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Sales Credit Type Is Not Defaulting From Salesperson (Doc ID 2426197.1)

Last updated on MARCH 31, 2020

Applies to:

Oracle Quoting - Version 12.2.5 and later
Information in this document applies to any platform.

Symptoms

On Test:  12.2.5 version, FORMS User Interface

ACTUAL BEHAVIOR  
---------------
Sales "Credit Type" is not defaulting from Salesperson setup in Resource form.

EXPECTED BEHAVIOR
-----------------------
Sales Credit Type entered for Salesrep in CRM Resource form should be used.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:

1. Login to EBS with Forms Quoting resp
2. Create a Quote
3. Actions > Sales Credit
Note Sales "Credit Type" value for the saleperson
4. Switch to CRM Resource Manager resp
5. Query Salesperson. Under "Receivables" Tab, you will see "Credit Type" value
What Quoting shows is different than this.

 

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution
References


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