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How To Create and Settle Claim with On Account Credit Memo Settlement Method and Managing Dispute Amount? (Doc ID 738753.1)

Last updated on OCTOBER 01, 2018

Applies to:

Oracle Trade Management - Version 11.5.10 to 12.1.3 [Release 11.5 to 12.1]
Information in this document applies to any platform.
***Checked for relevance on 05-Nov-2013***

Goal

The purpose of this document is to describe the product flow for Claim Creation and Settlement with On Account Credit Memo settlement method.

Solution

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In this Document
Goal
Solution
 A. Deduction Claims
      1. Enter Transaction
      2. Enter Receipt
      3. Review Dispute Amount
      4. Review and Approve Claim
      5. Run OZF: Claims Settlement Concurrent Request
      6. Check Rows in Recievables (AR) Invoice Interface Table
      7. Run AutoInvoice Import Program
      8. Check Credit Memo Created
      9. Run OZF-TM: Claims Settlement Fetcher
      10. Check Credit Memo is Closed
      11. Check Paid Amount
      12. Run Transfer to General Ledger (GL)
      13.  Check Journals Imported to GL
      14. Post Journals
 B. Manual Claims
      1. Enter Transaction
      2. Create Claim
      3. Review and Approve Claim
      4. Check Dispute Amount
References

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