Setting Up Customer Profiles (WPFL)

Customer profiles let you define the demographics you want to capture for your customer base and define the valid responses for these categories. You can also establish default codes that represent the most common profile characteristics of your customer base. For example, assume that a profile for marital status includes married, single, divorced, etc., as valid options, and that the majority of people who place orders are single. If you set a profile default for the single option, this value appears on new customer orders. You would then need to perform data entry in the marital status field for new customers only if the customer were not single.

Mandatory categories: If there is a profile category that you want to capture for each new customer, you can define that category as mandatory. When you enter an order for a customer who has not provided you with this information, the Work with Customer Profile Screen appears automatically when you select Accept or Accept/Add Rcp to accept the order.

Note: If the Alternate ID Required for Displaying Customer Profile (K87) system control value is selected, you automatically advance to the Work with Customer Profile screen in order entry and maintenance only if an Alternate customer number is defined for the sold to customer on the order.

Sending profile data to Oracle Retail Customer Engagement:

Customer Engagement Customer Integration: The customer’s profile data is included in the information synchronized between Order Management System and Oracle Retail Customer Engagement, provided the Send Profile Data to ORCE (L51) system control value is selected and you have completed the setup described under Order Management System Customer Profile > Oracle Retail Customer Engagement Attribute Definition.

Customer Engagement Batch Customer and Sales Integration. The customer’s profile data is included in the information sent to Oracle Retail Customer Engagement provided you have completed the setup described under Order Management System Customer Profile > Oracle Retail Customer Engagement Attribute Definition. The Send Profile Data to ORCE (L51) system control value does not apply to the sales integration.

In this chapter:

Work with Profile Categories Screen

Create Profile Screen (Creating a Category)

Work with Profile Data Screen (Category Responses)

Create Profile Data Screen (Category Responses)

Work with Profile Categories Screen

How to display this screen: Enter WPFL in the Fast Path field at the top of a menu, or select Work with Demographic Profiles from a menu.

Field

Description

Code

A number you assign to a demographic profile category.

Numeric, 3 positions; optional.

Description

The description of the demographic profile category.

Alphanumeric, 20 positions; optional.

Mandatory

This flag indicates whether to prompt the operator to complete this field in Order Entry if the customer has not yet provided you with this information.

Valid values are:

Yes = Prompt for this information in Order Entry by displaying the Work with Customer Profile screen automatically. Note: If the Alternate ID Required for Displaying Customer Profile (K87) system control value is selected, you automatically advance to the Work with Customer Profile screen in order entry and maintenance only if an Alternate customer number is defined for the sold to customer on the order.

No = Do not prompt for this information in Order Entry.

The system also prompts you in Order Maintenance if the Prompt for Mandatory Demographics in Order Maintenance (E60) system control value is selected.

Optional.

Screen Option

Procedure

Create a profile category

Select Create to advance to the Create Profile Screen (Creating a Category).

Change a profile category

Select Change for a profile category to advance to the Change Profile screen. You can change only the description and the mandatory flag. See Create Profile Screen (Creating a Category) for field descriptions.

Delete a profile category

Select Delete for a profile category.

Work with valid profile responses

Select Profile Options for a profile category to advance to the Work with Profile Data Screen (Category Responses).

Create Profile Screen (Creating a Category)

How to display this screen: At the Work with Profile Categories Screen, Select Create.

Field

Description

Profile code

A number that represents a demographic profile category.

Numeric, 3 positions.

Create screen: required.

Change screen: display-only.

Description

The description of the demographic profile category.

The system does not prevent you from creating more than one profile code with the same description.

Alphanumeric, 20 positions; required.

Mandatory

This flag indicates whether to prompt Order Entry operators to collect this information if the customer has not already provided it.

Valid values are:

Selected = Prompt for this information in Order Entry by advancing to the Work with Customer Profile screen automatically if the customer has not provided you with a response. Note: If the Alternate ID Required for Displaying Customer Profile (K87) system control value is selected, you automatically advance to the Work with Customer Profile screen in order entry and maintenance only if an Alternate customer number is defined for the sold to customer on the order.

Unselected = Do not prompt for this information in Order Entry.

The system will also advance to the Work with Customer Profile Screen automatically in Order Maintenance if the Prompt for Mandatory Demographics in Order Maintenance (E60) system control value is selected.

Note: The system does not prompt you for a mandatory profile category if you define a default response for the category; instead, the system will update the customer record with the default value automatically, behind the scenes.

Work with Profile Data Screen (Category Responses)

Purpose: Use this screen to create, change, or delete valid responses for a profile category.

How to display this screen: Select Profile Options for a profile category at the Work with Profile Categories Screen.

Field

Description

Code

A number from 1 through 9 that you assign to a profile response.

Alphanumeric, 1 position; optional.

Description

The description of the profile response.

Alphanumeric, 20 positions; optional.

Default?

A flag that determines whether the system defaults this response automatically when you create or change demographic information for a customer. You can override this default value.

Yes = Defaults when you advance to the Work with Customer Profile Screen in Order Entry, Order Maintenance or Customer Maintenance.

No = Does not default.

Screen Option

Procedure

Create a response code

Select Create to advance to the Create Profile Data Screen (Category Responses).

Delete a response code

Select Delete for a code.

Change a response code

Select Change for a code to advance to the Change Data Option screen. You can change the description or the default flag for a profile data option. See Create Profile Data Screen (Category Responses) for field descriptions.

Create Profile Data Screen (Category Responses)

Purpose: Select Create at the Work with Profile Categories Screen.

Field

Description

Profile code

A number that represents a demographic profile category for which you are creating a valid response code.

Numeric, 3 positions; display-only.

Profile data code

A user-defined code that represents a valid response for the profile category.

For example, if the profile code were income, the profile data code might be 1, representing income less than $20,000.

Alphanumeric, 1 position.

Create screen: required.

Change screen: display-only.

Description

Text that describes the profile data response.

Example:

For the profile category of Income level, you might create profile data codes such as the following:

1 = less than $20,000

2 = $20,000-$29,000

3 = $30,000-$39,000

4 = $40,000-$49,000

5 = more than $49,000

Alphanumeric, 30 positions; required.

Default?

This flag identifies whether to default this code for the profile category. When you establish a default code by selecting this setting, the default code appears when you advance to the Work with Customer Profile Screen in Order Entry, Order Maintenance, and Customer Maintenance. You can designate only one default response code for each profile category.

If you designate a default response for a mandatory category, the system will default this value for customers automatically behind the scenes in Order Entry if the customers have not already supplied you with the correct information; the Work with Customer Profile screen will not display (unless there is an additional mandatory category without a default value designated). The same condition is true for Order Maintenance if the Prompt for Mandatory Demographics in Order Maintenance (E60) field in the System Control file is selected.

Selected = This is the default response code.

Unselected = This is not the default response code.

WPFL OMSCS 19.0 December 2019 OHC