Customer
Discussion List
-
Job role or privileges for receivables customer creationSummary: We are migrating AR customer from legacy system and we are try to build an integration which will trigger the customer creation process automatically. Please le…Subhasish-OC 75 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections -
Restrict Expiration Year Dropdown List to 10 Years on Create Customer Credit Card ScreenSummary: The Expiration Year dropdown list on the Create Credit Card for customer account is displaying 20 years. Is there a way to restrict this list to 10 years. Versi…
-
Unable to add New contacts using the Simplified Customer TemplateHi, I am Unable to add New contacts using the Simplified Customer Template, everytime it is giving the same error as below "An account site with this combination of cust…
-
Temporary hold on customerHow can we put a customer on hold temporarily? A few documents mentions that we can do it by going into customer site and check the box "credit hold," but this option is…
-
Default reference account for receivablesSummary: For some of our Business Units all customers have been created with a default reference account. For others the reference account remains empty when adding a BU…Fiona van Rooij 13 views 3 comments 0 points Most recent by Ashwin M-Oracle Receivables & Collections
-
Custom Data Security for Party/Customer Account/SiteSummary: Good day, As per internal policies, we would like to decide which users can see which customer data. We have received in the past a document from Oracle which i…
-
How to mask customer data to prevent its storage in a environment outside the country territorySummary: In global implementations converging on a single POD, it is essential to refrain from storing customer data in the AR and Credit Collections modules for countri…
-
Customer Account numbering based on customer profile.Summary: The client is looking to have auto generated sequence numbering on customer account based on customer profile. Content (please ensure you mask any confidential …
-
Is there any app to validate the site of customer?Hi, I would to know if there is some validation with google maps or another app when I create a site in the customer. Regards RominaRomina Grimaldi 22 views 3 comments 0 points Most recent by Richa Priya-Oracle Receivables & Collections
-
What is the difference between Balance forward billing and customer statementSummary: What is the difference between Balance forward billing and customer statement Content (please ensure you mask any confidential information): When reviewing the …Aswathy Edison-Oracle 35 views 1 comment 0 points Most recent by Ashwin M-Oracle Receivables & Collections -
Error with findPerson method in crmService/FoundationPartiesPersonServiceSummary: We are receiving following error message when we are trying to find the contact party created through the SOAP service "crmService/FoundationPartiesPersonServic…
-
Customer credit limit updateSummary: Hi When user is trying to update the credit limit at customer master level, Require workflow/approval process for each credit limit update. Is there any standar…MGS tech 39 views 3 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
-
How to delete existing customers Pan No.Hi, I have a customer "KKR" which is takeover by "Incred Financial". So the PAN no. for both the customers remains same. But we can't able to upload a Pan No. for "Incre…
-
I am not able to find an approval workflow for customer.Hi, I was looking for some Oracle notes about if there is some approval workflow for customer creation, but, I didn´t find anything. Does someone help me to know if ther…Romina Grimaldi 42 views 1 comment 1 point Most recent by Daniel S.-Oracle Receivables & Collections
-
Customer Simplified ErrorSummary: When we load customers alone via Customer Simplified spreadsheet its getting loaded. When we load customer and contacts together we're getting below error "The …Kishore S-Oracle 22 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections -
Interest of conflict - restrict access to certain trading partners (suppliers and customers)Summary: We have a requirement where the user can not see any trading partner (supplier or customer) where they have a conflict of interest. It can be that the customer/…SirilG 22 views 1 comment 1 point Most recent by Andreea Laura Panait-Oracle Receivables & Collections
-
unable to see data in IEX_BANKRUPTCIES table any standard report available?Summary: Unable to see data in IEX_BANKRUPTCIES table , is there any specific job role to view the data in this table or is there any specify bankruptcy report available…
-
how to create a custom Role for Account Receivables .Summary A custom Role for Account Receivables need to be Created with below requirement . Content (please ensure you mask any confidential information): Version (include…Eleti Mahender 32 views 1 comment 0 points Most recent by Karun_Jain-Oracle Receivables & Collections
-
How to make customer Bill to contact email address mandatorySummary: Can we make Bill to contact email address mandatory Content (please ensure you mask any confidential information): We have a business requirement as mentioned b…Himangshu_cons 32 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
-
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 …
-
Audit report for customerSummary: We have a requirement to fetch the Audit report for customers, we tried to fetch it from Generate audit report, but no information is fetching in Report. so nee…
-
Oracle receivables transaction sourceHello All, The Receivables Transaction Sources with the type as Imported is end dated and also unchecked the Active check box on the Manage Transaction Source page, thes…Deepak Jadhav 11 views 1 comment 0 points Most recent by Phil DeCoster - Support-Oracle Receivables & Collections
-
Updating Customer Account Using FBDI: Updates Account Termination Date To NullSummary: Updating Customer Account Using FBDI Updates Account Establishment Date To Null Requirement: We have Customer Accounts and Account Site records that were create…Gireesha Pinnagoda 79 views 3 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
-
How to run Import Autoinvoice process for all customers except for specific customersSummary: How to run Import Autoinvoice process for all customers except for specific customers. for instance, we have more than 4000 customers. we need to run the Autoin…
-
Customer creation page level enable a link for Risk profileSummary: Hi, Business need to have the option for the customer risk profile While creating the customer. Can we enable a link in customer page which has the risk profile…MGS tech 33 views 8 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
-
Jesús Vega-Oracle 11 views 1 comment 0 points Most recent by Jesús Vega-Oracle Receivables & Collections -
How to edit "Site Language" parameter name from the Manage CustomersSummary: How to rename "Site Language" parameter from the Manage Customers UI (Site Level). Content: Version : 23DJesús Vega-Oracle 13 views 1 comment 0 points Most recent by Jesús Vega-Oracle Receivables & Collections
-
How to add attachment in customer bank account via API?Summary: We have requirement from client to add cancelled check as attachment in customer bank account. Kindly provide the relevant API to do the same. Content (please e…Maitree Dwivedi-Oracle 23 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
-
How to add Countries in Mass Upload on the "Manage Remit to Addresses" Task?Summary: We would like to add multiple countries on this task "Manage Remit to Addresses", is there an FBDI or Import Mapp or a web service to do so? Content (please ens…
-
No Access to modify the screen when importing transactions in Billing - ReceivablesHello, in Receivables Billing, the user can't access to edit the information when he imports transactions. He can't modify anything. please advise.Victor Chrabieh 11 views 1 comment 1 point Most recent by Daniel S.-Oracle Receivables & Collections