Credit Management
Discussion List
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OTBI - Customer Credit - Last Review Date / Next Review Date Missing?Hello, We are looking to pull the Last Review Date and Next Review Date areas of the customer account profile history to an OTBI report. I cannot locate these fields to … -
Populate Warning message when there is no recommendation selected for Credit Case folderSummary: Populate Warning message when there is no recommendation selected for Credit Case folder Content (please ensure you mask any confidential information): Is there…Bhanu Prakash Sharma 1 view 0 comments 0 points Most recent by Bhanu Prakash Sharma Receivables & Collections -
credit case folder not showing refreshed amountsHI all. When a credit case folder is created, data points would have current values like current receivables balances etc. With time, these values may change and those l…
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Best Practices for Managing Customer Refunds and Credit Memos in ReceivablesHello team, While testing Receivables, I encountered several cases where customer overpayments or refunds needed to be processed. What’s the best practice to handle refu…Kiltom AP 21 views 2 comments 1 point Most recent by Alex Pagliarini - Ninecon Receivables & Collections
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Credit Management and we cannot make a Case Folder reach a status RejectedWhen a Case Folder is created from a sales order that fails credit check, the folder opens with status NEW. After assigning myself as Credit Analyst and adding a valid r…
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Credit Case Folder - Is it possible populate order amount in credit case folder?Hello, Once a sales order is created and placed on Credit Review Hold, a credit case folder is automatically generated and awaits action from the credit analyst for revi…
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How can sales order will be blocked and credit case will be opened for customers with overdue bills?Business Requirement: Sales orders will be blocked and a credit case will be opened for customers if it exceeds the credit limit or if the customer has overdue bills. Cu…
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How to create Table type DFF to get RAD from Sales Order in Credit Review Case FolderSummary: How to create Table type DFF to get Request Arrival Date from Sales Order in Credit Review Case Folder Content (please ensure you mask any confidential informat…Bhanu Prakash Sharma 1 view 0 comments 0 points Most recent by Bhanu Prakash Sharma Receivables & Collections
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SOAP Api to Get All Credit Memos from ReceivablesIs there any SOAP Api to get all Credit Memos from receiavbles module - OnAccount as well as Manual. Please help with sample payload.
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How to configure Dispute based CM approval to route the Approvals to a Custom Approval GroupSummary: Would like to know the steps to configure BPM, so that Disputes Approval can be routed to an Approval Group. Content (please ensure you mask any confidential in…Dhiren_AVALARA 54 views 4 comments 0 points Most recent by Tirupathi Sundaram-Oracle Receivables & Collections
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Audit Tracking for Credit Limit at organization profile historySummary: Audit Tracking for Credit Limit at the Organization Profile History Level Content (please ensure you mask any confidential information): Looking to see if Audit…
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Bill Management PortalSummary: How do we extend the bill management portal to include balance forward Bill number during search. also if customer has requirement to pay through more than one …srinivasanvatdotsolved 32 views 1 comment 0 points Most recent by Jesús Vega-Oracle Receivables & Collections
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Significance of Credit Limits at Late Charges tabI would like to know the significance of Credit Limits uder Late Charges tab in customer account profile. If we are updating Order Credit Limit to NULL under 'Account P… -
AR - No Credit Reason LOVHi Gurus, We have an issue where Credit Reason is not available for one user. This has happened intermittently for the last few months but has been permanent for the las…
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How to Prevent duplicate/excessive Credit Notes in Fusion ?Summary: Good day, We want to configure Oracle Fusion Receivables so that any credit memo which would make the total credits for an invoice exceed the invoice amount is …
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Does any schedule process or reports show customer credit funding without enable credit management？Summary: Does any schedule process or reports show customer credit funding without enable credit management？ Content (please ensure you mask any confidential informatio…
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transactions populating in the credit memo application window based on the transaction/receipt dateIs it possible to have transactions/receipts populating in the credit memo application window based on the transaction/receipt date. we would like to see if the dat come…
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In Credit Management the default case folder currency is always set to USDEven if AR: Default Credit Management Currency is set to EUR or GBP currency the default case folder currency is set to USD. We are not setting any credit currency eithe…Subrata Sahoo-Oracle 1 view 2 comments 0 points Most recent by Subrata Sahoo-Oracle Receivables & Collections
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To understand what type of audit reports are available for Advanced collectionSummary: To understand what type of audit reports are available for Advanced collection Oracle Fusion Cloud Applications 24C
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Credit an invoice function does not work after 25BCredit an invoice function does not work. When trying to credit an invoice from Invoice Actions —> Credit Transaction or Task —> Credit Transaction with below options I'…Avinash Varudu 102 views 5 comments 0 points Most recent by Avinash Varudu Receivables & Collections
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Getting Special Characters in Rest API response for only one fieldHi, We are getting special characters in REST API response for one of the filed which is a DFF and the values are pipe delimited. Below is the screen shot. Do we have a …
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How to send credit memo against a line on previous invoiceSummary Unable to specify previous line number for credit memo to apply againstContent I am sending credit memo against a previous invoice(AR TXN) , The payload given be…Prateek Parasar - GTUK, ACE Pro 43 views 9 comments 2 points Most recent by Simon J Receivables & Collections -
How to apply credit check on consigment partnersHi , We have below business case within telecommunication industry. • we are a telecommunication company which has partners are selling on their flagship stores on behal…Ahmed Saeed-Oracle 31 views 0 comments 12 points Most recent by Ahmed Saeed-Oracle Receivables & Collections