Customer Profile

Service to create customer profiles to maintain characteristics of customer accounts, such as creditworthiness, business volume, payment cycles, and late charge policies. For each profile you can define information such as credit limits, payment terms, statement cycles, invoicing, and discount information. You can also define amount limits for your late charges and statements for each currency in which you do business.

Life Cycle Status: Active

QName: {http://xmlns.oracle.com/apps/financials/receivables/customers/customerProfileService/}CustomerProfileService

Service WSDL URL: https://servername/fscmService/ReceivablesCustomerProfileService?WSDL

Relationships

The following table describes how this service data object is related to other service data objects or business object services.

Relationship Type	Object or Service
Handles	Customer Profile Flexfield SDO
Handles	Customer Bill-to Site Reference Accounts SDO
Handles	Receivables Customer Profile Global Flexfield SDO
Handles	Customer Profile SDO

getActiveCustomerProfile

An operation to get active customer account profile or site profile.

Life Cycle Status: Active

Request Payload

Element Name	Type	Description
customerProfile	Customer Profile	Service Data Object to retrieve active customer account profile or site profile.

Response Payload

Element Name	Type	Description
result	Customer Profile	Result Object that contains active customer account profile or site profile.

createReferenceAccountsForBillToSite

Service Operation to create bill-to site reference accounts for customer accounts. This setup is used for deriving account combinations for distributions on Receivables transactions, when AutoAccounting is set up to derive account combinations based on Bill-to Site.

Life Cycle Status: Active

Request Payload

Element Name	Type	Description
referenceAccounts	Customer Bill-to Site Reference Accounts SDO	Service Data Object to create Bill-To Site Reference Accounts.

Response Payload

Element Name	Type	Description
result	Customer Bill-to Site Reference Accounts SDO	Result Object that contains Bill-To Site Reference Accounts.

createCustomerProfile

Asynchronous service for creating a customer profile.

Life Cycle Status: Active

Request Payload

Element Name	Type	Description
customerProfile	Customer Profile	Service data object for creating a customer profile.

Response Payload

Element Name	Type	Description
result	{http://xmlns.oracle.com/apps/financials/receivables/customers/customerProfileService/}CustomerProfileResult	Result object for the create customer profile service.

updateCustomerProfile

Asynchronous service for updating a customer profile.

Life Cycle Status: Active

Request Payload

Element Name	Type	Description
customerProfile	Customer Profile	Service data object for updating a customer profile.

Response Payload

Element Name	Type	Description
result	{http://xmlns.oracle.com/apps/financials/receivables/customers/customerProfileService/}CustomerProfileResult	Result object for the update customer profile service.

getDfltObjAttrHints

An operation to retrieve user interface hints, such as the service data object label and object attribute labels, for the specified service data object and locale. As a prerequisite, invoke the getEntityList operation defined on this service to get the list of possible values for the viewName request payload element.

Life Cycle Status: Active

Request Payload

Element Name	Type	Description
viewName	string	An operation to retrieve user interface hints, such as the service data object label and object attribute labels, for the specified service data object and locale. As a prerequisite, invoke the getEntityList operation defined on this service to get the list of possible values for the viewName request payload element.
localeName	string	The locale to use when evaluating locale-based user interface hints. The localeName is in ISO 639-1 format.

Response Payload

Element Name	Type	Description
result	{http://xmlns.oracle.com/adf/svc/types/}ObjAttrHints	The label and user interface hints for the specified service data object and its attributes in a name-value pair format.

getServiceLastUpdateTime

An operation that returns the date and time when the schema files referenced in the service definition last changed.

Life Cycle Status: Active

Request Payload

Response Payload

Element Name	Type	Description
result	{http://xmlns.oracle.com/adf/svc/types/}dateTime-Timestamp	The date and time when the service definition last changed in ISO 8601 format.

getEntityList

An operation to get the list of service data objects defined on this service.

Life Cycle Status: Active

Request Payload

Response Payload

Element Name	Type	Description
result	{http://xmlns.oracle.com/adf/svc/types/}ServiceViewInfo	A list of service data objects defined on this service. For each service data object, the result includes the QName, internal name, and Boolean values indicating whether create, update, merge, and delete operations can be performed on the object.

Security

The following tables list the privileges required to perform the service operations, and the duty roles that each privilege is granted to.

Service Operations to Privileges Mapping

Operation Name	Privilege Code	Privilege Name	Privilege Description
All Operations	AR_CREATE_CUSTOMER_PRIV	Create Customer	Create new customers to record and account for transactions, transaction activities, and other attributes of the customer relationship.

Privileges to Duty Roles Mapping

Privilege Code	Granted to Duty Role Code	Granted to Duty Role Name	Granted To Duty Role Description
AR_CREATE_CUSTOMER_PRIV	ORA_AR_CUSTOMER_MAINTENANCE_DUTY	Customer Maintenance	Defines and maintains Receivables attributes of customer accounts and customer account sites.

Duty Roles to Duty or Job Roles Mapping

Duty Role Code	Granted to Duty or Job Role Code	Granted to Duty or Job Role Name	Granted To Duty or Job Role Description
ORA_AR_CUSTOMER_MAINTENANCE_DUTY	ORA_FUN_CUSTOMER_ACCOUNT_INQUIRY_DUTY	Customer Account Inquiry	View customer account details.
ORA_AR_CUSTOMER_MAINTENANCE_DUTY	ORA_IBY_CUSTOMER_PAYMENT_INSTRUMENT_MANAGEMENT_DUTY	Customer Payment Instrument Management	Manages customer bank accounts and credit cards and other payment details.
ORA_AR_CUSTOMER_MAINTENANCE_DUTY	ORA_FUN_FSCM_LOAD_INTERFACE_ADMIN_DUTY	FSCM Load Interface Administration	Manages load interface file for import
ORA_AR_CUSTOMER_MAINTENANCE_DUTY	ORA_ZX_REGISTRATION_PII_DUTY	Party Taxpayer Identifier PII	View personally identifiable information for tax registration number of type taxpayer ID.
ORA_AR_CUSTOMER_MAINTENANCE_DUTY	ORA_MANAGE_TRADING_COMMUNITY_IMPORT_BATCH_DUTY_FSCM	Trading Community Import Batch Management	Manages trading community data import batches.
ORA_AR_CUSTOMER_MAINTENANCE_DUTY	ORA_MANAGE_TRADING_COMMUNITY_IMPORT_PROCESS_DUTY_FSCM	Trading Community Import Process Management	Manages trading community data import batch processes.