_data VARCHAR2(2000);BEGINp_party_site_rec.party_id := 1272023;p_party_site_rec.location_id := 359086;p_party_site_rec.identifying_address_flag := ’Y’;p_party_site_rec.created_by_module := ’TCA_EXAMPLE’;hz_party_site_v2pub.create_party_site(’T’,p_party_site_rec,x_party_site_id,x_party_site_number,x_return_status,x_msg_count,x_msg_data);dbms_output.put_line(SubStr(’x_return_status = ’||x_return_status,1,255));dbms_output.put_line(’x_msg_count = ’||TO_CHAR(x_msg_count));dbms_output.put_line(SubStr(’x_msg_data = ’||x_msg_data,1,255));IF x_msg_count >1 THENFOR I IN 1..x_msg_countLOOPdbms_output.put_line(I||’. ’||SubStr(FND_MSG_PUB.Get(p_encoded =>FND_API.G_FALSE ), 1, 255));END LOOP;END IF;END;

Select Statement to Check Dataselect party_site_id, party_id, location_id, party_site_numberfrom hz_party_siteswhere party_site_id = 349327;

Create a Party Site UseDECLAREp_party_site_use_rec HZ_PARTY_SITE_V2PUB.PARTY_SITE_USE_REC_TYPE;x_party_site_use_id NUMBER;x_return_status VARCHAR2(2000);x_msg_count NUMBER;x_msg_data VARCHAR2(2000);BEGINp_party_site_use_rec.site_use_type := ’SHIP_TO’;p_party_site_use_rec.party_site_id := 349327;p_party_site_use_rec.created_by_module := ’TCA_EXAMPLE’;hz_party_site_v2pub.create_party_site_use(’T’,p_party_site_use_rec,x_party_site_use_id,x_return_status,x_msg_count,x_msg_data);dbms_output.put_line(SubStr(’x_return_status = ’||x_return_status,1,255));dbms_output.put_line(’x_msg_count = ’||TO_CHAR(x_msg_count));dbms_output.put_line(SubStr(’x_msg_data = ’||x_msg_data,1,255));IF x_msg_count >1 THENFOR I IN 1..x_msg_countLOOPdbms_output.put_line(I||’. ’||SubStr(FND_MSG_PUB.Get(p_encoded =>FND_API.G_FALSE ), 1, 255));END LOOP;END IF;END;

Create a Contact Point (Phone)DECLAREp_contact_point_rec HZ_CONTACT_POINT_V2PUB.CONTACT_POINT_REC_TYPE;p_edi_rec HZ_CONTACT_POINT_V2PUB.EDI_REC_TYPE;p_email_rec HZ_CONTACT_POINT_V2PUB.EMAIL_REC_TYPE;p_phone_rec HZ_CONTACT_POINT_V2PUB.PHONE_REC_TYPE;p_telex_rec HZ_CONTACT_POINT_V2PUB.TELEX_REC_TYPE;p_web_rec HZ_CONTACT_POINT_V2PUB.WEB_REC_TYPE;x_return_status VARCHAR2(2000);x_msg_coun t NUMBER;x_msg_data VARCHAR2(2000);x_contact_point_id NUMBER;BEGINp_contact_point_rec.contact_point_type := ’PHONE’;p_contact_point_rec.owner_table_name := ’HZ_PARTIES’;p_contact_point_rec.owner_table_id := ’1272023’;p_contact_point_rec.primary_flag := ’Y’;p_contact_point_rec.contact_point_purpose := ’BUSINESS’;p_phone_rec.phone_area_code := ’650’;p_phone_rec.phone_country_code := ’1’;p_phone_rec.phone_number := ’506-7000’;p_phone_rec.phone_line_type := ’GEN’;p_contact_point_rec.created_by_module := ’TCA_EXAMPLE’;hz_contact_point_v2pub.create_contact_point( ’T’, p_contact_point_rec,p_edi_rec, p_email_rec,p_phone_rec,p_telex_rec,p_web_rec,x_contact_point_id,x_return_status,x_msg_count,x_msg_data);dbms_output.put_line(SubStr(’x_return_status = ’||x_return_status,1,255));dbms_output.put_line(’x_msg_count = ’||TO_CHAR(x_msg_count));dbms_output.put_line(SubStr(’x_msg_data = ’||x_msg_data,1,255));IF x_msg_count >1 THENFOR I IN 1..x_msg_countLOOPdbms_output.put_line(I||’. ’||SubStr(FND_MSG_PUB.Get(p_encoded =>FND_API.G_FALSE ), 1, 255));END LOOP;END IF;END;

