Welcome to Customer Wizard.
We developed this tool in response to demand from Oracle Receivables Users for a user-friendly and robust worksheet tool to load Parties and/or Customers and their associated Banks into the Oracle Receivables module.
The Wizard is a VBA program embedded in a Microsoft Excel workbook. It is a close cousin to our other Wizard products and shares the same look and feel.
Customer Wizard uses the standard Oracle APIs provided by the Trading Community Architecture provided with E-Business Suite 11i and as such works in the same way as Oracle does to create and update customers. Before entering customer data for the first time, it will be necessary to complete the setup for customers in Oracle Receivables. Refer to the Oracle Receivables setup documentation or user guides for further information on these setup steps.
NB: (R12 only) We recommend ensuring the concurrent process ‘DQM Serial Sync Index Program’ is set to run automatically. This concurrent process must complete before you can search and find the party/account that was updated or added. See Oracle Doc 465993.1 and 1420168.1
The following types of customer-related information are supported:
• Parties-person, Organization, Group
• Locations
• Party Sites, Party Site Uses
• Organization Contact, Organization Contact Role
• Contact points
• Customer Accounts
• Account Sites and Site Uses
• Banks, Bank Owners, Direct Debits, Payment Methods and Credit Cards
• Customer Account Role, Role Responsibility
• Customer Profile, Customer Profile Amount
Features
All options are available on a ribbon. Double-clicking in the worksheet loads the appropriate form for the selected Mode. The form is optional and you can simply type, import, or paste the values into the worksheet.
You can upload Customers/Site/Banks one at a time, or the entire contents of your worksheet.
The program is flexible about the worksheet layout. You can move, delete, or hide unwanted columns. You can also have multiple sheets or even load customers from sheets in other workbooks.
