FAQ: Create and Manage Customer UI
(Doc ID 2076530.1)
Last updated on NOVEMBER 27, 2023
Applies to:
Oracle Fusion Receivables - Version 11.1.7.0.0 and laterOracle Fusion Receivables Cloud Service - Version 11.1.9.2.0 and later
Information in this document applies to any platform.
Purpose
FAQ for the issues in Customer UI and Customer Accounts
NOTE: This will be a live document and will be kept updated with latest information as and when available.
Questions and Answers
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In this Document
| Purpose |
| Questions and Answers |
| 1. Getting ADF_FACES error when trying to access the Profile History tab in Account. Why ? |
| 2. When creating a customer, the Account Address Set does not list any values ? |
| 3. How to control the Party Number, Customer Account Number and Site Numbers ? |
| 4. Why sometimes when trying to end-date a Site or Site purpose, get the below error ? |
| 5. In the Profile History tab of Customer Account or Site, when the preferred Delivery Method is set to E-Mail, a warning pops-up. Why ? |
| 6. Why does the effective end-date at the Account Site Purpose show 12/31/12 (year 2012) ? |
| 7. Can we update the Account Establishment Date, Start Date of Account Site or Site Purpose from the UI or using the Bulk Import ? |
| 8. Do we need a data-fix to update the Account Termination Date or End-Dates for Site and Site Purpose ? |
| 9. Can a Customer Account or Site be deleted? |
| 10. Why when clicking on Review Customer Account Details - No records found in search results ? |
| 11. On Customer Account Address Details - Category Code List Of Values does not show any values. Why ? |
| 12. How Can Phone and Email be added to a Contact on a Customer Account? |
| 13. Is there any report available for Customer Account Details listing ? |
| 14. Is it possible to change or update the Primary Address at the Organization Level from Manage Customers UI ? |
| 15. Is there anyway we can control the e-mail address format when creating a customer contact ? |
| 16. Why are the phone numbers not showing in the Contacts even though they are imported successfully using Bulk Import ? |
| 17. What is Required to Merge Customers in Fusion Applications? |
| 18. Is it possible to merge two Customer Accounts under a Single Organization ? |
| 19. What is the significance of the Field "Translated Customer Name". How is it used ? |
| 20. In Create Customer UI -> State field, the state appears in both Name as well as Short Name. Why ? |
| 21. Can we bulk populate/update the 'Preferred Delivery Method' field in Profile History tab of Account / Site using Bulk Import ? |
| 22. When creating a customer and click on save, get the options of any matching existing customer and the new record. What happens when the existing record is selected ? |
| 23. What are the advantages and limitations of Bulk Import and Simplified Import ? |
| 24. Can we update or view the Primary Phone, E-Mail or URL defined at the Party Level from Manage Customers UI ? |
| 25. Can we update a manually created customer using the Import processes - either Bulk or Simplified import ? |
| 26. In Manage Customers UI, the admin user can view the customers of all business units. How to restrict the users from viewing the customer information of other business units ? |
| 27. User created a customer in Sales Cloud. User can search for the Organization in Manage Customers but the account created is not visible. Why ? |
| 28. Is it possible to synchronize the customers such that whenever a Sales customer is created, corresponding Billing customer should be created ? |
| 29. Contacts created in Manage Customers are visible in CRM. Even after deleting the contact from billing customer, the same is visible in CRM. Why ? |
| 30. Organization and Billing Account imported using FBDI but cannot view the same in Manage Customers UI. Why ? |
| 32. Is it possible to change the Account Address Set for existing customer accounts? If yes, How? |
| References |