Let’s take a case and try to answer your questions.
Diamond Electronics is a company which sells electronic items. They sell those
electronics wholesale and retail. Anybody can buy them online or at their
stores.
They sell wholesale to other companies like WINTER HOTELS.
They sell retail to direct persons like you i.e. SRI KRISHNA.
OK. Now, they are implementing Oracle Applications as their ERP system.
What could be difference between customer and
party? Give some examples.
You go to Diamond Electronics shop and ask for some
information about an electronic item. You are interested to buy, but first you
want to get information and decide later. They will show you the item and
explain the details and after that they take your personal details, so that they
contact you later or it would be easy when you buy later. That’s part of
Customer Relationship Management. When they enter in Oracle ERP, You become a
party in TCA, not customer because you have not yet decided to purchase.
The same case happens, if somebody from WINTER HOTELS goes to them and tells
them that, he is representing WINTER HOTELS and they are planning to buy lot of
electronic items to their new hotel. Here, 3 things are entered in Oracle TCA.
WINTER HOTELS information, the person (ex: JOHN) who is representative of
WINTER HOTELS, and the relationship between that person and the WINTER HOTELS.
Here WINTER HOTELS is a party, JOHN is party contact and the relationship is
AGENT.
After sometime, you or WINTER HOTELS decided to buy electronics and you go
again and make a purchase. That time, you become customer.
What could be difference between customer,
customer accounts and customer account sites?
Customer is already explained above.
You are buying 2 items, but you want them to go to different places and billing
address is also different. This way, it is easier for your financial
consolidation. So, you give them different credit cards and different shipping
and billing addresses. That time, they would create 2 customer accounts for
you.
The same case may happen to WINTER HOTELS, they may have Corporate Hotel
Address, but they want to these expenses to be calculated at their new hotel.
So they create a new account based on this new hotel address.
Generally, site is logical representation of the location. Their new
hotel physical address is location and it can be represented as site. Now,
depending on the use it can be BILL-TO or SHIP-TO. The site use determines
where the items to be shipped physically and where the invoice should go.
What could be difference between site and location?
Location is the physical address which needs to be created
first. Then attach account site to the address based on the usage. Usage is at
the site level and not at the location level. One physical address can be site
for COMMUINCATION, CORPORATE, BILL-TO , SHIP-TO etc. I would say, site
determines the purpose of the physical location.
What could be difference between contacts and
contact points?
In the above case, JOHN is the Contact of WINTER HOTELS.
Contact Points are ways to reach that person. Like his phone numbers, email
address etc. They also take phone numbers of WINTER HOTELS.
These contact points applicable to you also. When you give them your phone
numbers while buying the item, they are attached to your party record as
contact points.
What could be difference between addresses and
address uses?
Not clear. Address is the physical address of the party. I
never heard the term address use. In TCA, we have party site use and account
site use. They determine the usage of the address determining at what stage you
are, either at party level or customer level.
What could be difference between contacts and
contact roles?
In the above case, JOHN is the Contact of WINTER HOTELS.
Contact Role is, what is the role of JOHN in the WINTER HOTELS? He is employee
of WINTER HOTELS, but it is not mandatory that he is authorized to purchase
items. Contact Role determines what is the role of JOHN as employee of WINTER
HOTELS, so that when DIAMOND Electronics sell items, they check whether he is
the correct person or not.
Which information store in table hz_relationships?
HZ_RELATIONSHIPS store the relationship between the
parties. They may take information about WINTER HOTELS Corporate and WINTER
HOTELS new hotel. Here new hotel is child of Corporate. They create a
relationship between them as parent-child. This table stores that information.
In your case, they make ask your family details. If you give your spouse
details, they create her as new party and create a relationship between you as
HUSBAND-WIFE. The hz_relationships table stores this relationship details.
How TCA help client and programmer explain with
one example?
It is proven, flexible customer model. It is very flexible
that it can be implemented with most types of the businesses.
For programmer, it is complex and challenging. Anyhow, for a programmer, things
should be challenging.
How the party information store in different
levels or tables (like party >> party site>> contacts ...) and also
give brief information about each tables.
To set up locations for Purchasing:
- Navigate to the Locations window.
- For information on the Name, Description, Inactive Date, Global,
and Address Details fields.
Fill in information in the Shipping Details tabbed
region.
Note: Selecting
the check boxes means that you are making the location Name a valid location in
the list of values on a Purchasing document. For example, selecting Ship-To
Site makes the location Name a valid choice in the list of values for the
Ship-To field on a purchase order header. Note that if you define a default
Ship-To or Bill-To Location in the Supplier-Purchasing region of the Financials
Options window for your organization, that is the location that defaults
onto your purchase orders. But if you wanted to change that default, the
location Name that you define here and enable as a Ship-To or Bill-To site is available
in the list of values for you to choose from in the Ship-To or Bill-To fields.
Contact: Optional
contact name for the location Name.
Ship-To Location:
Usually the same as the location Name. You could select a separate, previously
defined Ship-To Location-for example, if you wanted to create a location Name,
Office A, and specify Receiving Dock A as its Ship-To Location. Note, however,
that once you specify a separate Ship-To Location, you can no longer enable the
location Name as a Ship-To Site. In this example, Receiving Dock A is the
ship-to site for Office A; therefore, Office A itself cannot also be the
ship-to site.
Ship-To Site:
Select this option to make the location Name a valid ship-to organization on a
purchase order or requisition.
Receiving Site:
Select this option to make the location a valid receiving Location when
creating a receipt or receiving transaction.
Office Site:
Select this option to indicate that this location Name is an office site, such
as a field office.
Bill-To Site:
Select this option to make the location Name a valid bill-to site. The Bill-To
Site, which is used by Payables, is specified on a purchase order header.
Internal Site:
Select this option to make the location a valid internal ship-to location when
creating an internal requisition.
- Optionally fill in information in the Other Details tabbed region.
Inventory Organization:
Select an inventory organization within which this location will be available
in the list of values on a Purchasing document. By selecting no inventory
organization, this location becomes available on Purchasing documents in all
organizations.
EDI Location:
If you use Electronic Data Interchange (EDI) to receive Advance Shipment
Notices (ASNs) or ASNs with billing information (ASBNs), enter a defined
location. This location should match the ship-to location specified on an ASN
or ASBN.
- If you want to use the Extra Information button to enter additional
information required by your business.
