AR Credit Management Issue: Credit Application Process Workflow Not Assigning Credit Analysts to Credit Applications

(Doc ID 417671.1)

Last updated on OCTOBER 25, 2017

Applies to:

Oracle Credit Management - Version 11.5.10.2 to 11.5.10.3 [Release 11.5.10]
Oracle Credit Management - Version 11.5.9 to 11.5.10.0 [Release 11.5.9 to 11.5.10]
Information in this document applies to any platform.

Symptoms

Workflow Item 'AR: Credit Management Application Process' is not assigning Credit Analysts to Credit Applications.
No workflow error shown.

No Credit Analyst was assigned to the profile class at customer or site level.
You may or may not have a Credit Analyst on the Profile Class definition.
If you do have the Credit Analyst on Profile Class definition, then the customer in question might have been created before assigning the Credit Analyst to the Profile Class definition.

This can be verified via the following steps:
Responsibility:  Receivables
Navigation:  Customers > Customers
Go to Header Level or Site Level Profile Transactions Tab
Using Menu HELP >DIAGNOSTICS > EXAMINE, check if there is any value populated in column CREDIT_ANALYST_ID. 
If there is no value populated, then this is the cause of the issue.

Workflow Background process uses the Credit Analyst at either Customer or Site Level (lowest level takes priority) to assign Credit Analyst to the Credit Application.

Changes

 

Cause

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