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Oracle Order Management -

Add Customer

An Oracle White Paper


May 2002
Oracle Order Management – Add Customer

Table of Contents

INTRODUCTION .................................................................................................... 1

SCOPE....................................................................................................................... 1

FEATURES............................................................................................................... 1
CREATE NEW CUSTOMER THROUGH ORDER IMPORT .............................................. 1
CREATE NEW ADDRESS THROUGH ORDER IMPORT ................................................ 1
SUPPORT MULTIPLE ADDRESS FORMATS FOR NEW ADDRESSES ............................. 1
CREATE NEW CONTACTS THROUGH ORDER IMPORT .............................................. 2
CREATE NEW RELATIONSHIPS THROUGH ORDER IMPORT ...................................... 2
CAPTURE EMAIL ADDRESSES AND PHONE NUMBERS THROUGH ORDER IMPORT .... 2
SETUP REQUIREMENTS ..................................................................................... 2

PROFILE OPTION ................................................................................................. 3


OM: E-MAIL REQUIRED ON NEW CUSTOMERS: ..................................................... 3
DATA FLOW DIAGRAM ...................................................................................... 3

SIMPLE BUSINESS SCENARIOS ........................................................................ 4


Flow #1: Creating New Customer & Party ..................................................... 5
Flow #2: Creating a New Customer and Associating with an Existing Party. 6
Flow #3: Creating Address for an Existing Customer..................................... 7
TROUBLESHOOTING........................................................................................... 8

TECHNICAL CONSIDERATIONS ...................................................................... 9


DATA PURGE ISSUES .............................................................................................. 9
PERFORMANCE ISSUES............................................................................................ 9
CONCLUSION......................................................................................................... 9

DEFINITIONS ......................................................................................................... 9

APPENDIX ............................................................................................................. 10
Appendix 1: New Table Data Mapping for
OE_CUSTOMER_INFO_IFACE_ALL........................................................... 10
Appendix 2: New Column Data Mapping of Header Table
OE_HEADERS_IFACE_ALL ........................................................................... 1
Appendix 3: New Column Data Mapping of Line Table
OE_LINES_IFACE_ALL .................................................................................. 2
Oracle Order Management – Add Customer

INTRODUCTION

‘Adding a Customer’ is a feature, which is an addition in OM Family Pack G. It


provides one more way off adding a customer to the database.
‘Add a Customer’ is a feature which can be used by any customer who imports
orders from legacy systems or EDI and who wants to add new customers,
addresses or contacts during that import.

SCOPE
This document provides you details of the major features brought in, the setup
required and the dataflow diagram. This would be followed by troubleshooting
steps.

FEATURES

Create New Customer through Order Import


It is possible to enter a new customer account with minimal data at the sold-to level
on the order header via Order Import. A new customer can also be entered at the
ship-to, bill-to level or deliver-to at the order header level or order line level.
The new customer gets assigned to the Default customer profile class, which
specifies various financial and credit checking information.

Create New Address through Order Import


A new ship-to, deliver-to or bill-to address for an existing customer or for a
customer just created through Order Import can be populated.
A new ship-to address gets created in Receivables automatically associated with the
bill-to location that is on the corresponding order header or line.
The address data is uploaded in the interface table indicating that a new customer
account is to be created. When this is done Order Import creates a new customer
account address, if all required data is present and valid in the interface tables.

Support Multiple Address Formats for new Addresses

Oracle Order Management – Add Customer Page 1


Flexible address styles are supported, as a result of which it is possible to enter the
new customer address in the country specific address styles defined.

Create New Contacts through Order Import


A new contact with minimal data at the account level can be defined via Order
Import. The required data is loaded in the interface table Order Import creates a
new contact, if all required data is present and valid in the interface tables.

Create New Relationships through Order Import


This feature also adds a new a customer relationship based on the OM System
Parameter – Customer Relationships parameter setting.
If the parameter is set to N, then the ship-to, deliver-to and bill-to addresses must
belong to the sold-to customer on the order. If an attempt is made to import an
order with a bill-to, deliver-to or ship-to from a different customer than the ship-to,
Order Import should raise an error and not import the order.
If it is set to Y, and a new customer is added for a ship-to or bill-to or deliver-to,
addresses and the relationship is created.
If it is set to U, then a new customer can be added, but no relationship gets created.

Capture email Addresses and Phone Numbers through Order Import


An email address and a phone number can be captured when creating a new
customer or contact.
The OM profile option OM: Email Required On New Customers is used to control
whether an email address is required for new customers and contacts. If the profile
is set to Yes, then Order Import requires an email address when it creates a new
customer account or a contact.

