Customer
Discussion List
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How can we delete the Currency in Late Charges tab in Customer ProfileSummary: Hi, We are trying to delete the Currency and use another currency on the Late Charges Tab in Customer Profile, but the Delete icon is greyed out and can't be us… -
multiple origin systems at different customer levels . How to update them using FBDII have having customer records with different origin system populated at party , party site , account , account site levels . ex: party orgin system 'CSV' , party site o…Abhishekaithal 50 views 4 comments 0 points Most recent by Richa Priya-Oracle Receivables & Collections -
Seeking solution on Direct Debit(AR ACH) of negative receipts from AR Credit memosIssue: Hi friends, Client had been using old ERP where they had functionality of creating negative receipts from AR Credit memos and then negative amount receipts used t…CA Nirmal Choudhary 95 views 2 comments 0 points Most recent by CA Nirmal Choudhary Receivables & Collections -
How to Customize Customer Search ColumnsSummary: When a user searches for a customer, the system displays the customer name and registry number. However, if multiple customers have the same name, it can be dif…AbhilashMankar 47 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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Will the existing transactions and receipts be affected if we change the cusotmer account/site no?Summary: Content (required): Will the existing transactions and receipts be affected if we change the cusotmer account/ site no? Version (include the version you are usi…
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how to set a sales channel assigned to either Customer or Account or SiteSummary: Hi, Looking for help on how to set a sales channel assigned to either Customer or Account or Site. Can't find Sales Channel field at Customer or Account or site…Babu Chalamalasetti 57 views 2 comments 0 points Most recent by Babu Chalamalasetti Receivables & Collections -
How Customer Contact Information Can Be Updated Using FBDI files?Goal: How Customer Contact information can be updated using FBDI files? What are the tables name, columns name and joins for the "CUST_SITEUSE_ORIG_SYS_REF" colums?Daniel S.-Oracle 82 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How To Create Contact And Contact Points to Existing Customer Using Customer FBDI?Goal: How to create customer contacts and contact points to existing customer using FBDI?Daniel S.-Oracle 99 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to Import Customer Account Level Profiles, once Customer Account Records Have Been Imported ?Goal: Customer Accounts have been imported without account level profiles. What can be done via the import to insert profiles for the customer accounts without them?Daniel S.-Oracle 27 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to update a value to null via the customer import FBDI?Goal: How to update a value to null via the customer import FBDI?Daniel S.-Oracle 77 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to Update Customer Account Number Using Customer Import FBDI ?Goal: How to Update Customer Account Number Using Customer Import FBDI ?Daniel S.-Oracle 49 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to Update Start Dates Using Regular Customer Import FBDI for Manually Created Customer?Goal: Changing the Start date of Customer account and related data To update the Established Date Of The Customer Account To update from Date of Party Site From Date To …Daniel S.-Oracle 101 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to Automate Customer Import Process Using Erpintegrationservice Webservice ?Goal: How to automate customer import process using ErpIntegrationService webservice?Daniel S.-Oracle 39 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to Create Person Using Customer Import?Goal: Is it possible to load customer master with type as Person using FBDI spreadsheet?Daniel S.-Oracle 31 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to Auto-Generate the Customer #, Account #, Site # In Customer Spreadsheet ?Goal: How to Auto-Generate the Customer #, Account #, Site # In Customer Spreadsheet ?Daniel S.-Oracle 26 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to Update Contact Point using Simplified Template?Goal: How to Update Contact Point using Simplified Template?Daniel S.-Oracle 49 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How To Import Contacts For Existing Customers Using Simplified Customer Import?Goal: How To Import Contacts For Existing Customers Using Simplified Customer Import?Daniel S.-Oracle 69 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to compile Simplified Spreadsheet in order to load data for existing Customers ?Goal: Using Simplified Customer Import, What Information Needs To Be Used On "Customers" Tab In Order To Import Data For An Existing Customer ?Daniel S.-Oracle 14 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How To Upload Customers Using "Upload Customers From Spreadsheet" functionality ?Goal: How To Upload Customers Using "Upload Customer from Spreadsheet" functionality ?Daniel S.-Oracle 26 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How To Sync Customer Profile Start Dates With Account Established Date Or Site Start Date ?Goal: How to sync the profile start date with Account Established Date or Site Start Date ? Scenario: User imported customers with system date by mistake. System creates…Daniel S.-Oracle 31 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How To Update Customer Account Address Reference Data?Goal: How To Update Customer Account Address Reference Data?Daniel S.-Oracle 18 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to Change the Primary Address of a Party?Goal: How to Change the Primary Address of a Party? Customer has multiple Bill-To and Multiple Ship-To sites. Currently, site 1 has been assigned as the primary address …Daniel S.-Oracle 62 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to Delete Customer In Accounts Receivable ?Goal: How to Delete Customer In Accounts Receivable ?Daniel S.-Oracle 46 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to Default Address Style Format For Customer Address Creation ?Goal: How to default the Address format style when creating a new account site address ? Which Address Format will be considered for Customer Address Creation for Czech …Daniel S.-Oracle 58 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How To Add An Existing Contact To An Existing Customer Account And/or Account Site ?Goal: We want to add an existing contact (party/person) currently attached to an inactive customer, to a new customer account and/or account site but search from account…Daniel S.-Oracle 45 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How Can We Add New Values Under Customer Class List Of Values?Goal: How can we add new values under Customer Class List of values? We want to add new values under list of values in Customer Class? (Filed name of Customer creation U…Daniel S.-Oracle 41 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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Is Manage Trading Community Organization Descriptive Flexfield used to set the DFF at Party Header ?Goal: Is Manage Trading Community Organization Descriptive Flexfield used to set the DFF at Party Header level ?Daniel S.-Oracle 146 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to perform an audit trail on Customer Account attributes?Goal: How to perform an audit trail on Customer Account attributes?Daniel S.-Oracle 19 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How to Grant User with View Only Access For Customer UI?Goal: How to Grant View Only Access For Customers? Is there any standard role available which has only view only access?Daniel S.-Oracle 49 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections