Load Customers using TCA API

Overview:

Trading Community Architecture (TCA) is an architecture concept designed to support complex trading communities. This document provides information about how to create a customer using TCA API. These APIs utilize the new TCA model, inserting directly to the HZ tables. 

Architecture


Create Organization

DECLARE

p_organization_rec   hz_party_v2pub.organization_rec_type;

x_return_status      VARCHAR2 (2000);

x_msg_count          NUMBER;

x_msg_data           VARCHAR2 (2000);

x_party_id           NUMBER;

x_party_number       VARCHAR2 (2000);

x_profile_id         NUMBER;

BEGIN

p_organization_rec.organization_name := ’erpschools’;

p_organization_rec.created_by_module := ’ERPSCHOOLS_DEMO’;

hz_party_v2pub.create_organization (‘T’,

p_organization_rec,

x_return_status,

x_msg_count,

x_msg_data,

x_party_id,

x_party_number,

x_profile_id

);

DBMS_OUTPUT.put_line (‘party id ‘ || x_party_id);

DBMS_OUTPUT.put_line (SUBSTR (‘x_return_status = ‘ || x_return_status,

1,

255

)

);

DBMS_OUTPUT.put_line (‘x_msg_count = ‘ || TO_CHAR (x_msg_count));

DBMS_OUTPUT.put_line (SUBSTR (‘x_msg_data = ‘ || x_msg_data, 1, 255));

IF x_msg_count > 1

THEN

FOR i IN 1 .. x_msg_count

LOOP

DBMS_OUTPUT.put_line

(   i

|| ’. ‘

|| SUBSTR

(fnd_msg_pub.get (p_encoded      => fnd_api.g_false),

1,

255

)

);

END LOOP;

END IF;

END;

Note: The above API creates a record in hz_parties table and one record in hz_organization_profiles table. Similarly you can call hz_party_v2pub.create_person to create a record in the HZ_PARTIES and one record in HZ_PERSON_PROFILES tables. 

Create a Location

DECLARE

p_location_rec HZ_LOCATION_V2PUB.LOCATION_REC_TYPE;

x_location_id NUMBER;

x_return_status VARCHAR2(2000);

x_msg_count NUMBER;

x_msg_data VARCHAR2(2000);

BEGIN

p_location_rec.country := ’US’;

p_location_rec.address1 := ’2500 W Higgins Rd’;

p_location_rec.address2 := ’Suite 920′;

p_location_rec.city := ’Thumuluru’;

p_location_rec.postal_code := ’60118′;

p_location_rec.state := ’IL’;

p_location_rec.created_by_module := ’ERPSCHOOLS_DEMO’;

hz_location_v2pub.create_location(

‘T’,

p_location_rec,

x_location_id,

x_return_status,

x_msg_count,

x_msg_data);

dbms_output.put_line(‘location id ‘||x_location_id);

dbms_output.put_line(SubStr(‘x_return_status = ‘||x_return_status,1,255));

dbms_output.put_line(‘x_msg_count = ‘||TO_CHAR(x_msg_count));

dbms_output.put_line(SubStr(‘x_msg_data = ‘||x_msg_data,1,255));

IF x_msg_count >1 THEN

FOR I IN 1..x_msg_count

LOOP

dbms_output.put_line(I||’. ‘||SubStr(FND_MSG_PUB.Get(p_encoded =>FND_API.G_FALSE ), 1, 255));

END LOOP;

END IF;

END

Note: The above API shall create an address record in hz_locations table.

Create a Party Site:

Use the organization_id and location_id created above and create a party site.

DECLARE

p_party_site_rec      hz_party_site_v2pub.party_site_rec_type;

x_party_site_id       NUMBER;

x_party_site_number   VARCHAR2 (2000);

x_return_status       VARCHAR2 (2000);

x_msg_count           NUMBER;

x_msg_data            VARCHAR2 (2000);

BEGIN

p_party_site_rec.party_id := 1272023;

p_party_site_rec.location_id := 359086;

p_party_site_rec.identifying_address_flag := ’Y';

p_party_site_rec.created_by_module := ’ERPSCHOOLS_DEMO’;

hz_party_site_v2pub.create_party_site (‘T’,

p_party_site_rec,

x_party_site_id,

x_party_site_number,

x_return_status,

x_msg_count,

x_msg_data

);

DBMS_OUTPUT.put_line (‘party site id ‘ || x_party_site_id);

DBMS_OUTPUT.put_line (SUBSTR (‘x_return_status = ‘ || x_return_status,

1,

255

)

);

DBMS_OUTPUT.put_line (‘x_msg_count = ‘ || TO_CHAR (x_msg_count));

DBMS_OUTPUT.put_line (SUBSTR (‘x_msg_data = ‘ || x_msg_data, 1, 255));

IF x_msg_count > 1

THEN

FOR i IN 1 .. x_msg_count

LOOP

DBMS_OUTPUT.put_line

(   i

|| ’. ‘

|| SUBSTR

(fnd_msg_pub.get (p_encoded      => fnd_api.g_false),

1,

255

)

);

END LOOP;

END IF;

END;

Note: The above API creates a record in hz_party_sites table.

