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Use either the Reconcile
Receipts form in Oracle Receivables or the reconciliation forms in Oracle
Cash Management to clear your receipts. We suggest you do not use both
methods of reconciliation as the two features duplicate functionality. In
later releases of Oracle Receivables the Reconcile Receipts form will become
obsolete.
If you use Oracle Inventory
and Oracle Order Entry for sales order shipments, you should elect to
derive your dates, and use the shipment date for your invoice general
ledger date. In this way you can ensure that you have booked your revenue
and cost to the same accounting period.
To avoid duplicate customer
names, you should query your existing customer names before entering
another. For example, if you are entering an order for BOSS, you should
first query the customer name using %BOSS%, which searches for all
customers with BOSS in their name. If you find duplicate customer names,
then you should inactivate the duplicate customer name as soon as possible
to avoid using it in data entry. You should then use the Merge Customers
form to select the original customer name into which you want to merge the
duplicate customer information.
You should enter the
telephone numbers that you want to use for collections as type General or
Fax.
There a several fields that
are missing from the customer interface tables. Create a temporary table
that replicates the standard customer interface table but which includes
the missing fields. Insert these records into the standard interface table
(without the missing fields). Run the customer interface. Run a script
that updates the production tables with the missing fields (from the
temporary table). This way you already know what information belongs with
which records (be sure that you are not attempting to load invalid values
since you aren’t running through the interface program).
Generally, chargebacks are
only used when applying payments to an invoice and the customer short pays
or takes an unauthorized deduction. The process closes the original
invoice and creates a new "chargeback invoice" for the
difference. The reason why most people are unable to use chargebacks is
that they MUST be tied to a specific invoice, and in most cases, you
don’t know which invoice the customer is trying to take the deduction
against.
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