Credit Management
Discussion List
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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…Victor Chrabieh 24 views 1 comment 0 points Most recent by Victor Chrabieh Receivables & Collections -
Ability to display NFS checks (Non-Sufficient Funds) at the top of collector's queueSummary: Does advanced collections in Oracle fusion have the Ability to display NFS checks (Non-Sufficient Funds) at the top of collector's queue Content (please ensure … -
Which table contains Credit management, Credit scoring model detailsSummary: Could you please provide the name of the backend table where the details of credit collection data points, such as category, data point name, DataPointId, data …Jeetesh Singh 11 views 1 comment 0 points Most recent by Phil DeCoster - Support-Oracle Receivables & Collections
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SO not undergoing Credit Hold even with past due invoicesSummary: SO not undergoing credit hold even with past due invoices. What we want is: For SO to not undergo credit hold when there is no past dues, but if there is, it sh…
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Credit Check Credit HoldI need to know the correct setting to use for customers with a credit balance, so their orders can go through without a credit check if the order amount is less than on-…
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How set customer credit limit without sales order in receivables moduleSummary: Customer credit limit required to be set for loan customers in receivables module Content (please ensure you mask any confidential information): Top management …Jeetesh Singh 11 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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How to setup credit limit in customer site and apply credit hold to sales order?Summary: How to setup credit limit in customer site and apply credit hold to sales order? Content (please ensure you mask any confidential information): My client wants …
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How we can change the labels of standard fieldsSummary: Under Customer Profile History, can the labels for the Credit Limit and Order Amount Limit be modified? We would like to change Credit Limit to Non-Peak Credit …
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Customer Balances tracked by Business UnitSummary: If a Customer Party / Customer Account and its Bill To Site is transacting between 2 Business Units. Customer Account/Site is shared between 2 BUs having the sa… -
How to setup Credit Limit on Customer/Cust Site to apply simple Credit Check Hold on Sales OrderSummary: We have a requirement to apply Credit Check Hold on Sales Order based on Credit Limit of the Customer Content (please ensure you mask any confidential informati…
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Is there a way to not expose uninvoiced orders for Credit Balance Calculation?Summary: The available credit for the customer or customer account is calculated as: Total Defined Credit Limit - Open Credit Authorizations - Open Receivables Balance =…
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Sales Order creation to go on credit hold if the customer has Past Due Invoice AmountSummary: We have a requirement to create Sales Order for a customer and it should go on credit hold when the customer has Past Due Invoice Amount irrespective of the cre…Mahesh Kumar Lakshmana 57 views 2 comments 2 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections -
Credit Transaction ErrorSummary: get_tax_subscriber: 1 : User-Defined Exception The tax calculation couldn't be completed. (ZX-885378) Content (required): While we creating Credit transaction w… -
I can't create a refundHello, I am navigating into "manage credit memo applications" in AR, but unfortunately when I search for the transaction number and click on issue fund, the following er…Victor Chrabieh 32 views 7 comments 0 points Most recent by Karun_Jain-Oracle Receivables & Collections
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Credit Case Folder - Recommendation ValuesSummary: After opening the Credit Case folder, i cannot see the Recommendation values. Anyone can help ? I have Credit Manager Role and required Data Access assigned alr…Kapil Dev Mittal 13 views 2 comments 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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is there any guide/tutorial on how to setup customer party heirarchy?Summary: Hi, We are planning to setup credit check at customer party level. But there seems to be no specific document on how to setup customer party hierarchy. we found…BhargavC 71 views 4 comments 1 point Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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Does the credit limit apply to invoices from Project Billing?Summary: The customer uses Project Management as the main source of AR transactions. They are interested in the credit limit feature available in AR (the fields availabl…Silvia Damiani-Oracle 15 views 1 comment 0 points Most recent by Deepak Singal Receivables & Collections
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How is calculated the point in credit score for credit management?Summary: I'm implementing credit management, and I did not find any documentation that indicates what is the formula used internally to calculate the points in the credi…Cristian Gonzalez S 21 views 4 comments 0 points Most recent by Cristian Gonzalez S Receivables & Collections
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Is there an approval flow to review customers' credit limit authorization?We need some clients to be reviewed by different headquarters before authorizing the defined credit limit. Is there a way via BPM or another way to configure an approval…Cristian Gonzalez S 12 views 1 comment 0 points Most recent by Richa Priya-Oracle Receivables & Collections
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Credit Case Folders get created upon Freight UpdateHi, For a few sales orders, the credit case folders are getting created upon freight charges update in the order. The freight charges are updated through the integration… -
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… -
Jitender 11 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Define a Approval Rule when Issue Refund Action Taken on Credit Memo.Summary: We have business to create an approval for Credit memo whenever Issue Refund action taken on it, currently whenever Issue Refund action performed fund are getti…
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Working of CreditCheckingService SOAP WebserviceSummary: Working of CreditCheckingService SOAP Webservice Content (please ensure you mask any confidential information): Hello Team, We would like to know how the Availa…Atul_Ghd 11 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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Is there a way to make EFF attribute mandatory to capture BU if credit hold check box enabledSummary: Whenever Credit Hold Check box is selected at Customer Profile level, need to make Credit Hold in Operating Unit attribute mandatory. If this is not feasible th…
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Do we have any REST/SOAP API to update a salesperson name in AR referred to invoice credit memo?Hi All, Could anyone please help with the requirement to create a credit memo linked to AR invoice with salesperson name via API. Thanks.Tamseel 14 views 1 comment 0 points Most recent by Raghuram Saradka-Oracle Receivables & Collections
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Can system put Sales order on credit hold if for that customer overdue AR invoice existBusiness Scenario: INR 15000 is Total customer limit, INR 10000 Overdue AR Invoice (Which has passed due date and yet collection not booked) exist in system and Suppose …saketjain 11 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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All employees appearing in LOV for credit analystIn credit case folder, all employees who are not even user, are appearing in LOV of Credit Analyst when trying to reassign. Expectation is that only users with Credit Ma…Deepak Singal 21 views 1 comment 0 points Most recent by Venkat Patlola-Oracle Receivables & Collections -
Orders always on credit holdSummary: Hello experts! I would like to know if there is a way in which I can hold for credit limit all orders generated for any customer. That is, whenever an order is …
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credit case folder not showing refreshed amountsHI all. When a credit case folder is created, data points would have current values like current receivables balances etc. With time, these values may change and those l…