Create Party Site Use

Use the above party site created

DECLARE

p_party_site_use_rec   hz_party_site_v2pub.party_site_use_rec_type;

x_party_site_use_id    NUMBER;

x_return_status        VARCHAR2 (2000);

x_msg_count            NUMBER;

x_msg_data             VARCHAR2 (2000);

BEGIN

p_party_site_use_rec.site_use_type := ’SHIP_TO’;

p_party_site_use_rec.party_site_id := 349327;

p_party_site_use_rec.created_by_module := ’ERPSCHOOLS_DEMO’;

hz_party_site_v2pub.create_party_site_use (‘T’,

p_party_site_use_rec,

x_party_site_use_id,

x_return_status,

x_msg_count,

x_msg_data

);

DBMS_OUTPUT.put_line (SUBSTR (‘x_return_status = ‘ || x_return_status,

1,

255

)

);

DBMS_OUTPUT.put_line (‘x_msg_count = ‘ || TO_CHAR (x_msg_count));

DBMS_OUTPUT.put_line (SUBSTR (‘x_msg_data = ‘ || x_msg_data, 1, 255));

IF x_msg_count > 1

THEN

FOR i IN 1 .. x_msg_count

LOOP

DBMS_OUTPUT.put_line

(   i

|| ’. ‘

|| SUBSTR

(fnd_msg_pub.get (p_encoded      => fnd_api.g_false),

1,

255

)

);

END LOOP;

END IF;

END;

Create a Contact Point

DECLARE

p_contact_point_rec   hz_contact_point_v2pub.contact_point_rec_type;

p_edi_rec             hz_contact_point_v2pub.edi_rec_type;

p_email_rec           hz_contact_point_v2pub.email_rec_type;

p_phone_rec           hz_contact_point_v2pub.phone_rec_type;

p_telex_rec           hz_contact_point_v2pub.telex_rec_type;

p_web_rec             hz_contact_point_v2pub.web_rec_type;

x_return_status       VARCHAR2 (2000);

x_msg_count           NUMBER;

x_msg_data            VARCHAR2 (2000);

x_contact_point_id    NUMBER;

BEGIN

p_contact_point_rec.contact_point_type := ’PHONE’;

p_contact_point_rec.owner_table_name := ’HZ_PARTIES’;

p_contact_point_rec.owner_table_id := ’1272023′;

p_contact_point_rec.primary_flag := ’Y';

p_contact_point_rec.contact_point_purpose := ’BUSINESS’;

p_phone_rec.phone_area_code := ’650′;

p_phone_rec.phone_country_code := ’1′;

p_phone_rec.phone_number := ’506-7000′;

p_phone_rec.phone_line_type := ’GEN’;

p_contact_point_rec.created_by_module := ’ERPSCHOOLS_DEMO’;

hz_contact_point_v2pub.create_contact_point (‘T’,

p_contact_point_rec,

p_edi_rec,

p_email_rec,

p_phone_rec,

p_telex_rec,

p_web_rec,

x_contact_point_id,

x_return_status,

x_msg_count,

x_msg_data

);

DBMS_OUTPUT.put_line (SUBSTR (‘x_return_status = ‘ || x_return_status,

1,

255

)

);

DBMS_OUTPUT.put_line (‘x_msg_count = ‘ || TO_CHAR (x_msg_count));

DBMS_OUTPUT.put_line (SUBSTR (‘x_msg_data = ‘ || x_msg_data, 1, 255));

IF x_msg_count > 1

THEN

FOR i IN 1 .. x_msg_count

LOOP

DBMS_OUTPUT.put_line

(   i

|| ’. ‘

|| SUBSTR

(fnd_msg_pub.get (p_encoded      => fnd_api.g_false),

1,

255

)

);

END LOOP;

END IF;

END;

Create an Org Contact:

