Customer
Discussion List
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Customer Profiles is not getting loaded as part of 19 Tab CustomersSummary: BU ID, Batch ID all is fine, No Error that is showing up, It is just that the System is not taking in Customer profiles when we see the record count in Manage D…Siddhant Aggarwal-Oracle 171 views 13 comments 0 points Most recent by Sanket Darokar Receivables & Collections -
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 5 views 0 comments 0 points Started by Vaishnavi Dhavamani Reporting & Analytics for Sales
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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 184 views 11 comments 0 points Most recent by Pankaj Dhoopar 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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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 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
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Update customer contact in bulkSummary: Dear Experts We are setting up advance collections for 1st time . As per the steps for setting up dunning configuration we have to setup contact and email addre…Rajiv K 365 views 4 comments 0 points Most recent by Rohit Mali - API Wizard Receivables & Collections
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Production-to-Test refresh - Customer communicationsSummary: After a Production-to-Test refresh, what controls are available to prevent AR invoices and customer communications from being emailed to external customer addre… -
We need to schedule ESS Job 'Process Expired Credit Authorizations'.We need to schedule ESS Job 'Process Expired Credit Authorizations'. However, we can see none of the parameters are mandatory. Can you please let us know if there is any…
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Unable to update Preferred Name on the Customer AccountSummary: Unable to update Preferred Name on the Customer Account . How to update it ? Is there an API ? Can we update using FBDI ? Content (please ensure you mask any co…Ramaraju Dantuluri 12 views 1 comment 0 points Most recent by devesh.tyagi Receivables & Collections
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API for updating at the customer site level for enabling the field Send Dunning LettersSummary: Looking for API for updating on mass the customer site level for enabling the field Send Dunning Letters Content (please ensure you mask any confidential inform…