Case Folder
Discussion List
-
You must update the customer records based on the recommendations. (ar-857567)Summary: When removing the credit hold from case folder it giving error as "the recommendations weren''t implemented. you must update the customer records based on the r… -
Open credit authorization amount not getting updated in the pending Case FoldersSummary: Open credit authorization amount not getting updated in the pending Case Folders Content (please ensure you mask any confidential information): We have created …Bhanu Prakash Sharma 1 view 0 comments 0 points Started by Bhanu Prakash Sharma Receivables & Collections -
Credit Management and we cannot make a Case Folder reach a status RejectedWhen a Case Folder is created from a sales order that fails credit check, the folder opens with status NEW. After assigning myself as Credit Analyst and adding a valid r…
-
How to create Table type DFF to get RAD from Sales Order in Credit Review Case FolderSummary: How to create Table type DFF to get Request Arrival Date from Sales Order in Credit Review Case Folder Content (please ensure you mask any confidential informat…Bhanu Prakash Sharma 1 view 0 comments 0 points Started by Bhanu Prakash Sharma Receivables & Collections
-
How to create Credit case folderSummary: We are enabling Credit check functionality in Order management, so we have set the Order management parameters for that and now we want credit case folder to be…
-
In Credit Management the default case folder currency is always set to USDEven if AR: Default Credit Management Currency is set to EUR or GBP currency the default case folder currency is set to USD. We are not setting any credit currency eithe…Subrata Sahoo-Oracle 1 view 2 comments 0 points Most recent by Subrata Sahoo-Oracle Receivables & Collections
-
How to apply credit check on consigment partnersHi , We have below business case within telecommunication industry. • we are a telecommunication company which has partners are selling on their flagship stores on behal…Ahmed Saeed-Oracle 35 views 0 comments 12 points Started by Ahmed Saeed-Oracle Receivables & Collections -
credit check functionality without creating Case FoldersSummary: Can we use the credit check functionality without creating Case Folders? Our requirement is simply to place the Sales Order (SO) on hold if the credit check fai…Savir Bansal -Trinamix 81 views 6 comments 0 points Most recent by Karthik Karanth-Oracle Receivables & Collections
-
Credit Case folder approved, but orders still on holdHi, We have come across a lot of orders that had credit case folders properly approved with Implement Recommendation and approved , but the orders still have a credit ho… -
How can I setup credit case folder currency?When I create credit review, currency is always USD. I would like to review with other currency code. How can I setup currency?Takaomi_Kamakura-Oracle 11 views 5 comments 0 points Most recent by Florin Enache-Oracle Receivables & Collections
-
APIs to create/update Case Folder and Add Case Notes In Oracle CloudSummary Need APIs to create/update Case Folder and Add Case NotesContent Hi Team, I am looking for APIs (REST or SOAP) to perform the below operations in Oracle Cloud Ap…Gurpreet Singh-252058 310 views 5 comments 3 points Most recent by Awadhesh Vaish Receivables & Collections
-
Add Order Type fields in the Credit Case Folder overview screenHello Team, We have business requirement wherein user would like to see "Order type" details in credit case screen while approving credit case folder. Based on order typ…Koteshwar Tippani 1 view 2 comments 1 point Most recent by Koteshwar Tippani Receivables & Collections
-
Is it possible to add Order Type fields in the Credit Case Folder overview screen?Hello Team, We have business requirement wherein user would like to see "Order type" details in credit case screen while approving credit case folder. Can you please let…Koteshwar Tippani 21 views 4 comments 0 points Most recent by Koteshwar Tippani Receivables & Collections
-
How can we default the credit case Recommendation to Approve Source Transaction Credit RequestHi, In credit case folder Recommendation as of now default showing as blank, Is this possible to default into "Approve Source Transaction Credit Request". Because while …Koteshwar Tippani 31 views 2 comments 0 points Most recent by Deepak Singal Receivables & Collections
-
Purpose of Currency Settings at customer profile in oracle fusionIs there any use of the currency settings with respect to credit limit . as per oracle docs only credit limit and order limit provided at account and profile are conside…
-
How can I add additional case types in the LOV in the collections module create case folderI am trying to add another case type to the LOV when creating a Collections Case folder. I have looked in every lookup and DFF configuration option I could find, and not…Nancy N Newman 11 views 1 comment 0 points Most recent by Florin Enache-Oracle Receivables & Collections -
What is the limit for the number of records that can be added to a case?When creating a case too many records are found. The warning message appears "Too many matching records found. Specify additional criteria to limit the number of records…justinlaue 21 views 1 comment 0 points Most recent by Nimisha Sakalle-Oracle Receivables & Collections
-
The Available Credit Limit For A CustomerHi, We wanted to check the the A XXXX customer available credit Limit, based on doc: How To Query The Available Credit Limit For A Customer (Doc ID 2345414.1) we are que…Koteshwar Tippani 124 views 8 comments 0 points Most recent by Koteshwar Tippani Receivables & Collections
-
Credit Review closed but order status still showing errorHi, SO XXXXX Credit Case folder status showing as Closed, but still the order status showing as "Shipment Charge Pause" and the error is "The credit check for customer X…Koteshwar Tippani 41 views 6 comments 0 points Most recent by Koteshwar Tippani Receivables & Collections
-
AR - Auto Release Credit Case FolderSummary AR - Auto Release Credit Case FolderContent Hi Team, Customer ABC, credit limit is set as $1000. I created 1st SO for $540 on 01-Aug-2020 & AR Transaction is als…