Customer
Discussion List
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Would like to know if history on customer data can be capture in audit report?Summary: Hi, We have custom logic in our Invoice deployments to customers based on few enabled attributes at Customer Site level. There are few cases where the customer …Mounika Samayamantri 18 views 3 comments 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections -
New LOV Values for Debit Authorization MethodPlease can you share the Look up code name to add additional values for Debit Authorization Method, under Receivables Customer Thanks kcK Chid 6 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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can we mass upload DFF at customer account level by using import managementcan we mass upload DFF at customer account level by using import managementAkhila.Allagadda 16 views 2 comments 0 points Most recent by Akhila.Allagadda Receivables & Collections
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Why are Transaction Numbers duplicating in Accounts Receivable?Summary: Transactions interfacing into AR from AGIS (Global Intercompany) are assigned duplicate Transaction Numbers in AR. Not sure if this is a document sequence issue… -
Unable to select customer site when creating receiptWhen creating a receipt I am unable to search for the customer site even though the site does exist for the associated account. This is an issue in both "create receipts…justinlaue 26 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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What all sheets in 19 tabs are required to be filled to insert Contact for Customer?Summary: Hi, We have populated 19 tabs fbdi for a customer to insert a contact. We have filled the below sheets: Parties Party Sites Accounts Account Sites Account Conta…Rahul Kumar Gupta.-Oracle 54 views 2 comments 0 points Most recent by Rahul Kumar Gupta.-Oracle Receivables & Collections -
AR Customers gives you address line 1, 2, 3 whist creating a customer site. Weneed Address Line 4.Summary: Current out of the box functionality in AR Customers gives you address line 1, 2, 3 whist creating a customer site. We have a need for Address Line 4. In Manage…
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Is it possible to set the Statement setup at Customer Account level, rather than Customer SiteHi , We are unable to set the Statement setup at Customer Account level rather than Customer Site For example: Account Number -123xx has around 30 sites within it, but w…
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Merge capabilities are currently availbale in non-CX licensed ERP for customersSummary: Merge capabilities are currently available in non-CX licensed ERP for customers need someone to find out if there is any functionality left in base AR for merge…
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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 45 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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How to merge two customer accounts within the same customerSummary: How to merge two customer accounts within the same customer? Content (please ensure you mask any confidential information): We have created multiple customer ac…mbs_ 709 views 5 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 to create customer through FBDIHi I am trying to create a new customer through FBDI, can someone please let me know what are the require excel sheets needs to be updated. I tried to replicate the same…AbhilashMankar 32 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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create/update tax profile: TAX Classification Code on customer site level through REST APISummary create/update tax profile: TAX Classification Code on customer site levelContent We have an interface to Oracle Cloud Applications that create and update our cus… -
Is there any Webservices available to Create the Profile class (Customer Profile) at Customer PartyHi Team, One of our Client has the requirement to maintain the profile Class at the Customer party level to maintain the Credit limit, Credit Rating and other fields whi…Venkata Mastan Reddy Pamu 33 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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Need to translate certain fields on Customers and AR TransactionSummary: We have a requirement to translate the following fields related to Customers and AR Transaction. 1. Customer Party Name 2. Address Line 1,2,3, etc 3. City 4. Cu…Sai Sudha-Oracle 15 views 2 comments 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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Migrated AR report returning an error which has DFFsSummary: I have migrated 3 AR OTBI reports from one instance to another and earlier I was not able to find those DFFs in OTBI though it was configured but post running t…Rahul Kumar Gupta.-Oracle 7 views 0 comments 0 points Started by Rahul Kumar Gupta.-Oracle Reporting and Analytics for ERP
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From where does payment term defaults from while creating a sales order?Need to know from where does the payment term defaults from when creating a sales order when a customer has different payment terms at account and site level.Ashwin 18 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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How to restrict only can view customer by BU during SO creationIs there any way to restrict only can view and choose customer by BU during SO creation. Example: Customer ABC belong to MY BU | Customer XYZ belong to JKP BU Now, I am … -
Have Customer Accounts Business Unit EnabledContent We have customers defined at the global level to support a centralized sales team. Orders are raised by the central team for all Business Units. However when rai…User_2025-02-05-01-35-28-571 61 views 7 comments 1 point Most recent by Milton Jr. Receivables & Collections -
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… -
Can the customer site address can be defaulted by choosing the post code?Hi there Recently the clients from SG asked a question that whether the customer address in AR module can be defaulted when they type in the post code only? Cuz they sai…Alex.s.li-Oracle 14 views 4 comments 0 points Most recent by Alex.s.li-Oracle Receivables & Collections
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Lockbox: Combined Weighted Threshold setup is not functioning as Expected in ReceivablesSummary: Based on the Customer Weightage, Business is matching the Receipts vs Transactions in receivables In Lockbox Process, Under Manage AutoMatch Rule set. User trie…Baskara Sateesh-Oracle 16 views 3 comments 0 points Most recent by Baskara Sateesh-Oracle Receivables & Collections
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Site LanguageWhat for the "Site Language" field is used?
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Colombia Regional Localization DFF on CustomersWe need below Colombia regional dff, we enabled localization but there was no regional dff for colombia. -
Is there a limit for number of Customer Relationships?Summary: Content (please ensure you mask any confidential information): Say, there is a sponsor who is sponsoring 1000s of students. Can all these students be linked wit…
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Unable to upload attachments via Import Management Task in Customer Data Management OrganizationSummary: We would like to add attachments at Organization (Party Level) by uploading csv file via Import Management task. When we are uploading attachments manually by n…
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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…
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How to send output's for Import AutoInvoice(Execution Report) over email to usersSummary: we have a requirement to send output's for Import AutoInvoice(Execution Report) over email to users. Content (required): we have a requirement to send output's …User_FVJ8C 107 views 5 comments 1 point Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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AR Custom Readonly Role: Unable to add the “Manage Customers and Manage Adjustments” tasksSummary: AR Custom Readonly Role: Unable to add the “Manage Customers and Manage Adjustments” tasks Content (please ensure you mask any confidential information): AR Cus…