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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.

Symptoms

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:


  Site: 1264641

  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

Cause

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In this Document
Symptoms
Cause
Solution
References


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