After creating a Customer (Person) and creating a Contact on the customer, both show up in Sales. (Doc ID 2587776.1)

Last updated on DECEMBER 22, 2020

Applies to:

Symptoms

On : 11.13.19.04.0 version, Accounts, Contacts, Households

ACTUAL BEHAVIOR
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After creating a Customer (Person) and creating a Contact on the customer, both show up in Sales.

EXPECTED BEHAVIOR
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Not expecting AR customers / contacts to be available in Sales.

STEPS
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The issue can be reproduced at will with the following steps:
1. Sign-on to application
2. Navigate to Receivables > Accounts Receivables
3. From Tasks, select Manage Customers
4. Change Customer Type to Person
5. Select Action > Create (or Create icon) to create the customer; enter the details and click Save and Close
6. Search for the new customer
7. Click on the Account Number to edit
8. Switch to the Communication subpanel
9. Click the Edit Contacts button
10. Click Actions > Create Contact (or the Create Contact icon); enter the details and click OK then click Save and Close

After step #5, there is a new Person with usage Buying Customer. This doesn't show up in Sales.

After step #10, the Person Customer has usages Buying Customer, Contact, Related Person.
The Contact has usages Contact, Customer Contact, Related Person.
Both have a Sales Account.
Both show up in Sales.

Schedule Process "Synchronize Financials Cloud Accounts and Contacts with Engagement Cloud" hasn't been run.

BUSINESS IMPACT
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The issue has the following business impact:
Due to this issue, users see parties in Sales.

Changes

Cause

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