This mode can be used to create new Customer Accounts and their Party information at the same time, or to create new Customer Accounts on existing Parties.
If during upload the Wizard determines the Party in the worksheet already exists in Oracle EBS, the Account will be automatically assigned to that Party.
Important If you want to add an Account to an existing Party, but only have the Party Name on the row, the Wizard will create a new Party as well as the Account.
To ensure the correct linkage is created, the Party ID and/or the Party Number must exist on the same row as the Customer Account information.
Customer mode consists of Customer and Site sections as below:
Section
Subsection
EBS Version
Customer
Customer
11 and 12
Order Management
11 and 12
SIC
11 and 12
Marketing
11 and 12
Customer DFF
11 and 12
Global Customer DFF
11 and 12
Party DFF
11 and 12
Customer Attachments
11 and 12
Customer Profile
Customer Profile
11 and 12
Customer Profile Doc Printing
11 and 12
Customer Profile DFF
11 and 12
Customer Profile Global DFF
11 and 12
Customer Profile Org Extension
11 and 12
Customer Profile Amount
11 and 12
Customer Classifications
12 Only
Customer Contact
Customer Contact
11 and 12
Contact DFF
11 and 12
Customer Contact Role
11 and 12
Customer Contact Communication
11 and 12
Customer Contact Address
11 and 12
Customer Communication
11 and 12
Customer Relationship
12 Only
Customer Payment Method
12 Only
Customer Credit Card
12 Only
Party Site
Party Site
11 and 12
Address
11 and 12
Party Site DFF
11 and 12
Account Site
Account Site
11 and 12
Account Site DFF
11 and 12
Account Site Global DFF
11 and 12
11 and 12
Site Use
Site Use
11 and 12
Site Use DFF
11 and 12
Site Use Profile
Site Use Profile
11 and 12
Site Use Profile Doc Printing
11 and 12
Site Use Profile DFF
11 and 12
Site Use Profile Global DFF
11 and 12
Site Use Profile Amount
11 and 12
Site Contact
Site Contact
11 and 12
Contact DFF
11 and 12
Site Contact Role
11 and 12
Site Contact Communication
11 and 12
Site Contact Address
11 and 12
Site Communication
11 and 12
Site Use Payment Method
12 only
Site Use Credit Card
12 only
Customer Template/Mode has separate forms for each section.
Within each section the user can open the relevant form. The form that displays when double-clicking a cell will be dependent on your cursor position in the worksheet. If your cursor is in the ‘Customer’ section of the worksheet then the Customer form will appear. If your cursor is in one of the ‘Site’ sections of the worksheet then the applicable Site form will appear.
