Thursday, 14 March 2013

Oracle apps Account receivables Customer creation using interface

Oracle Applications

Simple and easy steps to oracle Account receivables

A beginners guide for oracle Account receivables

-Oracle apps Account receivables
-Oracle apps Account receivables Customer creation using interface

Introduction - 
 we can use customer interface to import recent, current or past information from other systems into our database. If customer information is imported from our source of information that is flat file,CSV,XML etc we can use CUTOMER INTERFACE to import additional data for that perticular customer.

Lets see via Simple diagram how it could be done -



Step 1 - create or get a flat file in which the data about customer is feeded. Here we need at least two flat files for updating two mandatory interface tables which is

RA_CUSTOMERS_INTERFACE_ALL
and
RA_CUSTOMER_PROFILES_INT_ALL

so for
RA_CUSTOMERS_INTERFACE_ALL flat file is

01-00-22|RRCUS011|01-00-22|3951 OXCXEAIC DR||||OXXNSIDE|SAN DIEGO|CA||US|92056|BILL_TO|N|A|I|99936||999036||||CUSTOMER|4999186|1000|

and for

RA_CUSTOMER_PROFILES_INT_ALL flat file is

01-00-22|I|DEFAULT|N|99936| |99936| |1000|

Step 2 - for loading this data into staging tables we need SQL * Loader so

for first Flat file SQL * Loader is


LOAD DATA
INFILE *
APPEND INTO TABLE XX_TEMP_RCIA
fields terminated by '|'
TRAILING  NULLCOLS
  (
    ORIG_SYSTEM_CUSTOMER_REF       "TRIM(:ORIG_SYSTEM_CUSTOMER_REF)",
    CUSTOMER_NAME                               "TRIM(:CUSTOMER_NAME)",
    ORIG_SYSTEM_ADDRESS_REF          "TRIM(:ORIG_SYSTEM_ADDRESS_REF)",
    ADDRESS1                                              "TRIM(:ADDRESS1)",
    ADDRESS2                                              "TRIM(:ADDRESS2)",
    ADDRESS3                                              "TRIM(:ADDRESS3)",
    ADDRESS4                                              "TRIM(:ADDRESS4)",
    CITY                                                         "TRIM(:CITY)",
    COUNTY                                                 "TRIM(:COUNTY)",
    STATE                                                      "TRIM(:STATE)",
    PROVINCE                                              "TRIM(:PROVINCE)",
    COUNTRY                                               "TRIM(:COUNTRY)",
    POSTAL_CODE                                       "TRIM(:POSTAL_CODE)",
    SITE_USE_CODE                                    "TRIM(:SITE_USE_CODE)",
    PRIMARY_SITE_USE_FLAG                 "TRIM(:PRIMARY_SITE_USE_FLAG)",
    CUSTOMER_STATUS                            "TRIM(:CUSTOMER_STATUS)",
    INSERT_UPDATE_FLAG                       "TRIM(:INSERT_UPDATE_FLAG)",
    LAST_UPDATED_BY                             "TRIM(:LAST_UPDATED_BY)",
    LAST_UPDATE_DATE                           "TRIM(:LAST_UPDATE_DATE )",
    CREATED_BY                                         "TRIM(:CREATED_BY)",
    CREATION_DATE                                  "TRIM(:CREATION_DATE)",
    CUSTOMER_NUMBER                          "TRIM(:CUSTOMER_NUMBER)",
    CUSTOMER_NAME_PHONETIC          "TRIM(:CUSTOMER_NAME_PHONETIC)",
    CUSTOMER_CATEGORY_CODE         "TRIM(:CUSTOMER_CATEGORY_CODE)",
    LOCATION                                              "TRIM(:LOCATION)",
    ORG_ID                                                     "TRIM(:ORG_ID)"
  )


and for second Flat file SQL * Loader is

 

LOAD DATA
INFILE *
APPEND INTO TABLE XX_TEMP_RCPIA
FIELDS TERMINATED
BY '|'
TRAILING  NULLCOLS
(
    ORIG_SYSTEM_CUSTOMER_REF      LOAD DATA
INFILE *
APPEND INTO TABLE XX_TEMP_RCPIA
FIELDS TERMINATED
BY '|'
TRAILING  NULLCOLS
(
    ORIG_SYSTEM_CUSTOMER_REF             "TRIM(:ORIG_SYSTEM_CUSTOMER_REF)",
    INSERT_UPDATE_FLAG                              "TRIM(:INSERT_UPDATE_FLAG)",
    CUSTOMER_PROFILE_CLASS_NAME     "TRIM(:CUSTOMER_PROFILE_CLASS_NAME)",
    CREDIT_HOLD                                             "TRIM(:CREDIT_HOLD)",
    LAST_UPDATED_BY                                   "TRIM(:LAST_UPDATED_BY)",
    LAST_UPDATE_DATE                       "TRIM(:LAST_UPDATE_DATE)",
    CREATED_BY                                              "TRIM(:CREATED_BY)",
    CREATION_DATE                                       "TRIM(:CREATION_DATE)",
    ORG_ID                                                    "TRIM(:ORG_ID )"
 )

Step 3 - Now register this SQL Loader or control file into the Oracle application in System Admin Responsibility and first register the executable then create a concurrent program for both of the SQL Loader.

