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Financial Data Points Missing on Case Folder if Currency is Different (Doc ID 2715346.1)

Last updated on SEPTEMBER 30, 2020

Applies to:

Oracle Credit Management - Version 12.1.3 to 12.2 [Release 12.1 to 12.2]
Information in this document applies to any platform.

Symptoms

Financial data points are not included in the Case Folder if the financial statement data is entered in a non functional currency.


Steps to Reproduce:

Responsibility: Credit Management Superuser
Navigation
: Credit Request

  1. Functional Currency = USD.
  2. Credit Usage Rule assigned for USD, but includes USD, CAD.
  3. Create a checklist that includes Financial Data points: Total Assets, Total and Total Liabilities for example.
  4. When creating a credit application, enter a Financial Statement for currency = CAD.
  5. Create the case folder. The financial data points are empty.  It works fine if the financial statement is entered in USD.

Cause

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In this Document
Symptoms
Cause
Solution
 1. Bug Summary
 2. Fixed Files
 3. Recommended Patches
 4. Solution Steps
References


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