Manage Customers This guide will walk you through efficiently managing customers on Oracle Cloud. From creating customers to updating and maintaining profiles, each step is designed to enhance your experience managing customers. To create and manage customers navigate to the Manage Customer page. Click on Navigator. Expand Receivables and select the Billing option. On the …
Manage Customer Receipts & Application This guide will walk you through each step of applying the transactions to the open receipts and the different options available under the Manage receipts. Click on the Navigator icon to access the Receivables menu. Access the Accounts Receivable work area by selecting Accounts Receivables under Receivables from the navigator. …
Invoice Creation from Order Management Invoicing in Oracle Order Management is the process by which data from Orders and Returns is communicated to Oracle Receivables to create invoices, credit memos, and credits on account, recognize revenue, and manage sales credits. This guide will provide a detailed step-by-step process for creating the Receivable Transactions through Order …
Debit Memo Creation Service to create a document to bill the customer for an open debit in addition to goods and services already received. For example, a customer is issued a debit memo of $10 for the screen protector for a smartphone. This guide navigates the step-by-step process of manually creating a Debit memo-type transaction …
Customer Receipt Remittance This guide will provide a detailed step-by-step explanation of creating a Remittance batch process and generating the accounting entries for the same. Click on the Navigator icon to access the Receivables menu. Access the Accounts Receivable work area by selecting Accounts Receivables under Receivables from the navigator. Alternatively, on the Home page, …
Customer Invoice Processing with Revenue Scheduling This guide will provide a detailed walk-through for creating a receivable transaction with a revenue scheduling rule to defer either the recognition of revenue or receivables in the Oracle fusion Click on the Navigator icon to access the Receivables menu. Access the Billing work area by selecting Billing under …
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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, …