Credit Management
Discussion List
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Credit management for customers can apply in AR (without order management)?Summary: Credit management in AR Content (required): Hi all, Anyone knows that if credit management for customers can apply in AR (without order management)? Version (in…User_DDXB9 12 views 1 comment 1 point Most recent by Manpreet Gill-Hitachi Receivables & Collections -
Credit managementSummary: Hi, Can anyone please share their experience in implementing credit management functionality in AR? We need to do a PoC for a client and I am not sure how each …Manpreet Gill-Hitachi 24 views 2 comments 0 points Most recent by Manpreet Gill-Hitachi Receivables & Collections
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Future dated Automatic Receipts (SEPA DD)Summary: SEPA DD Receipts created with future accounting date are being considered for customer credit limit check. Content (required): Business Scenario - Automatic Rec… -
Refund on AR Credit Memo using SOAP serviceSummary: Hi Team, We are using below SOAP service for refund on Credit Memo, API is working fine but not giving any meaningful results. Service WSDL URL: https://servern…
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Best Way to Remove Old Open AR InvoicesSummary: We went live on Oracle in April 2019. Per Accountings request we loaded open invoices going back to 2010. What would be the best way to remove these old open in…Robert G Wilkinson 22 views 2 comments 0 points Most recent by Vivek Mandowara-Oracle Receivables & Collections
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customer credit limit WorkflowSummary: Is there any option in Fusion to create the request for credit limit change based on approval worflows. Content (required): Customer Credit limit Version (inclu… -
CM creation and Auto Application when Order is cancelledSummary: Dear Experts, When Order is cancelled in Order Management, system creates a credit memo and auto Applied to Invoice . Our Requirement is that on account credit …Rajiv_Karande 12 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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Account Receivable > Customer Profile > Fetch Credit Analyst NameSummary: Account Receivable > Customer Profile > Fetch Credit Analyst Name Content (required): Hello All, In Account Receivable, in the table HZ_CUSTOMER_PROFILES_F, do …Bernard T 22 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Is there a way to mass update customer account DUNS number & credit rating?Summary: How to mass update customer account DUNS number & credit rating. Content (required): We have not previously used much of the credit rating options previously, s…Khuli 12 views 1 comment 0 points Most recent by Ravi Prakash Shukla-Oracle Receivables & Collections
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Expected behavior of Sales Order if Credit limit is blank in the Customer Party and Account levelSummary: What is the expected behavior of Sales Order if Credit limit is blank in the Customer Party and Account level in Oracle Fusion? Content (required): The field 'C…
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Tax CalculationSummary: Hi, Please refer to the below example. Content (required): There's an AR invoice with 1000+ lines. Invoice Header Total Tax Amount - 25,582.86 Total Line Amount…Sheneli Fernando 32 views 4 comments 0 points Most recent by Sheneli Fernando Receivables & Collections
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Is there a way to extract DSO and Avg Days to Pay using API for a certain party or account?Summary: Is there a way to extract DSO and Avg Days to Pay using API for a certain party or account from Oracle Cloud Financials? If not, is there any other way to get t…
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SQL Select Query to Oracle SaaS TablesSummary Aside from OTBI, BIP or BI Analysis - is there another way to query-select SaaS Tables? Like an Oracle-provided Tool or 3rd Party ApplicationContent Hello, Aside… -
PO Number in credit case folderSummary: Hi, We have a requirement to display the PO number for the Case folder created for the Sales Order. I am trying to add a DFF and define a value set to display t…harsha Krishnaswamy 2 views 0 comments 0 points Started by harsha Krishnaswamy Receivables & Collections
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Invoice without a dispute included in Bad debt journalSummary: Why would a current invoice which is not past the due date or have a dispute be picked up on the bad debt provision journal? Content (required): Why would a cur… -
Update credit limit on credit authorizationSummary: We have an external non oracle system for Order Management of some products , and using fusion order management for most of the products. so need to expose the …Shivaji Muttarapu 12 views 0 comments 0 points Started by Shivaji Muttarapu Receivables & Collections
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Credit Management: behaviour of credit case folders after modifying a sales orderSummary: Credit Management: behaviour of credit case folders after modifying a sales order that used to be in "credit review pending" status. Content (required): We use …
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Credit Management - Automatic "release" of sales order when payment receivedSummary: Credit Management : is it possible to automatically "release" a "credit review pending" sales order when payment received in AR? Content (required): We use OM a…
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Credit Management - how to override the credit check exceptionSummary: Credit Management - options available to "override" the credit check exception (i.e. accept the order although the credit limit is exceeded) Content (required):…
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Refund process for Converted invoices that was authorized in other system-Zuora to Oracle ConversionSummary: We are bringing AR invoices from Zuora to Oracle where the payment method is Credit Card The credit cards are already authorized in Zuora to Cybersource, we don…
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credit reviews opens up blank pageSummary: credit reviews opens up blank page oracle cloud Content (required): When Credit Reviews app is clicked. It opens up a blank page. The Credit Manager role is alr…
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Credit Management integration with Sales CloudSummary: Integration with Sales Cloud to obtain D&B data Content (required): Client has implemented Sales Cloud where there is an integration with D&B credit data. Clien…
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How do you copy DFFs from AR Invoice to a Credit Memo ?Summary: How do you copy DFFs from AR Invoice to a Credit Memo ? Content (required): AR Invoice have DFFs on header and line. If a Credit memo is created for the invoice…
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Can a credit memo attached to a Rec Invoice be changed to on account CM or attach to a diff invoice?Summary: Can a credit memo attached to a Receivables Invoice be changed to an On account credit memo or be attached to a different Receivables invoice? We have a scenari…
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RECORD CUSTOMER WISE PROVISIONS (BAD DEBTS) in ORACLE FUSIONSummary RECORD CUSTOMER WISE PROVISIONS (BAD DEBTS) in ORACLE FUSIONContent My business user wants to maintain the Customer wise Bad debts in Oracle receivables Applicat…Dorababu Kethari-163233 56 views 3 comments 2 points Most recent by Brian T. Wolfe-Oracle Receivables & Collections
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How to configure BPM for Manual Credit Memo approvalsSummary: We want to enable and use approvals for manual credit memo Content (required): Weare looking for detailed for credit memo approval configuration Version (includ…Saurabh Modi-276872 2 views 1 comment 0 points Most recent by Karan Dass-Support-Oracle Receivables & Collections
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Integration of Oracle Receivables Cloud with StripeContent Has any other customer on this forum been able to integrate Stripe as a payment processor with Oracle Receivables Cloud? If anyone has a relevant contact that th…
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Default Revenue account for Credit Memo lines not defaulting correctlyContent Hi Would like to kindly seek help as when we are creating a credit memo, the default revenue account combination is not exactly defaulting as some of its segment…JOHANN CHRISTIAN MORDENO 2 views 2 comments 0 points Most recent by Krishna Sharma Receivables & Collections
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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…
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New 21B feature: custom email bodyContent Hi, We would like to take advantage of the 21B new feature for customizing the email body of the reminders. I have setup a custom email body (HTML format) in Man…