SETUP REQUIREMENTS

• A new ‘add customer’ interface table


(OE_CUSTOMER_INFO_IFACE_ALL ) is created to accommodate
this feature. This table needs to be populated with all the required fields
for a new customer whenever a new customer is to be added to the
database thru order import. Order Import will then create a new customer
account and possibly a party, if all required data is present and valid in the
interface tables.
It is possible to associate the new customer account with an existing party
by providing the party (organization or person) number in the interface
tables. If that column is left null, then Order Import will create the party
as well as the customer account.

Oracle Order Management – Add Customer Page 2


• If OM – Customer Relationships parameter is set to Yes, , and a new
customer is added for a ship-to or bill-to or deliver-to, addresses and the
relationship is created

PROFILE OPTION

OM: ADD CUSTOMER (ORDER IMPORT)


A new OM Profile Option “Add Customer (Order Import)” is introduced to
control the addition of customer through order import. This is a profile option and
can be set at user level.
Navigation: System Admin > Profiles > User Profiles
It has 3 settings.
1. None: Meaning the functionality is not to be used.
2. Address and Contact Only: Meaning only new addresses or contacts can
be added to an existing customer. But no new customer an be added.
3. All: All rights are available. Full ability to add customer, addresses and
contacts.

OM: E-Mail Required on New Customers:


This profile option determines whether the field E-mail address is required for any
customer or customer contact you define within Order
Yes: E-mail address is required, for both the customer and customer contact, when
defining or updating a customer or customer contact.
No: E-mail address is not required when defining or updating either a customer or
customer contact.
The default for this profile option is Null. Can only be set at the site level under
system administrator and is optional. Not visible to any other level.

DATA FLOW DIAGRAM

Oracle Order Management – Add Customer Page 3


OE_HEADERS_IFACE_ALL OE_LINES_IFACE_ALL

OE_CUSTOMER_INFO_IFACE_ALL

For Order Import the two tables are populated and they are
OE_HEADERS_IFACE_ALL – Header level details
OE_LINES_IFACE_ALL – Line Level details
Now for the new functionality of customer addition a new table is introduced
OE_CUSTOMER_INFO_IFACE_ALL
The relationship between the
OE_HEADERS_IFACE_ALL, OE_LINES_IFACE_ALL
and
OE_CUSTOMER_INFO_IFACE_ALL is of many is to many.
But for a given row in OE_HEADERS_IFACE_ALL, OE_LINES_IFACE_ALL,
one of the representative column should be populated in the
OE_CUSTOMER_INFO_IFACE_ALL table.
Delete rule constraint is there on the table
OE_CUSTOMER_INFO_IFACE_ALL meaning a record cannot be deleted from
that table if there is a referencing record existing in either
OE_HEADERS_IFACE_ALL, OE_LINES_IFACE_ALL tables.
For details on which fields need to be populated please refer to Appendix I.

SIMPLE BUSINESS SCENARIOS

Oracle Order Management – Add Customer Page 4


Flow #1: Creating New Customer & Party
1. Load a new order and customer through the Order Import open interface
tables.
2. The order is for a customer and party that are new. Since the order is for
a customer that does not exist, new customer data needs to be loaded into
interface tables and creates a new customer.
3. The data to be loaded in interface tables, for new customer addition
• OE_HEADERS_IFACE_ALL:
Not null value for
ORIG_SYS_CUSTOMER_REF - (to indicate new customer need to
be added)
• OE_CUSTOMER_INFO_IFACE_ALL:
Not null value for
CUSTOMER_INFO_REF – Value same as
ORIG_SYS_CUSTOMER_REF
CUSTOMER_TYPE – should be ‘ORGANIZATION’
CUSTOMER_INFO_TYPE_CODE – should be ‘ACCOUNT’
ORGANIZATION_NAME – name of the customer organization
4. Sample Script, which imports data and creates a new order and customer
data with minimum of required columns, with only order header level
details
INSERT INTO OE_CUSTOMER_INFO_IFACE_ALL
(
CUSTOMER_INFO_REF,
CUSTOMER_TYPE,
CUSTOMER_INFO_TYPE_CODE,
ORGANIZATION_NAME
)
VALUES
(
'1234',
'ORGANIZATION',
'ACCOUNT',
'XYZA'
);

INSERT INTO OE_HEADERS_IFACE_ALL


(
ORDER_SOURCE,
order_source_id,
ORIG_SYS_DOCUMENT_REF,
ORDER_TYPE,
CREATED_BY,
CREATION_DATE,

Oracle Order Management – Add Customer Page 5


LAST_UPDATED_BY,
LAST_UPDATE_DATE,
PRICE_LIST,
SOLD_FROM_ORG_ID,
ORIG_SYS_CUSTOMER_REF,
sold_to_org_id,
operation_code
)
VALUES
(
'Web',
9,
'ABC01',
'Mixed',
1318,
'24-May-02',
1318,
'24-May-02',
'Corporate',
207,
'1234',
1234,
'INSERT'
);

Before adding a new customer and system calls to HZ apis, there will be check
perform on the customer interface itself to make sure that there is not duplicate
data, i.e., same kind of information for each column but only reference information
is different. In such case the processing for that batch referring to that record will
not be processed and error_flag will be set to ‘Y’.

Flow #2: Creating a New Customer and Associating with an


Existing Party
1. Load a new order and a customer for existing party through the Order
Import open interface tables.
2. The order is for a customer who is new but for an existing party details.
For this information related to the existing Party Number should also be
loaded in, with new customer information
3. The data to be loaded in interface tables, for new customer addition
• OE_HEADERS_IFACE_ALL:
Not null value for
ORIG_SYS_CUSTOMER_REF - (to indicate new customer need to
be added)
4. The only change here is one needs to add the existing party number in the
OE_CUSTOMER_INFO_IFACE_ALL interface table. Sample script
with only order header level details.

Oracle Order Management – Add Customer Page 6


INSERT INTO OE_CUSTOMER_INFO_IFACE_ALL
(
CUSTOMER_INFO_REF,
CUSTOMER_TYPE,
CUSTOMER_INFO_TYPE_CODE,
ORGANIZATION_NAME,
party_number
)
VALUES
INSERT INTO OE_HEADERS_IFACE_ALL
(
ORDER_SOURCE,
order_source_id,
ORIG_SYS_DOCUMENT_REF,
ORDER_TYPE,
CREATED_BY,
CREATION_DATE,
LAST_UPDATED_BY,
LAST_UPDATE_DATE,
PRICE_LIST,
SOLD_FROM_ORG_ID,
ORIG_SYS_CUSTOMER_REF,
sold_to_org_id,
operation_code
)
VALUES …..(put your values)

Flow #3: Creating Address for an Existing Customer


1. Load a new order and a customer and create a new address for existing
customer through the Order Import open interface tables.
2. For this customer/account information should already be there, Order
import will use the information provided for the existing customer to get
the valid id, and use that Id to create the new address.
3. The important point to be noted are the following columns needs to be
populated with
CUSTOMER_INFO_TYPE_CODE = ‘ADDRESS’ in table
OE_CUSTOMER_INFO_IFACE_ALL
And the ORIG_SHIP_ADDRESS_REF in place of
ORIG_SYS_CUSTOMER_REF
4. Sample Script with only order header level details.
INSERT INTO OE_CUSTOMER_INFO_IFACE_ALL
(
CUSTOMER_INFO_REF,
CUSTOMER_TYPE,
CUSTOMER_INFO_TYPE_CODE,
CURRENT_CUSTOMER_ID,
COUNTRY,

Oracle Order Management – Add Customer Page 7


ADDRESS1,
CITY,
POSTAL_CODE,
STATE,
COUNTY,
IS_SHIP_TO_ADDRESS,
LOCATION_NUMBER,
SITE_NUMBER
)
VALUES

INSERT INTO OE_HEADERS_IFACE_ALL


(
ORDER_SOURCE,
order_source_id,
ORIG_SYS_DOCUMENT_REF,
ORDER_TYPE,
CREATED_BY,
CREATION_DATE,
LAST_UPDATED_BY,
LAST_UPDATE_DATE,
PRICE_LIST,
SOLD_FROM_ORG_ID,
ORIG_SHIP_ADDRESS_REF,
sold_to_org_id,
operation_code
)
VALUES

TROUBLESHOOTING

The import transaction can fail due to various reasons. Certain points that need to
be taken care off when importing customer details are
• Value for column CUSTOMER_TYPE should be in Capital
• Value for column CUSTOMER_INFO_TYPE_CODE should be in
capital
• ORIG_SYS_DOCUMENT_REF should be specified.
• If the order import failsset the debug level to 5 at user level. Rerun
the transaction and check the log file generated. It will give hints as
to which area is failing.
• Order Import fails importing an order because the customer, address
or contact is not found.
• The error can seen in the ‘Order Import Correction’ form by finding
the record, and then displaying the corresponding error messages.
• Research will make it clear whether a new customer or address or
contact needs to be added. If so, it can be done through ‘Add

Oracle Order Management – Add Customer Page 8


Customer’ window in Order Import, view or correct data there and
save it. Otherwise, they can add the customer or address or contact
using the Customer Standard forms and not change the Order Import
tables. This would require re-keying data from the Order Import
tables into the Customer forms, however.

