Telesales Creating Customer Account And Site Level Credit Profile Incorrectly
(Doc ID 1996899.1)
Last updated on MARCH 08, 2017
Oracle TeleSales - Version 12.1.3 and later Information in this document applies to any platform.
On : 12.1.3 version, Account
ACTUAL BEHAVIOR --------------- 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.
EXPECTED BEHAVIOR ----------------------- It should not push the default credit profile to the customer site level
STEPS ----------------------- 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:
Sites: 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:
Organization Name: Site Profile Test Account Number: 1495753
Location: 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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