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Oracle Credit Management : Top 12 most frequent issue you may encounter while supporting

Posted on November 13th, 2013 by Sanjit Anand |Print This Post Print This Post |Email This Post Email This Post

Here are Top 12 Issue , you may observe while you support Oracle Credit Management.

S.N Issue Resolution
1 New Customer Created , but Unable to view them in Credit Application Page
  • This will happen only for newly created customers
  • In that case , you need to run DQM Staging Program from TCA for viewing new customers in Credit Management Screen
2 Credit Analyst appear/assigned in Case Folder, not correct

Credit analyst is first picked up based on rules defined in Credit Management Setup.

  • If there is no rule then it picks up from Default credit analyst field existing on Rules page.
  • If neither rule nor default credit analyst is written then it is picked up from profile class of the customer.
  • If all of above fails then Credit Manager should assign the credit analyst manually through logging in Credit Scheduler responsibility

You check the setup.

3

Scores show null values in Created case Folder

  • This May be , caused if some of the data points may not have value in application.

In order to Fix , you need convert null values to zero values is checked in scoring model then only zero will come if points doesn’t have value in application.

4 Case Folder created but Credit Analyst is missing
  • This could be only happen if thereview process is automated and then the case folder would be closed.

Other possiblity may be happen due to some missing setup. Check out the post for setups.

5

Credit Management Case Folder Number link gives

500 Internal Server Error

Apply Patch 9452151, Credit Management Case Folder # Link Gives 500 Internal Server Error -
6

Credit classification Not getting picked up in Credit review

This is how this works

  • It may be picked up from the previously completed credit review or picked up from customer profile.
  • If no credit review exists or no classification exists from it picks up from Credit Classification field in system options in Credit Management setup

You can review the setup.

7

Case Folders Not Created, Workflow Errors

error Message is something likes

If you are getting similar message as below

Workflow errors when trying to create case folders. Error is:
AR_CMGT_WF_ENGINE.GATHER_DATA_POINTS(ARCMGTAP, XXXXXX, Unable to Generate Case Folder, Error While getting Largest Invvoice and High Credit Amount, SqlError: ORA-01422: exact fetch returns more than requested number of rows)
Wf_Engine_Util.Function_Call(ar_cmgt_wf_engine.gather_data_points, ARCMGTAP, XXXXX, XXXXXX, RUN)

Run Refresh AR Summary Tables and it will resolve the issue with the workflow and duplicate data.

8 Data points show incorrect values in Credit Management
  • Data needs to be refreshed automatically .
  • Sometime it is not refreshed then AR Refresh Summary Table Program needs to be run which requires profile AR: Refresh Transactions Summary set to Yes
9 Case folder not approved automatically even-if credit review is automated
  • It is possible that skip approval is not checked in Automation rules for your score of the credit application
  • If skip approval is not checked in Automation rules then you will need to do AME setups to assign the credit analyst for approval.
  • Sometimes it is possible that your setup is missing for your score in automation rule. In that case it will be assigned based on Credit Analyst assignment and analyst need to manually enter recommendations and submit the case folder.
10 When creating credit applications, Guarantor or child workflow may throw an error message - Credit usage rule has not been setup. In this case, you need to setup credit usage rule
11 Attempting to create a Case, in Credit Management Super User, using a Scoring Model with a custom data point and find the Credit Score is not created. This issue has been addressed in Bug 9342120
12 You have selected the Credit Exposure data point to show on the case folder, but you are not sure how this amount is derived.

The Credit Exposure should include transactions that are not overdue. Credit exposure means total receivable in AR plus un-invoiced orders in Order
Management.

The credit exposure in Order Management(OM) and Oracle Credit Management(OCM) may or may not match because OM credit exposure is calculated based on the OM Credit Check Rule definitions which allow users to choose what balances to include in the calculation of credit exposure.

Posted in Oracle Credit Management | No Comments »

Receivables Merge Distributions Feature

Posted on November 12th, 2013 by Sanjit Anand |Print This Post Print This Post |Email This Post Email This Post

If you are not using these ACcounting method, then you can use Merged Distributions feature in AR.

  • Cash Basis accounting , that mean accounting is created only at the time of receipt of cash.[ Release 12 seeds Subledger accounting methods: Encumbrance Cash and Standard Cash]
  • Multi-Fund Accounts Receivable accounting , that means where receivable accounting lines for an invoice are created at the level of invoice line.[ Release 12 seeds Subledger accounting methods: Multi-Fund Accrual - Account Method and Multi-Fund Accrual - Balancing Method]
  • Line Level Cash Applications

a Merge Distribution Feature

When the Merge Distributions feature is enabled, thereceivable distributions for a transaction are created at the Invoice Header level instead of the Invoice Line level.

All subsequent adjustments and applications against the transactions are also not maintained at the invoice line level , as understood below:

Receivables Merge Distributions R12

Adjustments and receipt applications are not pro-rated across the invoice lines. This is same way the receivable distributions are created in Release 11i.

The summarized distributions will significantly reduce the volume of data generated for adjustments and applications in Receivables and reduces the volume of data passed to Subledger Accounting for generation of accounting.

aBenefits of Business Solution

  • This solution will result in significant performance gain for creating accounting entries for receipts.
  • This solution will limit the growth of data volume.
  • Summary distributions are easier to interpret.

This solution is specially recommended for customers with very large number of lines per invoices, as large number of invoice lines correspond to significantly higher number of distribution lines which are passed for each accounting event to the accounting engine for generation of accounting entries.

aHow to Enable the Merge Distribution Feature

The merged distributions feature is controlled by the following:

  • In the AR System Options form, there is a new checkbox "Create Detailed Distributions" as below:

merged distribution

The checkbox was released as part of Patch 7559194 LINE LEVEL DISTRIBUTIONS NOT NEEDED FOR HEADER LEVEL CASH APPLICATION/ADJUSTMENT, as part of the "Merge Distributions Enhancement".

  • By default the checkbox will be checked indicating that AR will create detailed distributions
  • To enable Merge Distribution, you need to Uncheck the checkbox

aWhen should the Checkbox be UNCHECKED

When the checkbox is UNCHECKED, Oracle Receivables will create summarized distributions.

The receivable distributions for adjustments and applications are not maintained at the invoice line level, instead a summarized receivable distribution is created at the invoice header level. Adjustments and receipt applications are not pro-rated across the invoice lines. This is same way the receivable distributions are created in Release 11i.

Following is the impact of having the checkbox UNCHECKED: [ source Metalink Doc ID 1081657.1 ]

  • When you create Batch Sources (Navigation: Setup > Transactions > Sources), in the Batch Source tab, the checkbox Generate Line Level Balances will be disabled.
  • When you create Receipt Applications (Navigation: Receipt > Receipts) in the Applications form, the Apply in Detail button will be disabled.
  • When you create Adjustments against transactions (Navigation: Transactions > Transactions, Toolbar Menu Actions > Adjust) in the Account, IDs tab, the Line column will be disabled.
  • When using the Receipt or Adjustment APIs, you cannot create line level applications.

Additional Refrence :

  • What is the Checkbox 'Create Detailed Distributions' for? Doc ID 1081657.1

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