Receive Customer Service

This service is in the WmOAFIN1227 package and has the following fully-qualified service name: receivables1227.intoOA.customer:receiveCustomer.

This service allows you to create or update customer information in your Oracle Applications.

The Customer Interface process deletes the rows from the interface tables which were imported successfully or contained warning messages. The error records in the interface table have an error interface status code. To identify the error records for a particular Customer Interface import run, query the interface table with the actual concurrent request ID. The import process changes the request ID to null for those records not deleted from the interface table after an unsuccessful import.

The Customer Interface process does not link the import process and the records in the interface table that it processes. In addition, no interface error table exists in Oracle Applications to store the Customer Import errors. Instead, the Customer Interface Transfer Report online report generates and includes exceptions from interface records for a particular run. To obtain the Customer interface status, check the Customer Interface Transfer Report generated along with the concurrent request.

Database Scripts

This service uses the following database scripts:

Database Script	Description
wm_install_into_customer.sql	Runs any scripts for the service.
wm_into_customer_pkg.sql	Installs WM_CUSTOMER_IMP_HANDLER_PKG. WM_HANDLE_CUSTOMER, which calls the WM_CONC_REQUEST.WM_REQUEST_SUBMIT procedure to submit the customer concurrent process.
wm_drop_into_customer.sql	Uninstalls all components created by wm_install_into_customer.sql.

For more information about using database scripts, see Database Scripts.

Supporting Transaction Definitions

This service was built from the configured services defined in the following transaction definitions:

setCustomerTxn1227.txp
CustomerTxn1227.txp

For information about using the transaction definition files to customize this service, see Transaction Definitions.

Flow Control

The main flow executes as follows:

specifyDefaultSettings specifies the default parameter settings required for service execution. You should change these settings accordingly.
specifyConcProgParams specifies the default parameter settings required for concurrent program execution. You should change these settings accordingly.
bizDocMapping maps the incoming business document structure to the required Oracle Applications data structures (interface tables).
- getOrgId is a transformer for mapping the business document IData structure to the interface table IData structure. It takes ORGANIZATION_NAME as the input parameter and queries the table ORG_ORGANIZATION_DEFINITIONS to get the ORGANIZATION_ID.
- getOASystemDate returns the Oracle Applications System Date in dd-MM-yyyy format.
- getOracleAppsUserId is a transformer for mapping the business document IData structure to the interface table IData structure. It takes ORACLE_APPS_USER_NAME as the input parameter from the business document, and queries the table FND_USER to get the USER_ID. The USER_ID information is required for insertion into the interface tables.
setCustomerTxn inserts data into the interface table. It extracts data form the IData structure resulted in the bizDocMapping service and puts the data into the interface table in Oracle Applications for Customer.
importCustomer: This service imports data to the production table from the interface table. It calls the execCustomerConcProg service to execute the corresponding concurrent program that inserts data into the production table and to generate the error/acknowledgment message.
- execCustomerConcProg invokes the stored procedure Wm_Customer_Imp_Handler_Pkg.WM_HANDLE_CUSTOMER that calls the corresponding concurrent subroutine to execute the data import process for the Customer into Oracle Applications. This service produces Status ID, Request ID, Execution Status Message for normal concurrent program completion, and any database Stored Procedure error message if an exception occurs in the Stored Procedure execution).
runDQMStaging: This service executes the Data Quality Management staging program, which creates the indices in Oracle Applications for the customers data. The execution can be controlled by the default setting "doDQMStaging”.

For more details on receive transactions, see Overview of Receive Service Transaction Processing.

Business Document Structure

This service uses the following business document structure:

Note: See the table for Services using the same field names and column mappings.

1.0 CUSTOMERS
- 1.1 SITES
  - 1.1.1 SITE_USES
  - 1.1.1.1 SITE_PAYMENT_METHODS
  - 1.1.1.2 SITE_BANK_ACCOUNTS
  - 1.1.1.3 SITE_PROFILES
  - 1.1.1.3.1 SITE_PROFILE AMOUNTS
  - 1.1.2 SITE_PHONES
  - 1.1.3 SITE_CONTACTS
  - 1.1.3.1 SITE_CONTACT_ROLES
  - 1.1.3.2 SITE_CONTACT_PHONES
1.2 PHONES
1.3 CONTACTS
- 1.3.1 CONTACT_ROLES
- 1.3.2 CONTACT_PHONES
1.4 BANK_ACCOUNTS
1.5 PAYMENT_METHODS
1.6 CUSTOMER_PROFILES
- 1.6.1 PROFILE_AMOUNTS

1.0 CUSTOMERS (Maps to RA_CUSTOMERS_INTERFACE_ALL)

For These Documents...	Use the following table:
1.1.3.2. SITE_CONTACT_PHONES 1.2 PHONES	1.1.2 SITE_PHONES (Maps to RA_CONTACT_PHONES_INT_ALL)
1.3 CONTACTS	1.1.3 SITE_CONTACTS (Maps to RA_CONTACTS)
1.3.1 CONTACT_ROLES	1.1.3.1 SITE_CONTACT_ROLES
1.3.2 CONTACT_PHONES	1.1.2 SITE_PHONES (Maps to RA_CONTACT_PHONES_INT_ALL)
1.4 BANK_ACCOUNTS	1.1.1.2 SITE_BANK_ACCOUNTS (Maps to RA_CUSTOMER_BANKS_INT_ALL)
1.5. PAYMENT_METHODS	1.1.1.1 SITE_PAYMENT_METHODS (Maps to RA_CUST_PAY_METHOD_INT_ALL)
1.6 CUSTOMER_PROFILES	1.1.1.3 SITE_PROFILES (Maps to RA_CUSTOMER_PROFILES_INT_ALL)
1.6.1 PROFILE_AMOUNTS	1.1.1.3.1 SITE_PROFILE AMOUNTS (Maps to RA_CUSTOMER_PROFILES_INT_ALL)

1.0 CUSTOMERS (Maps to RA_CUSTOMERS_INTERFACE_ALL)

Field Name	Map to Column	Description
CUSTOMER_ID
CUSTOMER_NAME	CUSTOMER_NAME	Required.
CUSTOMER_NUMBER	CUSTOMER_NUMBER
CUSTOMER_KEY	CUSTOMER_KEY	Derived key created by Oracle Sales and Marketing to facilitate querying.
CUSTOMER_STATUS	CUSTOMER_STATUS	Customer status flag.
ORIG_SYSTEM_ REFERENCE	ORIG_SYSTEM_ CUSTOMER_REFERENCE	Required. Unique customer identifier from foreign system.
CUSTOMER_PROSPECT_ CODE	CUSTOMER_PROSPECT_ CODE
CUSTOMER_CATEGORY_ CODE	CUSTOMER_CATEGORY_ CODE	User–definable category.
CUSTOMER_CLASS_ CODE	CUSTOMER_CLASS_ CODE	Customer class identifier.
CUSTOMER_TYPE	CUSTOMER_TYPE	Receivables lookup code for CUSTOMER_TYPE. Values are: I: Internal customers. R: external customers.
TAX_REFERENCE	TAX_REFERENCE	Taxpayer identification number.
TAX_CODE	TAX_CODE	Tax code for this customer.
SHIP_VIA	CUST_SHIP_VIA_CODE	Name of shipping firm.
TAXPAYER_ID	JGZZ_FISCAL_CODE	Fiscal code for certain European countries.
CUSTOMER_NAME_ PHONETIC	CUSTOMER_NAME_ PHONETIC	Japanese Kana, or phonetic representation of organization name.
LANGUAGE	LANGUAGE
PERSON_FIRST_ NAME	PERSON_FIRST_ NAME
PERSON_LAST_ NAME	PERSON_LAST_ NAME
PERSON_FLAG	PERSON_FLAG
INSERT_UPDATE_ FLAG	INSERT_UPDATE_ FLAG	Flag to indicate whether the customer record inserted or updated.

1.1 SITES (Maps to RA_CUSTOMERS_INTERFACE_ALL)

Field Name	Map to Column	Description
ORIG_SYSTEM_ REFERENCE	ORIG_SYSTEM_ ADDRESS_REF	Address identifier from the foreign system.
ADDRESS1	ADDRESS1
ADDRESS2	ADDRESS2
ADDRESS3	ADDRESS3
ADDRESS4	ADDRESS4
CITY	CITY
COUNTY	COUNTY
STATE	STATE
PROVINCE	PROVINCE
COUNTRY	COUNTRY
POSTAL_CODE	POSTAL_CODE
ADDRESS_LINES_ PHONETIC	ADDRESS_LINES_ PHONETIC	Phonetic or Kana representation of the Kanji address lines, used in Japan.
TERRITORY	TERRITORY	Territory for this customer account site.
TRANSLATED_CUSTOMER_ NAME	TRANSLATED_CUSTOMER_ NAME	Translated customer name.
ORGANIZATION_ NAME	ORG_ID	Organization name.

