R12: Chile Customers Can Successfully Be Created Without a Mandatory Tax Payer Id (Doc ID 1684769.1)

Last updated on MARCH 08, 2017

Applies to:

Oracle Financials for the Americas - Version 12.1.3 and later
Information in this document applies to any platform.

Symptoms

Problem is R12. (11i is fine)

Attempting to create a new customer for Chile and find there is no enforcement of entering the Descriptive Flexfield (DFF) (Chilean Customers Information JG_HZ_CUST_ACCOUNTS DFF) or Taxpayer Id.

By setting the value “Chilean Customers Information” JG_HZ_CUST_ACCOUNTS DFF in the context value, the fields Primary ID Type (for Chilean customers, select Domestic) and Primary ID Validation Digit (CL) are displayed and mandatory in the DFF.  The flexfield is also marked as Required.

In 11.5.10.2, when creating a new Customer in Chile, the Taxpayer id is required for customers and is validated upon creation.
However, in R12, the Taxpayer Id is not validated for Chilean Customers.  You can enter a customer for Chile without the required validations that were done in 11i.

For Example:
R12 Receivables ->
Create new customer for Country of Chile.
The JG_HZ_CUST_ACCOUNTS DFF (Context Value Customer Information) displays in the Account Information section (before even selecting the country)
Enter account site address - If the user doesn't remember to click on the Chilean Customers Information DFF (which is before creating an address)

Chile -> enter address
City
Region
Province

Save - Address is saved w/o a Primary Id Type or Primary Validation digit. It is not mentioned that the Taxpayer Id is mandatory.
Therefore you can enter creation of a Chilean Customer without the need to enter Taxpayer id

a. In R12, the Taxpayer id is also entered at the Profile tab (Tax and Financial Information section) but no validation is done against the same DFF for Primary Id Type or Primary Validation digit. It is done in 11i
b. In R12, AR should notice that the validation digit is entered (as part of the Chliean Customes Information DFF) first but does not require that a Taxpayer Id be entered at the same time (see A) .

This leads to several issues in AR:

1. Problem 1
For country of Chile - A Taxpayer ID IS mandatory for all customers/organizations.
The DFF JG_HZ_CUST_ACCOUNTS DFF has the flexfield segments are marked as REQUIRED
This creates very inconsistent data.

You have to remember to manually go back to update the DFF Chilean Customer Information and enter a Primary ID Type and Primary ID Validation Digit and at this point, only half of the validation is done.
There is no prompt to notify you to enter a taxpayer ID field under the Tax and Financial Information Tab.

In 11i, if you do not enter a valid Taxpayer Id for Chilean, you receive an error APP-JG-68053 Taxpayer Id validation failed.  Please enter a valid Taxpayer Id and Primary Id validation digit.

2. The Taxpayer id is under the Party tab (Tax and Financial Information page) - should be visible like it is in 11i upon entry of the Customer Information DFF.
The DFF and Taxpayer Id are located in different screens.

Cause

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