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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 ||Email This Post Email This Post

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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.

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