
Financial Data Points Missing on Case Folder if Currency is Different
(Doc ID 2715346.1)
Last updated on JANUARY 03, 2023
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
- Functional Currency = USD.
- Credit Usage Rule assigned for USD, but includes USD, CAD.
- Create a checklist that includes Financial Data points: Total Assets, Total and Total Liabilities for example.
- When creating a credit application, enter a Financial Statement for currency = CAD.
- 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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