Credit Management
Discussion List
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item dff attribute in receivables SLA (Credit Memo)Summary: We are trying to derive Credit Memo SLA rule using Item DFF attribute. Under 'Manage Sources', we found below attributes: CM_LINE_GLOBAL_ATTR2 – CM DFF Line Att… -
Notification for Credit Check failure hold in Credit ManagementDo we have capability to notify Credit Analysts/Managers as soon as a case folder is created for Credit Check Failure hold?
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REST/SOAP service to Remove Credit Memo ApplicationWe are looking for an API/SOAP service which will allow us to remove the application of a credit memo to an invoice. This can be done via the UI: Receivables > Accounts …
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Is it possible to implement Credit Management for customers in AR without implementing Order Mgmt ?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…zulfi_adm 17 views 2 comments 0 points Most recent by Vivek Mandowara-Oracle 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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Do we have any REST/SOAP API to Get/create/update Credit Classifications and Credit analysts?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…AseefShaik 5 views 1 comment 0 points Most recent by Sairam Surampalli-Support-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…
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Is there an ess job to populate the credit case recommendations into the customer profile?Summary: We are not using the sales module, but we are using credit management in Receivables and creating credit case folders to manage credit limit recommendations, ho… -
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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Credit hold releasing automaticallySummary: An Order is placed for credithold due to insufficient credit limit after that customer makes some payments Business user is not aware of the receipt Business us…Sandhya Nandigam 72 views 3 comments 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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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. 516 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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Need setup document to implement Credit managment in ARHi team, We need to implement Credit management in AR, do we have any setup document for the same? this will be a great help. Regards, KalpeshKalpesh Salunke-Oracle 18 views 5 comments 0 points Most recent by Kalpesh Salunke-Oracle Receivables & Collections
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required to restrict access for creating credit memo directly in AR modulSummary: Hi All, can anyone please help on this as required to restrict access for creating credit memo directly in AR module Content (please ensure you mask any confide…
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Document Sequence AR Credit Memo IssueI have setup my AR Document Sequence: Invoice 1: 1xxxxxxx range that was active up until 23-Feb-2023 (this was the end date) and Invoice 2: 2xxxxxxx range that has been … -
Credit Case Folder Automatically Closed if SO CancelledSummary: Credit Case Folder Automatically Closed if SO Cancelled Content (required): Sales order goes on error/.hold due to Customer exceeding the Credit Limit. Case fol…
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Unapplied receipts dashboardSummary: We have a customer who is experiencing a challenge with the AR unapplied receipts dashboard, it displays unapplied credits but does not display credits that are…Maria Smith- de Novo Solutions 17 views 2 comments 0 points Most recent by Maria Smith- de Novo Solutions Receivables & Collections
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Is there functionality in the AR module to issue a CM which triggers a refund back to the customer?Summary: We have overbilled a customer which they have paid the invoice. The customer is now requesting for a refund of the overpayment. Normally when we create credit m…Cris_Yee_Allenite 20 views 1 comment 0 points Most recent by Renuka Gajavelli-Oracle Receivables & Collections -
Credit Card ConfigurationHi Team - Customer wants to use Customer payment by Credit card. They are SSO enabled and also going to partner with Cybersource. The the cloud tenancy is also enabled f… -
is there way to hold the sales order for customers with overdue invoicesSummary: business needs the application to hold the sales order for customers with overdue receivable transactions Content (please ensure you mask any confidential infor…Abdelrhman Samy 63 views 2 comments 0 points Most recent by Abdelrhman Samy Receivables & Collections
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Is there a business event for receivable transaction accountedWe need to create a business event where if receivable transaction is accounted/ posted to GL it should hit the integration. Is there an event for the same?Shruti Agrawal 25 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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Release Credit Hold for Customer Accounts where Credit Hold Flag is Checked on Account ProfileWhen a customer account profile class has Credit Hold flag checked in the customer master, all orders for that customer account will go on hold. However, no case folder …
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Credit ManagmentHi Team, As per Oracle documentation, available credit is calculated using below formula. Available Credit = Total Defined Credit Limit - Open Credit Authorizations - Op…
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How to handle AR Invoices that are over billedSummary: There are certain AR Invoices that are over billed. We have to close them off. How do we handle such cases in AR Fusion Content (please ensure you mask any conf…
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Credit check hold on 100% Advance Payment Term on sales orderSummary: Credit check hold on 100% Advance Payment Term on sales order Content (please ensure you mask any confidential information): Business Requirement is as below: C…
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Creating a credit memo using a web service: Ensure the tax amount is always set to 0.I'm attempting to generate a credit memo through the web service: https://servername/fscmService/CreditMemoService?WSDL My goal is to have the line amount set to 100%, w…
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assign debits and credits to customer's accounting entries?Hi, we need to know if there is anyway to assign automatically debits and credits to customer's accounting entries but taking into account we need this for internal docu…
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Credit Management - Round off for Available CreditHi All, Can anyone please suggest if there is any option to round off Available credit value in Credit Checking Request Information within Credit Management. Business wa…ch v l c s pavan kumar 17 views 3 comments 0 points Most recent by Deepak Singal Receivables & Collections
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Is there any approvals for the Account Receivable module?If yes, please share. Thank youVictor Chrabieh 49 views 8 comments 1 point Most recent by KaranRaj-Oracle Receivables & Collections -
How to do collections setup in receivables?Summary: How to do collections setup in receivables. Require detailed setup documentation regarding the collections setup in rceivables in Oracle fusion. Content (please…
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Update Credit Analyst in Oracle AR SystemWe are seeking to change the credit analyst for around 1,400 customers in Oracle AR system without manually updating each profile. Is there a way to achieve this without…Patrick Chrabieh 15 views 1 comment 1 point Most recent by Florin Enache-Oracle Receivables & Collections