How do I get financial customer records to appear as accounts in the Sales application?

You can make basic information from customer account records in Oracle Financials appear in the Sales application in multiple ways.

You can do any of the following:

• Enable duplicate checking in your Sales application.

• Run a process to make all Financials customer accounts available in Sales.
• Use the REST API to make individual Financials customer accounts available as Sales accounts.

Enable Duplicate Checking in Sales

When you enable duplicate checking in Sales, you make it possible for salespeople to view and select existing Financials customer accounts make basic information about individual Financials accounts visible in Sales.

Each time a salesperson creates an account record, the application checks both sales and financials records for potential duplicates. The application uses multiple matching criteria that you can configure, such as the organization name, the address, tax ID, and the D-U-N-S Number. If a potential match is found, the salesperson can either select the existing record or continue to create a new record. If the salesperson selects an existing record, and that record exists only in Financials, then the application automatically makes the record available in Sales.

For details on how to enable duplicate checking, see the topic How do I enable duplicate checking for accounts and contacts?.

Run a Process

Run the process Synchronize Financials Cloud Accounts and Contacts with CX Sales to make all Financials customer accounts visible in sales. The process identifies those Financials accounts that don't include the required Sales Account information and automatically generates it making these accounts visible in both Sales and Financials.

1. Click Navigator > Tools > Scheduled Processes.

2. On the Overview page, click Schedule New Process.

3. In the Schedule New Process window, enter Synchronize Financials Cloud Accounts and Contacts with CX Sales in the Name field and press Return.

4. Select the process and click OK.

Use the REST APIs

Use the web service: https://{environment host}/crmService/SalesPartyService?WSDL

Here's a sample payload. You can use it to create either an account of type Customer or type Prospect.

<typ:createSalesAccount>
<typ:salesAccount>
<sal:AccountDirectorId>999999999999999</sal:AccountDirectorId>
<sal:PartyId>999999999999999</sal:PartyId>
<sal:SalesAccountType>ZCA_CUSTOMER</sal:SalesAccountType>
<!--sal:SalesAccountType>ZCA_PROSPECT</sal:SalesAccountType-->
</typ:salesAccount>
</typ:createSalesAccount>