Sunday, August 28, 2011

Oracle Apps: Create Customer (Organization/Person) using API


Download the sample code (pls files) referred to in the below description from the following link 


Now follow the steps below to create an organization/person using API's

1) User Create Customer Account to create an Organization (or Person) type of customer
    create_customer_accounts_03.pls
 
2) Create Location
    create_location.pls
 
3) Create Party Site. (Link the Location (step 2) to Party created in (Step1))
    create_party_site.pls
 
4) Create Customer Account Site (Using the Party Site (Step 3) and Customer Account (Step 1))
    create_customer_account_sites.pls
   
5) Create Customer Account Site Use - Bill To (Identify the Customer Account Site created in Step 4 for use as BILL_TO)
    create_customer_account_site_use.pls
 
6) Create Customer Account Site Use - Ship To (Identify the Customer Account Site created in Step 4 for use as SHIP_TO)
    create_customer_account_site_use.pls
 
7) Create Org Contact Point for Phone details at Party Site level (Using the Party Site ID created in Step 3)
    create_org_contact_point_phone.pls
 
8) Create Org Contact Point for Email details at Party Site level (Using the Party Site ID created in Step 3)
    create_org_contact_point_email.pls
 
9) Create Org Contacts (Using the Object ID = Party ID created in Step 1. For Subject ID, it should be Party ID of a person, in our case we will create a common person who will be contact for all the organisations. So this Subject ID will be hardcoded.)
    create_org_contact.pls
 
10) Create Cust Account Role (Using the Party ID of Relationship that gets created in Step 9 and Cust Account ID created in Step 1 and Cust Account Site ID created in Step 4)
     create_cust_account_role.pls
 
11) Create Role Responsibility for the Cust Account Role - Bill To (Using the Cust Account Role ID created in step 10)
     create_role_responsibility.pls
 
12) Create Role Responsibility for the Cust Account Role - Ship To (Using the Cust Account Role ID created in step 10)
     create_role_responsibility.pls
 
A good document (Note: 230753.1) on metalink for different TCA API uses is available at
 
Optional Step - After Step 9 )  Create Org Contact Role (Using the Org Contact ID created in Step 9).
     create_org_contact_role.pls   - This step may not be required, check it out.   

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