TECHNICAL CONSIDERATIONS

Data Purge Issues


The valid data is removed from the interface table once a new
customer/address/contact is created in the system. When the record errors out and
the import does not happen an error flag is set to ‘Y’. Further to this there is an
option provided where user can set this error record as reject (sets the reject flag =
‘Y’). This rejected record then can be deleted out of the interface table thru a
concurrent program.

Performance Issues
As this functionality is going to allow addition of new records, which can be a new
customer account, address or contact. This additional processing will add time to
the total processing time of order import, depending on number of new customer
account/address/contact are being added during import process. This additional
time will be directly proportional to the amount of new data being added in that
run, for example if one call of Order Import need to add account, its address and
as well as its contact information that call will be slower than a Order Import with
no new addition

CONCLUSION
With the above specified functionality it is possible to import customer related
information along with the order import. But this will call for proper updating of
the new table OE_CUSTOMER_INFO_IFACE_ALL, based on what kind of data
you are importing. And correct reference fields need to be populated in
OE_HEADERS_IFACE_ALL and

DEFINITIONS

Oracle Order Management – Add Customer Page 9


Contact A representative who is responsible for communication
between you and a specific part of your customer’s company
Customer Account Models a customer relationship between the company
deploying Oracle Applications and a party
Customer Account Site A party site that is used within the context of a customer
account
Location A point in geographical space described by a street address

Party An entity that can enter into a business relationship. Can be


an Organization, Person or Group.
Party Site Links a party with a location, indicating that party’s usage of
the location.

APPENDIX
Appendix 1: New Table Data Mapping for OE_CUSTOMER_INFO_IFACE_ALL

Column Comments or Clarification Required if Column Name/Type


D i ti ?

Oracle Order Management – Add Customer Page 10


Description new?

This reference data is required when user Yes Customer_Info_Ref /


Reference for wants Order Import processing to create Varchar2(50)
new customer New customer
info
When adding new address or Contact for C(If entering Current_Customer_Number/
Current Customer existing customer, customer_number or address or Number
Number customer_id should be provided contact for
exiting)

When adding new address or Contact for C(If entering Current_Customer_Id /


Current Customer existing customer, customer_number or address or Number
Id customer_id should be provided contact for
exiting)

This is for indication for account entry, No(Default Customer_Type/


Type of Customer Valid values are Organization and Person value of Varchar2(30)
Organization
will be used)

Type of Information is being entered, Yes Customer_Info_Type_Code/


Type of record Account/Address/Contact Varchar2(10)
entry
Link with the Top Level Yes(If entering Parent_Customer_Ref /
Link to Parent Address&Account, and Contact&Account child data) Varchar2(50)
record
Name Information for Org or Person and C(If type of Organization_Name/
Name of Account also Contact record is Varchar2(30)
Account, Type
is Organization)

First Name of Person C(Type is Person_First_Name/


First Name Person) Varchar2(150)

Middle Name of Person N(Can only be Person_Middle_Name/


Middle Name entered for Varchar2(60)
Type Person)

Last Name of Person C(Type is Person_Last_Name/


Last Name Person) Varchar2(150)

Suffix of Person C(Type is Person_Name_Suffix/


Name Suffix Person) Varchar2(30)

Oracle Order Management – Add Customer Page 11


Title of Person N(Can Only be Person_Title/
Name Title entered for Varchar2(60)
Type Person)

Customer Number required for both C(If automatic Customer_Number


Customer Type(organization and Person) numbering is Number
Number not set in AR)

Email Address for account(can be entered C(Bassed on Email_Address/


Email Address for both Type) OM’s email Varchar2(2000)
req. profile)

Organization Number, for Type C(If want to use Party_Number/


Party Number Organization existing party Varchar2(30)
data, base on
Person Number for the Type Person HZ profile?)

