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
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HZ_IMP_PARTIES_T
(Parties)
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Description
|
Party
record for customer party with party type as ORGANIZATION.
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Column Name
|
Customer
Party Record
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Remarks
|
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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>
|
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Insert Update Indicator
|
I
|
I-nsert /
U-pdate
|
|
*Party Type
|
ORGANIZATION
|
ORGANIZATION
|
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Party Number
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Salutation
|
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Party Usage Code
|
CUSTOMER
|
CUSTOMER
|
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Taxpayer Identification Number
|
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Organization Name
|
XXXX
Leasing Company
|
<Customer
Name>
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Person First Name
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Person Last Name
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Person Last Name Prefix
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Person Middle Name
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Person Title
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Table /
Sheet Name
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HZ_IMP_PARTIES_T
(Partes)
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Description
|
Party
record for contact person needs to be created with party type as PERSON.
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Column Name
|
Contact
Party Record
|
Remarks
|
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Party Original System
|
SPOKE
SYSTEM
|
|
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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
|
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Party Number
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Salutation
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Party Usage Code
|
ORG_CONTACT
|
ORG_CONTACT
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Taxpayer Identification Number
|
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Organization Name
|
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Person First Name
|
Jim
|
<Person
First Name>
|
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Person Last Name
|
Carrey
|
<Person
Last Name>
|
|
Person Last Name Prefix
|
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Person Middle Name
|
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Person Title
|
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Table /
Sheet Name
|
HZ_IMP_RELSHIPS_T
(Party Relationship)
|
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Description
|
Relationship
needs to be established between Customer Party Record and Contact Party
Record,
Unique Relationship Reference needs to be created. |
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Column Name
|
Relationship
Record
|
Remarks
|
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*Batch Identifier
|
1016
|
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Subject Relationship Party Origina
|
SPOKE
SYSTEM
|
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Subject Relationship Party Origina
|
10033-P-33-Person-1
|
[HZ_IMP_PARTIES_T]
-> Party Original System Reference
|
|
Object Relationship Party Original
|
SPOKE
SYSTEM
|
|
|
Object Relationship Party Original
|
10033-P-33
|
[HZ_IMP_PARTIES_T]
-> Party Original System Reference
|
|
*Relationship Type
|
CONTACT
|
CONTACT
|
|
*Relationship Code
|
CONTACT_OF
|
CONTACT_OF
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From Date
|
2014/05/01
|
[HZ_IMP_PARTIES_T]
-> Party Original System Reference
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|
Insert Update Indicator
|
I
|
I-nsert /
U-pdate
|
|
To Date
|
|
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Subject Party Type
|
PERSON
|
|
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Object Party Type
|
ORGANIZATION
|
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Relationship Source System
|
SPOKE
SYSTEM
|
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Relationship Source System Refer
|
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
|
||
|
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Column Name
|
Relationship
Record
|
Remarks
|
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*Batch Identifier
|
1016
|
|
|
Insert Update Indicator
|
I
|
I-nsert /
U-pdate
|
|
Contact Number
|
|
|
|
Relationship Source System
|
SPOKE
SYSTEM
|
SPOKE
SYSTEM
|
|
Relationship Source System Refer
|
10033-P-33-REL-1
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[HZ_IMP_RELSHIPS_T].Relationship
Source System Reference
|
Table /
Sheet Name
|
HZ_IMP_ACCTCONTACTS_T
(Customer Account Contacts)
|
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Description
|
Create
Contacts at Account / Address (site) level Using the Unique Relationship
Reference.
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||
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Column Name
|
Relationship
Record
|
Remarks
|
|
*Batch Identifier
|
1016
|
|
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Customer Account Source System
|
SPOKE
SYSTEM
|
|
|
Customer Account Source System
|
10033-AC-33
|
[HZ_IMP_ACCOUNTS_T]
-> Customer Account Source System Reference
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Account Site Source System
|
SPOKE
SYSTEM
|
|
|
Account Site Source System Refe
|
10033-ACSITE-33
|
[HZ_IMP_ACCTSITES_T]
-> Account Site Source System Reference
|
|
Account Contact Source System
|
SPOKE
SYSTEM
|
|
|
Account Contact Source System
|
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 Refer
|
10033-P-33-REL-1
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[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
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Column Name
|
Relationship
Record
|
Remarks
|
*Batch Identifier
|
1016
|
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Contact Point Original System
|
SPOKE
SYSTEM
|
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Contact Point Original System Ref
|
10033-CONT-33-METHOD-1
|
<Customer
Number>-CONT-<Running Number>-METHOD-<Running Num
|
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
|
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Party Site Original System Refere
|
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
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Email Address
|
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Email Format
|
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Phone Area Code
|
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Phone Country Code
|
001
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Phone Extension
|
1234
|
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Phone Line Type
|
GEN
|
GEN
|
Phone Number
|
200344
|
<Phone
Number>
|
URL
|
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Phone Calling Calendar
|
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From Date
|
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To Date
|
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Table /
Sheet Name
|
HZ_IMP_CONTACTPTS_T
(Contact Points)
|
||
Description
|
Create
contact point email at Customer Account Site level
|
||
|
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Column Name
|
Relationship
Record
|
Remarks
|
|
*Batch Identifier
|
1016
|
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Contact Point Original System
|
SPOKE
SYSTEM
|
|
|
Contact Point Original System Ref
|
10033-CONT-33-METHOD-2
|
<Customer
Number>-CONT-<Running Number>-METHOD-<Running Num
|
|
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 Refere
|
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
|
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Email Address
|
<Email
Address>
|
||
Email Format
|
HTML
|
HTML
|
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Phone Area Code
|
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Phone Country Code
|
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Phone Extension
|
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Phone Line Type
|
|
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Phone Number
|
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URL
|
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Phone Calling Calendar
|
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From Date
|
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To Date
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Will this create contact point directly on site level or contact point on site level contact ?
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