How to populate the Customer FBDI Sheet which was downloaded from Instance (Upload Customers from Spreadsheet)

 

Process of Creating the Customer

Uploading the customers Through FBDI Process

Path: Receivables >> Billing >> Taskpane >> Upload Customers from Spreadsheet >> Download Customer Spreadsheet Template.

Note: This Data is populated on “Customers Tab” of the spreadsheet.

 

Columns	Description
Source System	From which system we are bringing the data. Before coming to fusion client maybe using some different application. We have to specify the name here.
Customer Number	When you create the Customer manually in the system. System will generate the number automatically. But, here we have to populate the number in the FBDI Template.
Customer Name	Provide any Customer Name
Account Number	Provide Customer Account Number
Account Established Date	Provide the date at which the account was established
Customer Profile Class	If you want to see the profile class of the existing customer   Path: Receivables >> Billing >> Taskpane >> Manage Customers >> Search your Customer >> Clickon Site >> Clickon Profile History tab. Here we can find the profile history.
Site Number	Enter any number as site number
Site Name	Enter any name for site
Account Address Set	When we create the customer we have selected the Reference Data Set (RDS)   Path: Receivables >> Billing >> Taskpane >> Manage Customers >> Search for your customer >> clickon site number >> clickon site details tab.   Here we can see the Account Address Set
Location Source Reference	This is a mandatory. We can enter any number.
Address Line 1	We can enter any address of the customer.
City, State, Postal Code and County	Take the city, State, Postal Code and County from Customer Site Level.   Path: Receivables >> Billing >> Taskpane >> Manage Customers >> Search your customer >> Clickon Site number >> Clickon Site Details tab.   We can use different city, state etc. but it is just a recommendation
Identify Address	Here populate the column as Yes (‘Y’)
Site Language	Populate the site language as ‘US’
Site Purpose Source Reference	Populate the number here (Any Number)
Purpose	Populate BILL_TO or SHIP_TO. Here if you want to enter the SHIP_TO details then you have to populate the same data in other line for “Site Purpose Source Reference”.
Site Purpose Primary Indicator	Populate as ‘Y’.