Credit Management
Discussion List
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APIs to create/update Case Folder and Add Case Notes In Oracle CloudSummary Need APIs to create/update Case Folder and Add Case NotesContent Hi Team, I am looking for APIs (REST or SOAP) to perform the below operations in Oracle Cloud Ap…Gurpreet Singh-252058 360 views 8 comments 3 points Most recent by User_NR5C8 Receivables & Collections -
Update status in bulk on the Check Reviews - ReceivablesSummary: The customer is currently developing an integration that will allow orders held in OM to be released because the customer's credit limit has been exceeded. They…JosueGarciaFlores-Oracle 1 view 0 comments 0 points Most recent by JosueGarciaFlores-Oracle Receivables & Collections
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item dff attribute in receivables SLA (Credit Memo)Summary: We are trying to derive Credit Memo SLA rule using Item DFF attribute. Under 'Manage Sources', we found below attributes: CM_LINE_GLOBAL_ATTR2 – CM DFF Line Att…
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Integration of Oracle Receivables Cloud with StripeContent Has any other customer on this forum been able to integrate Stripe as a payment processor with Oracle Receivables Cloud? If anyone has a relevant contact that th…
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Credit check based on overdue payments before order booking and fulfillment.Credit check for overdue payments before order booking and fullfillment Client wants to have a check whether customer has any Overdue payment during credit check for SO …
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How to Restrict access to Customer Profile tab in customer master.Summary: Is there a way to restrict customer profile tab based on Roles. If not can we make Credit limit, Payment Term etc as read only under customer master tab based o…GSR G.Sriram-Oracle 181 views 10 comments 0 points Most recent by Adva Zolberg Receivables & Collections
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Open credit authorization amount not getting updated in the pending Case FoldersSummary: Open credit authorization amount not getting updated in the pending Case Folders Content (please ensure you mask any confidential information): We have created …Bhanu Prakash Sharma 1 view 0 comments 0 points Most recent by Bhanu Prakash Sharma Receivables & Collections -
Multiple Open credit authorizations for same sales orderWe are facing a peculiar situation where there are multiple open credit authorizations for same Sales Order. Below is the sequence of events followed: SO Booked and subm…Deepak Singal 11 views 4 comments 0 points Most recent by Bhanu Prakash Sharma Receivables & Collections -
Customer Credit ExposureSummary: Customer credit Exposure Report not appearing in fusion , Either in similar which report can be refer in place of Credit Exposure Report. Content (please ensure…
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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 …
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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
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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…
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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 64 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