Customer
Discussion List
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Does Customer Relations come with Oracle Fusion Core ERP license or is a part of CDM licenseDoes Customer Relations come with Oracle Fusion Core ERP license or is a part of CDM licenseNishad Deshpande 22 views 1 comment 0 points Most recent by Priscila Terazawa - Support-Oracle Sales -
Getting error while creating new customers and creating site purposesSummary: We are getting an error " The value for the foreign key {1} isn't valid. You must enter the {0} column name from the {2} table. (AR-855645) when creating custom…IMS - ERP Support 12 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Is it possible to change the default from phone to email when creating a new customer contact point?Summary: Our end users are creating contacts to use for dunning purposes. All these contacts will require an email address contact point. Is it possible to change the de…Sherri Sweeney 14 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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Better process for Prepay customerSummary: Content (please ensure you mask any confidential information): Currently, we have the prepay customer on hold, we release it so Orders can process an acknowledg…Vikram_Patel 3 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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Bankruptcy - approval rules customizationSummary: When a Bankruptcy request is submitted the default behavior it goes to the line manager for approval. How can the approval rule be customized Ex: add additional…Arun N-OC 2 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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Unable to automatically associate receipt method to a transaction which uses multiple payment methodHi Team - we have a requirement to automatically associate CC receipt method to AR transaction when the order is paid via credit card and leave the receipt method blank …Rahul Gindoria 2 views 1 comment 0 points Most recent by Veronica Stefan-Oracle Receivables & Collections
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Why are Payment Term and Currency Code mandatory fields in the AutoInvoice template?Summary: Why are Payment Term, Currency Code, and Currency Conversion Type mandatory fields in the AutoInvoice template? Given that these details are often predefined in…
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How to update Customer Account Level profile by FBDISummary: While importing customers to receivables the customer profiles were created but not populated, I need to update the customer profiles in bulk. Content (required…
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How to restrict access to Customer Page based on Customer ClassSummary: Hi All, We would like to restrict access to Customer Page (Both 'Create Customer' and 'Manage Customer') based on 'Customer Class'. We have many 'Customer Class…
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what is the deep link for manage customers details?Manage Customer page but does not query the customer account number included in the link. Tried different combinations but cannot get the customer account to be displaye…
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CMK-AR Customer configure as B2B Trading Partner and Customer Account Collaboration using SOAP/RESTSummary: Hi Team, We are setting up customers in AR, and there is a need to send AR Invoices through CMK, for that purpose we need to enable the below configurations to …
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Is there a way to move the unapplied portion of an AR Receipt to a new customer?Summary: If we have a partially applied receipt, can we move the remaining unapplied portion to a new customer? Scenario: Receipt Amount $100 $50 applied to customer A (…
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what is the deep link for manage customers details?Summary: We need the deep link of manage customers page Content (please ensure you mask any confidential information): we made a dashboard with customers and we want to …
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Unable to see the Manage Trading Community Source Systems link in setup and maintenanceSummary: We have created a custom role that was derived from the Accounts Receivable Manager role. However, the Manage Trading Community Source Systems and the Manage So…
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End date Customer Profile Class using CustomerImportTemplate FBDIHello We need to end date existing Customer Profile Class at Customer Site level and add a new Customer Profile Class. We are aware that when we upload the RA_CUSTOMER_P…
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Customer data is not processed after running the "Import Bulk Customer Data" processSummary: Hi All, In the customer import process, both the "Load Interface File for Import" and "Import Bulk Customer Data" processes indicate a status of "Succeeded"; ho…
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Can we create Miscellaneous Receipts in "ReceivablesStandardReceiptImportTemplate.xlsm" FBDIAs per Doc ID 2572442.1 we cannot create Receivables Miscellaneous Receipts in ADFDI (Create receipts through spreadsheet). But Can we create Miscellaneous Receipts in F…
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how to define credit rating for customer in oracle fusionHi All, how to define credit rating for customer in oracle fusion Regards, SantoshSantoshh Mishrra 18 views 2 comments 0 points Most recent by Santoshh Mishrra Receivables & Collections
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Is there a way to merge 2 customer accounts belonging to a single party ?Summary: Is there a way to merge 2 customer accounts belonging to a single party in Oracle Fusion ERP ? Content (required): If this is possible then I will need the step…Prakash_Khanchandani 196 views 3 comments 0 points Most recent by User_7TJDD Receivables & Collections
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Customer Import (FBDi) successful but no records importedSummary Customer Import (FBDi) all processes successful but no records importedContent Hi I am trying to upload customers via the Customer Import file (extensive version… -
Customers 4-tab FBDI is Overriding Profile created by Customer 19-Tab FBDISummary: We are creating customers using 19-Tab FBDI as we have Bulk Data to Load. When we create them, we are populating "RA_CUSTOMER_PROFILES_INT_ALL" sheet with all t…
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Err-There are multiple records in this file which resolve to the same target record in the databasewe have been using 19-tab for initial customer upload and 4 tab to update Bill-to site, Additional Address elements and Reference Accounts (with references used in 19 ta…Evangeline Nivedha-Oracle 38 views 3 comments 0 points Most recent by Yahya Khan Receivables & Collections
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Is there a way to mask customer PII details in Testing EnvironmentSummary: The Testing Environment has the original details of the customer, can we mask those that? Is there any way to do that. Content (please ensure you mask any confi…Buddhika D 22 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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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…
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Issue Refund screen, the Customer Party Bank Account screen is blankSummary: Open up the receipt and complete the various fields in the Issue Refund screen, the Customer Party Bank Account screen is blank. The customer is a Direct Debit …Yahya Khan 17 views 3 comments 0 points Most recent by Raghuram Saradka-Oracle Receivables & Collections -
Same bank account to more than one customerSummary: Same bank account to more than one customer Content (required): A customer pays the invoices of over 100 of our adult social care customers, but Oracle won't le… -
Receipts are not created via "Create Automatic Receipt" taskSummary: Receipt is not created in the system after approving the "Create Automatic Receipt Batch" process. Content (please ensure you mask any confidential information)…Manohar-Oracle 38 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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Can we add attachment to the customer master data in fusion? Is there any field available?Summary: Hi, We have a requirement to add attachments to the customer master data in fusion like customer trade license copy, ICV certificate etc. Currently, we are unab… -
Question about preventing creation of duplicate CustomersSummary: Question about preventing creation of duplicate Customers Content (please ensure you mask any confidential information): Hi - I know this question has already b…
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Is there a list of tables where the "Manage Geographies" setup is stored?Summary Looking for SQL Tables for the Manage Geographies setupContent Someone has setup some Geography data in the Manage Geographies setup pages which include some hie…Patrick Bonahoom 2.1K views 4 comments 2 points Most recent by Vidhya Nadarajan-Oracle Receivables & Collections