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.
Refer to section: