Customer
Discussion List
-
Unable to automatically associate receipt method to a transaction which uses multiple payment methodHi Team - we have a requirement to automatically associate CC receipt method to AR transaction when the order is paid via credit card and leave the receipt method blank …Rahul Gindoria 1 view 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections -
Why are Payment Term and Currency Code mandatory fields in the AutoInvoice template?Summary: Why are Payment Term, Currency Code, and Currency Conversion Type mandatory fields in the AutoInvoice template? Given that these details are often predefined in…
-
How to restrict access to Customer Page based on Customer ClassSummary: Hi All, We would like to restrict access to Customer Page (Both 'Create Customer' and 'Manage Customer') based on 'Customer Class'. We have many 'Customer Class…
-
what is the deep link for manage customers details?Manage Customer page but does not query the customer account number included in the link. Tried different combinations but cannot get the customer account to be displaye…
-
Is there a way to move the unapplied portion of an AR Receipt to a new customer?Summary: If we have a partially applied receipt, can we move the remaining unapplied portion to a new customer? Scenario: Receipt Amount $100 $50 applied to customer A (…
-
what is the deep link for manage customers details?Summary: We need the deep link of manage customers page Content (please ensure you mask any confidential information): we made a dashboard with customers and we want to …
-
Unable to see the Manage Trading Community Source Systems link in setup and maintenanceSummary: We have created a custom role that was derived from the Accounts Receivable Manager role. However, the Manage Trading Community Source Systems and the Manage So…
-
End date Customer Profile Class using CustomerImportTemplate FBDIHello We need to end date existing Customer Profile Class at Customer Site level and add a new Customer Profile Class. We are aware that when we upload the RA_CUSTOMER_P…
-
Customer data is not processed after running the "Import Bulk Customer Data" processSummary: Hi All, In the customer import process, both the "Load Interface File for Import" and "Import Bulk Customer Data" processes indicate a status of "Succeeded"; ho…
-
Can we create Miscellaneous Receipts in "ReceivablesStandardReceiptImportTemplate.xlsm" FBDIAs per Doc ID 2572442.1 we cannot create Receivables Miscellaneous Receipts in ADFDI (Create receipts through spreadsheet). But Can we create Miscellaneous Receipts in F…
-
how to define credit rating for customer in oracle fusionHi All, how to define credit rating for customer in oracle fusion Regards, SantoshSantoshh Mishrra 11 views 2 comments 0 points Most recent by Santoshh Mishrra Receivables & Collections
-
Customer Import (FBDi) successful but no records importedSummary Customer Import (FBDi) all processes successful but no records importedContent Hi I am trying to upload customers via the Customer Import file (extensive version… -
Is there a way to mask customer PII details in Testing EnvironmentSummary: The Testing Environment has the original details of the customer, can we mask those that? Is there any way to do that. Content (please ensure you mask any confi…Buddhika D 21 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
-
Customer Accounts - merge/transfer functionality?Summary: Is there any possibility of transferring Customer Accounts and Sites from one Party to Another? Content (required): In case we have: Party A with Customer Accou…
-
Issue Refund screen, the Customer Party Bank Account screen is blankSummary: Open up the receipt and complete the various fields in the Issue Refund screen, the Customer Party Bank Account screen is blank. The customer is a Direct Debit …Yahya Khan 31 views 3 comments 0 points Most recent by Raghuram Saradka-Oracle Receivables & Collections -
Same bank account to more than one customerSummary: Same bank account to more than one customer Content (required): A customer pays the invoices of over 100 of our adult social care customers, but Oracle won't le… -
Receipts are not created via "Create Automatic Receipt" taskSummary: Receipt is not created in the system after approving the "Create Automatic Receipt Batch" process. Content (please ensure you mask any confidential information)…Manohar-Oracle 51 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
-
Question about preventing creation of duplicate CustomersSummary: Question about preventing creation of duplicate Customers Content (please ensure you mask any confidential information): Hi - I know this question has already b…
-
Is there a list of tables where the "Manage Geographies" setup is stored?Summary Looking for SQL Tables for the Manage Geographies setupContent Someone has setup some Geography data in the Manage Geographies setup pages which include some hie…Patrick Bonahoom 2.4K views 4 comments 2 points Most recent by Vidhya Nadarajan-Oracle Receivables & Collections -
How to add contact point & email address in existing customer ?We have bulk customers loaded via 19 sheet FBDI , some of the customer are loaded without contact point & email address. Now we want to add those client email address. A…
-
Upload Date Type DFF Attributes via Customer Import Template FBDISummary: There is a Business requirement to define DFF of a date type both at Customer Account and Customer Site level, and load it in bulk via FBDI as part of Customer …SoniaD-Oracle 115 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
-
customer call functionality in Oracle FusionSummary: We want to save the customer call informations somewhere after the call with customer. Content (please ensure you mask any confidential information): Requiremen…Mayura Khopkar 31 views 5 comments 0 points Most recent by Daniel S.-Oracle Receivables & Collections
-
How to update the Contact Point Purpose value as 'null' value via FBDI?Summary: Content (please ensure you mask any confidential information): While updating contact points to null value using FBDI, i am providing the field with 'null' or k…
-
Error trying to update account sites in bulkSummary: Error with the message The SITE_ORIG_SYSTEM_REFERENCE source reference of the HZ_PARTY_SITES parent entity either isn't valid or belongs to a different entity. …
-
UNABLE TO UPDATE ACCOUNT PROFILE FBDISummary: I´m trying to update the Customer Account profile by FBDI. -Credit Currency -Credit Limit -Payment Terms The process complete successfully , Only the Payment Te…Sergio Garcia 11 views 3 comments 0 points Most recent by Bhanu Prakash Sharma Receivables & Collections
-
Query by descriptive flexfield at customer header levelSummary: Client needs to add a custom field at customer header level but needs to be able to query by such fields. This is currently not possible in Receivables Cloud. H…
-
Impact of Changing Primary Address at Customer Party Header LevelSummary: We have a customer with two different business unit sites (ABC and DBD), each having its own primary address. The customer is asking how changing the primary ad…
-
customer merge auditSummary: We are planning to perform customer merge . We need to check if there is an audit report available in oracle which can provide the details of which customer was…
-
25A Customer Profile UI Changes for Enable XML optionsHi Has anyone noticed for 25A some changes in the Customer Account Profile Page specifically for the Enable XML options and Preferred Delivery method? The screen has shi…Marle Moolman 21 views 4 comments 0 points Most recent by Florin Enache-Oracle Receivables & Collections
-
Unable to upload the Customer Reference Accounts against the Customer SitesHi Team, We are trying to update the customer reference accounts, such as tax, revenue, and receivables, against the customer sites. I tried using the customer FBDI spre…Chinnam Siddartha 11 views 2 comments 0 points Most recent by Daniel S.-Oracle Receivables & Collections