Step 4 - Now we need a PL/SQL block to insert data from our staging tables to interface tables


DECLARE

  CURSOR CUR_RCIA           ---===++ FECTING DATA FOR ra_customers_interface_all;
  IS
    SELECT * FROM XX_TEMP_RCIA;
   
   
  CURSOR CUR_RCPIA          ----===+ FETCHING DATA FOR ra_customer_profiles_int_all
  IS
    SELECT * FROM XX_TEMP_RCPIA;
  -----------------
  --VARIBALE FOR CUR_RCIA
  -----------------
  RCIA_FLAG                   VARCHAR2(3);
  REC_RCIA XX_TEMP_RCIA%ROWTYPE;
  C_ORIG_SYSTEM_CUSTOMER_REF  VARCHAR2(240);
  C_CUSTOMER_NAME             VARCHAR2(360);
  C_ORIG_SYSTEM_ADDRESS_REF   VARCHAR2(240);
  C_ADDRESS1                  VARCHAR2(240);
  C_ADDRESS2                  VARCHAR2(240);
  C_ADDRESS3                  VARCHAR2(240);
  C_ADDRESS4                  VARCHAR2(240);
  C_CITY                      VARCHAR2(240);
  C_COUNTY                    VARCHAR2(240);
  C_STATE                     VARCHAR2(240);
  C_PROVINCE                  VARCHAR2(240);
  C_COUNTRY                   VARCHAR2(240);
  C_POSTAL_CODE               VARCHAR2(240);
  C_SITE_USE_CODE             VARCHAR2(240);
  C_PRIMARY_SITE_USE_FLAG     VARCHAR2(1);
  C_CUSTOMER_STATUS           VARCHAR2(1);
  C_INSERT_UPDATE_FLAG        VARCHAR2(1);
  C_LAST_UPDATED_BY           VARCHAR2(30);
  C_LAST_UPDATE_DATE          DATE;
  C_CREATED_BY                VARCHAR2(30);
  C_CREATION_DATE             DATE;
  C_CUSTOMER_NUMBER           NUMBER(15);
  C_CUSTOMER_NAME_PHONETIC    VARCHAR2(320);
  C_CUSTOMER_CATEGORY_CODE    VARCHAR2(30);
  C_LOCATION                  VARCHAR2(30);
  C_ORG_ID                    NUMBER(15);

  -----------------
  --VARIBALE FOR CUR_RCPIA
  -----------------
  RCPIA_FLAG                   VARCHAR2(3);
  REC_RCPIA XX_TEMP_RCPIA%ROWTYPE;    --TEMP VARIABLE FOR FOR LOOP
  CP_ORIG_SYSTEM_CUSTOMER_REF     VARCHAR2(240);
  CP_INSERT_UPDATE_FLAG           VARCHAR2(1);
  CP_CUSTOMER_PROFILE_CLASS_NAME  VARCHAR2(30);
  CP_CREDIT_HOLD                  VARCHAR2(1);
  CP_LAST_UPDATED_BY              NUMBER(15);
  CP_LAST_UPDATE_DATE             DATE;
  CP_CREATED_BY                   NUMBER(15);
  CP_CREATION_DATE                DATE;
  CP_ORG_ID                       NUMBER(15);




BEGIN

FOR REC_RCIA IN CUR_RCIA
LOOP
RCIA_FLAG := 'YES';
/*
================================================================================
SAMPLE VALIDATION======================================================================
================================================================================

*/
 IF REC_RCIA.orig_system_customer_ref IS NOT NULL THEN
      BEGIN
        select ORIG_SYSTEM_CUSTOMER_REF
        into C_ORIG_SYSTEM_CUSTOMER_REF
        FROM AR.RA_CUSTOMERS_INTERFACE_ALL;
      EXCEPTION
      when OTHERS then
        DBMS_OUTPUT.PUT_LINE('NO CUSTOMER REFERENCE');
        RCIA_FLAG :='N';
      END;
    else
        --if REC_RCIA.ORIG_SYSTEM_CUSTOMER_REF is null then
        RCIA_FLAG :='N';
        DBMS_OUTPUT.PUT_LINE('NO ITEM FOUND');
     -- END IF; --IF FOR THIS >>IF REC_RCIA.orig_system_customer_ref IS NULL
    END IF;   --IF FOR THIS >>IF REC_RCIA.orig_system_customer_ref IS NOT NULL
 
/*  
================================================================================
SAMPLE validation======================================================================
================================================================================  
*/

  IF REC_RCIA.CUSTOMER_NAME IS NOT NULL THEN
      BEGIN
        select CUSTOMER_NAME
        into C_CUSTOMER_NAME
        FROM AR.RA_CUSTOMERS_INTERFACE_ALL;
      EXCEPTION
      when OTHERS then
        DBMS_OUTPUT.PUT_LINE('NO CUSTOMER name');
        RCIA_FLAG :='N';
      END;
    else
        RCIA_FLAG :='N';
        DBMS_OUTPUT.PUT_LINE('NO ITEM FOUND');
     -- END IF; --IF FOR THIS >>IF REC_RCIA.CUSTOMER_NAME IS NULL
    END IF;   --IF FOR THIS >>IF REC_RCIA.CUSTOMER_NAME IS NOT NULL
 
/*  
================================================================================
SAMPLE  validation======================================================================
================================================================================  
*/

/*  
================================================================================
SAMPLE validation======================================================================
================================================================================  
*/

 IF REC_RCIA.ORIG_SYSTEM_ADDRESS_REF IS NOT NULL THEN
      BEGIN
        select ORIG_SYSTEM_ADDRESS_REF
        into C_ORIG_SYSTEM_ADDRESS_REF
        FROM AR.RA_CUSTOMERS_INTERFACE_ALL;
      EXCEPTION
      when OTHERS then
        DBMS_OUTPUT.PUT_LINE('ORIG_SYSTEM_ADDRESS_REF');
        RCIA_FLAG :='N';
      END;
    else
        RCIA_FLAG :='N';
        DBMS_OUTPUT.PUT_LINE('NO ITEM FOUND');
     -- END IF; --IF FOR THIS >>IF REC_RCIA.ORIG_SYSTEM_ADDRESS_REF IS NULL
    END IF;   --IF FOR THIS >>IF REC_RCIA.ORIG_SYSTEM_ADDRESS_REF IS NOT NULL
/*  
================================================================================
SAMPLE validation======================================================================
================================================================================  
*/


if RCIA_FLAG LIKE 'YES'
then
BEGIN
insert
INTO AR.RA_CUSTOMERS_INTERFACE_ALL
  (
    orig_system_customer_ref,
    customer_name,
    orig_system_address_ref,
    address1,
    address2,
    address3,
    address4,
    city,
    county,
    state,
    province,
    country,
    postal_code,
    site_use_code,
    primary_site_use_flag,
    customer_status,
    insert_update_flag,
    last_updated_by,
    last_update_date,
    created_by,
    creation_date,
    customer_number,
    customer_name_phonetic,
    customer_category_code,
    location,
    ORG_ID
  )
  VALUES
  (
    REC_RCIA.orig_system_customer_ref,
    REC_RCIA.customer_name,
    REC_RCIA.orig_system_address_ref,
    REC_RCIA.address1,
    REC_RCIA.address2,
    REC_RCIA.address3,
    REC_RCIA.address4,
    REC_RCIA.city,
    REC_RCIA.county,
    REC_RCIA.state,
    REC_RCIA.province,
    REC_RCIA.country,
    REC_RCIA.postal_code,
    REC_RCIA.site_use_code,
    REC_RCIA.primary_site_use_flag,
    REC_RCIA.customer_status,
    REC_RCIA.insert_update_flag,
    REC_RCIA.last_updated_by,
    REC_RCIA.last_update_date,
    REC_RCIA.created_by,
    REC_RCIA.creation_date,
    REC_RCIA.customer_number,
    REC_RCIA.customer_name_phonetic,
    REC_RCIA.customer_category_code,
    REC_RCIA.LOCATION,
    REC_RCIA.ORG_ID
  );
end;
end if;


END LOOP;



FOR REC_RCPIA IN CUR_RCPIA
LOOP


insert
INTO ar.RA_CUSTOMER_PROFILES_INT_ALL
  (
    orig_system_customer_ref,
    insert_update_flag,
    customer_profile_class_name,
    credit_hold,
    last_updated_by,
    last_update_date,
    created_by,
    creation_date,
    ORG_ID
  )
  VALUES
  (
    REC_RCPIA.orig_system_customer_ref,
    REC_RCPIA.INSERT_UPDATE_FLAG,
    REC_RCPIA.CUSTOMER_PROFILE_CLASS_NAME,
    REC_RCPIA.CREDIT_HOLD,
    REC_RCPIA.LAST_UPDATED_BY,
    REC_RCPIA.LAST_UPDATE_DATE,
    REC_RCPIA.CREATED_BY,
    REC_RCPIA.CREATION_DATE,
    REC_RCPIA.ORG_ID
  );



END LOOP;






END;





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