Customer
Discussion List
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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 37 views 1 comment 0 points Most recent by Karun Jain-Oracle Receivables & Collections -
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 42 views 1 comment 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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credit memo duplicate optionWhile creating credit memo from duplicate option it works for first time however when we cancel and try to do it again it did not worked. It is only working if we do it …
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Audit report for customerSummary: We have a requirement to fetch the Audit report for customers, we tried to fetch it from Generate audit report, but no information is fetching in Report. so nee…
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Oracle receivables transaction sourceHello All, The Receivables Transaction Sources with the type as Imported is end dated and also unchecked the Active check box on the Manage Transaction Source page, thes…Deepak Jadhav 15 views 1 comment 0 points Most recent by Phil DeCoster - Support-Oracle Receivables & Collections
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Updating Customer Account Using FBDI: Updates Account Termination Date To NullSummary: Updating Customer Account Using FBDI Updates Account Establishment Date To Null Requirement: We have Customer Accounts and Account Site records that were create…Gireesha Pinnagoda 107 views 3 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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How to run Import Autoinvoice process for all customers except for specific customersSummary: How to run Import Autoinvoice process for all customers except for specific customers. for instance, we have more than 4000 customers. we need to run the Autoin…
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Customer creation page level enable a link for Risk profileSummary: Hi, Business need to have the option for the customer risk profile While creating the customer. Can we enable a link in customer page which has the risk profile…MGS tech 36 views 8 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Jesús Vega-Oracle 20 views 1 comment 0 points Most recent by Jesús Vega-Oracle Receivables & Collections -
How to edit "Site Language" parameter name from the Manage CustomersSummary: How to rename "Site Language" parameter from the Manage Customers UI (Site Level). Content: Version : 23DJesús Vega-Oracle 15 views 1 comment 0 points Most recent by Jesús Vega-Oracle Receivables & Collections
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How to add attachment in customer bank account via API?Summary: We have requirement from client to add cancelled check as attachment in customer bank account. Kindly provide the relevant API to do the same. Content (please e…Maitree Dwivedi-Oracle 27 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to add Countries in Mass Upload on the "Manage Remit to Addresses" Task?Summary: We would like to add multiple countries on this task "Manage Remit to Addresses", is there an FBDI or Import Mapp or a web service to do so? Content (please ens…
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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 13 views 1 comment 1 point Most recent by Daniel S.-Oracle Receivables & Collections -
Is it possible to limit the access of the account receivables specialist role to specific customer/sSummary: We have a business requirement to limit the access of the Account Receivables Specialist role to a specific set of customers only, for example, those customers …Juliet Soriao 26 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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Update site profile with FBDI for account sites created from UISummary: We have bill-to account sites and site profiles created from Manage Customer UI. Now we want update some attributes on these these site profiles. Does FBDI supp… -
Customer Import Load Details in Callback ServiceSummary: Customer implementing automate customer import process using OIC and FBDI. The requirement is to send the status of the import process including customer load r…Rajesh Reddy Pinninti 16 views 2 comments 0 points Most recent by Adam Liu Receivables & Collections
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CREDIT_BALANCE_STATEMENTS must be null when STATEMENTS is null.Hello, We are getting below error while uploading Customer Bank Accounts through FBDI. CREDIT_BALANCE_STATEMENTS must be null when STATEMENTS is null. Please advise.
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How to update customer profile DFF using SOAPSummary: We have created a customer profile dff and we are trying to update the dff when we are creating the customer profile through web service, can someone please dir…
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In receivables module, is it possible to have different 'From' Email ID's when invoice is generated?Summary: In Receivables module, under the task "Manage Receivables system option", for the field "Transaction Delivery Using Email" currently we are able to provide only…Mansi Vora 70 views 3 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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After a profile is end-dated, it can still be changed and saved.Summary: After a profile is end-dated, it can still be changed and saved. Changes should not be made to end-dated profiles for audit purposes. Can we turn this functiona…vasanthi vani kondadhasua 7 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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Duplicate location in hz_locations tableSummary: We are creating accounts from CX Sales to ERP Cloud. One creation of the Sites we have a call to merge location in OIC which sends payload to ERP adapters but t…Ranjith Kumar S T 40 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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Revenue Recognition through Post-Billing Customer AcceptanceSummary: How can the revenue be organized only after recording customer acceptance in fusion Content (required): Hi Experts, There is a requirement to stop the revenue f…
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Is it possible to split revenue recognition with fixed calendar date and user-entered percentage ?Summary: Split revenue recognition based on fixed calendar date with different percentage Content (please ensure you mask any confidential information): Hello, On Oracle…Thibault Dufnerr 6 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections -
Is there a way a Customer can be deactivated using FBDI?Summary: Is there a way a Customer can be deactivated using FBDI? Content (required): Please suggest how to deactivate a customer using FBDI or is there any separate tem… -
What does Fulfillment date, order date and shipment dates mean in the credit expiration calculationSummary: This is the Oracle document on 'How the Credit Authorization Expiration Date is Derived' How You Set Up a Customer Profile for Credit Checks (oracle.com) If the…
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Why we are not able update the Start Date(From Assignment Date) while creating the customer bank a/cSummary: Why we are not able update the Start Date (From Assignment Date) while creating the customer bank account if entered incorrectly Content (required): In Manage C…
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How to Update the Attribute CONTACT_PERSON_ID Using Either 19 Sheet or 4 Sheet FBDI template?Summary: Could you please let us know how we can update the attribute CONTACT_PERSON_ID using either 19 sheet or 4 sheet FBDI template? I am unable to find which sheet i…shivakumar.gurram 38 views 3 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Transmit invoices with portal upload as preferred delivery methodSummary: I have setup customer site profile preferred delivery method to "portal upload". We have some client invoices that need to be uploaded into a client portal in a…Raj Mohanraju FRNT 211 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Terminate customer account using FBDIHi Team, Can someone share sample working FBDI to terminate customer account? this will be a great help. Regards, KalpeshKalpesh Salunke-Oracle 7 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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REST API or SOAP Service to get customer ar invoiceSummary: Is there are oracle REST API to fetch AR Invoice details in Oracle cloud. Content (please ensure you mask any confidential information): Is there are oracle RES…