Assigning an Existing ‘Bill To’ Site Address to a new ‘Ship To’ Purpose
Select the relevant address from the list of values against the 'Site Purpose Bill To Site’ field to associate the selected address to the ‘Ship To Site Purpose’.
Enter Account and Site Profile Class Information
Enter the appropriate Profile Class Name manually or select it from the available list of values. The web service will default the values defined against the specified Profile Class on upload, e.g. credit limits, payment terms, statement cycles, etc. If you wish to change any of these values, the new values can be entered into the appropriate, and these will not be overwritten by the web service on upload.
To verify the uploaded data, download the record into the sheet.
Site Profiles
There are a number of prerequisites that are required to create Site Profiles:
● The site you want to create a profile for must have an active Site Purpose. This purpose can be either ‘Bill To’ or ‘Ship To’.
● The ‘Account Number’ and ‘Site Number’ for the specific site must be provided on the sheet. These numbers are required by the web service for processing.
Note that each site can have only one associated Profile.
Original System Field Settings
Inputting Original System information into multiple sections, e.g. Addresses, Accounts, Contact Points, etc. may cause the upload to fail with the following message:
“API Error: You can't create multiple mappings for this source system. (HZ-120146)
HZ:::HZ_MOSR_NO_MULTIPLE_ALLOWED [UploadAddresses]”
To resolve this issue, navigate in Oracle Fusion UI to the Setup and Maintenance > Manage Source System Entities form.
In the Customer Information System: Entities section > Allow Multiple Source References, enable the relevant sources.
Descriptive Flexfields
In the DFF form, the field controls may not represent the Data Type of each DFF Attribute for the chosen Context. They will be presented as shortlist LOVs as shown below:
For DFF Attributes with a Data Type of Free Text, type the required value into the available field.
Sections:
