Party Number in order management
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Party Number in order management
What is the main diffrence between Party Number and Customer Number on Customer Find Screen
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there is two school of thoughts
1-if the cstomer type is organization then it will generate customer number if that is Person then Party Number
according to second school of thought
Party number is for use in CRM module
[quote]Friend
As per my understanding it is used to tie up multiple customers under one organization.
You can control the party # by profile option HZ: Generate Party Number
regards
<i><div align="right">Originally posted by ahsan.global
1-if the cstomer type is organization then it will generate customer number if that is Person then Party Number
according to second school of thought
Party number is for use in CRM module
[quote]Friend
As per my understanding it is used to tie up multiple customers under one organization.
You can control the party # by profile option HZ: Generate Party Number
regards
<i><div align="right">Originally posted by ahsan.global
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Hi All
Please note the Customer Number system will generate for both Organization and also for a person. Hence that is not correct.
Points differentiates a Party and Customer which is as follows
Party
a) Prospective Customer and more relevant for CRM Purposes
b) No Business Transactions involved (sales order, Sales Invoice, Debit Memo, Credit Memo, Receipt etc.,)
c) A Party does not have account but have Sites
d) A Party can exist without Customer Record
e) A Party Record will not have record in following tables
HZ_CUST_ACCOUNTS
HZ_CUST_ACCT_SITES_ALL
HZ_CUST_SITE_USES_ALL
HZ_CUST_ACCOUNT_ROLES
HZ_CUST_ACCT_RELATE_ALL
Customer
a) A Customer which is used both in CRM as well as in OM,Financials or any other module.
Example (A Sales Order in OM or Invoice in Receivables cannot be created without creating a Customer record for the Party).
b) A Business Transaction like a Sales Order, Invoice,Debit Memo,Credit Memo,Receipt can be created.
c) A Customer will have account and as well as Sites.
d) A Party record is must to create a Customer Record linked through party_id.
e) A Customer Record will have records in following tables
HZ_CUST_ACCOUNTS
HZ_CUST_ACCT_SITES_ALL
HZ_CUST_SITE_USES_ALL
HZ_CUST_ACCOUNT_ROLES
HZ_CUST_ACCT_RELATE_ALL
with reference to party_id column.
Run the Party and Customer Diagnostic Report to know more about the table information.
Important Note:
---------------
For Example Party 'A' has 'B' and 'C' two Customer accounts and party 'X' has
'Y' and 'Z' two customer accounts.
If you want to merge Customer Accounts 'B' and 'C' with 'Y' and 'Z', then
first we need to perform Party merge and then perform the customer merge.
It operates on the simple logic, First Parent records need to be merged before
merging the child records
Hope this helps
Regards
Sivakumar
Please note the Customer Number system will generate for both Organization and also for a person. Hence that is not correct.
Points differentiates a Party and Customer which is as follows
Party
a) Prospective Customer and more relevant for CRM Purposes
b) No Business Transactions involved (sales order, Sales Invoice, Debit Memo, Credit Memo, Receipt etc.,)
c) A Party does not have account but have Sites
d) A Party can exist without Customer Record
e) A Party Record will not have record in following tables
HZ_CUST_ACCOUNTS
HZ_CUST_ACCT_SITES_ALL
HZ_CUST_SITE_USES_ALL
HZ_CUST_ACCOUNT_ROLES
HZ_CUST_ACCT_RELATE_ALL
Customer
a) A Customer which is used both in CRM as well as in OM,Financials or any other module.
Example (A Sales Order in OM or Invoice in Receivables cannot be created without creating a Customer record for the Party).
b) A Business Transaction like a Sales Order, Invoice,Debit Memo,Credit Memo,Receipt can be created.
c) A Customer will have account and as well as Sites.
d) A Party record is must to create a Customer Record linked through party_id.
e) A Customer Record will have records in following tables
HZ_CUST_ACCOUNTS
HZ_CUST_ACCT_SITES_ALL
HZ_CUST_SITE_USES_ALL
HZ_CUST_ACCOUNT_ROLES
HZ_CUST_ACCT_RELATE_ALL
with reference to party_id column.
Run the Party and Customer Diagnostic Report to know more about the table information.
Important Note:
---------------
For Example Party 'A' has 'B' and 'C' two Customer accounts and party 'X' has
'Y' and 'Z' two customer accounts.
If you want to merge Customer Accounts 'B' and 'C' with 'Y' and 'Z', then
first we need to perform Party merge and then perform the customer merge.
It operates on the simple logic, First Parent records need to be merged before
merging the child records
Hope this helps
Regards
Sivakumar
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