Customer Data Upload Utilty - Accounts Receivables R12

Basic Business Need

Business organization which manages more customer engagements frequently will have a challenge to define their customers, credit terms, payment profiles, sites, and contact points.

Business user will have to define new customers through standard pages is time consuming task and cumbersome process.

Hence there requires a tool which does quickly to create tons of customers in few minutes.

Solution

1. Define XLS template
2. XLS template will have fields defined that are required for customer master upload
3. Business user has to fill customer data based on agreed template format
4. File has to be copied from local desktop to oracle applications
5. Run concurrent program process which reads data from XLS and process it into intermediate tables
6. Execute customer interface. This program will process customer data, sites, contact points, payment terms, credit profiles, revenue and receivables accounts assigned and associated with customer
7. View upload results through console screen

Menu Tree


Upload Template File

  

Import Data File


Process to Create Customers


Interface Console Screen


Comments

Post a Comment

Popular posts from this blog

Query to get FSG report details with row/column set

Below query is to fetch FSG report titles, names, and description along with will give a view to list of row sets and column sets associated with the report. -- FSG REPORTS -- SELECT fst.id_flex_structure_name , R.NAME , R.report_title , R.DESCRIPTION , R.column_set "COLUMN SET" , rw2.structure_id , rw2.DESCRIPTION "COL DESC" , R.row_set "ROW SET" , rw.DESCRIPTION "ROW DESC" , R.report_display_set "DISPLAY SET" , R.content_set "CONTENT SET" , R.row_order "ROW ORDER" , R.rounding_option "RND" , u.user_name , u.DESCRIPTION , R.creation_date FROM rg_reports_v R    , fnd_id_flex_structures_v fst    , fnd_user u    , rg_report_axis_sets_v rw    , rg_report_axis_sets_v rw2 WHERE r.structure_id = fst.id_flex_num AND R.row_set_id     = rw.axis_set_id AND r.column_set_id  = rw2.axis_set_id AND SUBSTR(fst.id_flex_structure_name,1,2) IN ('DC') AND R.created_by     = u.user_id OR
Read more

How to use lexical parameters in Data template (XML document) R12

Lexical parameters can be added in data definition using &variable name This is flexible variable string where you can execute runtime conditions based on user-inputs Example 1. Append &gc_journal_filter at the end of sql statement 2. Define beforereport function in package signature FUNCTION beforereport RETURN BOOLEAN; 3. Define all the report parameters as a package variable in package signature including lexical parameters 4. Implement beforereport function by building your runtime conditions to be added to SQL statements  FUNCTION beforereport RETURN BOOLEAN IS  BEGIN          IF p_journal_source IS NULL THEN       gc_journal_filter := ' AND jh.je_source IN (''AutoCopy'',''Manual'')';     END IF;          IF p_journal_category IS NULL THEN       gc_journal_filter := 'AND jh.je_category IN (''Other'') ';     END IF;    RETURN TRUE;  END;
Read more

Sub Inventory Transfer API.

Image
Sub Inventory transfer is used to move materials from one sub-inventory to another within same organization. This is especially used to 1. Adjust on-hand quantities between sub-inventories 2. Transfer to another sub-inventories for specific business need like additional sales 3. Damages/expiry products can be moved to non-asset sub-inventories to discard it from inventory valuation report and so on., Key elements 1. From sub inventory 2. To sub inventory 3. Organization 4. Inventory item 5. Transact quantity 6. Transact unit of measure 7. Transaction type 8. Transaction action 9. Transact Reference 10. Transact date 11. Lot Number Open Interfaces mtl_transactions_interface - is used to populate sub inventory transfer details mtl_transaction_lots_interface - is used to populate lot details for particular sub inventory transfer Base Tables mtl_material_transactions - is used to get all type of material transactions like sub-inventory transfer, inter-org tra
Read more