Updating The Account Type For An Account In AR Does Not Sync The Change To CX Sales (Doc ID 2956567.1)

Last updated on JUNE 28, 2023

Applies to:

Symptoms

ACTUAL BEHAVIOR
---------------
When updating an account in AR to add a second usage e.g.  'Buying Customer' it has 2 usages 'buying customer and prospect'.    But when querying the customer in CX Sales  > Account > Profile subtab the sales profile type shows 'Prospect' only.

EXPECTED BEHAVIOR
-----------------------
Expect that the sales profile type will show 'buying customer'  as this was added in AR

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Creation of the lead in CX with the account type "Prospect"
2. Using the same party as the prospect, create an account and a client site in ARr.
3. After step 2, the customer in AR was left with two uses (buying customer and prospect).
4. Run the scheduled process "Synchronize accounts and financial contacts with CX Sales".
5. The Sales Profile Type in CX did not change, it is still "Prospect"

Changes

Cause

My Oracle Support provides customers with access to over a million knowledge articles and a vibrant support community of peers and Oracle experts.