AR Customer Upload

Description:

AR Customer Upload This upload can be used to create and/or update Customer Accounts, Customer Sites and/or Customer Site Uses. Additionally, the upload supports:

the creation/update of the Customer Profiles and Customer Profile Amounts at Customer and Customer Site Level
the creation/update of bank Accounts at the Customer and Customer Site Level
the creation/update of Contact information at the Customer and Customer Site level

The following parameters determine the behaviour of the upload.

Upload Mode

Create – In this mode the user starts with a blank Excel. Use this mode to create new customers. Create, Update – In this mode the existing customer information is first downloaded into the excel based on the other parameters specified. Use this mode to update existing customer information, or to add/update additional supplementary information to the Customers and or Customer Sites (like customer profile information, customer profile amounts, bank accounts, contacts). This mode can also be used to create new Customers.

Update Level

This parameter determines if you want to download the Customer Profiles, Bank Accounts, and Contacts at the Customer Level, Customer Site Level or Both
Customer – only Customer Level information is downloaded to excel. Site – only Customer Site level information is downloaded to the excel Blank – Customer and Customer Site level information is downloaded to the Excel. In the excel you can create/update the customer profiles, bank accounts, and/or contacts at the customer level by leaving the Site Level columns null.

Update Profile Amounts

Set to Yes to download the Customer Profile Amounts assigned to the Customer and/or Customer Site profiles.

Update Bank Accounts

Set to Yes to download the Bank Accounts assigned to the Customers and/or Customer Sites

Update Contacts

Set to Yes to download the Contacts assigned to the Customers and/or Customer Sites

Contact Status

Determines the status of the contacts to be downloaded. By default, only active contacts will be downloaded. But his can be changed to download all contacts, or inactive contacts only.

Default Operating Unit and Default Profile Class

For creation of new Customers/Customer Sites, the Operating Unit and Profile Class to be used can be defaulted automatically if specified by these parameters

Default Assign. Level

For the creation of new Customers/Customer Sites, these parameters can be used to explicitly specify the level (Account or Site) to which the Profile Class, Tax Registration, Bank Accounts, Contacts, and Attachments should be assigned to respectively. Normally the upload will determine the level based on the existence of site level identifying data in the excel row being uploaded. If no site level identifying data is present, then it will be associated the entity with the Account, otherwise the entity will be associated with the site. This would require a separate excel row to be specified for the customer account and a separate row for the customer site if some entities are to be associated with the customer account and some with the customer site. These parameters allow you to create the customer account and customer site in a single excel row and explicitly specify for each entity at what level the entity should be associated with.

Parameters

Upload Mode, Operating Unit, Customer Name, Customer Name From, Customer Name To, Account Number, Account Number From, Account Number To, Customer Type, Customer Classification, Customer Sales Channel, Primary Salesperson, Country, Site Use Purpose, Site Use Location, Account/Site Status, Profile Class, Update Level, Update Profile Amounts, Update Tax Registrations, Tax Registration Status, Update Bank Accounts, Bank Account Status, Update Contacts, Contact Status, Update Attachments, Default Profile Assign. Level, Default Tax Reg. Assign. Level, Default Bank Acct Assign. Level, Default Contact Assign. Level, Default Attachment Assign. Level

Used tables

fnd_territories_vl, hz_cust_account_roles, hz_relationships, hz_parties, hz_org_contacts, hz_cust_accounts, hz_party_sites, hz_locations, hz_contact_points, iby_external_payers_all, iby_pmt_instr_uses_all, iby_ext_bank_accounts, ce_bank_branches_v, fnd_documents_short_text, fnd_lobs, fnd_attached_documents, fnd_documents_vl, fnd_doc_categories_active_vl, select, party_name, party_number, known_as, organization_name_phonetic, duns_number, display_flexfield_context, display_flexfield_value, account_number, account_name, orig_system_reference, meaning, account_established_date, qp_secu_list_headers_v, item_cross_ref_pref, oe_ship_methods_v, hr_all_organization_units_vl, dates_negative_tolerance, dates_positive_tolerance, over_shipment_tolerance, under_shipment_tolerance, over_return_tolerance, under_return_tolerance, ra_cust_receipt_methods, ar_receipt_methods, registration_type_code, rep_registration_number, party_site_number, party_site_name, addressee, address1, address2, address3, address4, city, county, state, postal_code, sales_tax_geocode, format_address, phone_country_code, phone_area_code, phone_number, phone_extension, email_address, url, name, ra_territories, translated_customer_name, ece_tp_location_code, location, hz_cust_site_uses_all, case, ra_territories_kfv, ra_terms_vl, jtf_rs_salesreps, jtf_rs_resource_extns_tl, ar_contacts_v, sic_code, oe_transaction_types_tl, item_cross_ref_pref, dates_negative_tolerance, dates_positive_tolerance, over_shipment_tolerance, under_shipment_tolerance, over_return_tolerance, under_return_tolerance, registration_type_code, rep_registration_number, tax_reference, zx_output_classifications_v

Dependencies

If you would like to try one of these Oracle EBS SQLs without having Blitz Report installed, note that some of the reports require functions from utility package xxen_util.

Example Report

None

Report SQL

www.enginatics.com/reports/ar-customer-upload/

Blitz Report™ import options

AR_Customer_Upload.xml

Oracle E-Business Suite Reporting Library

We provide an open source Oracle EBS SQLs as a part of operational and project implementation support toolkits for rapid Excel reports generation.

Blitz Report™ is based on Oracle EBS forms technology, and hence requires minimal training. There are no data or performance limitations since the output files are created directly from the database without going through intermediate file formats such as XML.

Blitz Report can be used as BI Publisher and Oracle Discoverer replacement tool. Standard Oracle BI Publisher and Discoverer reports can also be imported into Blitz Report for immediate output to Excel. Typically, reports can be created and version tracked within hours instead of days. The concurrent request output automatically opens upon completion without the need for re-formatting.

The Filters, Columns, Rows and Values fields are used to create and deliver the data in pivot table format with full drill down to details.

Blitz Report Pivots

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If you would like to optimize your Oracle EBS implementation and or operational reporting you can visit www.enginatics.com to review great ideas and example usage in blog. Or why not try for yourself in our demo environment.

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