Customer Wizard

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Update Existing Customer/Account Site

 
The Wizard uses the Oracle Public Trading Community Architecture Update APIs to change the records.  These APIs use an object version number to determine the correct record to update.  Consequently, the Wizard requires the individual record IDs for the section you are updating in order to update the correct record.  If these are removed prior to an update, the Wizard will not know which record to update and will error.
 
The easiest way to obtain the relevant IDs is to download the Customer and/or Sites. The download will populate all the ID columns as long as they have been included in the current worksheet.  If the ID column is not included on the current worksheet, then the IDs will not download and you will be unable to update the records.
 
Key any changes directly into the worksheet or open the form to make the changes before uploading.
 
To update a customer or site details, ensure the Upload Mode in the worksheet is either ‘Update’ or ‘Update All’.