Configure the Account Standard Object

Create a new sandbox for configuring the Account standard object, using the Create and Activate Unified Sandboxes topic.

Adding Fields

Add the fields shown in the following table to the Account standard object, using the Adding Fields to a Standard Object procedure in the Configuring Standard Objects topic.

The following table lists fields required to create the Account standard object.

Parameter	EBS Sync Status Field
Field Type	Text
Display Label	EBS Sync Status
Name	O_INT_EBS_Sync_Status
Display Width	Leave blank
Display Type	Simple Text Box
Constraints	Updatable (Constraint expression: false)
Maximum Length	25
Default Value	Fixed value = Not Synchronized

Creating Global Functions

Create functions from the following Groovy files, using the Creating Global Functions topic:

• O_INT_EBS_SearchCustomer.groovy

• O_INT_EBS_CreateCustomer.groovy

• O_INT_EBS_GetBaseURL.groovy

• O_INT_EBS_GenerateQuoteURL.groovy

Creating Object Functions

Create functions from the following Groovy files, using the Creating Object Functions topic:

• O_INT_EBS_CheckMatch.groovy

• O_INT_EBS_CleanupMatches.groovy

• O_INT_EBS_CustomerQuoteURL.groovy

• O_INT_EBS_CustomerSync.groovy

• O_INT_EBS_GetSearchCriteria.groovy

• O_INT_EBS_PopulateMatches.groovy

Creating Triggers

Create the following triggers using the Creating Triggers for an Object procedure from the Configuring Standard Objects topic.

• Trigger Type: "Before Update in Database".

  Groovy File: O_INT_EBS_CustomerSyncTrigger.groovy file.

• Trigger Type: "Before Insert in Database".

  Groovy File: O_INT_EBS_CustomerCreateTrigger.groovy file.

Creating the Action

Add the Retry Sync action using information from the following table to the Account object, using the Adding Actions and Links to an Object procedure from the Configuring Standard Objects procedure. .

Parameter	Value
Display Label	Retry Sync
Name	Retry_Sync
Type	Action
Description	Leave blank.
Source	Source
Method Name	O_INT_EBS_CustomerSync

Configuring Pages

You modify pages for the Account object in the Application Composer. To configure pages for the account standard object, do the following:

1. Click Navigator, and then select Application Composer.

2. For the Account object, click Pages.

3. In the Details Page Layouts area, select Standard Layout, and then click the Duplicate Layout icon.

4. In the Duplicate Layout dialog box, enter the following name for the duplicate layout: Integration Layout, and make sure that Standard Layout is listed as the Source Layout.

5. Click Save and Edit.

6. In the Details Page Layouts area, click the Standard Layout link.

   1. In the Subtabs Region area, click the Profile icon.

   2. In the Summary area, click the Edit icon (pencil) to view the Configure Detail form.

   3. In the Configure Detail Form, move EBS Sync Status to the Selected Fields list.

   4. Click Save and Close.

7. In the Details Layout: Integration Layout page, click the Edit icon (pencil).

8. In the Available Actions area, move Retry Sync from the Available Actions list to the Selected Actions list.

9. Click Save and Close.

10. In the Subtabs Region area, click the Add icon to add a new subtab.

11. In the Create Subtab page, select Web Content and click Next.

12. In the Create Subtab: Web Content page, enter the information in the following table, and when finished, click Save and Close.

    Parameter	Value
    Display Label	Quotes
    Source	URL
    URL Definition	O_INT_EBS_CustomerQuoteURL()
    Display Icon	An icon is selected by default. Click Change Icon if needed.

Adding the EBS Match Tab

You add the EBS Match tab for the Account object in the Application Composer. To add the EBS Match tab, do the following:

1. Click Navigator, and then select Application Composer.

2. Click Pages.

3. In the Details Page Layout section, click the Integration Layout that you created in the previous task.

4. In the Subtabs Region area, click the Add icon to add a new subtab.

5. In the Create Subtab page, select Child or related object and click Next.

6. On the Create Subtab: Child or Related Object page,click the Data Object drop-down list and select EBS Match, then enter the information in the following table.

   Parameter	Value
   Display Label	EBS Match
   Display Icon	An icon is selected by default. Click Change Icon if needed.

7. In the Configure Summary Table area do the following move Selected, Party Name, Match Score, Party Id, Party Type, Address Line 1, EBS Match ID to the Selected Fields list.

8. In the Configure Summary Table: Buttons and Actions area, make sure the Show Edit check box is selected, and deselect the Show Create and Show Delete check boxes.

9. Move Create New EBS Customer to the Selected Buttons list.

10. Validate and publish the sandbox for the Account standard object using the Publish Unified Sandboxes topic.