Oracle® Fusion Applications Customer Data Management Implementation Guide 11g Release 5 (11.1.5) Part Number E20433-05

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19 Common Customer Data Management Configuration: Define Data Formats

This chapter contains the following:

Data Formats and Setup Activities : How They Fit Together

Setup Formats: Explained

Creating an Address Style Format: Worked Example

Creating a Name Style Format: Worked Example

FAQs for Define Data Formats

Data Formats and Setup Activities : How They Fit Together

Data Formats help you define address formats and name formats within your organization, and assign them to specific geographies. These data formats can be used to capture and validate party name and address information. In order to use geography-based validations for addresses, you must set up geography data in addition to the address formats.

Managing Data Styles

You can define new styles for name and address, which would categorize a name and address style format. A Data Style, such as Mailing Address or Concatenated Name, categorizes name and address style formats. Oracle Fusion uses Data Styles to identify a particular manner or situation for which an entity, such as name or address, is formatted. The application can be customized so that, for example, only certain name and address styles are displayed in the user interface.

How Data Formats ensure Data Quality

Use Data Formats to ensure party address and party name data quality. The format is used to present the address elements in the country specific formatting, and help users during address entry. This also provides the flexibility to specify the scope of address validation. Address formats are linked to the geographic data in order to provide address verification, at the data-import level. For example, when creating or editing an address for a party, selecting a country displays the address format for that country.

The use of Name formats ensures that name components are stored in a decomposed manner. This allows you to construct name representations from components in a variety of different styles. Name formats also allow you to store phonetic names that are required for certain geographies.

Data Formats simplify the storage of party address and party name, by storing them as components. Once you setup the address and name format for a geography, you can use the format to validate address and name data.

Setup Formats: Explained

Data Formats determine how names and addresses are displayed in the Oracle Fusion application. Name and address formats vary depending on usage, country, and language. You can create name formats and address formats, customize them to display the address and name components, and assign them to specific locales. This allows you to create data formats for various countries, languages, and usages. Additionally, you can create variations of the formats, with each variation having its own layout. For example, an address format may have variations of a general address, rural address, and military address.

There are two types of data formats.

• Address format

• Name format

Address Formats

Address formats specify the layout of an address, including the address components and their position in the layout. For example, an address format for US postal address can include address, city, state, and zip code. Similarly, the address format for UK would include address, city, county, and post code.

Name Formats

Name formats, such as Informal or Mailing, allow you to specify how a name is displayed in the application, based on the usage, language, and country. A name format includes name elements, their position, and formatting. You can create a name style format for either an organization name or a person name.

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 variation of an Address Style Format?

You can create different variations of an address style format, with each variation having its own layout. For example, a country's postal address may have variations such as general postal address, rural address, and military address. When you create an address style format, the layout defined for the format is assigned as the default variation. Click Add in the Format Variation region of the Edit Address Style Format page, for the address style format, to add a variation of the Address style. For each address style format variation, you can enter a variation rank to define the priority of the variation.

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.

How can I create another variation of a Name Style Format?

You can create different variations of a name style format, with each variation having its own layout. For example, different regions in a country may have different name style formats. Click Add in the Format Variation region in the Edit Name Style Format page, for the name style format, to add a variation of the name style. For each name style format variation, you can enter a variation rank to define the priority of the variation.

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