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    • Correcting Customer profile in BULK using SOAP API or PL/SQL API

    in Receivables & Collections 6 comments

    Summary:

    Hi,

    SOAP API https://servername/fscmService/ReceivablesCustomerProfileService?WSDL has only update operation where as UI has 2 options like Insert and Correction. SOAP API update operation will create a new profile class with current date as start date(Even this cannot be set with a past date).

    We have a scenario where thousands of customers are loaded without Delivery Method as "Email" or "Paper". Now we want to bulk update the customer profiles. The only option is to update through SOAP API which creates another record with current date as effective start date.

    This has a down stream impact of sending transaction PDF documents to customers. Seeded/custom Print Receivables Transactions ESS job has a dynamic query which looks for the transaction date of the document falls under customer profile effective start and end dates and if that profiles doesn't have any preferred delivery method then the subsequent ESS job "Print Receivables Transactions Email Delivery: Invoices". So we end up in correcting the profiles manually.

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