Customer
Discussion List
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Customer load 19 sheet FBDI IssuesSummary: 1) After loading new customer using 19 sheet FBDI , load is completed but while navigating to Account - Profile History, screen gets frozen and not able to do a…Mayank_Agrawal 9 views 1 comment 0 points Most recent by CA Nirmal Choudhary Receivables & Collections -
Job role or privileges for receivables customer creationSummary: We are migrating AR customer from legacy system and we are try to build an integration which will trigger the customer creation process automatically. Please le…
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How to update ORIG_SYSTEM_REFERENCE filed of HZ_CUST_ACCT_SITES_ALLSummary: customer site was interfaced with wrong ORIG_SYSTEM_REFERENCE value to EPR fusion from an external system. Now we encountered error when tried to interface cust…Mohamed Iqbal Jahangeer 18 views 3 comments 0 points Most recent by Richa Priya-Oracle Receivables & Collections
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AR Invoice approval workflowSummary We are on path to migrating to Oracle AR Cloud. Current process for Invoicing customers involve manual process out of the system to get approval from Operations/…User_4T5PY 383 views 5 comments 2 points Most recent by Richa Priya-Oracle Receivables & Collections
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Temporary hold on customerHow can we put a customer on hold temporarily? A few documents mentions that we can do it by going into customer site and check the box "credit hold," but this option is…
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Default reference account for receivablesSummary: For some of our Business Units all customers have been created with a default reference account. For others the reference account remains empty when adding a BU…Fiona van Rooij 15 views 3 comments 0 points Most recent by Ashwin M-Oracle Receivables & Collections
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Custom Data Security for Party/Customer Account/SiteSummary: Good day, As per internal policies, we would like to decide which users can see which customer data. We have received in the past a document from Oracle which i…
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How to mask customer data to prevent its storage in a environment outside the country territorySummary: In global implementations converging on a single POD, it is essential to refrain from storing customer data in the AR and Credit Collections modules for countri…
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Review Customer Account Details doesn't show all transactionsSummary: Review Customer Account Details doesn't show all transactions consistently Content (required): When the user reviews customer account balances (Receivables : Ac…Niall McColl 156 views 17 comments 0 points Most recent by Jesús Vega-Oracle Receivables & Collections -
Customer Account numbering based on customer profile.Summary: The client is looking to have auto generated sequence numbering on customer account based on customer profile. Content (please ensure you mask any confidential …
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Unable to add New contacts using the Simplified Customer TemplateHi, I am Unable to add New contacts using the Simplified Customer Template, everytime it is giving the same error as below "An account site with this combination of cust…SaiJJJ-Oracle 29 views 4 comments 0 points Most recent by Richa Priya-Oracle Receivables & Collections
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How to charge addictional fee of 4% on Amex credit card transactions.Summary: We are implementing credit card payments using FIServ for one of our clients. There is a requirement to charge a 4% additional fee on Amex cards. Can anyone hel…Krishna Kanth Kommuru 20 views 0 comments 0 points Started by Krishna Kanth Kommuru Payables, Payments & Cash Management
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Is there any app to validate the site of customer?Hi, I would to know if there is some validation with google maps or another app when I create a site in the customer. Regards RominaRomina Grimaldi 14 views 3 comments 0 points Most recent by Richa Priya-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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Purpose of Contact Responsibility Type 'Inv' under the Customer Account Contact ResponsibilityWhat is the purpose of Contact Responsibility Type 'Inv' under the Customer Account Contact ResponsibilityKavitha -Oracle 46 views 6 comments 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to assign DUNS number at Customer Account LevelThere is party called YUMS brand which is at the corporate level and it has a DUNS number. Underneath this party, there are multiple Franchise accounts with name as Taco…
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What is the difference between Balance forward billing and customer statementSummary: What is the difference between Balance forward billing and customer statement Content (please ensure you mask any confidential information): When reviewing the …Aswathy Edison-Oracle 19 views 1 comment 0 points Most recent by Ashwin M-Oracle Receivables & Collections
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Error with findPerson method in crmService/FoundationPartiesPersonServiceSummary: We are receiving following error message when we are trying to find the contact party created through the SOAP service "crmService/FoundationPartiesPersonServic…
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Customer credit limit updateSummary: Hi When user is trying to update the credit limit at customer master level, Require workflow/approval process for each credit limit update. Is there any standar…MGS tech 25 views 3 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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How to delete existing customers Pan No.Hi, I have a customer "KKR" which is takeover by "Incred Financial". So the PAN no. for both the customers remains same. But we can't able to upload a Pan No. for "Incre…
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I am not able to find an approval workflow for customer.Hi, I was looking for some Oracle notes about if there is some approval workflow for customer creation, but, I didn´t find anything. Does someone help me to know if ther…Romina Grimaldi 18 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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Customer Simplified ErrorSummary: When we load customers alone via Customer Simplified spreadsheet its getting loaded. When we load customer and contacts together we're getting below error "The …Kishore S-Oracle 19 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections -
Update customer profile with SOAP API with Correct Record instead of Insert RecordSummary: Hi, When we use SOAP API (https://servername/fscmService/ReceivablesCustomerProfileService?WSDL) with operation 'updateCustomerProfile' to update customer profi… -
Interest of conflict - restrict access to certain trading partners (suppliers and customers)Summary: We have a requirement where the user can not see any trading partner (supplier or customer) where they have a conflict of interest. It can be that the customer/…SirilG 23 views 1 comment 1 point Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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unable to see data in IEX_BANKRUPTCIES table any standard report available?Summary: Unable to see data in IEX_BANKRUPTCIES table , is there any specific job role to view the data in this table or is there any specify bankruptcy report available…
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how to create a custom Role for Account Receivables .Summary A custom Role for Account Receivables need to be Created with below requirement . Content (please ensure you mask any confidential information): Version (include…Eleti Mahender 26 views 1 comment 0 points Most recent by Karun_Jain-Oracle Receivables & Collections
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Can Oracle Advanced Collection support more than 4 templates for dunning?Summary: Oracle provides 4 standard BIP templates for Dunning in collection i.e. soft, Moderate, Hard and Final. We can customize these as per clients requirement. But f…
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How to make customer Bill to contact email address mandatorySummary: Can we make Bill to contact email address mandatory Content (please ensure you mask any confidential information): We have a business requirement as mentioned b…Himangshu_cons 18 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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What does it mean "As-of Date"?Hi I would like to know the functionallity of parameter "As-of Date" of report Create Customer Statement , because I tried to run it for September month, but the report …Romina Grimaldi 13 views 1 comment 0 points Most recent by Ashwin M-Oracle Receivables & Collections
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No Access to modify the screen when importing transactions in Billing - ReceivablesHello, in Receivables Billing, the user can't access to edit the information when he imports transactions. He can't modify anything. please advise.Victor Chrabieh 20 views 3 comments 0 points Most recent by Victor Chrabieh Receivables & Collections