Customers Integrator

The Customers Integrator is a solution designed to simplify uploading Customer master data into Oracle Fusion Customers Data Management.

It leverages the supported Oracle ERP Cloud REST and SOAP Web Services, available from Oracle version 23C onwards. These web services are inbound web services that allow both the creation and update of customer data in Oracle Fusion Customers Data Management.

Ensure you are familiar with the More4apps Finance Module prerequisites before attempting to use this Integrator.

While the Integrator offers a wide range of fields in each section, for optimal performance, we recommend creating tailored worksheet layouts for specific processes.

The following sections and functionality are available in the Customers Integrator:

Section Name Create New Records Update Existing Records

Parties

Yes

Yes

Customer Tax Profile

Yes

No

Customer Transaction Tax

Yes

Yes

Customer Tax Registration Header

Yes

Yes

Customer Tax Registrations

Yes

Yes

Customer Taxpayer Identifiers

Yes

Yes

Customer Tax Exemptions

Yes

Yes

Customer Fiscal Classifications

Yes

Yes

Accounts

Yes

Yes

Account Profiles

Yes

Yes [1]

Account Contacts

Yes

Yes

Account Contact Responsibilities

Yes

Yes

Account Contact Points - Emails, Phones, IMs, Websites

Yes

Yes

Addresses/Sites

Yes

Yes

Site Tax Profile

Yes

No

Site Transaction Tax

Yes

Yes

Site Tax Registration Header

Yes

Yes

Site Tax Registrations

Yes

Yes

Site Taxpayer Identifiers

Yes

Yes

Site Tax Exemptions

Yes

Yes

Site Fiscal Classifications

Yes

Yes

Site Purposes

Yes

Yes

Site Purpose Reference Accounts

Yes

No

Site Profiles

Yes

Yes [1]

Site Contacts

Yes

Yes

Site Contact Responsibilities

Yes

Yes

Site Contact Points - Emails, Phones, IMs, Websites

Yes

Yes

The diagram below shows the relationship between the different sections in the Customers Integrator:

image216

Sheet Structure Examples

Like all other More4apps EBS Wizards and Fusion Integrators, the worksheet sections are related to each other in a hierarchical manner. The following table demonstrates the sections’ relationships.

Section Parent Section Relationship

Parties

Each row in the Parties section is a separate Party record

Customer Tax Profile

Parties

Each Customer Tax Profile record is associated with the Customer Party record

Customer Transaction Tax

Customer Tax Profile

Each Customer Transaction Tax record is associated with the Customer Tax Profile record

Customer Tax Registration Header

Customer Tax Profile

Each Customer Tax Registration Header record is associated with the Customer Tax Profile record

Customer Tax Registrations

Customer Tax Profile

Many to One
Each Customer Tax Registrations record is associated with the Customer Tax Profile record

Customer Taxpayer Identifiers

Customer Tax Profile

Many to One
Each Customer Taxpayer Identifiers record is associated with the Customer Tax Profile record

Customer Tax Exemptions

Customer Tax Profile

Many to One
Each Customer Tax Exemptions record is associated with the Customer Tax Profile record

Customer Fiscal Classifications

Customer Tax Profile

Many to One
Each Customer Fiscal Classifications record is associated with the Customer Tax Profile record

Accounts

Parties

Many to One
Each Account row is associated with the Party record

Account Contacts/Assignments

Accounts

Many to One
Each Account Contact/Assignment row is associated with the Account record

Account Contact Points

Account Contacts/Assignments

Many to One
Each Account Contact Point row is associated with the Account Contact record

Account Contact Responsibilities

Account Contacts/Assignments

Many to One
Each Account Contact Responsibility row is associated with the Account Contact record

Account Profiles

Accounts

One to One
Each Account Profile row is associated with the Account record

Addresses/Sites

Accounts

Many to One
Each Address row is associated with the Account record

Site Tax Profile

Sites

Each Site Tax Profile record is associated with the Site record

Site Transaction Tax

Site Tax Profile

Each Site Transaction Tax record is associated with the Site Tax Profile record

Site Tax Registration Header

Site Tax Profile

Each Site Tax Registration Header record is associated with the Site Tax Profile record

Site Tax Registrations

Site Tax Profile

Many to One
Each Site Tax Registrations record is associated with the Site Tax Profile record

Site Taxpayer Identifiers

Site Tax Profile

Many to One
Each Site Taxpayer Identifiers record is associated with the Site Tax Profile record

Site Tax Exemptions

Site Tax Profile

Many to One
Each Site Tax Exemptions record is associated with the Site Tax Profile record

Site Fiscal Classifications

Site Tax Profile

Many to One
Each Site Fiscal Classifications record is associated with the Site Tax Profile record

Site Purposes

Addresses/Sites

Many to One
Each Site Purpose row is associated with the Address/Site record

Site Purpose Reference Accounts

Site Purposes

Many to One
Each Site Purpose Reference Account row is associated with the Site Purpose Bill to record

Site Contacts/Assignments

Addresses/Sites

Many to One
Each Site Contact row is associated with the Address/Site record

Site Contact Points

Site Contacts/Assignments

Many to One
Each Site Contact Point row is associated with the Site Contact record

Site Contact Responsibilities

Site Contacts/Assignments

Many to One
Each Site Contact Responsibility row is associated with the Site Contact record

Site Profiles

Addresses/Sites

One to One
Each Site Profile row is associated with the Site record

The scenario below illustrates the hierarchical layout. The example shows one Party record, two Customer Accounts and associated Account and Site information. Note the ‘Create’ action in each section.

image57
1. When adding a new Profile, Oracle automatically deactivates the currently active profile by setting an End Date against it.