Create an Org ContactDECLAREp_org_contact_rec HZ_PARTY_CONTACT_V2PUB.ORG_CONTACT_REC_TYPE;x_org_contact_id NUMBER;x_party_rel_id NUMBER;x_party_id NUMBER;x_party_number VARCHAR2(2000);x_return_status VARCHAR2(2000);x_msg_count NUMBER;x_msg_data VARCHAR2(2000);BEGINp_org_contact_rec.department_code := ’ACCOUNTING’;p_org_contact_rec.job_title := ’ACCOUNTS OFFICER’;p_org_contact_rec.decision_maker_flag := ’Y’;p_org_contact_rec.job_title_code := ’APC’;p_org_contact_rec.created_by_module := ’TCA_EXAMPLE’;p_org_contact_rec.party_rel_rec.subject_id := 16077;p_org_contact_rec.party_rel_rec.subject_type := ’PERSON’;p_org_contact_rec.party_rel_rec.subject_table_name := ’HZ_PARTIES’;p_org_contact_rec.party_rel_rec.object_id := 1272023;p_org_contact_rec.party_rel_rec.object_type := ’ORGANIZATION’;p_org_contact_rec.party_rel_rec.object_table_name := ’HZ_PARTIES’;p_org_contact_rec.party_rel_rec.relationship_code := ’CONTACT_OF’;p_org_contact_rec.party_rel_rec.relationship_type := ’CONTACT’;p_org_contact_rec.party_rel_rec.start_date := SYSDATE;hz_party_contact_v2pub.create_org_contact(’T’, p_org_contact_rec, x_org_contact_id,x_party_rel_id, x_party_id, x_party_number, x_return_status, x_msg_count, x_msg_data);dbms_output.put_line(SubStr(’x_return_status = ’||x_return_status,1,255));dbms_output.put_line(’x_msg_count = ’||TO_CHAR(x_msg_count));dbms_output.put_line(SubStr(’x_msg_data = ’||x_msg_data,1,255));IF x_msg_count >1 THENFOR I IN 1..x_msg_countLOOPdbms_output.put_line(I||’. ’||SubStr(FND_MSG_PUB.Get(p_encoded =>FND_API.G_FALSE ), 1, 255));END LOOP;END IF;END;

Create a Customer AccountDECLAREp_cust_account_rec HZ_CUST_ACCOUNT_V2PUB.CUST_ACCOUNT_REC_TYPE;p_person_rec HZ_PARTY_V2PUB.PERSON_REC_TYPE;p_customer_profile_rec HZ_CUSTOMER_PROFILE_V2PUB.CUSTOMER_PROFILE REC_TYPE;x_cust_account_id NUMBER;x_account_number VARCHAR2(2000);x_party_id NUMBER;x_party_number VARCHAR2(2000);x_profile_id NUMBER;x_return_status VARCHAR2(2000);x_msg_count NUMBER;x_msg_data VARCHAR2(2000);BEGINp_cust_account_rec.account_name := ’John’’s A/c’;p_cust_account_rec.created_by_module := ’TCA_EXAMPLE’;p_person_rec.person_first_name := ’John’;p_person_rec.person_last_name := ’Smith’;hz_cust_account_v2pub.create_cust_account( ’T’, p_cust_account_rec, p_person_rec,p_customer_profile_rec, ’F’, x_cust_account_id, x_account_number, x_party_id,x_party_number,x_profile_id,x_return_status,x_msg_count,x_msg_data);dbms_output.put_line(SubStr(’x_return_status = ’||x_return_status,1,255));dbms_output.put_line(’x_msg_count = ’||TO_CHAR(x_msg_count));dbms_output.put_line(SubStr(’x_msg_data = ’||x_msg_data,1,255));IF x_msg_count >1 THENFOR I IN 1..x_msg_countLOOPdbms_output.put_line(I||’. ’||SubStr(FND_MSG_PUB.Get(p_encoded =>FND_API.G_FALSE ), 1, 255));END LOOP;END IF;END;

This routine is used to create a Customer Account. The API creates a record in the HZ_CUST_ACCOUNTS table for party type Person or Organization. Account can be created for an existing party by passing party_id of the party. Alternatively, this routine creates a new party and an account for the party. Customer profile record in the HZ_CUSTOMER_PROFILES can also be created while calling this routine based on value passed in p_customer_profile_rec. The routine is overloaded for Person and Organization.

