Scoring and Strategy
Discussion List
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Debt Strategies not following correct orderSummary: Our debt strategies seem to have taken on a mind of its own and they are moving on to the next step when the preious step isn't complete, as well as duplicating…
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ADV Collections, Process is Scoring but not assigning StrategiesSummary Strategies are not getting assigned to customer, after it is scored.Content Hello, I am trying to setup Oracle Cloud Fusion Advanced Collections Module, specific…
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Strategy is not assignedWe have created – Scoring Strategy Completed, customer account profile base strategy assignment When we run collection processes, Refresh Receivables Transactions for Cu…
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On Hold status StrategyHello We have a customer having the Strategy with On Hold status. Could you advise why do we get this status and how can we make it Open status please? RegardsKamonwan Srasrisom 1 view 3 comments 0 points Most recent by Angshuman Tripathi Receivables & Collections
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Dunning Letter is triggered even after Minimum Dunning Amount is setup at customer siteHi All, We have setup Minimum Dunning Amount as 10 for a customer site. This site has only one delinquent transaction with overdue amount is less than 10. But still Dunn…ch v l c s pavan kumar 61 views 4 comments 0 points Most recent by Carlo_M. Receivables & Collections
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In the delinquent dashboard we are getting different Startergy and Stratergy method for a customer.We also ran "Update Collections Summary Data" ESs job still the data is diffreent. Please find the attached document.
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Collections Data PointsHello We need to use data point "Site Total Amount Past Due" on our Collections Scoring. However, our functional currency is not USD. Do you have any workaround what we …Kamonwan Srasrisom 14 views 3 comments 0 points Most recent by Sairam Surampalli-Support-Oracle Receivables & Collections
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Custom Job - Collections Scoring and Strategy Assignment - Enter ParameterHello everyone, I would like to store parameters for the job "Collections Scoring and Strategy Assignment", this is not possible for the standard job, so I have duplicat…Stefan Schwegmann 21 views 1 comment 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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How to reset automatically a collection strategy at account level for only some business units?Summary: Content (please ensure you mask any confidential information): Version (include the version you are using, if applicable): Code Snippet (add any code snippets t…Atenea_Amezcua 22 views 5 comments 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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Credit check hold on 100% Advance Payment Term on sales orderSummary: Credit check hold on 100% Advance Payment Term on sales order Content (please ensure you mask any confidential information): Business Requirement is as below: C…
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Collection Manager and Agent roles for dunning process in receivablesSummary: We are using Collection Manager and Agent roles for dunning process in receivables. Is a separate license required to access dunning configurations when using t…Malleswara Rao 3 views 1 comment 0 points Most recent by Srivatsav PR-Oracle Receivables & Collections
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Mass cancellation of Collection strategy tasksUnder Others> Collections > Collection Dashboard we have a no of tasks that we need to manually review, since the count is very high can select multiple records and canc…Avishan 11 views 2 comments 1 point Most recent by Vitalie Rusanovschi-Oracle Receivables & Collections
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Data Point - Site Total Receivables BalanceSummary: The total outstanding amount in USD for a site. On-account or unapplied cash is taken into consideration to reduce the outstanding amount. Is it possible to cal…Manish Babbar 1 view 1 comment 0 points Most recent by Vitalie Rusanovschi-Oracle Receivables & Collections
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Can we create strategies in Oracle fusion advance collections based on the customer site level DFFs?We have a requirement to assign strategies to the customers based on the values coming from our upstream applications that are captured as DFFs in Oracle at the customer…
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Ability to display NFS checks (Non-Sufficient Funds) at the top of collector's queueSummary: Does advanced collections in Oracle fusion have the Ability to display NFS checks (Non-Sufficient Funds) at the top of collector's queue Content (please ensure …
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Define Strategy based on customer attributesSummary: We have requirement to define collections strategy by Customer Type, Geographic area, Business Classification, Payment Methods (CC, ACH, Check etc), billing vol…vlKrishna 22 views 7 comments 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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Collections dashboard doesn't updateI created a new customer with expired transactions and my collector installed. I run the jobs: Refresh Receivables Transactions for Customer Account Summaries Collection…
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How to disable 'Skip' and 'Cancel' button for strategy tasks for a collection strategy?Question 1 → When a collector is supposed to work on any open manual task, there is an option available to cancel the task completely and move to the next task in sequen…
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Advanced Collections - Process Strategy Tasks Parameters when run as a Standalone ProcessSummary: We use Advanced Collections, and since moving over to Oracle Fusion (April 2022) have not had the Feature: Automatically Initiate or Fulfil Collections Tasks in…
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can we use business level -Account and Site both for two different BU respectivelySummary: Hi we are implementing Advance collection module in Fusion cloud, i have few scenarios which i want can it be feasible or not . 1.) In the preference we have se…
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SQL to find Automatic Collections Transaction Strategy Tasks with "To Be Created" statusSummary: SQL to find Automatic Collections Transaction Strategy Tasks with "To Be Completed" status Content (required): Hi, Looking here, at Strategy Tasks for a sample …
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Using advanced collections to automatically assign collectors based on strategy group assignedSummary: Using advanced collections functionality, is there a capability to the automatically assign collectors based on the collection scoring and strategy assigned, or…
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How do I remove a Collections Strategy from being 'In Use' so that I can edit the Strategy?Summary: I am trying to edit a Collections Strategy and associated Tasks, and in order to do make them editable they must not be 'In Use' - I have taken a number of step…
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REST API to Create AR Collections Strategy Task at Transaction LevelHi Team We are using below API to create Strategy /fscmRestApi/resources/11.13.18.05/collectionStrategies However these APIs can create strategy tasks at Party, Customer…Mohit Baid-Oracle 32 views 3 comments 0 points Most recent by Richa Priya-Oracle Receivables & Collections
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Delay of one day between Strategy Assignment and Strategy Tasks to get started for CustomerHi All, In Fusion Collections, we are seeing a delay of one day between Strategy Assignment and Strategy Tasks to get started (PFA), Business is expecting both Strategy …ch v l c s pavan kumar 92 views 7 comments 0 points Most recent by Raaja JK Receivables & Collections
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Delete/Edit Strategy taskHello We have a requirement to update the existing strategy that in use by adding more method names and tasks that will be assigned will be different from what they been…Kamonwan Srasrisom 6 views 2 comments 0 points Most recent by Kamonwan Srasrisom Receivables & Collections
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None of the strategy task actions are enabledSummary: HI Team, Dunning letters were errored out as the contact was incorrect. We corrected the contact and ran Process Strategy Task in a standalone mode since all ac…Lavanyaa Damodaran 2 views 2 comments 0 points Most recent by Lavanyaa Damodaran Receivables & Collections
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Manage Collections Methods: differences between dunning plan and Strategies?I have the requirement to set the dunning letters in the staged dunning and not aging method, but I don't understand this task of set up thank you
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No Strategies to processHello We have created a new Collections Strategy, Scoring Formula, Customer Profile Class and assigned them on Scoring and Strategy Assignment. Then then have new transa…Kamonwan Srasrisom 21 views 1 comment 0 points Most recent by Daniel S.-Oracle Receivables & Collections
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How does Execution Start time and Post Execution Wait Work in Collection Strategies?Summary: While defining the Strategy tasks in Advanced Collections, we have 2 options 1) How Long Will the Strategy Wait Until It Executes This Task 2) How Long Will the…