Customer
Discussion List
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How to Add a Field in Customer FBDI TemplateSummary: We have a requirement to Capture D&B Credit Ratings onm Customer master. Have enabled the D&B Credit Rating feild as suggested in the Oracle Note 'How to Add Du…Sameer Raleraskar 11 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections -
How to create a customer using rest api/soap services?We want to create a customer using rest api and soap. We did those steps: 1- Customer Profile using rest api a) The body: { "SourceSystem": null, "SourceSystemReferenceV…
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Send communication to client that after certain days the invoice will be dueSummary: Expectation is sent customer a communication before an invoice is due in oracle informing that in "x" number of days the invoice will be due, so they should pay… -
Customer profile not created automatically at registry id levelSummary: Customer account and site profile getting created through FBDI but at registry id or party level it is not reflecting the profile history. Which field should be…Purbita 175 views 13 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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In Oracle Fusion Collections, when we complete task, updated strategy tasks are getting assignedHi Team, I have a Strategy Method "Key Customer" (with tasks Phone Call 1, Phone Call 2, Phone Call 3, Phone Call 4) in my system already. I have a delinquent customer w…ch v l c s pavan kumar 26 views 1 comment 0 points Most recent by Vitalie Rusanovschi-Oracle Receivables & Collections
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How to "Correct Record" for a customer account "Profile History" record by SOAP APISummary: In Customer Account UI, I can "Correct Record" for a line of "Profile History". I would like to achieve the same operation by SOAP API ReceivablesCustomerProfil…boeingdream 196 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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Customer Statement - Advise of unsuccessful emailed statementsSummary Customer Statement - Emailed - Advise of unsuccessful emailed statements requiredContent This surfaced after a training session with the client where in the ques…
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in AR Billing, the error is: "You must enter a valid sold-to customer contact"Hello, when creating a transaction, an error pops up: You must enter a valid sold-to customer contact. Therefore, I can't save the transaction or complete it. Please adv…Victor Chrabieh 449 views 7 comments 0 points Most recent by Victor Chrabieh Receivables & Collections -
Can Customer Name be changed in Receivables?Summary User would like Customer Name changed. What will be the consequence of this change?Content Invoices are uploaded everyday in Receivables. User has a requirement …User_2025-03-10-22-58-54-993 155 views 9 comments 0 points Most recent by Jesús Vega-Oracle Receivables & Collections
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We are merging two different customers and we want to know what is the impactWe are merging two different customers and we want to know what is the impact on the below mentioned points: Merged customer accounts and sites, Invoices, DM and CM pend…Aditya Koch 44 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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How can we place validation for customer tax registration number?Summary: The system should not allow users to save customer tax registration details if the tax registration number is not of the specified length say 15 digits Content …Nalsoft Pvt Ltd 34 views 3 comments 0 points Most recent by Kishore S-Oracle Receivables & Collections
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How to locate to exact transaction number in AR reconciliation report for Receivable Variance amountSummary: Hi Team, During month end period close, client noticed Receivable Variances amount in Receivables to Ledger Reconciliation Summary. But as amount hyperlink is n…
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Fields which we cannot update by using customer FBDISummary: I am looking for the list of fields which we cannot update by using Customer FBDI. Content (required): I am looking for the list of fields which we cannot updat…
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How to Add contact(communication) at site levelSummary: we are trying to add contact information using FBDI at site level Can anyone help me with the information on What sheets and fields do we need to populate. Vers…Priti Mallah 48 views 1 comment 0 points Most recent by Venkat Patlola-Oracle Receivables & Collections
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How to delete a single contact among Multiple contacts from Account using an APISummary: Hi All, I am trying to delete a contact which is Under an Account Site. I need to delete only a single site even if there are multiple sites under the same acco…Tamilselvan Natarajan 13 views 3 comments 0 points Most recent by Kishore S-Oracle Receivables & Collections
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Does Customer FDBI support loading DFF segments of date type?Summary: Is this available on 23A? As per the following MOS doc, it's an enhancement. How To Load DFF Number And Date Field Attributes (Doc ID 2455674.1) Content (requir… -
Is possible update Customer Account and Site?Summary: We need update an 100 customer accounts, we would like use a web service because we have a date with the information. Content (please ensure you mask any confid… -
what is the rest api for the Customer ACCOUNT?Summary: We need web service rest api to get and post customer accounts informations. Content (please ensure you mask any confidential information): we are tring to crea…
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if we create customer using ADFDI can we update customer site communication and profile using FBDIHi , I have this doubt if we create customer using ADFDI (import customer from spreadsheet) can we update customer site communication and profile using FBDI if not then …
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How to import customers using 'Upload Customers From Spreadsheet'?Summary: How to import customers using 'Upload Customers From Spreadsheet'?Veronica Stefan-Oracle 50 views 1 comment 1 point Most recent by Veronica Stefan-Oracle Receivables & Collections
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How to disable/restrict emails generated while registering contacts.Summary: How to disable/restrict the Welcome and Password reset emails generated when a contact is registered for Bill Management Content (please ensure you mask any con…
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How To Add Existing Contact To An Existing Customer Account Site in Bulk using REST or SOAP or FBDISummary: How To Add Existing Contact To An Existing Customer Account Site in Bulk using REST or SOAP or FBDI Content (please ensure you mask any confidential information…
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Is there any possibility to get the "short description" (customer account site) field editable?Summary: Content (please ensure you mask any confidential information): I loaded customers using the UploadCustomersTemplate having the fields "Short Description" and "A…Oliver Lemaire 55 views 5 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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must enter a valid combination of customer number, customer account number, and customer site numberSummary: When I try to create an entry of Reference Account for a "Bill To" site by SOAP API, I got error: "You must enter a valid combination of customer number, custom…
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how to create contact points at party level using fbdiSummary: We have created a Party, Party Site, Party Site Use, HZ Cust Account, HZ Cust Account Site, HZ Cust Account Site Use, Party Relationships and HZ Location using …Raoof Ahmed 311 views 3 comments 0 points Most recent by Richa Priya-Oracle Receivables & Collections
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Manage Receivable customer profile classWe have not set up Generate bill and preferred delivery method in receivable customer profile class but instead of that we can see that fields in the Customer.
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Customer creation workflow - workaroundMy client needs customer creation to happen in the below steps. Can someone provide a workaround solution to this as I understand there's No out of the box customer crea…