Customer
Discussion List
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Is it possible to stop on error when trying to create duplicate customersSummary: When creating duplicate customers, warning is showing up. Is there any way to show error to stop the duplicate customer creation? Content (please ensure you mas… -
Multiple email option in Print ReceivablesSummary: Hi, The business wants to send Invoice transaction details to multiple email addresses while processing the Print Receivable transaction. Content (please ensure… -
What is the functionality of delete button in address purpose under the customer siteSummary: We have a customer site called "XXXX" and under that we have 2 Bill To address purpose from which one is inactivated and another one is still active. Now we tri…reshma.a 24 views 11 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Unable to make "Account Type" as Required field on the Customer setup via Page PersonalizationSummary: We have a business requirement where we need to make Account type as a required field on Customer Account creation or edit page, this field is used to drive our…
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Recommended suggestion to create unique PUID for customer from external systemsAppreciate to let us know the best business practice when importing in AR Customers from an external master system to Sync data between the Sales cloud (CRM) and Externa…BOMMIDI.ASHOK.KUMAR-Oracle 736 views 2 comments 0 points Most recent by BOMMIDI.ASHOK.KUMAR-Oracle Receivables & Collections
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Is there an existing functionality to add attachments in Customer Site ProfileSummary: To provide more context, we are looking if there is any existing functionality or workaround wherein we can add an attachment in the bank accounts tagged under …Mira Dela Cruz 74 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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Unable to create customer profile using FBDI TemplateSummary: Hi Team, We have created customer already in the system , But now when we are about to create customer profile using the same FBDI the Batch is getting complete…Soundariya Kumar 11 49 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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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 Invoice approval workflowSummary We are on path to migrating to Oracle AR Cloud. Current process for Invoicing customers involve manual process out of the system to get approval from Operations/…User_2025-07-18-02-04-24-686 1K views 6 comments 2 points Most recent by Francine Gemora Receivables & Collections
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Direct Debit AcknowledgementSummary: Setup required for Direct Debit Acknowledgement & Will Direct Debit Acknowledgement accepts .csv Format or ISO/SEPA Direct Debit Formats ? Content (please ensur…Rakesh Nataraj-266181 44 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Default payments terms while I'm creating an invoiceSummary: We need to default a payment terms, so when the user accesses to Account Receivables for making an invoice, and chooses a Transaction Type the default appears t…
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DEFAULT VALUE IN CUSTOMER ACCOUNT ADDRESS SETWe have requirement of automatically defaulting "Enterprise Set" at Account Address set while defining customer address, is it possible to do so, if yes kindly let us kn…
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Is it possible to default in Customer site, Ship-to and Bill-to informationHe have the requirement to default the scope bill to when the User creates a Customer site. Is it possible? and How can we do that?
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Receivable account field to be made mandatory in customer site based on customer typesSummary: Receivable account field should be made mandatory in customer site UI based on the customer type selected in customer account. Content (please ensure you mask a…Shivang Parmar 14 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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Default account type to External while creating the customerSummary: Is there a possibility to default External value in the Account type dropdown while creating the customer? Content (please ensure you mask any confidential info…Shivang Parmar 14 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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accounting references to a new customer in US BU, some of the accounts are getting pre-populated.When I try to add accounting references to a new customer in US BU, some of the accounts are getting pre-populated This is not the Intention.Bogi Parimal Das 14 views 3 comments 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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Need to make Inactive large Number of CustomersNeed to make Inactive large Number of Customers Reviewing the Customer UPDATE FDBI and cannot see that you can do this using this Template? Can you verify?
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Is it possible to restrict an account from creating transactions if they have delinquent transactionSummary: We are currently configuring the collections module, and one of the needs of our client is the ability to restrict any further transactions(invoice, credit, deb…
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Ability to view all the transactions that are overdue against a customer across all LE’s.Summary: In a scenario where in a user is Collector for more than one entity is there a way for them to view all overdue transactions across multiple LE's in the collect… -
Import of AR invoices with Document number using FBDISummary: I was trying to Import AR invoices with Document number using FBDI, but its importing without document number. Anyone tried this? as its not working on Gapless/…Srujana Vemanamanda 59 views 3 comments 0 points Most recent by Jesús Vega-Oracle Receivables & Collections
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Create Customer Statement error for emailSummary: Getting the below error while running the Create Customer statement process. The setup is correctly set up. The Create Customer Statements process can't find a …
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How to mandate the Registration Number field per customer site purpose?Summary: Client needs to mandate the Registration Number field per customer site purpose through page personalization, for example for bill to site only. How to achieve …SherryCai#*#888 16 views 2 comments 0 points Most recent by Jesús Vega-Oracle Receivables & Collections
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How to create DFF in the customer page using rest api/soap?We created a customer using the rest api and soap services. But now we need to add some DFF using those services. I can't find some guide on internet, can someone help m…
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Unable to Import Customer Account Relationship through FBDIDescription (Required): While creating Customer Account relationship through FBDI we are getting below errors. We are creating Account relationship for the existing cust…
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Issue Refund - No IBAN/Account warningIs there a possibility to have a refund from AR blocked when no bank account information is entered on the customer profile? When an AR refund is created in AP without a…Irene Kemkes-Goossen-Oracle 26 views 1 comment 0 points Most recent by Ashwin M-Oracle Receivables & Collections -
How to update Customer Site DFFs via UploadCustomersTemplate.xlsm FBDI?Summary: On the Customers tab of UploadCustomersTemplate.xlsm FBDI, I see that there are columns for populating Customer Account DFFs, but I don't see similar columns fo…User_2025-02-11-06-12-35-024 24 views 3 comments 1 point Most recent by Phaneendra Vadrevu Receivables & Collections -
Fusion Receivables Customer Import ErrorWe are looking for standard validations and list of standard errors on Customer FBDI Import objects like Party, Party Sites, Location, Account, Account Site, Account Sit…Narendra K M 50 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections -
Unable to update PreferredDeliveryMethod as Null using SOAP ServiceHi Team, We are trying to update PreferredDeliveryMethod as Blank/Null using soap service. We are getting status as Succeeded but changes are not reflecting. If we try t…Tamilselvan Natarajan 38 views 5 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections