Import Setup Data for OAGIS 10.1 XML Transaction Delivery Using the Customer Import FBDI
Use the Customer Import FBDI (File-Based Data Import) to complete certain setups for OAGIS 10.1 XML transaction delivery.
You can use the RA_CUSTOMER_PROFILES_INT_ALL worksheet of the Customer Import Template to complete these setups in Collaboration Messaging Framework and in Receivables:
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Collaboration Messaging: B2B trading partners.
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Collaboration Messaging: Customer account collaboration configuration.
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Receivables: Customer account profiles. You can either update an existing customer account profile or create a new customer account profile.
The data in this worksheet is imported into the RA_CUSTOMER_PROFILES_INT_ALL interface table for transfer to Receivables.
Before you can import setup data using the Customer Import Template, you must complete these tasks:
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Use the Feature Opt-in page in Functional Setup Manager to enable the Receivables Invoice Delivery in Open Applications Group Integration Specification (OAGIS) 10.1 XML Format feature.
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Use the Manage Collaboration Messaging Service Providers task to create service providers for XML transaction delivery.
To import setup data for XML transaction delivery:
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Download the Customer Import Template.
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Click the RA_CUSTOMER_PROFILES_INT_ALL tab.
The RA_CUSTOMER_PROFILES_INT_ALL worksheet displays the columns for Receivables customer account profiles. The Collaboration Messaging columns are hidden by default.
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Display the Collaboration Messaging columns:
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Highlight the XML Invoicing for Credit Memo column and the next column.
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Right-click to display the Collaboration Messaging columns.
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Complete the Collaboration Messaging columns:
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Enable Collaboration Messaging Configuration: Select Y to import Collaboration Messaging setup data for the customer account.
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Service Provider Name: Enter the name of the service provider that you defined using the Manage Collaboration Messaging Service Providers task.
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Trading Partner ID: Enter the code that identifies the customer account as a trading partner to receive XML transactions.
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Trading Partner ID Type: Select the category of the trading partner identifier.
Valid values are: D-U-N-S, Generic (if you use the customer account number to identify the trading partner), GLN, MISC, PHONE, TAXID, Name (if you use the customer account name to identify the trading partner).
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Receivables Outbound XML Transaction Document: Select Y to indicate that the trading partner is enabled to receive Receivables transactions in XML format.
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Receivables Inbound Confirmation Document: Select Y to indicate that the trading partner is enabled to send back a confirmation BOD after receiving an XML transaction.
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Complete the Receivables customer account profile columns according to your requirements.
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Submit the Data Import Batch to import the Receivables and Collaboration Messaging setup data into the corresponding tables.