Customer Wizard

Customer Wizard enables your to upload Customers and Sites directly from an Excel spreadsheet. Customer Wizard uses the standard Oracle APIs provided by the Trading Community Architecture provided with E-Business Suite 11i and as such works in the same way as Oracle does to create and update customers.  This program is easy to use, and is designed to assist in loading customers in a flexible and fast manner.

The following types of customer-related information are supported:

 - Customer

 - Sites & Site Use

 - Business Purposes

 - Contacts, Communication & Roles

 - Profile Transactions, Document Printing & Amounts

 - Order Management

 - Classifcations

 - Marketing

 - Related Customers

 - Party Relationships


Benefits

  • Increase productivity and accuracy
  • Fast, easy to use and flexible
  • Harness the power of Microsoft Excel to make your Customer data-entry tasks a breeze
  • Configures itself to your system set up
  • Eliminates re-keying errors
  • Robust integration between Excel and Oracle
  • Control the entire process from the spreadsheet
  • Close to Zero implementation effort

Features

  • Optional Data Entry forms,  include data validation and full list of values capability
  • Load one, a range or all Customers / Sites on worksheet
  • Upload directly to the Oracle API and receive feedback to worksheet
  • Can have multiple sheets and even operate on sheets in other workbooks
  • Ability to download existing customers / sites for maintenance
  • Ability to download existing customers / sites and use as the basis for new customers / sites

This program uses the standard Oracle API's provided with the Trading Community Architecture.    Installation can be performed in minutes by your DBA. 

Compatible with Microsoft Excel 2000 and later versions, on any operating system.

Connects to Oracle E-Business Suite from Release 11i onwards, on any platform.