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Telesales Creating Customer Account And Site Level Credit Profile Incorrectly (Doc ID 1996899.1)

Last updated on MARCH 12, 2019

Applies to:

Oracle TeleSales - Version 12.1.3 and later
Information in this document applies to any platform.


On : 12.1.3 version, Account

Telesales creating customer site level credit profile

Creating customer account/site through eBusiness Centre form is pushing default credit profile to customer site level. This is not expected functionality

It should not push the default credit profile to the customer site level

The issue can be reproduced at will with the following steps:

 1- Login under Telesales Agent responsibility
 2- Navigate to eBusiness Centre form
 3- Create an organisation
 4- Navigate to Account tab
 5- Add an account name and save
 6- Hit the details button under the account tab
 7- Navigate to Sites
 8- Add a Bill To Site
 9- Save
 10- Hit the Customer Standard button in the Account Tab
 11- Navigate to Profile: Transactions - information is loaded
 12- Navigate to Address Tab > Open > Profile: Transaction - information is loaded here also.

 The profile information is loaded at the customer and site level. The customer expects the information loaded at the customer level only.


1. Add Account through eBusiness form
  Party Type: Organization
  Organization: <COMPANY>
  Account: XXXXXXX

  Account tab:
  Account Name: <COMPANY>
  Status: Active

2. Click Details button under the Account tab. Then click Sites tab in Customer Account details. Select existing site, add bill to/ship to site use:

  Account Number: XXXXXXX

  Site Use:
  Bill To --- Active --- Primary Flag checked
  Ship To --- Active --- Primary Flag checked

3. Default credit profile pushed to account level – this is expected:

  Trading Community Manager > Update Account: XXXXXXX

  Customer Information:
  Name: <COMPANY>
  Customer Type: ORGANIZATION
  Registry ID: XXXXXX

  Account Profile Tab:
  Profile Class: New

  Credit and Collection:
  Collector: Default Collector
  Review Cycle: Weekly

4. Default credit profile pushed to customer site level – this is not expected:


  Organization Name: <COMPANY>
  Account Number: XXXXXXX


  Account Site Information:
  Profile Tab:
  Credit and Collection:
  Collector: Default Collector
  Review Cycle: Weekly
  Terms: Payment Terms: Due On Receipt


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