Can I sync my Financials accounts with Sales?

After users create accounts and contacts in Oracle Financials, use the scheduled process, Synchronize Financials Cloud Accounts and Contacts, to sync the data into Oracle Sales. This process is one-way, from Financials to Sales.

Here's how the process works:

1. The scheduled process checks for all party records (organization and person) that have the Customer usage in Financials and that don't have a record in the Sales Accounts table (ZCA_SALES_ACCOUNTS) in the sales application.
2. For the identified records, the process inserts new records in the Sales Accounts table, and in the Party Usages table (HZ_PARTY_USG_ASSIGNMENTS), for Organization, Sales Account, and Person.

Important Points

Keep these points in mind as well:

• After the billing process finishes, the application creates billing accounts and contacts in Financials.
• The party used for the Sales account customer is available in Oracle ERP after you convert it to a billing account from the Oracle Accounts Receivable UI.
• The process supports addresses associated with customer accounts and contacts. It also supports address purposes, such as bill-to.
• Enable the Billing Accounts subtab from Application Composer to let your users see the customer account number and the description.
• If you need your data to refresh regularly, it's a good idea to set up a schedule for the process using the advanced option in the scheduled processes window.

Steps to Sync from Financials to Sales

To sync accounts and contacts data from Financials to your sales application:

1. Click Navigator > Tools > Scheduled Processes.
2. Click Actions > Schedule New Process and search for the Synchronize Financials Accounts and Contacts with CX Sales process.
3. Verify that the data is synchronized in your sales application: Sign in to the Accounts pages as a user who has access to the sales pages, such as the sales administrator or a salesperson, and view the new data.