DECLARE

p_org_contact_rec   hz_party_contact_v2pub.org_contact_rec_type;

x_org_contact_id    NUMBER;

x_party_rel_id      NUMBER;

x_party_id          NUMBER;

x_party_number      VARCHAR2 (2000);

x_return_status     VARCHAR2 (2000);

x_msg_count         NUMBER;

x_msg_data          VARCHAR2 (2000);

BEGIN

p_org_contact_rec.department_code := ’ACCOUNTING’;

p_org_contact_rec.job_title := ’ACCOUNTS OFFICER’;

p_org_contact_rec.decision_maker_flag := ’Y';

p_org_contact_rec.job_title_code := ’APC’;

p_org_contact_rec.created_by_module := ’ERPSCHOOLS_DEMO’;

p_org_contact_rec.party_rel_rec.subject_id := 16077;

p_org_contact_rec.party_rel_rec.subject_type := ’PERSON’;

p_org_contact_rec.party_rel_rec.subject_table_name := ’HZ_PARTIES’;

p_org_contact_rec.party_rel_rec.object_id := 1272023;

p_org_contact_rec.party_rel_rec.object_type := ’ORGANIZATION’;

p_org_contact_rec.party_rel_rec.object_table_name := ’HZ_PARTIES’;

p_org_contact_rec.party_rel_rec.relationship_code := ’CONTACT_OF’;

p_org_contact_rec.party_rel_rec.relationship_type := ’CONTACT’;

p_org_contact_rec.party_rel_rec.start_date := SYSDATE;

hz_party_contact_v2pub.create_org_contact (‘T’,

p_org_contact_rec,

x_org_contact_id,

x_party_rel_id,

x_party_id,

x_party_number,

x_return_status,

x_msg_count,

x_msg_data

);

DBMS_OUTPUT.put_line (SUBSTR (‘x_return_status = ‘ || x_return_status,

1,

255

)

);

DBMS_OUTPUT.put_line (‘x_msg_count = ‘ || TO_CHAR (x_msg_count));

DBMS_OUTPUT.put_line (SUBSTR (‘x_msg_data = ‘ || x_msg_data, 1, 255));

IF x_msg_count > 1

THEN

FOR i IN 1 .. x_msg_count

LOOP

DBMS_OUTPUT.put_line

(   i

|| ’. ‘

|| SUBSTR

(fnd_msg_pub.get (p_encoded      => fnd_api.g_false),

1,

255

)

);

END LOOP;

END IF;

END;

Note: The above API creates a record in hz_org_contacts table and one record in hz_relationships table. When a contact is created, a record in hz_parties table gets created with party_type as ‘PARTY_RELATIONSHIP’.

Create a Customer Account:

DECLARE

p_cust_account_rec       hz_cust_account_v2pub.cust_account_rec_type;

p_person_rec             hz_party_v2pub.person_rec_type;

p_customer_profile_rec   hz_customer_profile_v2pub.customer_profilerec_type;

x_cust_account_id        NUMBER;

x_account_number         VARCHAR2 (2000);

x_party_id               NUMBER;

x_party_number           VARCHAR2 (2000);

x_profile_id             NUMBER;

x_return_status          VARCHAR2 (2000);

x_msg_count              NUMBER;

x_msg_data               VARCHAR2 (2000);

BEGIN

p_cust_account_rec.account_name := ’John”s A/c’;

p_cust_account_rec.created_by_module := ’ERPSCHOOLS_DEMO’;

p_person_rec.person_first_name := ’John’;

p_person_rec.person_last_name := ’Smith’;

hz_cust_account_v2pub.create_cust_account (‘T’,

p_cust_account_rec,

p_person_rec,

p_customer_profile_rec,

‘F’,

x_cust_account_id,

x_account_number,

x_party_id,

x_party_number,

x_profile_id,

x_return_status,

x_msg_count,

x_msg_data

);

DBMS_OUTPUT.put_line (SUBSTR (‘x_return_status = ‘ || x_return_status,

1,

255

)

);

DBMS_OUTPUT.put_line (‘x_msg_count = ‘ || TO_CHAR (x_msg_count));

DBMS_OUTPUT.put_line (SUBSTR (‘x_msg_data = ‘ || x_msg_data, 1, 255));

IF x_msg_count > 1

THEN

FOR i IN 1 .. x_msg_count

LOOP

DBMS_OUTPUT.put_line

(   i

|| ’. ‘

|| SUBSTR

(fnd_msg_pub.get (p_encoded      => fnd_api.g_false),

1,

255

)

);

END LOOP;

END IF;

END;

Note:

This routine is used to create a Customer Account. The API creates a record in the HZ_CUST_ACCOUNTS table for party type Person or Organization. Account can be created for an existing party by passing party_id of the party. Alternatively, this routine creates a new party and an account for the party.

