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Angelo Santagata's Blog

Some Fusion CRM payloads for creating SalesAccounts

Angelo Santagata
Architect

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>

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Comments ( 4 )
  • Radhika Shekhar Tuesday, September 10, 2013

    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


  • Radhika Shekhar Tuesday, September 10, 2013

    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


  • angelo Santagata Tuesday, September 10, 2013

    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


  • guest Monday, June 8, 2015

    can you please let me know how to find the partyid if you provide the location id


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