Customer
Discussion List
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Is it possible to pull the customer account description onto an Invoice in lieu of a customer name?Summary: Is it possible to pull the customer account description onto an Invoice in lieu of a customer name? I am trying to see what the full impact of not using the cus…Costansia Crosby 21 views 1 comment 0 points Most recent by Ravi Prakash Shukla-Oracle Receivables & Collections -
How to Apply a Receipt On a Related Customer In Receivables?Goal: What is the required setup to apply receipts to transactions to only related customers, not to any unrelated transaction?Veronica Stefan-Oracle 43 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections -
Is It Mandatory to Enter Customer Information when Creating a Receipt?Goal: Can we create receipt without entering customer information ? Is it mandatory this information when creating a receipt?Veronica Stefan-Oracle 21 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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What are the Valid Request Types to be used with Credit Checking Service?Goal: What are the Valid Request Types to be used with Credit Checking Service?Veronica Stefan-Oracle 33 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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How to Query the Available Credit Limit For a Customer?Goal: Is there a database table which can be queried to retrieve the available credit limits for all the customers?Veronica Stefan-Oracle 699 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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Can Credit Profiles be Set at Customer Site Level?Goal: Are Customer Credit Management features being removed from Customer site profile level?Veronica Stefan-Oracle 41 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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How to select the customer account description instead of organization name in bill-to name field?Goal: How to select the customer account description instead of organization name in bill-to name field for Receivables transactions?Veronica Stefan-Oracle 21 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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How to Default the Remit-to Address for Receivables Transactions?Goal: How to default the Remit-to Address by default to the transactions and statements of specific customer bill-to sites?Veronica Stefan-Oracle 33 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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AR Transaction Revenue SLA is not working as expectedSummary: am trying to create revenue SLA based on a mapping set with input source (Transaction Sales person number line Level)and output is the (Region segment) Value, i…Ali Essam El-Bandrawy 144 views 3 comments 0 points Most recent by Venkata Kompella Receivables & Collections -
Add Customer NAME in the Search Criteria for account RelationshipSummary: Content (required): While creating a customer account relationship, is there any way we can add Customer NAME in the Search criteria? Version (include the versi…Vinay Gharge 61 views 4 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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How can we get the customer statement report with transaction details for all invoices and receiptsDear All, How can we get the customer statement report with transaction details for all invoices and receipts in debit and credit format? Thanks and regardsShakkir K.K 61 views 2 comments 0 points Most recent by Siddhant Aggarwal-Oracle Receivables & Collections
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Customer Standard FBDI template VS Simplified templateHi Team, We are supposed to import/convert customer data from third party systems to oracle fusion for one of our client . We need to decide which template to use for th…Animesh___Kumar 681 views 2 comments 0 points Most recent by Siddhant Aggarwal-Oracle Receivables & Collections
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Is there ESS program to create customers from Customer Data Management to Accounts ReceivablesSummary: Is there ESS program to create customers from Customer Data Management to Accounts Receivables in Fusion. Do we have any inbuild integration between CDM and Fus…Balakrishna Sivappagari 61 views 3 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Can we put customer on hold automatically on basis of Past due Debts.Summary: Can we put customer on hold automatically on basis of Past due Debts. Content (required): If customer's Open receivable balance which is past due Up to 30 days …GSR G.Sriram-Oracle 21 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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Do we have any Report giving the details of miscellaneous receipts in Oracle Fusion?What is the name of the BIP report giving providing details of the miscellaneous receipts in Oracle Fusion?KanikaGupta 41 views 2 comments 0 points Most recent by Vivek Mandowara-Oracle Receivables & Collections
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Has anyone used Billing Extension to trigger a Popup exception message while creating AR transactionSummary: Has anyone used Billing Extension to trigger a Popup exception message while creating AR transaction based on Customer "Business Unit Reference account Setup at…GSR G.Sriram-Oracle 41 views 2 comments 0 points Most recent by GSR G.Sriram-Oracle Receivables & Collections
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Update Reference Accounts in Customer InformationSummary: Hi i have issue after implementation and upload customers information using import customer template , we found huge customer record revenue segment it's not up… -
Will transactions that took place prior to a customer being registered in Bill Management appear?Summary: Content (required): The Customer does not see any invoices listed in Bill Management. The transaction occurred prior to the Customer gaining access to Bill Mana…BB23478 31 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Company Registration NumberWhere to record Company Registration Number on Customer Level I did not find any field on the customerSandeep Nihalani 147 views 5 comments 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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What is the use of the key account check box when creating a customer in Receivables?Summary: Content (required): This checkbox is under the Account Address Details section at the bottom of the Create Customers page. Version (include the version you are …Lou Maroney 151 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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PST NOT CALCULATING ON INVOICESummary: We have an invoice where PST is not calculating on a BC invoice. The Bill To is in Alberta, but the Ship is BC. Content (required): We have an invoice where PST…Robert G Wilkinson 14 views 1 comment 0 points Most recent by Bianca Fildan-Oracle Receivables & Collections
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Localization with respect to Oracle Fusion Receivables for Spain CountrySummary: Implementing the Fusion Localization with respect to receivables for Spain country Content (required): Need help in implementing localization for Spain countrie…Pushkaran 126 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Can we add all customers display under each Collector in Manage Resource even though not delinquent?Summary: Our client wants to show all customers under their Collector Agent on the Manage Resources Page. As of now, the only customers that is showing are the delinquen…Tsikoy Caringal 32 views 2 comments 0 points Most recent by Tsikoy Caringal Receivables & Collections -
How to mass Upload Customer Tax Profile via FBDIHello everybody I need to load CNPJ/CPF of Customers does anyone have a template to support. I attach the screens I need to load in Tax Profile > Tax Registrations and C…Eduardo Silva 111 views 2 comments 0 points Most recent by Vivek Mandowara-Oracle Receivables & Collections
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Switching to Transaction Level Collection Strategy task from Account LevelSummary: One of our client has the requirement to switch from collections strategies created at Account level to collection strategy at transaction level. Content (requi…NikitaD 204 views 1 comment 0 points Most recent by Vitalie Rusanovschi-Oracle Receivables & Collections
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Receivable account defaulting while creating site and select Business unit at Customer LevelSummary: Receivable account defaulting while creating site and select Business unit at Customer Level Content (required): Receivable account defaulting while creating si…Kumar 57 33 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections -
Is there any spreadsheet to upload Classification Categories?Summary: In Setup and Maintenance -> Customers -> Manage Classification Categories, we have created a couple of categories. Under a specific category, we need to create …User_2025-02-11-06-12-35-024 22 views 1 comment 1 point Most recent by Andreea Laura Panait-Oracle Receivables & Collections -
Customer Contacts Point Email Format-For sending invoices as pdf attachmentSummary: Hi We would like send invoices by email to customers with a pdf attachment. As per our understanding this functionality works only if the contact point for emai…Prashanth Govindarajan 51 views 2 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Update of Customer Account NumberSummary: Hi, our client is requesting us to update Customer Accounts' number in order to match a new naming convention. We need to understand how to do this and what are…Claudio Civati 423 views 3 comments 0 points Most recent by Ravi Prakash Shukla-Oracle Receivables & Collections
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REST API to extract customer bill-to site reference accountsSummary: REST API to extract customer bill-to site reference accounts Content (required): Hi, Is there a REST API available to extract the reference accounts that have b…