1. Implementing Loyalty
  2. Oracle Loyalty Public Unique IDs

Oracle Loyalty Public Unique IDs

What is a public unique ID (PUID)? When an application uses document sequencing, it generates a unique number (or ID) for each business object record when it's created in the database. Oracle Loyalty users can't easily read or use unique IDs because of their

A specific number of Oracle Loyalty objects support PUIDs for generating unique sequencing, using an advanced setup with PUID attributes. What does this advanced setup involve? The refers to generating the unique sequence of PUIDs for each business object, or more specifically, generating a specific prefix and radix configuration for each business object. PUID specification mandates that an object, let's say the Members object, must be searched by its PUID, MemberNumber. This table lists the business objects where the PUID attribute is exposed, as well as pickers by PUID attribute:

Top-Level Object Name

Model Support (PUID Attribute Name)

Object PUID Generation

Global Search By PUID

PUID Exposed by Default in List Management

Member

MemberNumber

Supported

Unsupported

Supported

Program

ProgramNumber

Supported

Unsupported

Unsupported

Transaction

TransactionNumber

Supported

Unsupported

Supported

Promotion

PromotionNumber

Supported

Unsupported

Unsupported

This table shows the child objects where the PUID attribute is exposed, as well as pickers by PUID attribute:

Top-Level Object Name

Model Support (PUID Attribute Name)

Object PUID Generation

Global Search By PUID

PUID Exposed by Default in List Management

MembershipCard

CardNumber

Supported

Unsupported

Supported

Voucher

VoucherNumber

Supported

Unsupported

Supported

Bucket

BucketUid

Supported

Unsupported

Unsupported

RedemptionItem

ItemNum

Supported

Unsupported

Unsupported

MemberTier

MemTierNum

Supported

Unsupported

Unsupported

AccrualItem

AccrualItemNumber

Supported

Unsupported

Unsupported

CompanyMembership

MemberCorpNumber

Supported

Unsupported

Unsupported

MemberPromotionsEnrolled

PromoMemNumber

Supported

Unsupported

Unsupported

Use one these options for setup:

  • Default setup, where you require no implementation steps.

  • Basic setup, which you can configure to a certain degree. If you use this setup, the default setup isn't used.

  • Advanced setup, which is more complex and configurable. This setup is on a per-object basis, whereas the default and basic setups apply to all objects.

Here is more information on the default, basic, and advanced setups, and where to find more information.

Setup Option

Description

Where to Find More Information

Default Setup

You need no implementation steps for this setup. Oracle Loyalty automatically generates a unique 10-digit numeric ID with a default object prefix for each record. The document sequencing begins with a 1.

No additional documentation, other than this introduction.

Basic Setup

In this setup, you set two profile options where you configure the radix (or base numbers and characters) and prefix to use. The application generates an alphanumeric public unique ID instead of the default numeric public unique ID for each record.

See the Public Unique ID Basic Setup section in Oracle CX Sales Implementing Sales.

Advanced Setup

In this setup, you define a radix and prefix for each object. It isn't required for the radix and prefix to be different for each object. You can perform an advanced setup for the following extensible Oracle Loyalty objects: Member, Program, Transaction, Member Tier, Card, and Voucher.

See the Public Unique ID Advanced Setup section in Oracle CX Sales Implementing Sales.

Public Unique ID Advanced Setup

When you do an advanced setup, you can define a different prefix and numbering radix for each business object. For Oracle Loyalty, the objects are Member and Transaction. If you decide to migrate from an external application using an import, then you can specify PUIDs for Oracle Loyalty objects. If you decide not to specify PUIDs during import, then the Oracle Loyalty application generates PUIDs automatically.

Consider these points:

  • If you enter a prefix value, you must set a radix value. You can't use the prefix setting by itself. The length of a prefix value is 5.

  • If you require a delimiter, then include it as part of the prefix.

  • The concatenated public unique ID and prefix can't exceed the defined field length, which is usually 30 characters.

Here's how you configure the radix and optionally, the prefix, in an advanced setup.

  1. Open Setup and Maintenance and then select Sales from the Setup menu.

  2. In the Functional Areas list, click Sales Foundation.

  3. In the Sales Foundation pane, select All Tasks from the Show menu, and then click the Manage Public Unique Identifier Sequence Generation.

    This opens the Manage Public Unique Identifier Sequence Generation page.

  4. If you're configuring these values for the first time, select Add Row from the Actions menu to add a row to the table.

  5. In the Object Name menu, select the object for which you're configuring the public unique ID.

  6. In the Prefix box, enter the prefix you want to use for the object and unique ID.

    • Enter a maximum of five characters.

    • The allowed characters are: 0-9, A-Z, a-z, and these special characters: period, hyphen, comma, and underscore.

  7. In the Radix menu, select the base numbering to use.

  8. Repeat for other objects.

  9. Click Save and Close.

This table lists options for RADIX in the Manage Public Unique Identifier Sequence Generation task. For example, this is what the sequence looks like if a Member Number is in the format of "MemberNumber":

  • "MEM0000000001" if the Advance Setup for Member object isn't setup.

  • If the Advance Setup for Member object is setup, then the MemberNumber is created in the form of "MemberNumber" = "MEMBER_106065",

  • PREFIX is MEMBER_ and RADIX is "106065" which is in the format of "No Alphanumeric Conversion".

  • RADIX is in the format of "Letters A-Z, Upper Case". "MemberNumber": "MEMBER_GAXM",

Prefix

Radix

NULL

NULL

NULL

Numbers 0-9, letters A-F

NULL

Numbers 0-9, letters A-F

A-

Numbers 0-9, letters A-F

A-

Numbers 0-9, letters A-F

Null

No alphanumeric conversion

A-

Numbers 0-9, letters A-Z, letters a-z

A-

Numbers 0-9, letters A-Z upper case

A-

Numbers 0-9, letters ABCDEFGHJKLMNPQRTUWXY

A-

Numbers 2-9, letters BCDFGHJKLMNPQRSTVWXYZ

A-

Letters A-Z, Upper Case

A-

Numbers 0-9, letters A-F