Credit Management
Discussion List
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How is calculated the point in credit score for credit management?Summary: I'm implementing credit management, and I did not find any documentation that indicates what is the formula used internally to calculate the points in the credi…Cristian Gonzalez S 22 views 4 comments 0 points Most recent by Cristian Gonzalez S Receivables & Collections -
Is there an approval flow to review customers' credit limit authorization?We need some clients to be reviewed by different headquarters before authorizing the defined credit limit. Is there a way via BPM or another way to configure an approval…Cristian Gonzalez S 12 views 1 comment 0 points Most recent by Richa Priya-Oracle Receivables & Collections
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Credit Case Folders get created upon Freight UpdateHi, For a few sales orders, the credit case folders are getting created upon freight charges update in the order. The freight charges are updated through the integration… -
SQL Select Query to Oracle SaaS TablesSummary Aside from OTBI, BIP or BI Analysis - is there another way to query-select SaaS Tables? Like an Oracle-provided Tool or 3rd Party ApplicationContent Hello, Aside… -
Jitender 12 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Define a Approval Rule when Issue Refund Action Taken on Credit Memo.Summary: We have business to create an approval for Credit memo whenever Issue Refund action taken on it, currently whenever Issue Refund action performed fund are getti…
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Working of CreditCheckingService SOAP WebserviceSummary: Working of CreditCheckingService SOAP Webservice Content (please ensure you mask any confidential information): Hello Team, We would like to know how the Availa…Atul_Ghd 11 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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Is there a way to make EFF attribute mandatory to capture BU if credit hold check box enabledSummary: Whenever Credit Hold Check box is selected at Customer Profile level, need to make Credit Hold in Operating Unit attribute mandatory. If this is not feasible th…
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Do we have any REST/SOAP API to update a salesperson name in AR referred to invoice credit memo?Hi All, Could anyone please help with the requirement to create a credit memo linked to AR invoice with salesperson name via API. Thanks.Tamseel 12 views 1 comment 0 points Most recent by Raghuram Saradka-Oracle Receivables & Collections -
Can system put Sales order on credit hold if for that customer overdue AR invoice existBusiness Scenario: INR 15000 is Total customer limit, INR 10000 Overdue AR Invoice (Which has passed due date and yet collection not booked) exist in system and Suppose …saketjain 11 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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All employees appearing in LOV for credit analystIn credit case folder, all employees who are not even user, are appearing in LOV of Credit Analyst when trying to reassign. Expectation is that only users with Credit Ma…Deepak Singal 54 views 1 comment 0 points Most recent by Venkat Patlola-Oracle Receivables & Collections -
Orders always on credit holdSummary: Hello experts! I would like to know if there is a way in which I can hold for credit limit all orders generated for any customer. That is, whenever an order is …
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credit case folder not showing refreshed amountsHI all. When a credit case folder is created, data points would have current values like current receivables balances etc. With time, these values may change and those l…
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Any report which give customer credit balance?Summary: As we have standard report- Payables Negative Supplier Balance Report to show supplier negative balances for AP, do we have similar report that shows customers …
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Is it possible to configure Credit management for customers without implementing Order Management ?Summary: We have a requirement to perform credit checks for customers. However the invoices are created either via AutoInvoice program for 3rd party systems or manually …
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AR Credit Memo Approval WorkflowSummary: To check if we can possibly configure approval base on the options provided below Content (required): I Would like to know if it is possible to configure AR Cre…
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Is there functionality to re-authorize credit a card token?Summary: Requirement to re-authorize a credit card every 7 days through integration with CyberSource. Content (required): We will use an integration with CyberSource to …
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Issue querying AR credit memo created through REST APISummary: We are creating a credit memo through REST API (fscmRestApi/resources/11.13.18.05/receivablesCreditMemos). We are integrating with Thomson Reuters for tax calcu… -
Read Only Access for AR- Credit LimitSummary: Hi We have a requirement to provide view or read only access to specific user for AR - Credit Limit task. Created custom role by following below link and added …
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Do pending payments from a customer account for credit limit defined for customer?Hello Team, We would like to know if credit hold check would be applied on an a Sales Order in OM, if the below criteria is met - Customer has $1 Million credit limit, N…
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Do not auto-apply CM to AR Billing if AR Billing has no balanceSummary: At present, CR will be auto-applied to AR Billing when created. However, we met a problem that if SO was returned and CM was created after AR Billing is paid, t…Abby Chen522 18 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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The subledger journal entry doesn't balance by balancing segment.Hello, I created a transaction in billing. it is complete. But I can't account in draft because of this error for the secondary ledger. please advize.Victor Chrabieh 31 views 3 comments 1 point Most recent by Victor Chrabieh Receivables & Collections -
Credit authorizations showing Closed, Cancelled and Credit review pending ordersSummary: Hi, Credit authorizations for a customer account shows Closed, cancelled and Credit review pending orders with authorizations status as open, Is there a way to …Kumaraguru 61 views 6 comments 0 points Most recent by Shivaramakrishna Thouta Receivables & Collections
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Need a help on Web service and Sample Payload for updating Credit Memo DFFSummary: Need Web service and Sample Payload for updating Credit Memo DFF Content (please ensure you mask any confidential information): Version (include the version you…Satya Mothe 21 views 2 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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credit memo duplicate optionWhile creating credit memo from duplicate option it works for first time however when we cancel and try to do it again it did not worked. It is only working if we do it …
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How to configure BPM for Manual Credit Memo approvalsSummary: We want to enable and use approvals for manual credit memo Content (required): Weare looking for detailed for credit memo approval configuration Version (includ…User_2025-02-12-06-02-58-156 64 views 2 comments 0 points Most recent by y2000 Receivables & Collections -
What does Fulfillment date, order date and shipment dates mean in the credit expiration calculationSummary: This is the Oracle document on 'How the Credit Authorization Expiration Date is Derived' How You Set Up a Customer Profile for Credit Checks (oracle.com) If the…
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Credit Card paymentsHi All - If I dont implement Bill management and Bank also does not send the Credit Card receipts, how can these credit cards transactions get paid ? How can we receive … -
Credit Management - Credit Checking FailureContent Hi Team, In oracle credit management, the credit case folders are created automatically due to credit checking failure. Can someone please elaborate as to what c…Vipusha Chandrakumaran 87 views 5 comments 1 point Most recent by mwischerath Receivables & Collections