In this post, we have tried to describe the process flow of customer conversion in graphical manner and Oracle Standard API’s to load the data into R12 Target System. The methodology described here is one of the proven strategies which we used in our conversion project. This will give you an approach for your customer requirements.
Functional Setups need to be considered/verified
Below are the important entities need to be setup before running the customer conversion loading program in the target system
- External Banks
- Orig System
- Customer profile classes
- Collectors
- Statement cycles
- Grouping rules
- Payment terms
- Dunning Letter Sets
- Various lookups used in party/customer account related entities
Tables/views involved Brief Overview:
Table/View name
|
Purpose
|
AR_CUST_RECEIPT_METHODS_V
|
Stores the payment method information of the customer
|
RA_TERMS
|
Contains the payment term details
|
AR_DUNNING_LETTER_SETS
|
Stores dunning letter master details
|
AR_STATEMENT_CYCLES
|
Statement cycle details
|
HZ_CUST_PROFILE_CLASSES
|
Master table for customer account profile classes
|
AR_COLLECTORS
|
Master table for collector information
|
AR_AUTOCASH_HIERARCHIES
|
Master table for hierarches details related to Lockbox program
|
GL_CODE_COMBINATIONS_KFV
|
Stores the account code combinations
|
HZ_PARTIES
|
Stores the party information
|
HZ_PARTY_SITES
|
Master table for party site
|
HZ_LOCATIONS
|
Master table for addresses
|
HZ_PARTY_SITES
|
Master table for party sites
|
HZ_CUST_ACCOUNTS
|
Master table for customer account details
|
HZ_CUST_ACCT_SITES_ALL
|
Master table for customer account sites
|
HZ_CUST_SITE_USES_ALL
|
Master table for customer account site uses
|
HZ_CUSTOMER_PROFILES
|
Master table for customer account/site profiles
|
HZ_CUST_PROFILE_AMTS
|
Master table for customer account/site profile amounts
|
HZ_CUST_ACCOUNT_ROLES
|
Master table for customer account/site contacts
|
HZ_ROLE_RESPONSIBILITIES
|
Master table for customer account/site contact responsibilities
|
HZ_RELATIONSHIPS
|
Master table for storing party relationship details
|
HZ_CODE_ASSIGNMENTS
|
Master table for party organization classifications
|
HZ_ORGANIZATION_PROFILES
|
Master table for storing the organization type party profiles
|
HZ_PERSON_PROFILES
|
Master table for storing the person type party profiles
|
HZ_ORG_CONTACTS
|
Master table for storing the organization contact details
|
HZ_ORG_CONTACT_ROLES
|
Master table for storing the organization contact roles responsibilities
|
HZ_CONTACT_POINTS
|
Master table for storing the party/party site contact point details
|
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