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

Last updated on MARCH 08, 2017

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 from is pushing default credit profile to customer site level. This is not expected functionality - see attached example. Please look into this and let us know what needs to be done to stop credit profiles from creating on the account site.

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. Add Account through eBusiness form
  Party Type: Organization
  Organization: Site Profile Test
  Account: 1495753

  Account tab:
  Account Name: Site Profile Test
  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: 1495753

  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: 1495753

  Customer Information:
  Name: Site Profile Test
  Customer Type: ORGANIZATION
  Registry ID: 3763927

  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:

  Site: 1264641

  Organization Name: Site Profile Test
  Account Number: 1495753

  Address: 45682 Anywhere St CHICAGO, IL 60003

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


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