Wednesday 13 October 2021

How to do Customer conversion in oracle cloud receivables

How to do customer conversion in oracle cloud receivables complete Process

Oracle Cloud Receivables includes following conversion activities

Open Invoice conversion
Unapplied/Open receipts conversion
Customer Conversion

In this post we are going to see how to do customer conversion in oracle cloud receivables

Pre-requisite for customer conversion in oracle cloud

For this activity we will need the complete customer data from the client's legacy system
Only Active customer conversion is done ( recommended )

Step on " How to do customer conversion in Oracle cloud Receivables"

Step 1: Navigate to Oracle cloud Receivables> Navigate to billing area and then select "Upload customer from spreadsheet task"-> Select "Download customer Spreadsheet Template"

How to do Customer conversion in oracle cloud receivables

Customer conversion in oracle cloud receivables

Step 2 : A spread sheet will be downloaded in the system. Open that spread sheet , fill the * marked data in that sheet for the customer (The for the column "Source system" , the source system must be created first under the task "Manage Trading Community Source Systems" in the system.)

Fill the data in the worksheets wherever required and create the Zip file by clicking on " Generate CSV" from the Instruction worksheet.

Step 3: Click on Upload customer from spreadsheet>Upload customer from spreadsheet

How to do Customer conversion in oracle cloud receivables

Step 4 : Give the batch name and select the zip file created from the excel template and click submit

How to do Customer conversion in oracle cloud receivables

Customer bulk upload program will be submitted in the backend.

Step 5 : Refresh the Screen. If there are no errors then the a green check mark will appear and customer will be loaded successfully. If there are nay errors in the data file it will appear under "Unsuccessful record" . Click on those errors , review them and follow the same process again.