Oracle® Fusion Applications Sales Implementation Guide 11g Release 1 (11.1.3) Part Number E20373-03

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18 Common Customer Data Management Configuration: Define Data Formats

This chapter contains the following:

Creating an Address Style Format: Worked Example

Creating a Name Style Format: Worked Example

FAQs for Define Data Formats

Creating an Address Style Format: Worked Example

This example shows how to create an address style format for a specified address style.

Specify the address style format name and address style, create the format variation layout, and assign a locale.

Creating the address style format name and specifying the address style

Create the address style format code and name, choose which address style you want to use to define this address style format, and specify if you want this address style format to be the default format for the selected address style.

1. On the Manage Address Formats page, click Actions and then click Create.
2. On the Create Address Style Format page, complete the fields in the Overview section, as shown in this table:

   Field	Value
   Code	CA_POSTAL_ADDR
   Name	Canadian Postal Address Format
   Address Style	Postal Address
   Default	No

   
   
3. Click Save.

Creating the format variation layout

Specify the address lines you want in the address and the position of the lines in the address layout. You also want to specify if the address lines will be mandatory, whether the address lines will render in uppercase, and whether there will be blank lines after the address line.

1. In the Format section on the Create Address Style Format page, click on the Format Layout tab.
2. In the Format Variation section, click Actions and then click New.
3. Enter a variation number in the Variation field.
4. In the Format Variation Layout section, click Actions and then click New.
5. Complete the fields as shown in this table:

   Field	Value
   Line	1
   Position	1
   Prompt	Address line 1
   Address Element	Address line 1
   Required	Yes
   Uppercase	No

   
   
6. Click Actions, then click New to create another address line.
7. Complete the fields as shown in this table:

   Field	Value
   Line	2
   Position	2
   Prompt	City
   Address Element	City
   Required	Yes
   Uppercase	Yes

   
   
8. Click Expand on the City address line, then enter the value 1 in Blank Lines Before.
9. Continue to create as many address lines as you require. Click Expand if you want to enter blank lines and delimiters before, or after, an address line. In this section you can also create an Attribute Transform Function to change a data value into a different value.

Assigning a locale

Specify the relevant countries for this address style format.

1. In the Format section on the Create Address Style Format page, click on the Locale Assignment tab.
2. Click Actions and then click New.
3. Choose a country for the address style format.
4. Continue to add the countries that will use this address style format.
5. Click Save and Close.

Creating a Name Style Format: Worked Example

This example shows how to create a name style format for a specified name style.

Specify the name of the name style format and name style, create the format variation layout, and assign a locale.

Creating the name of the name style format and specifying the name style

You create the name style format code and name, and choose which name style you want to use to define this name style format. You also specify if you want this name style format to be the default format for the selected name style.

1. On the Manage Name Formats page, click Actions and then click Create.
2. On the Create Name Style Format page, complete the fields in the Overview section, as shown in this table:

   Field	Value
   Code	CONCAT_NAME_US
   Name	United States Concatenated Name Format
   Name Style	Concatenated Name
   Default	No

   
   
3. Click Save.

Creating the format variation layout

Specify the name parts you want in the name, and the position of the name parts in the name layout. You also want to specify if the name parts will be mandatory, define whether the name parts will render in uppercase, and whether there will be blank lines after the name part.

1. In the Format section on the Create Name Style Format page, click on the Format Layout tab.
2. In the Format Variation section, click Actions and then click Add Row.
3. Enter a variation number in the Variation field.
4. In the Format Variation Layout section, click Actions and then click Create.
5. Complete the fields as shown in this table:

   Field	Value
   Line	1
   Position	1
   Prompt	Person First Name
   Name Element	First Name
   Required	No
   Uppercase	No

   
   
6. Click Actions, then click Create to create another address line.
7. Complete the fields as shown in this table:

   Field	Value
   Line	2
   Position	2
   Prompt	Person Last Name
   Name Element	Last Name
   Required	No
   Uppercase	No

   
   
8. Continue to create as many name parts as you require. Click Expand if you want to enter blank lines and delimiters before, or after, a name part. In this section you can also create an Attribute Transform Function to change a data value into a different value.

Assigning a locale

Specify the relevant countries for this name style format.

1. In the Format section on the Create Name Style Format page, click on the Locale Assignment tab.
2. Click Actions and then click Create.
3. Choose United States in the Country field.
4. Choose American English in the Language field.
5. Click Save and Close.

FAQs for Define Data Formats

How can I create an address style format layout?

Click New in the Manage Address Formats page and add address lines in the Format Variation Layout section. If you require more than one address style format layout, then you can create a format variation and add a different address format layout.

How can I create a name style format layout?

Click New in the Manage Name Formats page and add line entries for each part of the full name in the Format Variation Layout section, within the Create Name Style Format page. If you require more than one name style format layout, then you can create a format variation and add a different name format layout.

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