How do I create an account - from scratch or from an existing account or a financial customer while creating a new contact?

If you are using Oracle Financials, you may already have financial customer account (Buying Customer) records that were created for Fusion Order Management (FOM) orders. In Oracle Sales, you can transition these financial account customer records into sales accounts. These records become dual usage party records. For example, when an order is placed directly from a company commerce website, Sold To party is created as a financial customer account (Buying Customer). Later a sales representative decides to pursue this financial customer account and creates a sales account. You can then associate this sales account with a contact after providing additional contact details.

Ensure that you have the Oracle Account and Contact Enrichment by Dun & Bradstreet (D&B), and Oracle Address Verification Cloud licenses which support account and contact creation in Oracle Sales. We recommend that you run the Synchronize Financial Accounts and Contacts with CX Cloud scheduled process before you create a contact. For more information, see the Synchronize Financial Accounts and Contacts with CX Cloud topic in the Understanding Scheduled Processes guide.

Here's how you create a contact:

1. Go to Navigator > Redwood Sales > Contacts.
2. Click Create Contact.
3. (Optional) Associate the contact with an account:
   • Select an existing account from the drop-down.
   • Click ellipses (...) of the Account drop down. The Create Account popup is displayed.
     1. Specify a name and click Create. All existing accounts and financial customers that match the name are displayed.
        1. To use an existing sales account:
           1. Click the account and click View Details.
           2. Click Details.
           3. Edit as required and click Save.
        2. To use an existing financial customer account:
           1. Click the financial customer and click Convert to Account. This financial customer is now also a sales account.
           2. Click Details.
           3. Edit as required and click Save.
        3. To create a new sales account:
           1. Click Create without selecting any existing account or financial customer and provide the details of the account.
           2. Click Save.
4. Provide the remaining details such as name, email, phone, and the customer's preference to be contacted for each contact method.
5. Click Create.

   The new Contact is displayed on the My Contacts page.