Collections Work Area
Discussion List
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Document Number in transaction should come automatically and transaction number to be entered ManualSummary: We need to setup document sequence in a way that it gets generated automatically and follow sequence when user complete the transaction whereases the transactio… -
Collection Metrics Dashboard for all the customersHi Team, In 25B Oracle released the solution to access to collection metrics with operative roles, instead of AIC role. We would like to know if there is a way to see th…
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24D Transaction review and control still showing incomplete action after approvalsSummary: 24D Transaction review and control still showing incomplete action after approvals Content (please ensure you mask any confidential information): We also tested…Sangireddy-Oracle 1 view 0 comments 0 points Most recent by Sangireddy-Oracle Receivables & Collections
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Newly created deliquent customers not showing in the Collections WorkbenchSummary: Hi Experts, I created new customer and created few overdue invoices in AR. Assigned the customer with the newly created collector and business level as well. su…Balakrishna Sivappagari 71 views 3 comments 0 points Most recent by Yenuganti Venkat Receivables & Collections
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Collections Dashboard displays amount with CurrencySummary: In the Collections Dashbaord, the amount is displayed along with Currency, although there is a separate Column for 'Currency'. Hence, when exported, formula can…
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How to change Business Level from Account to Customer in Oracle Advanced CollectionHi Team, My Client is currently using Staged Dunning Plan to only send letters to customers. Now they wanted to utilize the scoring and strategy method. Currently in Glo…
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For Strategy Task Creation Introduce new transaction level condition for Invoice AmountNeed to create a Predelinquent strategy based on Customer invoice amount, but in the Manage Strategy Tasks > Create Strategy Tasks > Transaction level > Condition, has o…DocuAnir 1 view 1 comment 0 points Most recent by Vitalie Rusanovschi-Oracle Receivables & Collections
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Clarification Required on Strategy Task Cleanup in Advanced Collections DashboardSummary: Hi Team, We have implemented Advanced Collections and updated the dashboard with a new strategy. The strategy was executed successfully, and the first task — a … -
Is there another option for processing customer merge other than Customer data Management.Summary: The client requesting to merge their AR customer. Tried multiple times merging the customer and as the result I was not able to merge it successfully. I researc…
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It's possible to update collections UI EFF using API REST?Summary: Hi, I would like to know if it's possible to have a masive update for EFF created in Collections UI. Thanks Content (please ensure you mask any confidential inf…
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How to prevent transactions showing as 'Delinquent' in collections?Summary: Is there any way to prevent specific transaction types appearing as delinquent in the Collections screen even after they are past due? Content (please ensure yo… -
Oracle Advanced Collections - Collections DashboardSummary: There is a requirement for the collections dashboard as part of our collections role. However, by testing the seeded Collections Agent and Collections Manager, …
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DFF attribute in collections workbenchSummary: HI Team, Could you please let us know if we can create DFF attribute in collections workbench. If yes, can you guide us on how to create DFF attribute in collec…Lavanyaa Damodaran 1 view 0 comments 0 points Most recent by Lavanyaa Damodaran Receivables & Collections
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Open Credit Memos does not appear in the Customer Delinquent transactions in advanced collectionsWhen a customer has an Open Credit Memos, they do not appear in the Customer Delinquent transactions list in advanced collections Delinquent Transactions infotile. Is th…Naresh Kumar-95714 11 views 1 comment 0 points Most recent by Phil DeCoster - Support-Oracle Receivables & Collections
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How to inquire open balance for a total customer organization level balanceOrganization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of): Ironmountain Description (Required): …
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Manage Collections Task Default Profile OptionSummary: Advanced Fusion Collections has assigned a default strategy to a customer, we would prefer our solution not to assign a default when it doesn't find a strategy.…
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While we are creating collection activity, we are unable to find any “Person” type customer.While we are creating collection activity, we are unable to find any “Person” type customer. Anyone has similar experience earlier? -
Collection Strategy Task - User added task stays in To be CreatedSummary: We have a requirement where the collector/user would need to skip or Cancel a scheduled Automatic task and then add a Manual user task. It is observed that once…Arun N-OC 11 views 1 comment 0 points Most recent by Mallik Durgumpudi-Oracle Receivables & Collections