Tuesday, November 29, 2016

How to Migrate Customer Contacts Using Customer Import (FBDI) in Oracle Fusion


Incase if you are wondering how to migrate contacts / contact points using Customer Import (FBDI ) Template in Oracle Fusion, the below contents will help in you identify the required (important) information that needs to be populated.               
Table / Sheet Name
HZ_IMP_PARTIES_T (Parties)
Description
Party record for customer party with party type as ORGANIZATION.





Column Name
Customer Party Record
Remarks

Party Original System
SPOKE SYSTEM
Source systems are used to import data into Oracle Fusion Applications, and are used within the application to identify source data information

Party Original System Reference
10033-P-33
<Customer Number>-P-<Running Number>

Insert Update Indicator
I
I-nsert / U-pdate

*Party Type
ORGANIZATION
ORGANIZATION

Party Number



Salutation



Party Usage Code
CUSTOMER
CUSTOMER

Taxpayer Identification Number



Organization Name
XXXX Leasing Company
<Customer Name>

Person First Name


Person Last Name


Person Last Name Prefix


Person Middle Name


Person Title



Table / Sheet Name
HZ_IMP_PARTIES_T (Partes)

Description
Party record for contact person needs to be created with party type as PERSON.





Column Name
Contact Party Record
Remarks

Party Original System
SPOKE SYSTEM

Party Original System Reference
10033-P-33-Person-1
<Customer Number>-P-<Running Number>-Person-<Runing Number>
Insert Update Indicator
I
I-nsert / U-pdate
*Party Type
PERSON
PERSON
Party Number


Salutation


Party Usage Code
ORG_CONTACT
ORG_CONTACT
Taxpayer Identification Number


Organization Name


Person First Name
Jim
<Person First Name>
Person Last Name
Carrey
<Person Last Name>
Person Last Name Prefix


Person Middle Name


Person Title



Table / Sheet Name
HZ_IMP_RELSHIPS_T (Party Relationship)

Description
Relationship needs to be established between Customer Party Record and Contact Party Record,
Unique Relationship Reference needs to be created.





Column Name
Relationship Record
Remarks

*Batch Identifier
1016

Subject Relationship Party Original System
SPOKE SYSTEM


Subject Relationship Party Original System Reference
10033-P-33-Person-1
[HZ_IMP_PARTIES_T] -> Party Original System Reference

Object Relationship Party Original System
SPOKE SYSTEM


Object Relationship Party Original System Reference
10033-P-33
[HZ_IMP_PARTIES_T] -> Party Original System Reference

*Relationship Type
CONTACT
CONTACT

*Relationship Code
CONTACT_OF
CONTACT_OF

From Date
2014/05/01
[HZ_IMP_PARTIES_T] -> Party Original System Reference

Insert Update Indicator
I
I-nsert / U-pdate

To Date



Subject Party Type
PERSON


Object Party Type
ORGANIZATION


Relationship Source System
SPOKE SYSTEM


Relationship Source System Reference
10033-P-33-REL-1
<Customer Number>-P-<Running Number>-REL-<Running Number>


Table / Sheet Name
HZ_IMP_CONTACTS_T (Contacts)

Description
Create Contacts Using the Unique Relationship Referece established between Customer Party Record and Contact Party Record





Column Name
Relationship Record
Remarks

*Batch Identifier
1016

Insert Update Indicator
I
I-nsert / U-pdate
Contact Number


Relationship Source System
SPOKE SYSTEM
SPOKE SYSTEM

Relationship Source System Reference
10033-P-33-REL-1
[HZ_IMP_RELSHIPS_T].Relationship Source System Reference


Table / Sheet Name
HZ_IMP_ACCTCONTACTS_T (Customer Account Contacts)

Description
Create Contacts at Account / Address (site) level Using the Unique Relationship Reference.





Column Name
Relationship Record
Remarks

*Batch Identifier
1016

Customer Account Source System
SPOKE SYSTEM


Customer Account Source System Reference
10033-AC-33
[HZ_IMP_ACCOUNTS_T] -> Customer Account Source System Reference

Account Site Source System
SPOKE SYSTEM


Account Site Source System Reference
10033-ACSITE-33
[HZ_IMP_ACCTSITES_T] -> Account Site Source System Reference

Account Contact Source System
SPOKE SYSTEM


Account Contact Source System Reference
10033-AC-CONT-33
<Customer Number>-ACS-CONT-<Running Number>

*Role Type
CONTACT
CONTACT

Primary Indicator
Y
Y or N

Insert Update Indicator
I
I-nsert or U-pdate
Relationship Source System
SPOKE SYSTEM


Relationship Source System Reference
10033-P-33-REL-1
[HZ_IMP_RELSHIPS_T].Relationship Source System Reference


Table / Sheet Name
HZ_IMP_CONTACTPTS_T (Contact Points)
Description
Create contact points phone at Customer Account Site level



Column Name
Relationship Record
Remarks
*Batch Identifier
1016
Contact Point Original System
SPOKE SYSTEM

Contact Point Original System Reference
10033-CONT-33-METHOD-1
<Customer Number>-CONT-<Running Number>-METHOD-<Running Number>
Party Original System
SPOKE SYSTEM

Party Original System Reference
10033-P-33
[HZ_IMP_PARTIES_T] -> Party Original System Reference
This column should have parties with Party Type = ORGANIZATION
Party Site Original System
SPOKE SYSTEM

Party Site Original System Reference
10033-PS-33
[HZ_IMP_PARTYSITES_T].Party Site Original System Reference
Primary Indicator
Y
Y/N
Insert Update Indicator

I-nsert / U-pdate
*Contact Point Type
PHONE
PHONE
Contact Point Purpose
BUSINESS
BUSINESS
Email Address


Email Format


Phone Area Code


Phone Country Code
 001

Phone Extension
 1234

Phone Line Type
GEN
GEN
Phone Number
200344
<Phone Number>
URL


Phone Calling Calendar


From Date


To Date




Table / Sheet Name
HZ_IMP_CONTACTPTS_T (Contact Points)

Description
Create contact point email at Customer Account Site level





Column Name
Relationship Record
Remarks

*Batch Identifier
1016

Contact Point Original System
SPOKE SYSTEM

Contact Point Original System Reference
10033-CONT-33-METHOD-2
<Customer Number>-CONT-<Running Number>-METHOD-<Running Number>
Party Original System
SPOKE SYSTEM

Party Original System Reference
10033-P-33
[HZ_IMP_PARTIES_T] -> Party Original System Reference
This column should have parties with Party Type = ORGANIZATION
Party Site Original System
SPOKE SYSTEM

Party Site Original System Reference
10033-PS-33
[HZ_IMP_PARTYSITES_T].Party Site Original System Reference
Primary Indicator
Y
Y/N
Insert Update Indicator

I-nsert / U-pdate
*Contact Point Type
EMAIL
EMAIL
Contact Point Purpose
BUSINESS
BUSINESS
Email Address
<Email Address>
Email Format
HTML
HTML
Phone Area Code


Phone Country Code


Phone Extension


Phone Line Type


Phone Number


URL



Phone Calling Calendar



From Date



To Date