1.1.1 SITE_USES (Maps to RA_CUSTOMERS_INTERFACE_ALL)

Field Name	Map to Column	Description
SITE_USE_ID
SITE_USE_CODE	SITE_USE_CODE	Business purpose.
PRIMARY_FLAG	PRIMARY_SITE_ USE_FLAG	Indicates whether site is primary.
BILL_TO_ LOCATION	BILL_TO_ORIG_ ADDRESS_REF	Site use identifier.
SHIP_VIA	SITE_SHIP_ VIA_CODE	Name of the preferred shipping company.
TAX_REFERENCE	SITE_USE_TAX_ REFERENCE
TAX_CODE	SITE_USE_TAX_ CODE
DEMAND_CLASS_ CODE	DEMAND_CLASS_ CODE
REV_ACCOUNT	GL_ID_REV	Account identifier for the revenue account.
FREIGHT_ACCOUNT	GL_ID_FREIGHT	Account identifier for the freight account.
REC_ACCOUNT	GL_ID_REC	Account identifier for the receivable account.
CLEARING_ ACCOUNT	GL_ID_CLEARING	Account identifier for the clearing account.
TAX_ACCOUNT	GL_ID_TAX	Account identifier for the tax account.
UNBILLED_ ACCOUNT	GL_ID_UNBILLED	Account identifier for the unbilled account.
UNEARNED_ ACCOUNT	GL_ID_UNEARNED	Account identifier for the unearned account.
UNPAID_REC_ ACCOUNT	GL_ID_UNPAID	Account identifier for the unpaid bills account.
REMITTANCE_ ACCOUNT	GL_ID_REMITTANCE	Account identifier for the remittance account.
FACTOR_ACCOUNT	GL_ID_FACTOR	Account identifier for the factor account.
LOCATION	LOCATION

1.1.1.1 SITE_PAYMENT_METHODS (Maps to RA_CUST_PAY_METHOD_INT_ALL)

Field Name	Maps to Column	Description
PRIMARY_FLAG	PRIMARY_FLAG	Required. Indicates whether customer receipt method is primary.
RECEIPT_METHOD_ NAME	RECEIPT_METHOD_ NAME	Required.
START_DATE	START_DATE	Required. Start date of the customer receipt methods.
END_DATE	END_DATE	End date of the customer receipt methods.

1.1.1.2 SITE_BANK_ACCOUNTS (Maps to RA_CUSTOMER_BANKS_INT_ALL)

Field Name	Maps to Column	Description
START_DATE	START_DATE	Required. Start date of the bank account.
END_DATE	END_DATE	End date of the bank account.
PRIMARY_FLAG	PRIMARY_FLAG	Required. Indicates whether the bank account use is primary.
BANK_NUMBER	BANK_NUMBER
BANK_NAME	BANK_NAME
BANK_BRANCH_ NAME	BANK_BRANCH_ NAME
BANK_BRANCH_NUM	BANK_NUM
BANK_BRANCH_ DESCRIPTION	BANK_BRANCH_ DESCRIPTION
BANK_ACCOUNT_ NAME	BANK_ACCOUNT_ NAME	Required.
BANK_ACCOUNT_ NUM	BANK_ACCOUNT_ NUM	Bank account number.
BANK_ACCOUNT_ DESCRIPTION	BANK_ACCOUNT_ DESCRIPTION
BANK_CURRENCY_ CODE	BANK_CURRENCY_ CODE
BANK_ACCOUNT_ INACTIVE_DATE	BANK_ACCOUNT_ INACTIVE_DATE
BANK_BRANCH_ ADDRESS1	BANK_BRANCH_ ADDRESS1
BANK_BRANCH_ ADDRESS2	BANK_BRANCH_ ADDRESS2
BANK_BRANCH_ ADDRESS3	BANK_BRANCH_ ADDRESS3
BANK_BRANCH_ ADDRESS4	BANK_BRANCH_ ADDRESS4
BANK_BRANCH_ CITY	BANK_BRANCH_ CITY
BANK_BRANCH_ STATE	BANK_BRANCH_ STATE
BANK_BRANCH_ ZIP	BANK_BRANCH_ ZIP
BANK_BRANCH_ PROVINCE	BANK_BRANCH_ PROVINCE
BANK_BRANCH_ COUNTRY	BANK_BRANCH_ COUNTRY
BANK_HOME_ COUNTRY	BANK_HOME_ COUNTRY
BANK_BRANCH_ AREA_CODE	BANK_BRANCH_ AREA_CODE
BANK_BRANCH_ PHONE	BANK_BRANCH_ PHONE
BANK_BRANCH_ COUNTY	BANK_BRANCH_ COUNTY
BANK_BRANCH_ EFT_USER_NUMBER	BANK_BRANCH_ EFT_USER_NUMBER	The number that identifies you as a user of electronic funds transfer services to your bank or clearing organization.
BANK_ACCOUNT_ CHECK_DIGITS	BANK_ACCOUNT_ CHECK_DIGITS	Holds any check digits that result from bank account number validation.

