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Unable To Create Note Against Multiple Transactions When Note Source Is IEX_INVOICE (Doc ID 2208131.1)

Last updated on AUGUST 10, 2020

Applies to:

Oracle Advanced Collections - Version 12.2.4 and later
Information in this document applies to any platform.


On : 12.2.4 version, Collections Agent UI

You have a situation where specific note types are set up as only being able to be sourced from IEX_INVOICE. When creating a note for an individual invoice, this functionality works as expected, but when highlighting multiple transactions for the purpose of creating the same note for all, this is not possible as the Note Type is not visible.

The expectation is that this note is being created through the same source for all transactions selected.
The issue can be reproduced at will with the following steps:

1. Add new note types under CRM Administrator responsibility and make sure to map them.
2. Go to Collections Agent > query a customer
3. Then select the Transactions tab > select first row > right-click > View Notes > See the new note type you created
4. If you Select multiple transactions > right-click > View Notes > you will not see the new note type you created.

The issue has the following business impact:
Due to this issue, users cannot create a note for multiple transactions.


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