How to mass update Customer reference Receivable & Revenue GL Accounts in Oracle Fusion
Hi friends, we are going to discuss about how to mass update Customer reference Receivable & Revenue GL accounts. We will share the detail steps which helps to upload the customer receivable & revenue gl accounts in oracle fusion. In oracle fusion, We have the options called FBDI & ADFDI to upload the customers data. In oracle fusion, if we want to upload the customer reference Receivable & Revenue GL Accounts then we cannot use the FBDI tool. FBDI does not support to upload the customer gl accounts. We can upload the customers using FBDI in oracle fusion but cannot upload the Customer reference Receivable & Revenue GL Accounts. Here below we will discuss in detail about Customer reference Receivable & Revenue GL Accounts .
Steps to update Customer reference Receivable & Revenue GL Accounts in Oracle Fusion
Step 1:- If we want to mass update the customer Customer reference Receivable & Revenue GL Accounts in Oracle Fusion then we cannot use the FBDI tool. Customer Import FBDI tool does not support to upload and update the GL accounts.
Step 2:- We need to use the Customer upload ADFDI to update the Customer reference Receivable & Revenue GL Accounts in Oracle Fusion.
Step 3:- Go to Receivables ==> Billing
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| How to mass update Customer reference Receivable & Revenue GL Accounts in Oracle Fusion |
Step4:- Under Tasks ==> Customer ==> Upload Customer from Spreadsheet.
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| How to mass update Customer reference Receivable & Revenue GL Accounts in Oracle Fusion |
Step4:-
As below this is the Customer Upload FBDI , here below is the multiple tabs inside which help to upload Customer Information's in Oracle cloud.
First Tab is uses to Upload customer Basic Information's like Customer Addresses , customer Sites details.
In the Third Tab , We can attached the Site to Different different Business Units and the can attach Other Important GL Accounts like REC , REV , TAX , FREIGHT for customers under Business Units.
Step 5:-
First Tab is one of the Important Tab to update Customer reference Receivable & Revenue GL Accounts informations. We cannot upload customer gl accounts without having this customer record in the First Tab 'Customers'
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| How to mass update Customer reference Receivable & Revenue GL Accounts in Oracle Fusion |
Step 6:- If we want to update Customer reference Receivable & Revenue GL Accounts to existing customers then we need to keep the same value in first tab 'Customers' We need to extract this first tab informations from oracle fusion itself to prepare the first sheet 'Customer' and then go to the third tab 'Reference Accounts' to put the GL accounts data to update the Customer reference Receivable & Revenue GL Accounts.
How to mass update Customer reference Receivable & Revenue GL Accounts in Oracle Fusion
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| How to mass update Customer reference Receivable & Revenue GL Accounts in Oracle Fusion |
Step 7:- Prepare the data like above and then generate the csv file using Instructions tab.
Step 8:- Here below is the sample oracle fusion BIP sql query which helps to prepare the customers data for first sheet 'Customers' to mass update the customer reference gl receivable & revenue accounts in oracle fusion.
1 comments:
can i have query for first tab please
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