‘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.
2. 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
3. Appendix 3: New Column Data Mapping of Line Table
OE_LINES_IFACE_ALL .................................................................................. 2
4. 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
5. 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
6. • 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
7. OE_HEADERS_IFACE_ALL
OE_CUSTOMER_INFO_IFACE_ALL
OE_LINES_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
8. 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
9. 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
10. 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
12. 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
13. 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
D i ti
Comments or Clarification Required if
?
Column Name/Type
Oracle Order Management – Add Customer Page 10
14. Description new?
Reference for
new customer
info
This reference data is required when user
wants Order Import processing to create
New customer
Yes Customer_Info_Ref /
Varchar2(50)
Current Customer
Number
When adding new address or Contact for
existing customer, customer_number or
customer_id should be provided
C(If entering
address or
contact for
exiting)
Current_Customer_Number/
Number
Current Customer
Id
When adding new address or Contact for
existing customer, customer_number or
customer_id should be provided
C(If entering
address or
contact for
exiting)
Current_Customer_Id /
Number
Type of Customer
This is for indication for account entry,
Valid values are Organization and Person
No(Default
value of
Organization
will be used)
Customer_Type/
Varchar2(30)
Type of record
entry
Type of Information is being entered,
Account/Address/Contact
Yes Customer_Info_Type_Code/
Varchar2(10)
Link to Parent
record
Link with the Top Level
Address&Account, and Contact&Account
Yes(If entering
child data)
Parent_Customer_Ref /
Varchar2(50)
Name of Account
Name Information for Org or Person and
also Contact
C(If type of
record is
Account, Type
is Organization)
Organization_Name/
Varchar2(30)
First Name
First Name of Person C(Type is
Person)
Person_First_Name/
Varchar2(150)
Middle Name
Middle Name of Person N(Can only be
entered for
Type Person)
Person_Middle_Name/
Varchar2(60)
Last Name
Last Name of Person C(Type is
Person)
Person_Last_Name/
Varchar2(150)
Name Suffix
Suffix of Person C(Type is
Person)
Person_Name_Suffix/
Varchar2(30)
Oracle Order Management – Add Customer Page 11
15. Name Title
Title of Person N(Can Only be
entered for
Type Person)
Person_Title/
Varchar2(60)
Customer
Number
Customer Number required for both
Type(organization and Person)
C(If automatic
numbering is
not set in AR)
Customer_Number
Number
Email Address
Email Address for account(can be entered
for both Type)
C(Bassed on
OM’s email
req. profile)
Email_Address/
Varchar2(2000)
Party Number
Organization Number, for Type
Organization
Person Number for the Type Person
C(If want to use
existing party
data, base on
HZ profile?)
Party_Number/
Varchar2(30)
Country Code
Country code for Phone No Phone_Country_Code/
Varchar2(10)
Area Code
Area Code for Phone No Phone_Area_Code/
Varchar2(10)
Phone Number
Phone Number No Phone_Number/
Varchar2(40)
Phone Extension
Phone Extension No Phone_Extension/
Varchar2(20)
Country
Country Name/Should there be code too? C(If Entering
Address)
Country/
Varchar2(60)
Address Line 1
Address Line 1 C(If Entering
Address)
Address1/
Varchar2(240)
Address Line 2
Address Line 2 No Address2/
Varchar2(240)
Address Line 3
Address Line 3 No Address3/
Varchar2(240)
Address Line 4
Address Line 4 No Address4/
Varchar2(240)
City
Address City C(If Entering
Address)
City/
Varchar2(60)
Postal Code
Address Postal Code C(If Entering
Address)
Postal_Code/
Varchar2(60)
Oracle Order Management – Add Customer Page 12
16. State
Address State C(If Entering
Address)
State/
Varchar2(60)
Province
Address Province No Province/
Varchar2(60)
County
Address County C(If Entering
Address)
County/
Varchar2(60)
Ship to Address
True if entering Ship To Address C(If Entering
Address)
IS_Ship_To_Address/
Varchar2(1)
Bill to address
True if entering Bill To Address C(If Entering
Address)
IS_Bill_To_Address/
Varchar2(1)
Deliver to
Address
True if entering Deliver To Address C(If Entering
Address)
IS_Deliver_To_Address/
Varchar2(1)
Location
Location on form C(If Entering
Address)
Location_Number/Varchar2(
40)
Site Number
Site Number C(If Entering
Address)
Site_Number/Varchar2(
80)
DFF Attribute
Attribute_category/
Varchar2(30),
Attribute1-24/
Varchar2(150),
DFF Global
Attribute
Global_Attribute_catego
ry /Varchar2(30),
Global_Attribute1-20/
Varchar2(150),
Who
Columns(NULL)
Creation_Date/
Date,
Created_By/
Number(15),
Last_Update_Date/
Date,
Last_Updated_By/
Number(15),
Last_Update_Login/
Number(15),
Processing
Columns
Request Id
Request Id information for the run
Request_id /
Number(15)
Error Flag
Error Flag, set to ‘Y’, if creation failed
Error_Flag/
Varchar2(1)
Rejected Flag
Rejected Flag, set it to ‘Y’, if you want
purge process to delete it.
Rejected_Flag/
Varchar2(2)
Oracle Order Management – Add Customer Page 1
17. Appendix 2: New Column Data Mapping of Header Table OE_HEADERS_IFACE_ALL
Column
Description
Comments or Clarification Required
if new?
Column Name/Type
Reference for
new customer
This reference data is required when user
wants Order Import processing to create
New customer
Yes Orig_Sys_Customer_Ref /
Varchar2(50)
Reference for
new Ship to
Address
This reference data is required when user
wants Order Import processing to create
New ship to Address.
Yes Orig_Ship_Address_Ref /
Varchar2(50)
Reference for
new Bill to
Address
This reference data is required when user
wants Order Import processing to create
New Bill to Address.
Yes Orig_Bill_Address_Ref /
Varchar2(50)
Reference for
new Deliver to
Address
This reference data is required when user
wants Order Import processing to create
New Deliver to Address.
Yes Orig_Deliver_Address_Ref
/Varchar2(50)
Reference for
new Contact
This reference data is required when user
wants Order Import processing to create
New Contact
Yes Sold_To_Contact_Ref
Ship_To_Contact_Ref
Invoice_To_Contact_Ref
Deliver_To_Contact_Ref
/Varchar2(50)
Oracle Order Management – Add Customer Page 1
18. Appendix 3: New Column Data Mapping of Line Table OE_LINES_IFACE_ALL
Column
Description
Comments or Clarification Required
if new?
Column Name/Type
Reference for
new Ship to
Address
This reference data is required when user
wants Order Import processing to create
New ship to Address.
Yes Orig_Ship_Address_Ref /
Varchar2(50)
Reference for
new Bill to
Address
This reference data is required when user
wants Order Import processing to create
New Bill to Address.
Yes Orig_Bill_Address_Ref /
Varchar2(50)
Reference for
new Deliver to
Address
This reference data is required when user
wants Order Import processing to create
New Deliver to Address.
Yes Orig_Deliver_Address_Ref
/Varchar2(50)
Reference for
new Contact
This reference data is required when user
wants Order Import processing to create
New Contact
Yes Ship_To_Contact_Ref
Invoice_To_Contact_Ref
Deliver_To_Contact_Ref
/Varchar2(50)
Oracle Order Management – Add Customer Page 2