Statement Cycles Setup
Date: Tue, 29 Jun 1999 14:54:13 -0500
From: Nupur Sanghal nusanghal@trans-tech.com
Subject: AR Statement Cycles Setup
Hi
I am doing an AR Rel 10.7 Implementation for a client which is in the
newspaper industry.
The client book orders for Advertisements to be published in newspaper from
customer.
The order might conatin an Ad to be run in the newspaper for x number of
weeks. The invoice is generated for a particular Ad run as soon as the ad
has ran. Thus there would be an invoice every week for x number of weeks.
Statement is send to customer when the order expires i.e. when the ad has
ran for x number of weeks.
How can I set a Statement Cycle for the Client in this scenario specifically
what would be the interval for the Statement cycle
I tried to set with interval of weekly but the problem is then i generate a
statement every week with only one invoice per customer.
what i need is that a statement be sent to customer after the order expires
for x number of weeks with detail of x number of invoices
If anyone could help..
Thanx
Nupur
Date: 29 Jun 99 16:41:23 -0400
From: "Edward Pitula" EPITULA@ca.oracle.com
Subject: Re: AR Statement Cycles Setup
One way I can see to do this is to set up separate statement cycle specific
for each multi-week order. I.e. customer which orders ad to run 5 weeks,
wld be set up with its own specific statement cycle to run at the end of
week 5. When setting up the statement cycle you wld have to enter the
statement date.
This looks like labour-intensive appraoch. You wld have to run a
multiplicity of statement cycles -- one for each customer. Can't they run
statements monthly, showing the customer activity for the prior month?
Ed Pitula, CMA MBA
Applications Practice
Oracle Consulting
Federal / Atlantic Region
Ottawa, Canada
Tel.: 613-569-0001 ext. 4258
Fax: 613-238-2818
Internet: epitula@ca.oracle.com
Date: Tue, 29 Jun 1999 16:22:17 -0500
From: Nupur Sanghal nusanghal@trans-tech.com
Subject: AR Statement Cycles Setup
Thanks Edward
The problem is there are over 1500 customers in the customers master to whom
this type of "expiry statement" might have to be sent.
Apart from them there are another 2500 customers to whom the normal "monthly
statements" are sent.
The Distinction is due to the type of customer.
EXPIRY Statement are send to Private Individual Customers
MONTHLY Statement are send to Commercial Customers
i have defined the normal monthly statement cycle but am not able to work
around a way to define an expiry statement cycle.
Client won't accept to do that manually because of the voluminous work
required.
Can this problem be solved with some kind of customization???
Nupur
Adjustments on historical invoices
Date: Tue, 6 Jul 1999 16:10:14 -0700
From: "Orth, Tom (torth)" torth@sequent.com
Subject: Converting AR adjustments?
Hello all,
Is there a Macro or something that can be used to apply adjustments
to transactions for the purposes of a conversion project? We need to
convert historical invoices and so on (i.e. closed) and we need to somehow
apply the adjustments. One suggestion was to create a credit memo type
for the purpose of bringing in the adjustments, but if the user's don't like
this
idea, I'd like perhaps the option of taking an input file, such as a
spreadsheet
or something, and run a macro on it to manually make the adjustments.
Thanks for your help!
Tom-
Date: Tue, 6 Jul 1999 16:17:43 -0700
From: christopher.am.kennan@us.arthurandersen.com
Subject: Re: Converting AR adjustments?
Can you give any more information on what your process is?
What software are you using?
What stage are you in?
Is the data already in Oracle or still in data downloads?
Date: Tue, 6 Jul 1999 16:26:27 -0700
From: "Orth, Tom (torth)" torth@sequent.com
Subject: RE: Converting AR adjustments?
Hello Christopher,
Of course, yes, my apologies. We are converting from Rel. 10.7 to Rel 11.0.4
and
simultaneously merging multiple 10.7 instances into a single 11.0.4 instance
using
multi-org. So, I would be pulling adjustments from the rel 10.7
ar_adjustments_all
tables in order to populate the rel 11 instance (somehow...someway). I know
it is
unusual to be doing a full conversion for an upgrade, but that is what we
must do
in order to continue to be supported by Oracle.
Again, your help is greatly appreciated.
Tom-
Accounting behind Invoices
Date: Wed, 7 Jul 1999 10:18:22 -0500
From: Divya_Gupta@Dell.com
Subject: AR: Accounting behind Invoices
All,
We currently use 10.7 NCA OE, Inventory, AR, GL.
We have our Invoicing Rule set to 'In Advance' and our accounting Rules are
Immediate, or 12 Months for our deferred Warranty Items. We have a problem
with the accounting behind some of our invoices, where items which have an
Accounting Rule of Immediate are going into our Unearned Revenue account
(which is correct with Bill In Advance), but are then not releasing into our
Revenue account until one month later. Subsequently, we have multiple GL
dates on our accounting screen behind the invoice.
Does anyone have any ideas as to why this might be happening?? There does
not seem to be any consistency about when this does and does not happen.
Any suggestions greatly appreciated.
Thanks,
Divya.
Date: Sat, 17 Jul 1999 15:20:00 GMT
From: "Sunny Sunny" sunn999@hotmail.com
Subject: Re: AR: Accounting behind Invoices
Hi,
Can u tell me as to the frequency between the dates which are being
displayed in the accounting region
Since the rule used is Bill in Advance u r right u will get the Unearned
revenue account but if the Accounting rule is immediate u should get only
one GL date.Any other inputs on this issue will be welcomed.
Regards,
Sunil
Update AR Inv Sources and Receivables Activity
Date: Mon, 8 Feb 1999 14:25:03 -0500 (EST)
From: "Chen,Minyi [NCR]" Minyi.Chen@EC.GC.CA
Subject: Unable to update AR Invoice Sources & Receivables Activity
Hi All,
We need to deactivate some of the records in RA_BATCH_SOURCES_ALL and
AR_RECEIVABLES_TRX_ALL via Define Invoice Sources Form and Define
Receivables Activity Form. We are unable to update Oracle defaulted records,
i.e., we cannot change the Status from Active to Inactive or enter End Date.
Could somebody give me some hint and help on this issue?
Thanks in advance.
Minyi
Sales Tax
Date: Tue, 9 Feb 1999 07:22:30 -0500 (EST)
From: Mark Cymerman MCymerman@DOMINOAMJET.com
Subject: Sales Tax
We are implementing version 11.0 and are having difficulty working
through a sales tax issue. We have some customers who are exempt from
tax on certain products.
To illustrate, we have three product lines: printers, spare parts and
ink. Some, but not all, of our customers are exempt from paying sales
tax on the ink products. Within any taxing authority we may have a
customer who pays sales tax on ink and another who doesn't. Our goal is
to handle this without customer service intervention at the time of
order placement.
Any ideas would be greatly appreciated.
Thanks in advance.
Multiple payment terms for a customer
Date: Wed, 07 Jul 1999 13:48:55 -0500
From: KBaber@micro.honeywell.com (Baber, Kim)
Subject: Payment Terms - Set Up
Hi,
Was hoping someone may have similar payment terms and can assist with this set up step? We currently have discount terms for a set of customers which allows them to have a different discount level based on form of payment., but they also have to pay invoices by the 20th of the month ( postmark must show the 20th) to earn this discount.
We believe we may have to set up these payment terms as two different payment terms. We know payment terms are associated with a profile class and this particular profile class of customers could earn either discount level depending on date and method of payment. They could pay us by one method in August and a different method in September. This is why we are not completely sure we would set these terms up on two different terms of payment.
Any suggestions would be really helpful,
Thanks,
Kim Baber
Honeywell, Micro Switch Div.
Handling NSF checks
Date: Wed, 7 Jul 1999 16:08:05 -0400
From: "John Langenfelder" John_Langenfelder@norstanconsult.com
Subject: AR: Handling NSF checks
I have a question about how other companies are handling NSF checks.
Currently, our Oracle process would be to reverse the payment to all the
invoices that the bad check paid. If it only paid 1 invoice, we would
simply adjust the bad check fee onto the invoice i.e. orig invoice amount
is $1000 and bad check fee is $100 thus the new balance is $1100. But if
it were multiple invoices we would have to issue a debit memo on the
customers account for the bad check fee. Is this the common practice?
Does anyone have a better suggestion?
Setting up web Customer
Date: Mon, 12 Jul 1999 20:44:57 PDT
From: "Basanta Kumar Dash" dashbk@hotmail.com
To: oraapps-l@cpa.qc.ca
Subject: Web Customer
Hi All,
We are setting up web Customer on Rel 11.0.2. We are using "Customer option"
resposibility to create sales order through Web. After all the necessary set
up we found following problem:
1. When the order is created in the system the Web Reference number
displayed on the screen is 'xx' (example). But, actually the reference
number is stored as 'xx.1' and the order source is "Sales & Marketing". Now
, if the customer wants to query the order he/she has to query by 'xx.1'
which is unknown to him/her. Is there any set up that creates this number?
Your feedback will help us in a bog way.
Thanks in advance.
Regards,
Basanta.
Printing Customer statements - problems
Date: Tue, 13 Jul 1999 13:45:43 -0600
From: slarkin@es.com
Subject: RE: Recall: GL question
Hi,
Have any of you had trouble printing AR Statements in 10.7, 16.1, GUI? When
we try to print Customer statements we only get concurrent rows of
repeating letters and numbers. If you have experienced this anomaly were
you able to resolve it? What was the fix? Is there a patch out there that
can resolve this issue that any of you are aware of?
Scott Larkin
Evans and Sutherland, IT
Oracle Help Desk
801.588.1838
slarkin@es.com
Oracle Applications Consultant
(Panurgy Corporation)