Customer
Discussion List
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How to setup an auto match with Contract Number as a reference ?Summary: How to setup an auto match with Contract Number as a reference ? Content (please ensure you mask any confidential information): Hello : I have one auto match ru… -
FDI CX -Opportunity Revenue Line:Resolving Registry IDs Across Sales Account HierarchySummary: Hi Team, I am working in Fusion Data Intelligence (FDI) using the CX - Opportunity Revenue Line subject area and need some clarification on Sales Account Hierar…Vaishnavi Dhavamani 3 views 0 comments 0 points Started by Vaishnavi Dhavamani Reporting & Analytics for Sales
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Locations are created but account and sites are not created in oracle fusionWhile uploading customers through FBDI, customer accounts and customer sites are not created, but locations are created in Oracle Fusion.Ganesh Mohanasundaram 1 view 1 comment 0 points Most recent by devesh.tyagi Receivables & Collections
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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 11 comments 0 points Most recent by Pankaj Dhoopar 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… -
Active vs Inactive "Profile History" VisibilityCurrently, we are encountering several instances where Credit Analysts are placing accounts on Credit Hold using inactive profiles. This is leading to confusion and incr…Jagannatha Reddy Moolinti 4 views 0 comments 1 point Started by Jagannatha Reddy Moolinti Receivables & Collections
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How to add multiple sites with different address sets under a single customer account?Summary: We are unable to load multiple sites with the same address but with different address sets under a single customer account using the simple & complex template f…
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account address set is not showing common only showing EnterpriseSummary: Customer has defined the BU and default set is Common. While creating customer, they can not select common as account address set, only Enterprise is visible, w…
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While invoking/running the ESS Job "Tax Configuration Content Upload", it goes into Retrying StatusSummary: While invoking/running the ESS Job "Tax Configuration Content Upload" from Scheduled Processes/OIC, it goes into "Retrying" Status and then subsequently errors …
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In Bill Management, is there a way to register external customers without providing access to Setup?We are currently implementing the Bill Management module for our client. In future, if the client needs to register additional external customers, this process would typ…Shaikh Abdul Wasay 1 view 1 comment 0 points Most recent by Deepansh Malik Receivables & Collections
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Is it possible to create a AR Refund without using Payables ModuleOur client is doing student refunds directly via credit cards and would like to record this on the AR Receipt. If we issue a refund on a Receipt it creates an Invoice in…
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How to Restrict Customer (Party-Level) Data Visibility by Business UnitHi, We have a requirement to restrict visibility of customer (party-level) data based on the business units that users are assigned to. For example, if User 1 has access…
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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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Update Organization Profile DFF using APISummary: Update Organization Profile DFF using API Content (please ensure you mask any confidential information): Hi, I am unable to create/update a DFF value at Organiz…
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How a customer site can be Inactivated?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…
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how to update account profile history additional information using fbdi template?Summary: Is it possible to update account profile history additional information using fbdi template? Content (please ensure you mask any confidential information): Vers…Mikel04 62 views 4 comments 0 points Most recent by Antonio Arroyo Solano-Oracle Receivables & Collections