1.1.1.3 SITE_PROFILES (Maps to RA_CUSTOMER_PROFILES_INT_ALL)

Field Name	Maps to Column	Description
PROFILE_CLASS_ NAME	CUSTOMER_PROFILE_ CLASS_NAME
PROFILE_CLASS_ DESCRIPTION
COLLECTOR_NAME	COLLECTOR_NAME
CREDIT_CHECKING	CREDIT_CHECKING	Indicates whether a credit check is to be carried out.
TOLERANCE	TOLERANCE	Percentage over credit limit that this customer can exceed before action is taken.
DISCOUNT_TERMS	DISCOUNT_TERMS	Indicates whether to allow discount terms. Default value is Y (Yes).
DUNNING_LETTERS	DUNNING_LETTERS	Indicates whether to send dunning letters to this customer when invoices, debit memos, or charge backs become past due.
INTEREST_CHARGES	INTEREST_CHARGES	Indicates whether to charge this customer interest.
STATEMENTS	STATEMENTS	Indicates whether to send this customer statement.
CREDIT_BALANCE_ STATEMENTS	CREDIT_BALANCE_ STATEMENTS	Indicates whether to send statements that have a credit balance.
CREDIT_HOLD	CREDIT_HOLD	Required. Indicates whether to put a hold on this customer’s credit.
CREDIT_RATING	CREDIT_RATING	List of values for credit rating.
RISK_CODE	RISK_CODE	List of values for risk code.
STANDARD_TERMS	STANDARD_TERMS	User–defined payment.
OVERRIDE_TERMS	OVERRIDE_TERMS	Indicates whether to allow override of standard.
DUNNING_LETTER_ SET_NAME	DUNNING_LETTER_ SET_NAME
INTEREST_PERIOD_ DAYS	INTEREST_PERIOD_ DAYS	Number of days to which the interest rate refers.
PAYMENT_GRACE_ DAYS	PAYMENT_GRACE_ DAYS	Maximum number of overdue days allowed before action.
DISCOUNT_GRACE_ DAYS	DISCOUNT_GRACE_ DAYS	Number of days after discount term date during which this customer can take discounts.
STATEMENT_CYCLE_ NAME	STATEMENT_CYCLE_ NAME
ACCOUNT_STATUS	ACCOUNT_STATUS	User-defined account status.
AUTO_REC_INCL_ DISPUTED_FLAG	AUTO_REC_INCL_ DISPUTED_FLAG	Indicates whether to include disputed transactions.
AUTOCASH_HIERARCHY_ NAME	AUTOCASH_HIERARCHY_ NAME
TAX_PRINTING_ OPTION	TAX_PRINTING_ OPTION
CHARGE_ON_FINANCE_ CHARGE_FLAG	CHARGE_ON_FINANCE_ CHARGE_FLAG	Indicates whether to compound finance charges for this customer or site.
GROUPING_RULE_ NAME	GROUPING_RULE_ NAME
CONS_INV_FLAG	CONS_INV_FLAG	Indicates whether the customer will be sent a consolidated billing invoice.
CONS_INV_TYPE	CONS_INV_TYPE	Type of consolidated summary or detail billing invoice sent to customer.
PERCENT_ COLLECTABLE	PERCENT_ COLLECTABLE	Percentage of this customer’s account balance that you expect to collect on a regular basis.
CLEARING_DAYS	CLEARING_DAYS	Number of clearing days before receipts that belong to this customer or site. This overrides the value of the payment method or bank account.
INSERT_UPDATE_ FLAG	INSERT_UPDATE_ FLAG	Flag to indicate insert or update of the Profile record.
CREDIT_ CLASSIFICATION	CREDIT_ CLASSIFICATION

