Customer
Discussion List
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AR Transaction Revenue SLA is not working as expectedSummary: am trying to create revenue SLA based on a mapping set with input source (Transaction Sales person number line Level)and output is the (Region segment) Value, i…Ali Essam El-Bandrawy 148 views 3 comments 0 points Most recent by Venkata Kompella Receivables & Collections -
Add Customer NAME in the Search Criteria for account RelationshipSummary: Content (required): While creating a customer account relationship, is there any way we can add Customer NAME in the Search criteria? Version (include the versi…Vinay Gharge 61 views 4 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections -
How can we get the customer statement report with transaction details for all invoices and receiptsDear All, How can we get the customer statement report with transaction details for all invoices and receipts in debit and credit format? Thanks and regardsShakkir K.K 61 views 2 comments 0 points Most recent by Siddhant Aggarwal-Oracle Receivables & Collections
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Customer Standard FBDI template VS Simplified templateHi Team, We are supposed to import/convert customer data from third party systems to oracle fusion for one of our client . We need to decide which template to use for th…Animesh___Kumar 715 views 2 comments 0 points Most recent by Siddhant Aggarwal-Oracle Receivables & Collections
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Is there ESS program to create customers from Customer Data Management to Accounts ReceivablesSummary: Is there ESS program to create customers from Customer Data Management to Accounts Receivables in Fusion. Do we have any inbuild integration between CDM and Fus…Balakrishna Sivappagari 61 views 3 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Can we put customer on hold automatically on basis of Past due Debts.Summary: Can we put customer on hold automatically on basis of Past due Debts. Content (required): If customer's Open receivable balance which is past due Up to 30 days …GSR G.Sriram-Oracle 23 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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Do we have any Report giving the details of miscellaneous receipts in Oracle Fusion?What is the name of the BIP report giving providing details of the miscellaneous receipts in Oracle Fusion?KanikaGupta 42 views 2 comments 0 points Most recent by Vivek Mandowara-Oracle Receivables & Collections
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Has anyone used Billing Extension to trigger a Popup exception message while creating AR transactionSummary: Has anyone used Billing Extension to trigger a Popup exception message while creating AR transaction based on Customer "Business Unit Reference account Setup at…GSR G.Sriram-Oracle 41 views 2 comments 0 points Most recent by GSR G.Sriram-Oracle Receivables & Collections
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Update Reference Accounts in Customer InformationSummary: Hi i have issue after implementation and upload customers information using import customer template , we found huge customer record revenue segment it's not up… -
Will transactions that took place prior to a customer being registered in Bill Management appear?Summary: Content (required): The Customer does not see any invoices listed in Bill Management. The transaction occurred prior to the Customer gaining access to Bill Mana…BB23478 31 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Company Registration NumberWhere to record Company Registration Number on Customer Level I did not find any field on the customerSandeep Nihalani 141 views 5 comments 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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What is the use of the key account check box when creating a customer in Receivables?Summary: Content (required): This checkbox is under the Account Address Details section at the bottom of the Create Customers page. Version (include the version you are …Lou Maroney 155 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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PST NOT CALCULATING ON INVOICESummary: We have an invoice where PST is not calculating on a BC invoice. The Bill To is in Alberta, but the Ship is BC. Content (required): We have an invoice where PST…Robert G Wilkinson 14 views 1 comment 0 points Most recent by Bianca Fildan-Oracle Receivables & Collections
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Localization with respect to Oracle Fusion Receivables for Spain CountrySummary: Implementing the Fusion Localization with respect to receivables for Spain country Content (required): Need help in implementing localization for Spain countrie…Pushkaran 123 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Can we add all customers display under each Collector in Manage Resource even though not delinquent?Summary: Our client wants to show all customers under their Collector Agent on the Manage Resources Page. As of now, the only customers that is showing are the delinquen…Tsikoy Caringal 31 views 2 comments 0 points Most recent by Tsikoy Caringal Receivables & Collections -
How to mass Upload Customer Tax Profile via FBDIHello everybody I need to load CNPJ/CPF of Customers does anyone have a template to support. I attach the screens I need to load in Tax Profile > Tax Registrations and C…Eduardo Silva 112 views 2 comments 0 points Most recent by Vivek Mandowara-Oracle Receivables & Collections
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Switching to Transaction Level Collection Strategy task from Account LevelSummary: One of our client has the requirement to switch from collections strategies created at Account level to collection strategy at transaction level. Content (requi…NikitaD 201 views 1 comment 0 points Most recent by Vitalie Rusanovschi-Oracle Receivables & Collections
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Receivable account defaulting while creating site and select Business unit at Customer LevelSummary: Receivable account defaulting while creating site and select Business unit at Customer Level Content (required): Receivable account defaulting while creating si…Kumar 57 31 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections -
Is there any spreadsheet to upload Classification Categories?Summary: In Setup and Maintenance -> Customers -> Manage Classification Categories, we have created a couple of categories. Under a specific category, we need to create …User_2025-02-11-06-12-35-024 22 views 1 comment 1 point Most recent by Andreea Laura Panait-Oracle Receivables & Collections -
Customer Contacts Point Email Format-For sending invoices as pdf attachmentSummary: Hi We would like send invoices by email to customers with a pdf attachment. As per our understanding this functionality works only if the contact point for emai…Prashanth Govindarajan 55 views 2 comments 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Update of Customer Account NumberSummary: Hi, our client is requesting us to update Customer Accounts' number in order to match a new naming convention. We need to understand how to do this and what are…Claudio Civati 431 views 3 comments 0 points Most recent by Ravi Prakash Shukla-Oracle Receivables & Collections
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REST API to extract customer bill-to site reference accountsSummary: REST API to extract customer bill-to site reference accounts Content (required): Hi, Is there a REST API available to extract the reference accounts that have b…
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Customer Creation - AttachmentsSummary: Customer Creation - Attachments Content (required): Business wants to attach important documents while creating Customer master. These documents are used for re…
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customer credit limit WorkflowSummary: Is there any option in Fusion to create the request for credit limit change based on approval worflows. Content (required): Customer Credit limit Version (inclu… -
Receivable account defaulting while creating Customer MasterSummary: Receivable account defaulting while creating Customer Master Content (required): Users are creating Customer master and system defaults Receivable account in Ma…Kumar 57 32 views 3 comments 0 points Most recent by Vivek Mandowara-Oracle Receivables & Collections
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Customer Account Automatic numbering SequenceSummary: Customer Account Automatic numbering Sequence Content (required): Hi We are using Automatic Customer account numbering. How can we mention the starting sequence…
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crmRestApi accounts REST API returns no recordsSummary: We are trying to call /crmRestApi/resources/11.13.18.05/accounts but didn't get any records in the response. Could you please let us know what roles and data ac…
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One Time Customer Account Ship To - Online Retailers and Dropship/DistributorsSummary: My organization has many customers, including retailers like Amazon who act as an On Account Drop Ship or Distributor for our product. This means when an AR Inv…Jordan_Thompson 21 views 2 comments 0 points Most recent by Jordan_Thompson Receivables & Collections
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Collections and Strategies ConfigSummary: Collections and Strategies Config Content (required): Hi All Our client has asked the following questions regarding Collections that have been implemented recen…SarahL 51 views 1 comment 0 points Most recent by Vitalie Rusanovschi-Oracle Receivables & Collections -
Currency Default from Customer LevelIs there any option to default currency from customer level to transaction level ?Sandeep Nihalani 41 views 2 comments 0 points Most recent by Sandeep Nihalani Receivables & Collections