Create Customer Account, Site, Site Use using SOAP Webservice – Oracle Fusion

In the previous post, we have used REST API to create a Customer Organization that would create Party, Party Site, Party Site Usage and Location for an Organization. That post can be found here: https://oraclelabs.phaniadivi.com/2022/01/creating-a-party-or-organization-using-rest-api-oracle-fusion/

Note: An Organization / Party can be created using a REST API and a Customer account and Sites are created using SOAP Webservices.

In this Post, we will use a SOAP webservice to create Customer for an existing Party.

Of the Existing Party – Get the Party ID, Party Site ID from the BI Catalog by running the following queries:

select party_id from hz_parties where party_name = 'Oracle Learnings'; 

select party_site_id 
from hz_party_sites 
where party_id = (select party_id from hz_parties where party_name = 'Oracle Learning')

Using SOAP UI or other application run the following code:

WSDL: https://ehkm-test.fa.us6.oraclecloud.com/crmService/CustomerAccountService?WSDL

Payload:

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:typ="http://xmlns.oracle.com/apps/cdm/foundation/parties/customerAccountService/applicationModule/types/" xmlns:cus="http://xmlns.oracle.com/apps/cdm/foundation/parties/customerAccountService/" xmlns:cus1="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/custAccountContactRole/" xmlns:par="http://xmlns.oracle.com/apps/cdm/foundation/parties/partyService/" xmlns:sour="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/sourceSystemRef/" xmlns:cus2="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/custAccountContact/" xmlns:cus3="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/custAccountRel/" xmlns:cus4="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/custAccountSiteUse/" xmlns:cus5="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/custAccountSite/" xmlns:cus6="http://xmlns.oracle.com/apps/cdm/foundation/parties/flex/custAccount/">
   <soapenv:Header/>
   <soapenv:Body>
      <typ:createCustomerAccount>
         <typ:customerAccount>
            <cus:PartyId>-- enter party id</cus:PartyId>
            <cus:AccountName>Customer Account Name</cus:AccountName>      
            <cus:AccountNumber>123456</cus:AccountNumber>
            <cus:CustomerType>R</cus:CustomerType>
            <cus:AccountEstablishedDate>2022-01-09</cus:AccountEstablishedDate>
            <cus:CreatedByModule>HZ_WS</cus:CreatedByModule>
            <cus:CustomerAccountSite>
               <cus:PartySiteId>-- enter party site id --</cus:PartySiteId>
               <cus:CreatedByModule>HZ_WS</cus:CreatedByModule>
               <cus:SetId>-- derive set id from configurations --</cus:SetId>
               <cus:StartDate>2022-01-09</cus:StartDate>
               <cus:CustomerAccountSiteUse>
                  <cus:SiteUseCode>BILL_TO</cus:SiteUseCode>
                  <cus:CreatedByModule>HZ_WS</cus:CreatedByModule>
               </cus:CustomerAccountSiteUse>
            </cus:CustomerAccountSite>
         </typ:customerAccount>
      </typ:createCustomerAccount>
   </soapenv:Body>
</soapenv:Envelope>

After the above code is run – check to see if the customer is created in the system or not using the following queries:

select * from hz_cust_accounts  -- get the account_number 

select * 
from hz_cust_acct_sites_all 
where cust_account_id = (select cust_account_id 
                           from hz_cust_accounts
                         where account_number = <account number>)

select * 
from hz_cust_site_uses_all
where CUST_ACCT_SITE_ID = (select CUST_ACCT_SITE_ID 
                           from hz_cust_acct_sites_all
                         where cust_account_id = (select cust_account_id 
                                                    from hz_cust_accounts
                                                     where account_number = <account number>))