1. Implementing Your Financials Framework
  2. Migrating Customer Accounts and Invoices

Migrating Customer Accounts and Invoices

Customers migrating legacy customer accounts and legacy invoices to Fusion Receivables for Permitting and Licensing applications can migrate their legacy billing account relationships for planning applications, permits, and business licenses transactions to Permitting and Licensing using Import Management.

Here are the steps in order:

  1. Migrate or create customer accounts in Fusion Receivables for legacy data.

  2. Migrate or create invoices in Fusion Receivables for legacy data.

  3. Migrate planning applications, permits, and business licenses transactions data.

  4. Migrate references to customer accounts in Fusion Receivables and Application data.

  5. Migrate Fee records with references to invoices in Fusion Receivables.

  6. Migrate payment records with references to invoices in Fusion Receivables.

  7. Migrate billing contacts in Fusion Receivables to Permitting and Licensing contacts.

Before you import legacy invoices into Fusion Receivables for permitting and licensing applications, configure Fusion Receivables to create:

  • An invoice grouping rule.

  • A transaction source.

  • Descriptive flexfields.

Setting Up a New Invoice Grouping Rule

Create a new invoice grouping rule to group on the following invoice_line_attribute values:

  • INTERFACE_LINE_ATTRIBUTE2 (Record Type Id)

  • INTERFACE_LINE_ATTRIBUTE5 (Agency Id)

  • INTERFACE_LINE_ATTRIBUTE12 (Record Number)

Setting Up a Transaction Source

Create a new transaction source:

  • Transaction source set: Use the transaction source set value configured on the agency receivable options.

  • Legal entity: Use the legal entity value associated with the business unit value configured on the agency receivable options.

  • Type: Imported.

  • Enable automatic transaction numbering.

  • Customer attributes: Use values.

  • Accounting attributes: Use values.

  • Miscellaneous attributes: Use values.

  • Assign the Invoice Grouping Rule created earlier.

Managing Receivables Descriptive Flexfields

Search for the flexfield code ‘RA_INTERFACE_LINES’ and add context values for the context code ‘ORA_PSCR_MIGR’ with following context segments:

  • Map the interface_line_attribute2 to the record type identifier value.

  • Map the interface_line_attribute5 to the agency identifier value.

  • Map the interface_line_attribute12 to the record number.

  • Map the interface_line_attribute13 to the fee record public unique identifier.

Note: make sure to upload customer invoice records with the information above.

Oracle Import Management improves definition, error handling, and performance for importing flat files (.CSV). For more information, Migrating Data Using Import Management.