Credit Management
Discussion List
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How to send credit memo against a line on previous invoiceSummary Unable to specify previous line number for credit memo to apply againstContent I am sending credit memo against a previous invoice(AR TXN) , The payload given be…Prateek Parasar - GTUK, ACE Pro 39 views 8 comments 2 points Most recent by Ajay T-Oracle Receivables & Collections -
AutoApply in Manage Credit Memo ApplicationSummary: AutoApply in Manage Credit Memo Application Content (please ensure you mask any confidential information): Hi, User able to bulk upload DN and CN, but the DN is… -
Account Receivable > Customer Profile > Fetch Credit Analyst NameSummary: Account Receivable > Customer Profile > Fetch Credit Analyst Name Content (required): Hello All, In Account Receivable, in the table HZ_CUSTOMER_PROFILES_F, do …
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Is there a REST API to apply Credit Memos against AR Transactions already created in AR.Summary: We have Credit Memos created in AR from Claims in CHRM. The client requirement is to automatically Apply these CMs already available in AR against transactions …Rakesh Viswambharan 8 views 2 comments 0 points Most recent by Mohammed Rafi Receivables & Collections
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To understand what type of audit reports are available for Advanced collectionSummary: To understand what type of audit reports are available for Advanced collection Oracle Fusion Cloud Applications 24C
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Credit Case folder approved, but orders still on holdHi, We have come across a lot of orders that had credit case folders properly approved with Implement Recommendation and approved , but the orders still have a credit ho… -
The valid values for credit method for accounting rule areSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Credit Case Folder - Is it possible populate order amount in credit case folder?Hello, Once a sales order is created and placed on Credit Review Hold, a credit case folder is automatically generated and awaits action from the credit analyst for revi…
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Credit an invoice function does not work after 25BCredit an invoice function does not work. When trying to credit an invoice from Invoice Actions —> Credit Transaction or Task —> Credit Transaction with below options I'…
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CM is getting split as one CM for Base price for item and another for the Mark up charges.Summary: AR credit memo freight lines are using original supply order source reference number and the inventory lines are getting created using the source order from cre…
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Retrieve all positive and negative balance associated with a customer.Hi Team, We have a requirement to generate a list of all customers whose accounts have either a positive or negative balance. Could you please provide a detailed explana…
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How to prevent the automatic application of credit memos created in Contracts to AR TransactionsSummary: Credit Memo created in Contract are applied to AR transactions automatically even when the Transaction is fully receipt. We would like to stop this auto applica…
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Imported credit data points not populated in the case folderWe have built a credit data point integration where the credit data points from third party credit system will be imported to Oracle fusion via Import credit data fbdi j…
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Does credit check apply to Estimate/Quote Order?We have credit check implemented for Sales Order, but recently we noticed that estimate/quote order also are now going through credit checks. Is this expected? On anothe…aileen.joy.g.arcilla 12 views 1 comment 0 points Most recent by SankarBalu Receivables & Collections
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Credit Check Review not applying to Sales OrderCustomer has credit limit of 6000, order limit of 3,000. A sales order was entered amounting to 15,848.20 without credit hold. How is it possible? Credit Review setups w…aileen.joy.g.arcilla 1 view 0 comments 0 points Started by aileen.joy.g.arcilla Receivables & Collections
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Credit Management - How to use different checklist for sales orders created in different BU?Summary: Credit Management - How to use different checklist for sales orders created in different BU?Content (please ensure you mask any confidential information): Scena… -
APIs to create/update Case Folder and Add Case Notes In Oracle CloudSummary Need APIs to create/update Case Folder and Add Case NotesContent Hi Team, I am looking for APIs (REST or SOAP) to perform the below operations in Oracle Cloud Ap…Gurpreet Singh-252058 258 views 5 comments 3 points Most recent by Awadhesh Vaish Receivables & Collections
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Customer Credit Check at Site LevelI have reviewed the discussions on the said subject line. And what i understood is that the Customer Credit Check is not available at Customer Site Level. Need a confirm…ANDYKL 1 view 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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credit check functionality without creating Case FoldersSummary: Can we use the credit check functionality without creating Case Folders? Our requirement is simply to place the Sales Order (SO) on hold if the credit check fai…Savir Bansal -Trinamix 66 views 5 comments 0 points Most recent by Savir Bansal -Trinamix Receivables & Collections
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Which table contains Credit management, Credit scoring model detailsSummary: Could you please provide the name of the backend table where the details of credit collection data points, such as category, data point name, DataPointId, data …
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Manage Credit Case Folder Templates page is blankI goto setup > Manage Credit Case Folder Templates and the page is blank I already has credit Manage role Is there any other access right still missing ? Thanks
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OTBI - Customer Credit - Last Review Date / Next Review Date Missing?Hello, We are looking to pull the Last Review Date and Next Review Date areas of the customer account profile history to an OTBI report. I cannot locate these fields to …
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Issue When Creating Credit Transaction in AR Module A question.Summary: This billing is from the AR module. We’re encountering an error that blocks us from proceeding to the next step when clicking the Save button. Appreciate if any…
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Is it possible to update accounting date in Refund application of Credit memo.Summary: The accounting date is wrongly populated in Refund application of Credit memo. Is it possible to update accounting date if the accounting date field is greyed o…
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Do we have an API which can provide Receivables invoice for a credit memoHi Community, Do we have any API which can provide the associated Receivables Invoice number for a Credit memo? Thanks, Arbin
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Is there any direct relationship or linkage between invoices while we are creating the credit memowe would like to further understand from fusion application end. Whether Fusion AR module supports automatic application of credit memos. No direct reference or tagging …
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Multiple Open credit authorizations for same sales orderWe are facing a peculiar situation where there are multiple open credit authorizations for same Sales Order. Below is the sequence of events followed: SO Booked and subm… -
How to perform Document Sequence for Payment Request ?The document sequence for the "payment request" should be created under invoice level or the payment level for performing AR credit memo refund? Is there any difference …Raj Thirumal 44 views 1 comment 0 points Most recent by Marx Rivera-Oracle Payables, Payments & Cash Management
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Bill Management PortalSummary: How do we extend the bill management portal to include balance forward Bill number during search. also if customer has requirement to pay through more than one …srinivasanvatdotsolved 25 views 0 comments 0 points Started by srinivasanvatdotsolved Receivables & Collections
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Is there a way to validate available credit for customers in the Order Management module?Is there a way to validate available credit for customers in the Order Management module? We need to quickly know how much credit is available for each client, but we ca…Cristian Gonzalez S 1 view 1 comment 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections