Converting Customer Information
This section discusses how to convert customer information.
Consider writing a conversion program that reads records from the existing system and inserts them into the appropriate PeopleSoft customer tables. When creating a program, you have complete control over the conversion, and you can run it directly on most servers. Many customers write their conversion programs using Structured Query Report.
Alternatively, consider using the full synchronization Customer XML message to move existing customer data to the PeopleSoft tables.
Note: When you begin to test the conversion program, consider converting customers in batches. You can rerun the program for a batch of customers without affecting other customers.
You can also use these customer Component Interfaces to load data in the component tables:
CUSTOMER_MAIN_CI: Loads main customer information, customer teams, addresses.
CUSTOMER_BILLTO_CI: Loads bill-to related information such as bill-to options, customer correspondence, customer credit.
CUSTOMER_SOLDTO_CI: Loads sold-to related information such as sold to options, product catalogs, customer hierarchy, brokers.
CUSTOMER_SHIPTO_CI: Loads ship-to related information such as ship-to options, customer exception calendars, carrier account information, indirect customers.
CUSTOMER_MISC_CI: Loads miscellaneous information such customer group, standard industry codes, VAT information, notes, attachments, messages.
CUSTOMER_REGION_CI: Loads region codes.
These Component Interfaces can also be used. The CUSTOMER Component Interface is used with EIP messaging to load specific customer information to setting up a customer. The CUSTOMER_GENERAL Component Interface uses all of the records within the Customer component.
These records contain fields that are relevant to converting customer data:
You can use the data dictionary in conjunction with the information in PeopleSoft Application Designer on these fields:
Required or not.
List of values (translate values).