Tuesday Nov 12, 2013

Have you Been Missing the 'About This Record' Functionality on the Customer Form...?

Do you have fond memories of the 'Help -> About This Record'  functionality that used to be available in the old Customer form - when it was a form, and not a java html screen?  Back in Release 11i, we had the ability to identify when the customer record had last been updated and by whom.  When some forms were replaced by Java HTML screens, you could identify some of this information via the 'About this Page' hyperlink at the bottom left hand corner of the HTML page.  You could enable this by enabling the FND: Diagnostics profile option, but many customers found this had an adverse effect on performance and additionally was not user-friendly.  

Our customers tell us that this feature was widely used to identify owner/update information in many business processes, including auditing, customer entry/update, research and testing.  There have been various efforts to revert this feature by customising java pages, but this was not fully successful in some cases. 

Oracle Support is happy to announce that this functionality has now been included in the Customer screens in Release 12.2 onwards.  

You will be able to query the record history at customer level, at site level, at site address levels and for all tabs relating to the customer.

Simply click on the 'Record History' icon, available in the Record History column on a summary screen, or via the same icon on the individual detail screen to display the following information:

  • Last Updated Date:
  • Last Updated By
  • Creation Date
  • Created By
  • Last Update Login

Thursday Oct 04, 2012

Understanding the Customer Form in Release 12 from an AR Perspective!!

Confused by the Customer Form in Release 12??  Read on, to get some insight into the evolution of this screen, and how it links in with Trading Community Architecture.

Historically, the customer data model was owned by Oracle Receivables (AR).  However, as the data model changed and more complex relationships and attributes had to be tracked and monitored, the Trading Community Architecture (TCA) product was created.  All applications within the E-Business suite that require interaction with a customer integrate with TCA.

Customer information is no longer stored in the individual applications but rather in a central repository/registry maintained within TCA.  It is important to understand the following entities/concepts stored in TCA:

  • Party: A party is an entity with whom you can have a potential business relationship.  A party can be either a Person or an Organization.  The Party entity is completely independent of any business relationship; this means that a Party can exist even if you have no transactions with it.   The Party is the "umbrella" entity under which you capture all other attributes listed below.
  • Customer: A customer is a party with whom you have an existing business relationship.  From an AR perspective, you can simplify the concepts by thinking of a Customer as a Party. This definition however does not apply to all other applications. In the Oracle Receivables Customer form, the information displayed at the Customer level is from TCA's Party information record.
  • Customer Account (also called Account): An account contains information about how you transact business with a particular customer.  You can create multiple accounts for a customer.  When you create invoices and receipts you associate it to a particular Account of a Customer.
  • Location: A Location is an address.  It is a point in space, typically identified by a street number, a street name, a city, a state or province, a country.  A location is independent of what it is used for - you do not associate a purpose to a location.
  • Party Site: A Party Site is associated to a Party.  It is the location where a party is physically located.  When defining sites for a Party, only one can be an identifying address.  However, you can define other party sites associated to a party. You can define purposes/usage for Party Sites.
  • Account Site: An Account Site is associated to a Customer Account. It is the location associated to the account you are transacting business with. You can define business purposes (also called site uses) for an Account site.

Read more about the Customer Workbench in these notes:

Doc ID 1436547.1 Oracle Receivables: Understanding the Customer Form in Release 12

Doc ID  1437866.1 Customer Form - Address: Troubleshooting, Known Issues and Patches

Doc ID  1448442.1 Oracle Receivables (AR): Customer Workbench Information Center

Do you find this type of blog entry useful?  Please add comments to let us know how we can help you more effectively.  Thank you!


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