Approvals
Discussion List
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24D AR Transaction review and control approvalSummary: Hi, we are trying to setup rules for multiple (Hierarchy) approvals for AR Transaction (Manual Invoice and Credit Memo). Scenario: For Transactions with Amount0…Dhiraj Agarwal 31 views 2 comments 0 points Most recent by Mallik_D-Oracle Receivables & Collections -
Approvals for Credit Memo DisputesSummary: Approvals for Credit Memo Disputes Content (please ensure you mask any confidential information): We need to define 2 Level Approval Groups, Approval rulesets f…Satish KT 46 views 5 comments 0 points Most recent by sreecharan.kotte-Oracle Receivables & Collections
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Credit Memo Workflow Setup, where there is no purchase orderHi All, Thank you for your assistance in the community! I have a question regarding our workflow setup. I would like to implement a process where credit memos not assign…
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Not able to Review Credit Memo Request of Dispute and Close the DisputeSummary: Hi Team, We have configured Dispute approval in Advance Collection area by Manual method i.e. using the autoaction as HtOutcmeCreateManualCreditMemo. As a resul…
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How to disable 'Complete' button on AR Transactions screen for certain roles onlySummary: Disable 'Complete' button on AR Transactions screen for Billing Specialist role only Content (required): I work for a client in HE industry and they require to …
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24D Transaction review and control approval worklistToday we were testing new functionality for 24D. The feature Transaction review and control for receivables is a nice feature. The only thing is when setting up this fun… -
Approvals for Credit Memo Disputes is not working as per approval groupsSummary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…
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Receivables Transaction Review and Control ReportingSummary: We are working on implementing the new feature around Receivables Transaction Review and Control, however we are looking for reporting related to the credit mem…
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why can't I see Approve Receivables Transaction (AR_APPROVE_RECEIVABLES_TRANSACTION_PRIV)?Summary: I am trying to test 24D Receivables Transaction Review and Control and need to setup user privileges Approve Receivables Transaction (AR_APPROVE_RECEIVABLES_TRA…Lynda G 81 views 10 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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ApproveInvoiceTask in BPMSummary: Trying to Configure a workflow for the new AR Invoice approval feature Content (please ensure you mask any confidential information): Hi, we are trying to see i…
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Dispute Approval ErrorHI I had created a dispute for AR invoice and made it delinquent, Raise dispute and triggered for Approval. After the dispute raising, I am receiving the notification as…SauravS-Oracle 3 views 2 comments 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections -
How to configure manual credit memo request approval workflow in Oracle Fusion Receivables?Summary: In Oracle Fusion Receivables, I understand that we can configure an approval workflow for automatically creating a credit memo for dispute transactions. However…Suneel M. 55 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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How to create a dispute with a credit memo but without auto applying to the original invoiceSummary: We need to create a dispute for an invoice with a credit memo (as usual), but not auto applying the credit memo to the original invoice. Content (please ensure …
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Oracle Cloud Receivables Credit Memo Refund Approvals not availableHello Everyone! We are trying to see is there any customization we can do to setup approvals for Credit Memos Refund in Receivables. We have approval limits which will o…Khaleel Hussain Shaik 29 views 2 comments 0 points Most recent by Mallik_D-Oracle Receivables & Collections
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Is there any Approval Process for Customer Bank AccountsSummary:Hi All, Checking Is there any Approval Process for Customer Bank Accounts? I have customer requirement in the Billing Module under the customer account page we h…
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Add editable field in the Approval Notification for Dispute RequestSummary: Can we add any field or make the Disputes Reason as editable for the approvers who receives the Dispute Approval Notification, when the Dispute Request is creat…
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Approval mechanism for Receipt creation, application to invoiceSummary: I would like to have approval rules in place when creating a receipt, applying those receipts to Open invoices, importing receipts through Autolockbox and AR Pe…nehag95 12 views 1 comment 0 points Most recent by Renuka Gajavelli-Oracle Receivables & Collections
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Disable approval for create automatic receipts and receipt remittance batchesHi, We want to switch off approval option while creating Automatic receipts and remittance batches. Is there an option to go ahead with the process without clicking the …
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How to migrate approval rules from one instance to another?Summary: I have configured very complex approval rules on Dev instance and want to migrate them to UAT instance, will I have configure all of them manually again or if i…Sohail M.-Oracle 27 views 1 comment 0 points Most recent by Julien_Dubouis Financials – General (READ ONLY)
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How to load approval limits using excel in ARHi Everyone, We have a requirement to bulk upload the approval limits and we are looing for option using excel. Please let me know if there is way to upload using excel.…
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How to Skip or Bypass the approval rules in CostCenterRuleSet of Expense ApprovalSummary: Unable to Skip or Bypass the approval rules in CostCenterRuleSet of Expense Approval Content (please ensure you mask any confidential information): There is a r… -
Is there any approvals for the Account Receivable module?If yes, please share. Thank youVictor Chrabieh 44 views 8 comments 1 point Most recent by KaranRaj-Oracle Receivables & Collections -
Approval limit using REST APISummary: Hi Team, We were looking for process to define approval limits tagged to users via REST API, is there any option to do that? Thanks, Rahul Content (please ensur…
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customer (AR Payee) Bank Details AuditObjective: To track changes to customer bank details as these can be used for AR Refunds. Summary: Inserts and updates to bank account details for customers are not appr…
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Can we add approval workflow to automatic receipts in Oracle Fusion ReceivablesSummary: We have the requirement to add approvals to automatic receipts in receivables , do we have any option available in oracle fusion? Scenario : when user click on …
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Can we configure approval matrix on customer creation ?Summary: Can we configure approval matrix on customer creation ? Content (please ensure you mask any confidential information): Business requirment is to have customer c…
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Business wants to skip approval process for Receipt Remittance Batches in ReceivablesHi Team, We have a requirement to use 'Standard' remittance method to create and import Receivables Receipts in Fusion, however the Standard Remittance receipts needs to…
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AR Receipt Accounting ErrorI have a ledger with BSV values: 101, 102, 103, 104. I used 101 to configure the AR setups, including Transaction Type and Receipt Classes and Methods. I created an AR i…Manam Anil Kumar 21 views 5 comments 0 points Most recent by Manam Anil Kumar Receivables & Collections
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Dispute Credit Memos-How to combine Serial Participants and Parallel Participants based on AmountSummary: How to configure approvals based on dispute amount for both Serial Participant/Parallel Mode and Parallel Participant/Parallel Mode Content (please ensure you m…
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How to set adjustment approval limit based on percentage?Summary: ERS-INV_903-28015 How to set Adjustment Approval limit based on percentage Currently we can set adjustment approval based on amount limit but client has require…