1.1.1.3.1 SITE_PROFILE AMOUNTS (Maps to RA_CUSTOMER_PROFILES_INT_ALL)

Field Name	Maps to Column	Description
CURRENCY_CODE	CURRENCY_CODE
TRX_CREDIT_LIMIT	TRX_CREDIT_LIMIT	Credit limit for an order.
OVERALL_CREDIT_ LIMIT	OVERALL_CREDIT_ LIMIT
MIN_DUNNING_ AMOUNT	MIN_DUNNING_ AMOUNT	Minimum total a Dunning letter should have before the letter is printed.
MIN_DUNNING_ INVOICE_AMOUNT	MIN_DUNNING_ INVOICE_AMOUNT	The balance due on a payment schedule must be at least this value before it can be dunned.
MAX_INTEREST_ CHARGE	MAX_INTEREST_ CHARGE	Maximum interest to be charged per invoice for a currency.
MIN_STATEMENT_ AMOUNT	MIN_STATEMENT_ AMOUNT	Minimum total a statement should have before the statement is printed.
AUTO_REC_MIN_ RECEIPT_AMOUNT	AUTO_REC_MIN_ RECEIPT_AMOUNT	Limits the minimum receipt amount for a currency.
INTEREST_RATE	INTEREST_RATE	The interest rate to be charged to this customer account or site for invoices in this currency.
MIN_FC_BALANCE_ AMOUNT	MIN_FC_BALANCE_ AMOUNT	Minimum balance that a customer account or customer account site should have before any finance charges can be charged to invoices.
MIN_FC_INVOICE_ AMOUNT	MIN_FC_INVOICE_ AMOUNT	Minimum balance on an invoice before any finance charges can be computed for it.
INSERT_UPDATE_ FLAG	INSERT_UPDATE_ FLAG	Flag to indicate insert or update of the Profile amount record

1.1.2 SITE_PHONES (Maps to RA_CONTACT_PHONES_INT_ALL)

Field Name	Maps to Column	Description
PHONE_COUNTRY_ CODE	PHONE_COUNTRY_ CODE	International country code for a telephone number.
PHONE_NUMBER	TELEPHONE	Telephone number formatted in the local format.
STATUS		Valid values are Active or Inactive.
PHONE_TYPE	TELEPHONE_TYPE	lookup code for the type of phone line; for example, general, fax, inbound, or outbound.
AREA_CODE	TELEPHONE_AREA_ CODE	Area code within a country code.
EXTENSION	TELEPHONE_ EXTENSION	Additional number used by an internal telephone system after the internal telephone system is contacted.
PRIMARY_FLAG		Indicates whether there is a primary contact type for referenced party, site, or location.
ORIG_SYSTEM_ REFERENCE	ORIG_SYSTEM_ TELEPHONE_REF	Identifier for this record from foreign system.
INSERT_UPDATE_ FLAG	INSERT_UPDATE_ FLAG	Flag to indicate insert or update of the phone record.

1.1.3 SITE_CONTACTS (Maps to RA_CONTACTS)

Field Name	Maps to Column	Description
TITLE	CONTACT_TITLE
PERSON_FIRST_ NAME	CONTACT_PERSON_ FIRST_NAME
PERSON_LAST_ NAME	CONTACT_PERSON_ LAST_NAME
JOB_TITLE	CONTACT_JOB_ TITLE
MAIL_STOP	MAIL_STOP
ORIG_SYSTEM_ REFERENCE	ORIG_SYSTEM_ CONTACT_REF	Reference to identify foreign system.
CONTACT_KEY	CONTACT_KEY	Derived key created by Oracle Sales and Marketing to facilitate querying.
EMAIL_ADDRESS	EMAIL_ADDRESS
INSERT_UPDATE_ FLAG	INSERT_UPDATE_ FLAG	Flag to indicate insert or update of the contact record.

1.1.3.1 SITE_CONTACT_ROLES (Maps to RA_CONTACT_ROLES)

Field Name	Oracle Applications Table/View Name	Column Name	Comments
CONTACT_ROLE_ID