Customer
Discussion List
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Currency Default from Customer LevelIs there any option to default currency from customer level to transaction level ?Sandeep Nihalani 41 views 4 comments 0 points Most recent by Anshuman_230999 Receivables & Collections -
Need the ability to update "From date" Filed under the Site Details tab of CustomersOrganization Name (Required - If you are an Oracle Partner, please provide the organization you are logging the idea on behalf of): Triumvirate Environmental Description…
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Query on Implementing Customer Data Approval Workflow in Fusion ReceivablesSummary: We have a requirement from the customer to enable an approval process during customer registration in Oracle Fusion Receivables. The requirement is as follows: …
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How to get AR account details and display in CX account details/Header pages?Summary: How to get AR account details like Credit Status, Credit Limit, Account Balance, Past Due Balance and display in CX account details/Header pages. Content (pleas…Tanvi Dappili-Oracle 11 views 0 comments 0 points Most recent by Tanvi Dappili-Oracle Receivables & Collections
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What accounting impact is there if we change customer account number from receipt in unapplied stateIn one of unapplied receipt, user mistakenly chose wrong customer account number and now they want to change it to correct one. Could anyone confirm if this will have an… -
No warning message when changing address of one customer sharing address with other custSummary: When trying to amend the address for customer number 44021, I noted that the address then changed without warning for customer 44122. While we have seen instanc… -
how can we create/ Update DFFs of Payment Instruments through webservices?Summary: We wanted to update atribute1 from iby_pmt_instr_uses_all or below field . Can you please let me know if any Webservice or any other way to update these attribu…
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Contact Point not Visible in UI after TCA BULK IMPORTSummary: I have created customer using TCA BULK Import FBDI (19 Sheet) , Party,Site,Account,Account Site, Uses , Contacts are all created well.As per Batch Import Even C…Hrishikesh Malagi 11 views 3 comments 0 points Most recent by Balaraj Anachal Receivables & Collections
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Disable primary flag on customer site addreess purposeSummary: We have a customer created with 2 sites. One site has primary Bill to and ship to enabled in address purposes. For site 2, ship to address purpose is enabled as…SowmyaCK-Oracle 112 views 4 comments 0 points Most recent by Deep Mehta-Oracle Receivables & Collections
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How to update the Regional Information on Customer site level for localization requirements in bulk?Summary: At customer site profile level, there is a field called regional information which has List of values in it. Based on the values selected it will make the field…
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Is there an REST/SOAP API to create a new customer site for an existing customerSummary: Hi, We are working on integrating Oracle fusion with Sales force using OIC as middleware. We already have customers created in Oracle. We want to create a new c…
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Synchronize Account address between CX and Fusion ARSummary: In CX cloud, user can add now Address to a customer account and choose if its use (bill_to, ship_to). Is their any process that synchronizes the addresses betwe… -
how to mass update AR cust site "statement preferred delivery method" and "preferredcontact method"Summary: how to mass update AR cust site "statement preferred delivery method" and "preferred contact method" as all set to "Print" and means dunning letters are going t…Jill Stanton 11 views 3 comments 0 points Most recent by David Wright - More4apps Receivables & Collections
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How to add LOV to an extra address fieldHi all. As per requirement, we have added few extra address elements in postal address formats for customer/supplier like region, territory etc. Now, we would like these…Deepak Singal 11 views 2 comments 1 point Most recent by Mohamed Thowfik Rahman S Payables, Payments & Cash Management -
Limit access to Customer/Party level by Business Unit User has an accessSummary: One of my customers has an issue related to customer data privacy. They need to limit the visibility of customer/party data (at the party/customer level) by the…
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Required Maker checker in Customer creation.Summary: Accounts Receivable Module of Oracle cloud Fusion, Is there any Possibility of Creating maker checker Rule at customer creation Level. Content (required):Maker …
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How to change the primary address at the customer registry level?Summary: Looking to see if there is a way to change the primary address that is stored at the customer registry level? Is this possible? Currently the customer has chang…
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Setup Payment Term in Customer ProfileSummary: Setup Payment Term in Customer Profile Content (please ensure you mask any confidential information): Hi, Can the payment term pre-fix / pre-setup in the custom…
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Can I update Customer Profile Using TCA BULK IMPORT after creation in Upload Customer TemplateSummary: Can I update Customer Profile Using TCA BULK IMPORT after creation in Upload Customer Template. Content (please ensure you mask any confidential information): I…Hrishikesh Malagi 1 view 0 comments 0 points Most recent by Hrishikesh Malagi Receivables & Collections
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Customer update not completing ProperlyHello Team, One of our clients is facing the issue below. When the integration process ran at 6:17 AM UTC, Customer Site shows it was update at 6:18 AM UTC but there was…Syamakalla_Venugopal 1 view 1 comment 0 points Most recent by Syamakalla_Venugopal Receivables & Collections
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Can someone please point me to any knowledge dump or reference material for the Customer MasterSummary: Can someone please direct me to any available knowledge dump, documentation, or reference material related to the Customer Master in Oracle Fusion? I’m looking …
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Party issues coming from areas other than receivables customersSummary: Hi Team - In AR customers, a party is created from many areas like suppliers, bank, entities etc. Is there a way we can restrict party creation from these areas…
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Is It Possible to Change the Name of the AR Invoice Attachment E-mailed to the CustomerSummary: After running Print Receivables Transactions the system e-mails a pdf copy of the invoice to the customer. It is noted that the naming convention of the attachm…Brian Burns 31 views 3 comments 0 points Most recent by Jakee_Agarwal-Oracle Receivables & Collections -
I have over 4000 Customer and we want to update the reference accounts for each Castomer.Summary: I have over 4000 Customer and we want to update the reference accounts for each Castomer. Is there a way to update the accounts like a spreadsheet or API? Conte…
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Need customer Name VO for custom ESS job parameterUser expecting when they type first 3 letters of customer and tab out the entire customer name should auto fill/populate in ESS job parameter. I have used custom LOV whe…Thanigainathan R 1 view 0 comments 0 points Most recent by Thanigainathan R Receivables & Collections
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Tax Registration Number in Customer Site (Tax Profile)Hi. Does anyone have any idea on what table to use to find this information? Thank you.