Saturday, December 23, 2023

Customer Numbering in Fusion

I am going to explain about Customer Numbering in this post. When we create customers in Oracle, system automatically creates the customer number.

Customer number is the unique number assigned for each customer when it is created. We can also set our custom sequence for the customer number in Oracle.

How to set Customer Numbering for Party, Account and Site levels?

Best practice is to have 1XX series for Party, 2XX series for Account and 3XX series for Site. Generally clients have same series across application, we can still have customer numbering generated at LE/Ledger level(this is very unlikely). This can be achieved by selecting determining type while defining document sequence. Clients generally go for same series across application.

Task: Manage Document Sequences

BILLING_ACCOUNT_NUMBER = Customer Account Number

PARTY_SITE_NUMBER = Customer Site Number

REGISTRY_ID = Customer Party/Registry Number

BILLING_ACCOUNT_SITE_USE_NUM = Site Uses Number



How to override Customer Numbering? There is a profile option which allows to override customer numbers.

Task: Manage Administrator Profile Values

Below are the profile option codes used for generating the numbers for Party, Customer Account and Party Site

·       For Party Number: HZ_GENERATE_PARTY_NUMBER (Profile Option Name: Party Number Generation)

·       For Customer Account Number: HZ_GENERATE_CUSTOMER_NUMBER   (Profile Option Name: Customer Account Number Generation)

·       For Party Site Number: HZ_GENERATE_PARTY_SITE_NUMBER  (Profile Option Name: Party Site Number Generation)

What are the various available values for the above mentioned Profile Options?

Available Options:

  • Auto numbering, update not allowed       - The number will be automatically generated and will not be editable
  • Auto numbering, update allowed            - The number will be automatically generated and will be editable
  • No auto numbering, update not allowed   - The number will not be automatically generated and will not be editable
  • No auto numbering, update allowed        - The number will not be automatically generated and can be entered manually

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