Customer profile record in the HZ_CUSTOMER_PROFILES can also be created while calling this routine based on value passed in p_customer_profile_rec. The routine is overloaded for Person and Organization.

Create a Customer Account Site

Use an existing Party Site

DECLARE

p_cust_acct_site_rec   hz_cust_account_site_v2pub.cust_acct_site_rec_type;

x_return_status        VARCHAR2 (2000);

x_msg_count            NUMBER;

x_msg_data             VARCHAR2 (2000);

x_cust_acct_site_id    NUMBER;

BEGIN

p_cust_acct_site_rec.cust_account_id := 3472;

p_cust_acct_site_rec.party_site_id := 1024;

p_cust_acct_site_rec.LANGUAGE := ’US’;

p_cust_acct_site_rec.created_by_module := ’TCA-EXAMPLE’;

hz_cust_account_site_v2pub.create_cust_acct_site (‘T’,

p_cust_acct_site_rec,

x_cust_acct_site_id,

x_return_status,

x_msg_count,

x_msg_data

);

DBMS_OUTPUT.put_line (SUBSTR (‘x_return_status = ‘ || x_return_status,

1,

255

)

);

DBMS_OUTPUT.put_line (‘x_msg_count = ‘ || TO_CHAR (x_msg_count));

DBMS_OUTPUT.put_line (SUBSTR (‘x_msg_data = ‘ || x_msg_data, 1, 255));

IF x_msg_count > 1

THEN

FOR i IN 1 .. x_msg_count

LOOP

DBMS_OUTPUT.put_line

(   i

|| ’. ‘

|| SUBSTR

(fnd_msg_pub.get (p_encoded      => fnd_api.g_false),

1,

255

)

);

END LOOP;

END IF;

END;

Create Customer Account Site Use Code:

DECLARE

p_cust_site_use_rec      hz_cust_account_site_v2pub.cust_site_use_rec_type;

p_customer_profile_rec   hz_customer_profile_v2pub.customer_profile_rec_type;

x_site_use_id            NUMBER;

x_return_status          VARCHAR2 (2000);

x_msg_count              NUMBER;

x_msg_data               VARCHAR2 (2000);

BEGIN

p_cust_site_use_rec.cust_acct_site_id := 3580;

p_cust_site_use_rec.site_use_code := ’INV’;

p_cust_site_use_rec.LOCATION := ’TCA’;

p_cust_site_use_rec.created_by_module := ’ERPSCHOOLS_DEMO’;

hz_cust_account_site_v2pub.create_cust_site_use (‘T’,

p_cust_site_use_rec,

p_customer_profile_rec,

”,

”,

x_site_use_id,

x_return_status,

x_msg_count,

x_msg_data

);

DBMS_OUTPUT.put_line (SUBSTR (‘x_return_status = ‘ || x_return_status,

1,

255

)

);

DBMS_OUTPUT.put_line (‘x_msg_count = ‘ || TO_CHAR (x_msg_count));

DBMS_OUTPUT.put_line (SUBSTR (‘x_msg_data = ‘ || x_msg_data, 1, 255));

IF x_msg_count > 1

THEN

FOR i IN 1 .. x_msg_count

LOOP

DBMS_OUTPUT.put_line

(   i

|| ’. ‘

|| SUBSTR

(fnd_msg_pub.get (p_encoded      => fnd_api.g_false),

1,

255

)

);

END LOOP;

END IF;

END;

More Customer API’s:

Org Contact Role	Hz_party_contact_v2pub.Create_Org_Contact_Role
Relationships	HZ_CUST_ACCOUNT_V2PUB.CREATE_CUST_ACCT_RELATE
Customer Profile	HZ_CUSTOMER_PROFILE_V2PUB. create_customer_profile
Customer Profile Amount	HZ_CUSTOMER_PROFILE_V2PUB. create_cust_profile_amt
Customer Credit Rating	HZ_PARTY_INFO_V2PUB.create_credit_rating
Sales Person	JTF_RS_SALESREPS_PUB.CREATE_SALESREP
Sales reps Territories	JTF_RS_SRP_TERRITORIES_PUB.CREATE_RS_SRP_TERRITORIES
Customer contacts	HZ_CUST_ACCOUNT_ROLE_V2PUB.CREATE_CUST_ACCOUNT_ROLE
Customer Contact Role	HZ_CUST_ACCOUNT_ROLE_V2PUB.create_role_responsibility