Customer Form, Site Profile Amount Issue: Currency Rates And Limits Are Not Saved From Profile Class Definition Unless You Navigate to the Profile Amounts Tab (Doc ID 1162095.1)

Last updated on OCTOBER 13, 2022

Applies to:

Oracle Receivables - Version 12.1.2 and later
Information in this document applies to any platform.

Symptoms

When creating / maintaining a customer record, the defaulting of the Amounts at the Profile Amounts tab for the Site Level is inconsistent with the defaulting of Amounts at the Account Level.

At the Account Level, once the profile is created even if you don't navigate into the Profile Amounts tab before saving, the amounts default from the Profile Class.
At the Site Level, once the profile is created, if you don't navigate into the Profile Amounts tab before saving, the amounts are not defaulted from the Profile Class.

Steps to Reproduce:

Responsibility: Receivables Manager
Navigation: Customers > Customers

Query for an existing customer
Create Profile Amounts at the Account Level:

- Click on the Account Details icon
- Navigate to the Account Profile tab
- Change the profile class from one profile class to another, for example: 'Default' to 'New Profile'
- A Warning message will appear:
- Selecting a new Profile Class will cause all values, including Currency Rates and Limits and Late Charges settings, to be set to the default for the newly selected Profile Class.
- Are you sure you want to change the Profile Class?
  Choose 'Yes'
- Click on the Save button
- Navigate to the Profile Amounts tab, all the Currency Rates and Limits are auto-populated

Now, navigate to the Sites tab to Create Profile Amounts at the Site Level:
- Click on the Site Details icon
- Navigate to the Profile tab
- A Warning message will appear:
  This profile does not exist at the site level. Do you want to create a new profile?
  Choose Yes
- Click on the Save button
- Navigate to the Profile Amounts tab, None of the Currency Rates and Limits from the profile class exist. The profile amounts did not auto-populate from the Profile Class as they did in the Account level
- If After you answer Yes to the Warning message, you instead navigate to the Profile Amounts tab BEFORE Saving, the Currency Rates and Limits are created as expected.