Credit Management
Discussion List
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Credit Management - How to use different checklist for sales orders created in different BU?Summary: Credit Management - How to use different checklist for sales orders created in different BU?Content (please ensure you mask any confidential information): Scena… -
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 311 views 5 comments 3 points Most recent by Awadhesh Vaish Receivables & Collections -
Customer Credit Check at Site LevelI have reviewed the discussions on the said subject line. And what i understood is that the Customer Credit Check is not available at Customer Site Level. Need a confirm…ANDYKL 1 view 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Which table contains Credit management, Credit scoring model detailsSummary: Could you please provide the name of the backend table where the details of credit collection data points, such as category, data point name, DataPointId, data …
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Manage Credit Case Folder Templates page is blankI goto setup > Manage Credit Case Folder Templates and the page is blank I already has credit Manage role Is there any other access right still missing ? Thanks
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Issue When Creating Credit Transaction in AR Module A question.Summary: This billing is from the AR module. We’re encountering an error that blocks us from proceeding to the next step when clicking the Save button. Appreciate if any…
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Is it possible to update accounting date in Refund application of Credit memo.Summary: The accounting date is wrongly populated in Refund application of Credit memo. Is it possible to update accounting date if the accounting date field is greyed o…
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Do we have an API which can provide Receivables invoice for a credit memoHi Community, Do we have any API which can provide the associated Receivables Invoice number for a Credit memo? Thanks, Arbin
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Is there any direct relationship or linkage between invoices while we are creating the credit memowe would like to further understand from fusion application end. Whether Fusion AR module supports automatic application of credit memos. No direct reference or tagging …
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How to perform Document Sequence for Payment Request ?The document sequence for the "payment request" should be created under invoice level or the payment level for performing AR credit memo refund? Is there any difference …Raj Thirumal 111 views 1 comment 0 points Most recent by Marx Rivera-Oracle Payables, Payments & Cash Management
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Is there a way to validate available credit for customers in the Order Management module?Is there a way to validate available credit for customers in the Order Management module? We need to quickly know how much credit is available for each client, but we ca…Cristian Gonzalez S 1 view 1 comment 0 points Most recent by Rasheed - Fusion Support Engineer-Oracle Receivables & Collections
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Can we add new filter under credit reviews?We need to add new filter(Review Type) under credit reviews
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Possible to charge an SO using a CyberSource token without the credit card being saved on cust acct?Summary: Looking for a way to avoid credit cards, used on sales orders, being saved on the customer account. Content (required): For manual and imported sales orders, we…
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Add Order Type fields in the Credit Case Folder overview screenHello Team, We have business requirement wherein user would like to see "Order type" details in credit case screen while approving credit case folder. Based on order typ…Koteshwar Tippani 1 view 2 comments 1 point Most recent by Koteshwar Tippani Receivables & Collections -
Is it possible to add Order Type fields in the Credit Case Folder overview screen?Hello Team, We have business requirement wherein user would like to see "Order type" details in credit case screen while approving credit case folder. Can you please let…Koteshwar Tippani 21 views 4 comments 0 points Most recent by Koteshwar Tippani Receivables & Collections
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Significance of Order Amount LimitI would like to know if Credit check verifies the Order amount Vs Order Amount limit even though there is sufficient Available Credit Limit to pass credit check. Is ther… -
Which modules are concerned with applying recovery plan rules for customersSummary: Hi, Release order – Exception Management process & Recovery plan Overdue management forms an integrate part of the Group Credit Policy and needs to be carefully…
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unable to create credit memo prepayment requestSummary: This is the Oracle doc that I have been following : https://docs.oracle.com/en/cloud/saas/readiness/erp/24d/ppm24d/24D-ppm-wn-f34616.htm#Key-Resources I have cr…Palash Kumar Singh 16 views 1 comment 0 points Most recent by Andreea Laura Panait-Oracle Receivables & Collections
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Credit Authorization values counted twiceSummary: Some customers are failing credit check due to the fact that certain transactions comprised first of a Sales Order and later of an Invoice are effectively count…
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Credit Limit at Party LevelDear all, we do have for all customer accounts a customer profile including credit limit etc. on account level. For some customers with TCA model, we set up also a profi…Ralf Winkelmann 43 views 1 comment 0 points Most recent by Florin Enache-Oracle Receivables & Collections
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Issue Credit Card Refund is grayed outSummary: Credit Card Refund receivables activity has been setup already and Receipt is already in Cleared status, but the Issue Credit Card Refund option is still grayed…
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Issue Credit Card Refund Option is grayed out even after Recivable Activity is setupIssue Credit Card Refund Option is grayed out even after Recivable Activity is setup. Can someone please help me ? -
Enable Credit ManagementWe are unable to find the Subject Area for Credit Management in Receivables. Please let us know how we can enable Credit Management. We configured Credit Check hold in O…
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How to delete a credit memo posted and accountedHello, in the opening balance, we added the invoice transaction and then reversed it with a credit memo. Unfortunately, the Credit memo has a wrong date and therefore th…