Create a Cust Account Site using an Existing Party SiteDECLAREp_cust_acct_site_rec hz_cust_account_site_v2pub.cust_acct_site_rec_type;x_return_status VARCHAR2(2000);x_msg_count NUMBER;x_msg_data VARCHAR2(2000);x_cust_acct_site_id NUMBER;BEGINp_cust_acct_site_rec.cust_account_id := 3472;p_cust_acct_site_rec.party_site_id := 1024;p_cust_acct_site_rec.language := ’US’;p_cust_acct_site_rec.created_by_module := ’TCA-EXAMPLE’;hz_cust_account_site_v2pub.create_cust_acct_site(’T’,p_cust_acct_site_rec,x_cust_acct_site_id,x_return_status,x_msg_count,x_msg_data);dbms_output.put_line(SubStr(’x_return_status = ’||x_return_status,1,255));dbms_output.put_line(’x_msg_count = ’||TO_CHAR(x_msg_count));dbms_output.put_line(SubStr(’x_msg_data = ’||x_msg_data,1,255));IF x_msg_count >1 THENFOR I IN 1..x_msg_countLOOPdbms_output.put_line(I||’. ’||SubStr(FND_MSG_PUB.Get(p_encoded =>FND_API.G_FALSE ), 1, 255));END LOOP;END IF;END;

Create a Customer Account Site Use CodeDECLAREp_cust_site_use_rec HZ_CUST_ACCOUNT_SITE_V2PUB.CUST_SITE_USE_REC_TYPE;p_customer_profile_rec HZ_CUSTOMER_PROFILE_V2PUB.CUSTOMER_PROFILE_REC_TYPE;x_site_use_id NUMBER;x_return_status VARCHAR2(2000);x_msg_count NUMBER;x_msg_data VARCHAR2(2000);BEGINp_cust_site_use_rec.cust_acct_site_id := 3580;p_cust_site_use_rec.site_use_code := ’INV’;p_cust_site_use_rec.location := ’TCA’;p_cust_site_use_rec.created_by_module := ’TCA_EXAMPLE’;hz_cust_account_site_v2pub.create_cust_site_use(’T’,p_cust_site_use_rec,p_customer_profile_rec,’’,’’,x_site_use_id,x_return_status,x_msg_count,x_msg_data);dbms_output.put_line(SubStr(’x_return_status = ’||x_return_status,1,255));dbms_output.put_line(’x_msg_count = ’||TO_CHAR(x_msg_count));dbms_output.put_line(SubStr(’x_msg_data = ’||x_msg_data,1,255));IF x_msg_count >1 THENFOR I IN 1..x_msg_countLOOPdbms_output.put_line(I||’. ’||SubStr(FND_MSG_PUB.Get(p_encoded =>FND_API.G_FALSE ), 1, 255));END LOOP;END IF;END;

Org Contact Role Hz_party_contact_v2pub.Create_Org_Contact_Role

Customer contacts HZ_CUST_ACCOUNT_ROLE_V2PUB.CREATE_CUST_ACCOUNT_ROLE

Customer Contact Role

HZ_CUST_ACCOUNT_ROLE_V2PUB.create_role_responsibility

Relationships HZ_CUST_ACCOUNT_V2PUB.CREATE_CUST_ACCT_RELATE

Customer Profile HZ_CUSTOMER_PROFILE_V2PUB. create_customer_profile

Customer Profile Amount

HZ_CUSTOMER_PROFILE_V2PUB. create_cust_profile_amt

Customer Credit Rating

HZ_PARTY_INFO_V2PUB.create_credit_rating

Sales Person JTF_RS_SALESREPS_PUB.CREATE_SALESREP

Sales reps Territories

JTF_RS_SRP_TERRITORIES_PUB.CREATE_RS_SRP_TERRITORIES