Credit Management
Discussion List
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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 33 views 4 comments 0 points Most recent by Savir Bansal -Trinamix Receivables & Collections -
Credit an invoice function does not work after 25BCredit an invoice function does not work. When trying to credit an invoice from Invoice Actions —> Credit Transaction or Task —> Credit Transaction with below options I'…
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Is there a way to validate available credit for customers in the Order Management module?Is there a way to validate available credit for customers in the Order Management module? We need to quickly know how much credit is available for each client, but we ca…Cristian Gonzalez S 10 views 1 comment 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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Manage Credit Case Folder Templates page is blankI goto setup > Manage Credit Case Folder Templates and the page is blank I already has credit Manage role Is there any other access right still missing ? Thanks
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Can we add new filter under credit reviews?We need to add new filter(Review Type) under credit reviews
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Possible to charge an SO using a CyberSource token without the credit card being saved on cust acct?Summary: Looking for a way to avoid credit cards, used on sales orders, being saved on the customer account. Content (required): For manual and imported sales orders, we…
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Significance of Credit Limits at Late Charges tabI would like to know the significance of Credit Limits uder Late Charges tab in customer account profile. If we are updating Order Credit Limit to NULL under 'Account P… -
How to Restrict access to Customer Profile tab in customer master.Summary: Is there a way to restrict customer profile tab based on Roles. If not can we make Credit limit, Payment Term etc as read only under customer master tab based o…GSR G.Sriram-Oracle 142 views 7 comments 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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How to prevent the automatic application of credit memos created in Contracts to AR TransactionsSummary: Credit Memo created in Contract are applied to AR transactions automatically even when the Transaction is fully receipt. We would like to stop this auto applica…
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How to perform Document Sequence for Payment Request ?The document sequence for the "payment request" should be created under invoice level or the payment level for performing AR credit memo refund? Is there any difference …Raj Thirumal 29 views 0 comments 0 points Started by Raj Thirumal Payables, Payments & Cash Management
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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 26 views 4 comments 0 points Most recent by Koteshwar Tippani Receivables & Collections -
Significance of Order Amount LimitI would like to know if Credit check verifies the Order amount Vs Order Amount limit even though there is sufficient Available Credit Limit to pass credit check. Is ther…
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Which modules are concerned with applying recovery plan rules for customersSummary: Hi, Release order – Exception Management process & Recovery plan Overdue management forms an integrate part of the Group Credit Policy and needs to be carefully…
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unable to create credit memo prepayment requestSummary: This is the Oracle doc that I have been following : https://docs.oracle.com/en/cloud/saas/readiness/erp/24d/ppm24d/24D-ppm-wn-f34616.htm#Key-Resources I have cr…Palash Kumar Singh 6 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Multiple Open credit authorizations for same sales orderWe are facing a peculiar situation where there are multiple open credit authorizations for same Sales Order. Below is the sequence of events followed: SO Booked and subm…
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Credit Authorization values counted twiceSummary: Some customers are failing credit check due to the fact that certain transactions comprised first of a Sales Order and later of an Invoice are effectively count…
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Credit Limit at Party LevelDear all, we do have for all customer accounts a customer profile including credit limit etc. on account level. For some customers with TCA model, we set up also a profi…Ralf Winkelmann 12 views 1 comment 0 points Most recent by Florin Enache-Oracle Receivables & Collections
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Issue Credit Card Refund is grayed outSummary: Credit Card Refund receivables activity has been setup already and Receipt is already in Cleared status, but the Issue Credit Card Refund option is still grayed…aileen.joy.g.arcilla 13 views 4 comments 0 points Most recent by aileen.joy.g.arcilla Receivables & Collections
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Issue Credit Card Refund Option is grayed out even after Recivable Activity is setupIssue Credit Card Refund Option is grayed out even after Recivable Activity is setup. Can someone please help me ? -
Enable Credit ManagementWe are unable to find the Subject Area for Credit Management in Receivables. Please let us know how we can enable Credit Management. We configured Credit Check hold in O…
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How to delete a credit memo posted and accountedHello, in the opening balance, we added the invoice transaction and then reversed it with a credit memo. Unfortunately, the Credit memo has a wrong date and therefore th… -
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 248 views 4 comments 2 points Most recent by Wendel Andrade Receivables & Collections
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Exclude some item in AR credit check calculationSummary: Exclude some item based on Sales Order type and/or Item attributes in AR credit check calculation Content (required): Hello, We are currently live (23C) and we …
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make the DFF mandatory only for CM and DM transaction classes based on transaction typesSummary:Is it possible to make the DFF mandatory only for credit memo and debit memo transaction classes, but not for the invoice transaction class? If not, is there an …Prashanth Tallapelli 1 view 1 comment 0 points Most recent by Jazmin -Oracle Receivables & Collections
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Issue updating DFf on transaction level using erpobjectDFFupdateServiceSummary: Hi team, https://*****************/fscmService/ErpObjectDFFUpdateService?WSDL I am using erpobjectDFFupdateService to update Global DFF on trx level.. for some …Aditi Agrawal2650 11 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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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 21 views 2 comments 0 points Most recent by Deepak Singal Receivables & Collections
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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…
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Credit Check Vs Open Credit AuthorizationHi all. We are migrating open Sales Order from EBS to Cloud. Orders which are not on Credit Hold in EBS, we don't want them to be on Credit hold in Cloud as well, so we …
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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…Koteshwar Tippani 51 views 2 comments 0 points Most recent by Koteshwar Tippani Receivables & Collections
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Pool of FundsNeed help determining what Oracle's capabilities for a "Pool of Funds" is: The use case - the customer is making an advanced payment resulting in an on account balance. …WPannetier 15 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections