AR Invoice Collection Mapping Inventory Item to Credit Category Is Not Working (Doc ID 2757184.1)

Last updated on MAY 03, 2024

Applies to:

Symptoms

Invoice collected from Accounts Receivable is still not bringing over the Inventory Item that is mapped to Credit Category Name.

STEPS
1. Setup Credit Categories with same name as the Inventory Item
    Compensation Plans > Manage Credit Categories > Create ( eg. CV007_INV )

2. Confirm Item exists in the inventory organization

3. Create AR Invoice with the inventory item and COMPLETE the invoice ( eg. Invoice Transaction Number = 67004 )
    Receivables > Billing > Create Transaction
         Transaction Source = Invoice
         Transaction Type = Invoice
         Transaction Date = 12/1/19
         Salesperson = Rep2
         Bill-to Name = AR Customer1
         Payment Terms = IMMEDIATE
         Invoice Details > Invoice Lines :
              Item = CV007_INV
              Description = CV007_INV Item Desc
              Quantity = 15
              Unit Price = 10
              Amount = 150.00

4. Setup and Maintenance > Sales : Incentives > Manage Incentive Selection Rules
       Select Import Type = Invoices
       Business Unit = IC Demo BU
       Rule Set Name = Invoice BU
       Applies If = All rules are true
           Rule Code = IC Demo BU Business Unit
           Rule Criteria :
                 Business Unit Equals IC Demo BU
                 Transaction Date After 1/1/19

5. Setup and Maintenance > Sales : Incentives > Manage Incentive Import Mappings
      Select Import Type = Invoices
      Attribute Mapping :
           Level = Transaction
           Attribute = Credit Category Name
           Source Object = Invoice Lines
           Attribute = Inventory Item

6. Credits and Earnings > View Processes > Schedule New Processes > Import ERP Transactions
     Business Unit = IC Demo BU
     Source = Invoices
     Rule Set Name = Invoice BU
     From Date = 12/1/19
     To Date = 12/31/19

7. Run All Transaction Process ( which includes Collect Transactions )

8. View transaction via Manage Transactions ... see credit category is blank

Cause

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