1. Using Customer Data Management for Sales and Fusion Service
  2. Manage Organization Information

Manage Organization Information

You can use the Organization entity to manage information for different types of institutional customers, such as business organizations and professional bodies.

An Organization exists separately from any business relationship that it enters into with another entity. For example, the same Organization can enter into different business relationships, such as buying or selling, and can be referred to differently, such as a customer or supplier, in different business flows across the application. In some Oracle Cloud applications, organizations are referred to as accounts.

You can use the Organizations work area, to search for an organization, retrieve organization data from various systems, review the data, and edit the data. The Organizations work area also provides you separate tabs to manage different types of organization information such as profile, usage assignments, relationships, classifications, source system references, hierarchy memberships, and linked records.

Create Organizations

To create organizations:

  1. Navigate to the Organizations work area as follows: Navigator>Customer Data Management>Organizations.

  2. Click the Create action menu option or button.

  3. Complete the mandatory fields. Enter the following sample data:

    • Usage: Party of Interest.

    • Name: Green Corp.

    • Registry ID: This is auto populated. However, you can override it with a unique identifier of your choice.
      Note: You can create organizations with pre-defined or customer defined party usages. These party usages must be created with the Unconditional Assignment as Yes.

  4. Click Save and Close or Save and Edit, as required.

Search Organizations Using Saved Searches

You can use several saved searches to find the organization you want to work with. Let's say you want to find all organizations associated with a particular address, you can use the Search Organization saved search as follows:

  1. Navigate to the Organizations work area as follows: Navigator>Customer Data Management>Organization.

  2. Select Search Organizations from Saved Search.

  3. Expand Search.

  4. Click Add Fields and select any option prefixed with Address -. For example, Address- Address Line 1.

  5. Enter the search phrase.

  6. Provide value for one of the required fields such as Name or Registry ID.

  7. Click Search.

You can see a list of organizations associated with the particular search phrase.

Edit Organizations

To edit organizations:

  1. Navigate to the Organizations work area as follows: Navigator>Customer Data Management>Organizations.

  2. Search for the organization that you want to edit. You can search by entering criteria such as the organization name or registry ID. You can also use the saved searches.

  3. Select the organization you want to edit from the Search Results region and click through its name or registry ID to navigate to the Edit Organization page.

  4. On the Edit Organizations page, you can edit the organization's details such as usage assignments, relationships, source system references, classifications, and linked records.

  5. Click Save and Close.