Country code for Phone No Phone_Country_Code/


Country Code Varchar2(10)

Area Code for Phone No Phone_Area_Code/


Area Code Varchar2(10)

Phone Number No Phone_Number/


Phone Number Varchar2(40)

Phone Extension No Phone_Extension/


Phone Extension Varchar2(20)

Country Name/Should there be code too? C(If Entering Country/


Country Address) Varchar2(60)

Address Line 1 C(If Entering Address1/


Address Line 1 Address) Varchar2(240)

Address Line 2 No Address2/


Address Line 2 Varchar2(240)

Address Line 3 No Address3/


Address Line 3 Varchar2(240)

Address Line 4 No Address4/


Address Line 4 Varchar2(240)

Address City C(If Entering City/


City Address) Varchar2(60)

Address Postal Code C(If Entering Postal_Code/


Postal Code Address) Varchar2(60)

Oracle Order Management – Add Customer Page 12


Address State C(If Entering State/
State Address) Varchar2(60)

Address Province No Province/


Province Varchar2(60)

Address County C(If Entering County/


County Address) Varchar2(60)

True if entering Ship To Address C(If Entering IS_Ship_To_Address/


Ship to Address Address) Varchar2(1)

True if entering Bill To Address C(If Entering IS_Bill_To_Address/


Bill to address Address) Varchar2(1)

True if entering Deliver To Address C(If Entering IS_Deliver_To_Address/


Deliver to Address) Varchar2(1)
Address
Location on form C(If Entering Location_Number/Varchar2(
Location Address) 40)

Site Number C(If Entering


Site_Number/Varchar2(
Site Number Address) 80)
Attribute_category/
DFF Attribute Varchar2(30),
Attribute1-24/
Varchar2(150),
Global_Attribute_catego
DFF Global ry /Varchar2(30),
Attribute Global_Attribute1-20/
Varchar2(150),
Who Creation_Date/
Columns(NULL) Date,
Created_By/
Number(15),
Last_Update_Date/
Date,
Last_Updated_By/
Number(15),
Last_Update_Login/
Number(15),
Processing Request Id information for the run
Request_id /
Columns Number(15)
Request Id
Error Flag, set to ‘Y’, if creation failed
Error_Flag/
Error Flag Varchar2(1)
Rejected Flag, set it to ‘Y’, if you want
Rejected_Flag/
Rejected Flag purge process to delete it. Varchar2(2)

Oracle Order Management – Add Customer Page 1


Appendix 2: New Column Data Mapping of Header Table OE_HEADERS_IFACE_ALL

Column Comments or Clarification Required Column Name/Type


Description if new?

This reference data is required when user Yes Orig_Sys_Customer_Ref /


Reference for wants Order Import processing to create Varchar2(50)
new customer New customer

This reference data is required when user Yes Orig_Ship_Address_Ref /


Reference for wants Order Import processing to create Varchar2(50)
new Ship to New ship to Address.
Address
This reference data is required when user Yes Orig_Bill_Address_Ref /
Reference for wants Order Import processing to create Varchar2(50)
new Bill to New Bill to Address.
Address
This reference data is required when user Yes Orig_Deliver_Address_Ref
Reference for wants Order Import processing to create /Varchar2(50)
new Deliver to New Deliver to Address.
Address
This reference data is required when user Yes Sold_To_Contact_Ref
Reference for wants Order Import processing to create
new Contact New Contact Ship_To_Contact_Ref

Invoice_To_Contact_Ref

Deliver_To_Contact_Ref
/Varchar2(50)

Oracle Order Management – Add Customer Page 1


Appendix 3: New Column Data Mapping of Line Table OE_LINES_IFACE_ALL

Column Comments or Clarification Required Column Name/Type


Description if new?

This reference data is required when user Yes Orig_Ship_Address_Ref /


Reference for wants Order Import processing to create Varchar2(50)
new Ship to New ship to Address.
Address
This reference data is required when user Yes Orig_Bill_Address_Ref /
Reference for wants Order Import processing to create Varchar2(50)
new Bill to New Bill to Address.
Address
This reference data is required when user Yes Orig_Deliver_Address_Ref
Reference for wants Order Import processing to create /Varchar2(50)
new Deliver to New Deliver to Address.
Address
This reference data is required when user Yes Ship_To_Contact_Ref
Reference for wants Order Import processing to create
new Contact New Contact Invoice_To_Contact_Ref

Deliver_To_Contact_Ref
/Varchar2(50)

Oracle Order Management – Add Customer Page 2


Oracle Order Managment – Add a customer
October 2002
Author: Rajesh Shah

Oracle Corporation
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Redwood Shores, CA 94065
U.S.A.

Worldwide Inquiries:
Phone: +1.650.506.7000
Fax: +1.650.506.7200
Web: www.oracle.com

This document is provided for informational purposes


only and the information herein is subject to change
without notice. Please report any errors herein to
Oracle Corporation. Oracle Corporation does not
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Oracle is a registered trademark, and Oracle Order Management (are) a


trademark(s) or registered trademark(s) of Oracle corporation.
All other names may be trademarks of their respective owners.

Copyright © Oracle Corporation 2000


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