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


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