Credit Memo Creation This guide explains how to create the On-Account Credit memo and Standard Credit memo, as well as how to apply and create the accounting entry. Click on the Navigator icon to access the Receivables menu. Access the Billing work area by selecting Billing under Receivables from the navigator. Alternatively, on the Home …
Create Transactions via Spreadsheet This guide facilitates the creation of transactions via FBDi spreadsheet on Oracle Cloud. From the preparation of data in a spreadsheet to uploading and managing transactions, this step-by-step walkthrough ensures a seamless transactional experience for the creation of invoices in bulk manually. Download the spreadsheet template from the below link. Once …
Create Customers through Spreadsheet Use the Upload Customers from Spreadsheet process to upload customer data using the simplified Customer Import FBDI (File-Based Data Import) template. This guide will walk you through filling out the customer spreadsheet so you can upload the data in bulk to the Oracle Fusion Receivables system. Click on the Navigator icon …
Create Customer Manually In Oracle, customer details are divided into 3 sections which are the Party, Account, and Site sections. A party is an entity that can enter into a business relationship with another party, such as buying and selling goods or offering services. A customer is a party, either an organization or a person, …
Create Accounting This guide will help you with both the report download and the Create Accounting process submission for the Receivables sub ledger from the scheduled process. Click on the Navigator icon to access the Tools menu. Access the Scheduled Processes work area by selecting Scheduled Processes under Tools from the navigator. Alternatively, on the …
AR Adjustment Processing An adjustment is a correction to errors in amounts invoiced e.g., an incorrect rate charged for a service, or an incorrect quantity ordered. Receivables let you make either positive or negative adjustments to your invoices, debit memos, chargebacks, on-account credits, deposits, and guarantees. This guide will show you how to create adjustments …