How To Setup Trade Management Receipt Write Off Functionality to Use Approval Limits at User Level?

Last updated on DECEMBER 13, 2017

Applies to:

Goal

The 11.5.10 Release Content document states new functionality:

Receipt Write Off for underpayments: ability to set approval limits for write off amounts at user and system level done in Receivables (AR) or Trade Management (TM).

Receipt Write Off Approval Limits have been set in AR. If used in AR they limit the amount by user that can be written off. If selected as a settlement method in TM any amount can be written off.

Receipt Write Off Approval Limits should apply to this action in both AR and TM at the user level.

Steps to Reproduce

• Responsibility: Oracle Trade Management User
• Navigation: Claims
1. Query a claim
2. Click on Lines Link. Select Receipt Write Off and enter amount to be written off
3. Click on Settlement Link. Select Receipt Write Off Settlement Method, Submit for Approval
4. User set up with receipt write off approval limits of -10 to 10 in AR, but was able to write off 364 dollars in TM using the Receipt Write Off Settlement Method

How this functionality works?

Solution