CUSTOMER CONVERSION IN ORACLE APPS R12 via API's - OVERVIEW

In this post, we have tried to describe the process flow of customer conversion in graphical manner and Oracle Standard API’s to load the data into R12 Target System. The methodology described here is one of the proven strategies which we used in our conversion project. This will give you an approach for your customer requirements.

Functional Setups need to be considered/verified

Below are the important entities need to be setup before running the customer conversion loadingprogram in the target system

1. External Banks
2. Orig System
3. Customer profile classes
4. Collectors
5. Statement cycles
6. Grouping rules
7. Payment terms   
8. Dunning Letter Sets
9. Various lookups used in party/customer account related entities

Loading Party Data - R12

In order to reduce the size of the post, we have published it in another link,

http://www.shareoracleapps.com/2012/09/customer-conversion-loading-party-data.html

Loading Customer Account Data - R12

In order to reduce the size of the post, we have published it in another link,

http://www.shareoracleapps.com/2012/09/customer-conversion-loading-customer.html

Tables/views involved Brief Overview:

Table/View name	Purpose
AR_CUST_RECEIPT_METHODS_V	Stores the payment method information of  the customer
RA_TERMS	Contains the payment term details
AR_DUNNING_LETTER_SETS	Stores dunning letter master details
AR_STATEMENT_CYCLES	Statement cycle details
HZ_CUST_PROFILE_CLASSES	Master table for customer account profile classes
AR_COLLECTORS	Master table for collector information
AR_AUTOCASH_HIERARCHIES	Master table for hierarches details related to Lockbox program
GL_CODE_COMBINATIONS_KFV	Stores the account code combinations
HZ_PARTIES	Stores the party information
HZ_PARTY_SITES	Master table for party site
HZ_LOCATIONS	Master table for addresses
HZ_PARTY_SITES	Master table for party sites
HZ_CUST_ACCOUNTS	Master table for customer account details
HZ_CUST_ACCT_SITES_ALL	Master table for customer account sites
HZ_CUST_SITE_USES_ALL	Master table for customer account site uses
HZ_CUSTOMER_PROFILES	Master table for customer account/site profiles
HZ_CUST_PROFILE_AMTS	Master table for customer account/site profile amounts
HZ_CUST_ACCOUNT_ROLES	Master table for customer account/site contacts
HZ_ROLE_RESPONSIBILITIES	Master table for customer account/site contact responsibilities
HZ_RELATIONSHIPS	Master table for storing party relationship details
HZ_CODE_ASSIGNMENTS	Master table for party organization classifications
HZ_ORGANIZATION_PROFILES	Master table for storing the organization type party profiles
HZ_PERSON_PROFILES	Master table for storing the person type party profiles
HZ_ORG_CONTACTS	Master table for storing the organization contact details
HZ_ORG_CONTACT_ROLES	Master table for storing the organization contact roles responsibilities
HZ_CONTACT_POINTS	Master table for storing the party/party site contact point details