Customer
Discussion List
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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 13 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections -
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_ 55 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 19 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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Synchronize Customer details from CX Sales to ARSummary: We have a requirement to transfer customer details from CX Sales to Accounts Receivables. Please let us know is there any seeded functionality which can synchro…Harshit Singla-Oracle 11 views 2 comments 0 points Most recent by Harshit Singla-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… -
Need to add a value to the Account Status dropdownSummary: We need to add a value to the Account Status dropdown, as Bankrupt, under the Profile Class at the Account Level of an customer. Which lookup code/task allows u…
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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 21 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 13 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 5 views 0 comments 0 points Started by Rahul Kumar Gupta.-Oracle Reporting and Analytics for ERP -
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 3 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 … -
How To Load DFF Date Field Attributes via CustomerImportTemplate FBDI?Summary: Business requirement is to define Customer Site DFF of a date type, mapping it to ATTRIBUTE_DATE1 column for example, and load it in bulk via FBDI. However, the…
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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…
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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 13 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 13 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.
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How to setup Credit Limit on Customer/Cust Site to apply simple Credit Check Hold on Sales OrderSummary: We have a requirement to apply Credit Check Hold on Sales Order based on Credit Limit of the Customer Content (please ensure you mask any confidential informati…
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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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Unable to complete the AR Transaction in Fusion - Status is Incomplete - Error receivedSummary: Transaction (invoice) in AR, not allowing to complete - status shows as Incomplete - Tax Regime Error Created same Invoice for the same Customer/Bill to address…Baskara Sateesh-Oracle 12 views 2 comments 0 points Most recent by Baskara Sateesh-Oracle Receivables & Collections
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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 61 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…
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We need to issue advance tax invoice to the customerWe have a case that we need to can take 10% of the contract in advance from the customer and we will need to issue an advance tax invoice then when we deliver the goods …Ahmed Labib 098 16 views 2 comments 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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How to change the Customer Site Language drop down optionsThere is a requirement to reduce the number of languages available in the Customer Site Language drop down to a couple company specific languages. Is there a way to modi…
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Update person customer in spreadsheet in order to charge HCM Employee as normal Customer (Person)Summary: Update person customer in spreadsheet in order to charge HCM Employee as normal Customer (Person) Content (required): Hi all, please help us in solving this dou…Riccardo Dip-Oracle 32 views 3 comments 2 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Applying receipts to unrelated transactionsHi All, There is a setup in System Options in receivables (Allow payment of unrelated transactions) that allows the user to apply receipts to transactions of unrelated c…