Some Fusion CRM payloads for creating SalesAccounts

Some payloads for creating customers in FusionCRM, namely

  • Create a location in Fusion CRM
  • Add the location to the Sales_Prospect making it into a SalesAccount
  • Add a sales person to the SalesAccount
  • Make the salesPerson the primary account owner

1.       Create a new  Location, using createLocation in the  LocationService

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:typ="http://xmlns.oracle.com/apps/cdm/foundation/parties/locationService/applicationModule/types/" xmlns:loc="http://xmlns.oracle.com/apps/cdm/foundation/parties/locationService/" xmlns:par="http://xmlns.oracle.com/apps/cdm/foundation/parties/partyService/" xmlns:sour="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/sourceSystemRef/" xmlns:loc1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/location/">

   <soapenv:Header/>

   <soapenv:Body>

      <typ:createLocation>

         <typ:location>

            <loc:CreatedByModule>AMS</loc:CreatedByModule>

            <loc:Address1>510 Quercia Marcozzi</loc:Address1>

            <loc:Address2>Building 300</loc:Address2>

            <loc:City>Caserta</loc:City>

            <loc:Country>IT</loc:Country>

            <loc:State>CE</loc:State>

            <loc:PostalCode>90102</loc:PostalCode>

         </typ:location>

      </typ:createLocation>

   </soapenv:Body>

</soapenv:Envelope>

2. Add the location to the Sales_Prospect making it into a SalesAccount using SalesPartyService

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"

       xmlns:typ="http://xmlns.oracle.com/apps/crmCommon/salesParties/salesPartiesService/types/"

       xmlns:sal="http://xmlns.oracle.com/apps/crmCommon/salesParties/salesPartiesService/"

       xmlns:org="http://xmlns.oracle.com/apps/cdm/foundation/parties/organizationService/"

       xmlns:par="http://xmlns.oracle.com/apps/cdm/foundation/parties/partyService/"

       xmlns:con="http://xmlns.oracle.com/apps/cdm/foundation/parties/contactPointService/"

       xmlns:sour="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/sourceSystemRef/"

       xmlns:con1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/contactPoint/"

       xmlns:org1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/organization/"

       xmlns:par1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/partySite/"

       xmlns:rel="http://xmlns.oracle.com/apps/cdm/foundation/parties/relationshipService/"

       xmlns:org2="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/orgContact/"

       xmlns:rel1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/relationship/"

       xmlns:per="http://xmlns.oracle.com/apps/cdm/foundation/parties/personService/"

       xmlns:per1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/person/">

       <soapenv:Header />

       <soapenv:Body>

              <typ:updateSalesParty>

                     <typ:salesParty>

                           <!-- PartyID of the organization -->

                           <sal:PartyId>100000000055273</sal:PartyId>

                           <sal:OrganizationParty>

                                  <!-- PartyID of the organization -->

                                  <org:PartyId>100000000055273</org:PartyId>

                                  <org:PartySite>

                                         <!-- PartyID of the organization -->

                                         <par:PartyId>100000000055273</par:PartyId>

                                         <!-- PartyID of the location you wish to add -->

                                         <par:LocationId>300000000599001</par:LocationId>

                                         <!-- Module which created the entry, ZCM is the code for the UI, can

                                                be others -->

                                         <par:CreatedByModule>ZCM</par:CreatedByModule>

                                         <par:PartySiteUse>

                                                <par:CreatedByModule>ZCM</par:CreatedByModule>

                                                <par:SiteUseType>BILL_TO</par:SiteUseType>

                                         </par:PartySiteUse>

                                  </org:PartySite>

                           </sal:OrganizationParty>

                     </typ:salesParty>

              </typ:updateSalesParty>

       </soapenv:Body>

</soapenv:Envelope>

3.       Add the Resource(SalesPerson) to the SalesAccount, using createSalesAccountResource, in the SalesPartyService

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:typ="http://xmlns.oracle.com/apps/crmCommon/salesParties/salesPartiesService/types/" xmlns:sal="http://xmlns.oracle.com/apps/crmCommon/salesParties/salesPartiesService/">

   <soapenv:Header/>

   <soapenv:Body>

      <typ:createSalesAccountResource>

         <typ:salesAccountResource
          <sal:LockAssignmentFlag>false</sal:LockAssignmentFlag>

<!—The code indicating how the resource is assigned to the sales account team. The possible values are contained in the ZCA_ASSIGNMENT_TYPE lookup.à

            <sal:AssignmentTypeCode>MANUAL</sal:AssignmentTypeCode>

            <sal:ResourceId>300000000623680</sal:ResourceId>             <sal:SalesAccountId>300000000690006</sal:SalesAccountId> </typ:salesAccountResource>

</typ:createSalesAccountResource>
</soapenv:Body>
</soapenv:Envelope>

4.       Make the new person the Account Lead, using updateSalesParty, in SalesPartyService

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:typ="http://xmlns.oracle.com/apps/crmCommon/salesParties/salesPartiesService/types/" xmlns:sal="http://xmlns.oracle.com/apps/crmCommon/salesParties/salesPartiesService/" xmlns:org="http://xmlns.oracle.com/apps/cdm/foundation/parties/organizationService/" xmlns:par="http://xmlns.oracle.com/apps/cdm/foundation/parties/partyService/" xmlns:con="http://xmlns.oracle.com/apps/cdm/foundation/parties/contactPointService/" xmlns:sour="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/sourceSystemRef/" xmlns:con1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/contactPoint/" xmlns:org1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/organization/" xmlns:par1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/partySite/" xmlns:rel="http://xmlns.oracle.com/apps/cdm/foundation/parties/relationshipService/" xmlns:org2="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/orgContact/" xmlns:rel1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/relationship/" xmlns:per="http://xmlns.oracle.com/apps/cdm/foundation/parties/personService/" xmlns:per1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/person/">

5.    <soapenv:Header/>

6.    <soapenv:Body>

7.       <typ:updateSalesParty>

8.          <typ:salesParty>

9.             <sal:PartyId>100000000055273</sal:PartyId>

10.             <sal:SalesAccountId>300000000629280</sal:SalesAccountId>

11.          </typ:salesParty>

12.       </typ:updateSalesParty>

13.    </soapenv:Body>

14.               </soapenv:Envelope>

Comments:

Hi Angelo

Could you please let me know if the Sales Party web service allows you to load multiple accounts/customers ?
As in, can the payload accept multiple customers ?

Thanks
Radhika

Posted by Radhika Shekhar on September 10, 2013 at 10:23 AM BST #

Hi Angelo

Could you please let me know if the Sales party Webservice can take multiple accounts/customers while loading to fusion or can it create only 1 at a time ?

Thanks
Radhika

Posted by Radhika Shekhar on September 10, 2013 at 10:24 AM BST #

Some objects support a "processXXXX" method which specifically does this..

For example for TradingCommunityCustomerAccount from OER

processCustomerAccount : Buld load operation for trading Community Account SDO

Posted by angelo Santagata on September 10, 2013 at 11:53 AM BST #

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