Friday, September 7, 2012
CUSTOMER CONVERSION IN ORACLE APPS R12 via API's - OVERVIEW
In
this post, we have tried to describe the process flow of customer conversion in
graphical manner and Oracle Standard API’s to load the data into R12 Target
System. The methodology described here is one of the proven strategies which we
used in our conversion project. This will give you an approach for your
customer requirements.
Functional Setups
need to be considered/verified
Below
are the important entities need to be setup before running the customer
conversion loading program in the target system
- External Banks
- Orig System
- Customer profile classes
- Collectors
- Statement cycles
- Grouping rules
- Payment terms
- Dunning Letter Sets
- Various lookups used in party/customer account related entities
Loading
Party Data - R12
In
order to reduce the size of the post, we have published it in another link,
Loading Customer
Account Data - R12
In
order to reduce the size of the post, we have published it in another link,
http://www.shareoracleapps.com/2012/09/customer-conversion-loading-customer.html
Tables/views
involved Brief Overview:
Table/View name
|
Purpose
|
AR_CUST_RECEIPT_METHODS_V
|
Stores the
payment method information of the
customer
|
RA_TERMS
|
Contains the
payment term details
|
AR_DUNNING_LETTER_SETS
|
Stores dunning
letter master details
|
AR_STATEMENT_CYCLES
|
Statement cycle
details
|
HZ_CUST_PROFILE_CLASSES
|
Master
table for customer account profile classes
|
AR_COLLECTORS
|
Master table
for collector information
|
AR_AUTOCASH_HIERARCHIES
|
Master
table for hierarches details related to Lockbox program
|
GL_CODE_COMBINATIONS_KFV
|
Stores the
account code combinations
|
HZ_PARTIES
|
Stores the
party information
|
HZ_PARTY_SITES
|
Master table
for party site
|
HZ_LOCATIONS
|
Master table
for addresses
|
HZ_PARTY_SITES
|
Master table
for party sites
|
HZ_CUST_ACCOUNTS
|
Master table
for customer account details
|
HZ_CUST_ACCT_SITES_ALL
|
Master table
for customer account sites
|
HZ_CUST_SITE_USES_ALL
|
Master table
for customer account site uses
|
HZ_CUSTOMER_PROFILES
|
Master table
for customer account/site profiles
|
HZ_CUST_PROFILE_AMTS
|
Master table
for customer account/site profile amounts
|
HZ_CUST_ACCOUNT_ROLES
|
Master table
for customer account/site contacts
|
HZ_ROLE_RESPONSIBILITIES
|
Master table
for customer account/site contact responsibilities
|
HZ_RELATIONSHIPS
|
Master table
for storing party relationship details
|
HZ_CODE_ASSIGNMENTS
|
Master table
for party organization classifications
|
HZ_ORGANIZATION_PROFILES
|
Master table
for storing the organization type party profiles
|
HZ_PERSON_PROFILES
|
Master table
for storing the person type party profiles
|
HZ_ORG_CONTACTS
|
Master table
for storing the organization contact details
|
HZ_ORG_CONTACT_ROLES
|
Master table
for storing the organization contact roles responsibilities
|
HZ_CONTACT_POINTS
|
Master table
for storing the party/party site contact point details
|
Query's related to Party/Customer
1. Query to Fetch Customer Payment Attribute Details and Receipt Methods
2. Query to Fetch Party,Customer, Site Details
3. Query to Fetch Customer Account Profile Details
4. Query to Fetch Customer Account Credit Card Details
5. Query to Fetch Customer Bank Account Details,
Happy Sharing!! Enjoy Learning!!!!
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6 Responses to “CUSTOMER CONVERSION IN ORACLE APPS R12 via API's - OVERVIEW”
September 15, 2012 at 9:47 AM
Excellent Post. Thank You So Much.
regards,
Sree
November 29, 2012 at 7:59 AM
Thank you for sharing.
Venkat
May 22, 2013 at 12:19 AM
superb way of explanation
July 11, 2013 at 2:09 AM
Useful post
July 14, 2014 at 7:15 AM
thank u
May 25, 2015 at 4:01 AM
Thanks for sharing. This is excellent site.
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