Customer
Discussion List
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Customer Accounts - merge/transfer functionality?Summary: Is there any possibility of transferring Customer Accounts and Sites from one Party to Another? Content (required): In case we have: Party A with Customer Accou… -
Customer Transactions are not updating with status as "Deliquent"Summary: Hi Experts, Customer Transactions are not updating with status as "Delinquent" I submitted the "Collections Delinquency Management". The program ended with warn…Balakrishna Sivappagari 62 views 2 comments 0 points Most recent by Luljeta Gjergji Receivables & Collections
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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 42 views 4 comments 0 points Most recent by Richa Priya-Oracle Receivables & Collections
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Deep link to edit customer Account not workingSummary: I am trying to create a report with the drill down option to 'Edit Customer Account' page, however its opening the manage customers page (search page) and not t…Kiran Mathew 72 views 1 comment 0 points Most recent by CA Nirmal Choudhary Receivables & Collections
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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 72 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…Mankar Abhilash 42 views 1 comment 0 points Most recent by Daniel Stanislav-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 42 views 2 comments 0 points Most recent by Babu Chalamalasetti Receivables & Collections -
Is there another option for processing customer merge other than Customer data Management.Summary: The client requesting to merge their AR customer. Tried multiple times merging the customer and as the result I was not able to merge it successfully. I researc…CamilleGar9490 62 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Manage Customer and Supplier RecordsSummary: There are occasions when Accounts Receivable and Office of Sponsored Projects (OSP) are setting up and adding billing/ship-to sites to supplier records. Procure…Maria Trejo 63 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections -
How to set customer account status to inactiveSummary: After termination date has been filled in, we would like to set the customer account status to inactive Content (required): Is there an option available to set …
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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… -
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 Stanislav-Oracle 32 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 45 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 22 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 42 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 42 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 22 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 32 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 22 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 22 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 34 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 32 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 12 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 23 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 22 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 13 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 32 views 1 comment 0 points Most recent by Daniel Stanislav-Oracle Receivables & Collections
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How to Delete Customer In Accounts Receivable ?Goal: How to Delete Customer In Accounts Receivable ?Daniel Stanislav-Oracle 32 views 1 comment 0 points Most recent by Daniel Stanislav-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 Stanislav-Oracle 22 views 1 comment 0 points Most recent by Daniel Stanislav-Oracle Receivables & Collections