Autoadjustment Functionality and Navigation Path (Doc ID 1019530.102)

Last updated on MAY 05, 2017

Applies to:

Oracle Receivables - Version 10.7 to 11.0.3 [Release 10.7 to 11.0]
Oracle Receivables - Version 11.5.10.3 to 12.1.3 [Release 11.5.10 to 12.1]
Information in this document applies to any platform.

Goal

Run AutoAdjustment to automatically adjust the remaining balances of all open invoices, debit memos, credit memos, and chargebacks. You can adjust specific transactions by entering selection criteria such as remaining amount, due date, transaction type, customer name, or customer number.

When you run AutoAdjustment, Receivables automatically creates your pending or approved adjustments based on your approval limits, and prints preview and audit reports for your AutoAdjustment processes.

If you enter a Remaining Amount range that exceeds your adjustment approval limits, Receivables displays a warning message for your approval limits when you submit. If you choose to continue, Receivables creates adjustments with a status of Waiting Approval.

If the Remaining Amount range you specify is within your adjustment approval limits, Receivables automatically approves your adjustment.

Solution

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