1. Integrating Sales with Oracle E-Business Suite, Release 12.1.3
  2. Contact Data Matching with Oracle E-Business Suite

Contact Data Matching with Oracle E-Business Suite

This process lets you match contact records in Oracle CX Sales with Oracle E-Business Suite.

When the user clicks the Quotes tab or the Create Quote button in an opportunity in Oracle CX Sales, the primary contact assigned to the opportunity is compared with organization records in Oracle E-Business Suite. The primary contact is a contact in Oracle CX Sales that has a null cross-reference in Oracle E-Business Suite.

The process retrieves the entire organization record from Oracle E-Business Suite and loops through all of the contact records in the organization record. If it finds a single match, then it creates a cross-reference for the contact in Oracle E-Business Suite: it stores the local identification for the contact in Oracle CX Sales as the remote identification in Oracle E-Business Suite.

If the process does not find a match, or if there are multiple potential matches, then it calls the Create Organization Service web service in Oracle E-Business Suite. It also stores the local identification of the contact in Oracle CX Sales as the remote identification in Oracle E-Business Suite.

Detailed Contact Data Matching Process

The following figure details the contact data matching sequence.
A figure that displays the contact data matching sequence.

When a salesperson clicks the Quote tab or the Create Quote button in an opportunity in Oracle CX Sales:

  1. The process returns the Account object from Oracle CX Sales, and determines the synchronization status.

  2. If the customer was synchronized previously, then the process returns the remote customer identification from the XREF custom object. The remote customer identification already exists in Oracle E-Business Suite because of a previous synchronization.

  3. The process reads the remote contact identification from the XREF object.

  4. The process fetches the primary contact from the Opportunity Contact object in Oracle CX Sales.

  5. The process calls the GetOrganization method in the Organization Service web service in Oracle E-Business Suite using the remote customer identification as an input argument.

  6. If the returned organization has a matching contact, then the process creates an XREF object with the local and remote contact identifications.

  7. If there are no matching contacts or more than one matching contact, then the process calls the createOrgContact method in the Organization Contact Service web service in Oracle E-Business Suite. The createOrgContact method returns the remote contact identification from Oracle E-Business Suite.

  8. The process creates an XREF object using the local and remote contact identifications.