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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.

Symptoms

On : 12.1.3 version, Account

ACTUAL BEHAVIOR
---------------
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


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- 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.

EXAMPLE STEPS:-

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:

  Sites:
  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:


  Site: XXXXXXX

  Organization Name: <COMPANY>
  Account Number: XXXXXXX

  Location:
  Address: <STREET ADDRESS> <CITY>, <STATE> <ZIPCODE>

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

Cause

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In this Document
Symptoms
Cause
Solution
References


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