Prospect Account Creation, Modification, and View through Inbound Web Service

Oracle Revenue Management and Billing enables you to create and edit a prospect account of an existing person or a prospect person through a web service. It also enables you to view the details of a prospect account through a web service. You can send the prospect account creation, modification, or view request from the external system through an inbound web service. We have shipped the following two inbound web services in this release:

• C1-ProspectAccount - This is a SOAP based web service. You can use this web service when you want to send the prospect account creation, modification, or view request in the XML format.

• C1-ProspectAccountREST - This is a REST based web service. You can use this web service when you want to send the prospect account creation, modification, or view request in the XML or JSON format.

Both these inbound web services call the C1_​PRSACCT_​SERVICE business service. This business service is used to do the following:

• Create or edit a prospect account - While creating a prospect account, you can specify the following details:

  • Entity (i.e. existing person or prospect person) for whom you want to create the prospect account

  • Division, setup date, invoice currency, bill cycle, and access group of the prospect account

  • Characteristics of the prospect account

  • Identifiers of the prospect account

  Note: The division and access group of the prospect account and the existing or prospect person should be same.

  While associating the existing or prospect person with the prospect account, the system by default sets the Main Customer flag to true, the Financially Responsible flag to true, the Relationship Type flag to Main Customer, and the Address Source flag to PER.

  To add a prospect account for an existing or prospect person through the web service, you must set the action flag to ADD. However, to edit a prospect account of an existing or prospect person through the web service, you must set the action flag to UPD. While editing a prospect account, you need to specify the following details to identify the prospect account whose details you want to change:

  • Entity (i.e. existing person or prospect person) whose prospect account you want edit

  • Prospect Account ID

  During the update operation, the system replaces the prospect account data instead of editing it. At a time, you can create or edit one prospect account of an existing or prospect person through the web service. While adding a prospect account, the status of the prospect account can only be set to ACTIVE. If you do not specify the status while adding a prospect account, the system, by default sets the status of the prospect account to ACTIVE. While updating a prospect account, you can change the status of the prospect account from ACTIVE to INACTIVE. You can activate an inactive prospect account of an existing or prospect person whenever required. While activating an inactive prospect account of a prospect person, the system checks whether the status of the prospect person is ACTIVE. If so, the system enables you to activate an inactive prospect account of the prospect person.

• View the details of a prospect account - While viewing the details of a prospect account, you need to:

  • Specify the prospect account ID to determine the prospect account whose details you want to view

  • Set the action flag to READ

  On processing the request, the system displays all details of the prospect account including its identifiers and characteristics in the response.