Credit Management
Discussion List
-
How Credit card refund works in Oracle Receivables CloudSummary: Hi Team, We have a requirement where business has asked on process and capability in oracle to handle credit card refunds. Do we have any option or process deta…Aru Chauhan 17 views 3 comments 0 points Most recent by Aru Chauhan Payables, Payments & Cash Management -
Can we configure approval matrix on customer creation ?Summary: Can we configure approval matrix on customer creation ? Content (please ensure you mask any confidential information): Business requirment is to have customer c…
-
How to review credit data points of customers imported through fbdiSummary: In Credit management module, Oracle provides FBDI template to load credit data points for the customers. However, once the data points are loaded, the user does…
-
Cancellation option is not available for the AR transactions?Can you please share regarding this? Thank you -
Receipt number is not uniqueHello, Receipt number is not unique. How can we fix this? Thank youVictor Chrabieh 21 views 2 comments 1 point Most recent by Victor Chrabieh Receivables & Collections
-
Credit review pending future ordersHello, We have a problem with the Credit Review Pending, in our client they want that the credit limit calculation does not take into account the forward orders that are…diegosanro 36 views 1 comment 1 point Most recent by Andreea Laura Panait-Oracle Receivables & Collections
-
The AR AGING Report takes into consideration which activity date?Hello, during the opening balance, we created an AR Invoice and accounted in 31/12/2019. Then we created a credit memo to reverse it, the activity date was 7/5/2023 and …Victor Chrabieh 15 views 2 comments 1 point Most recent by Suganthi Saminathan-Oracle Receivables & Collections
-
Victor Chrabieh 25 views 5 comments 1 point Most recent by Victor Chrabieh Receivables & Collections
-
Is there a way to cancel or reverse a credit memo?I need help with a credit memo issue. We have a credit memo that was created in the wrong accounting period, and this discrepancy is affecting our AR aging report. The p…
-
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 …
-
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…
-
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 45 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
-
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 …
-
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 …
-
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… -
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 =…
-
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 121 views 2 comments 2 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections -
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 36 views 7 comments 1 point Most recent by Karun Jain-Oracle Receivables & Collections
-
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 30 views 2 comments 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
-
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 42 views 1 comment 0 points Most recent by Deepak Singal Receivables & Collections
-
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 28 views 4 comments 0 points Most recent by Cristian Gonzalez S Receivables & Collections
-
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 24 views 1 comment 0 points Most recent by Richa Priya-Oracle Receivables & Collections
-
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 16 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
-
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…
-
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 21 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
-
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…
-
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 17 views 1 comment 0 points Most recent by Raghuram Saradka-Oracle Receivables & Collections -
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 28 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections