How to remove access for "Complete" action for AR Transactions for few end users Sandbox

 1) Remove "Complete" action button on AR Transactions for few user on the basis of assigned Roles

2) Provide access to few users to "complete" action for  AR Transactions .

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I have used below Edit Page component through Sandbox >>EL but "Complete" Button is getting disabled for all users  

#{securityContext.userInRole['AZM_LOG_COM_ACTION']}

AZM_LOG_COM_ACTION - this is dummy role assigned to 2 users only.

User Cannot Manually Create Tax For A Credit Memo Yet They Are Able To Create Tax For An Invoice

To implement the solution, please execute the following steps:

1. Navigate to Setup and Maintenance > Setup: Financials > Functional Area: Transaction Tax

2. Task "Manage Configuration Owner Tax Options"

3. Search by the Configuration Owner (Business Unit or Legal Entity depending on your setup) and Event Class as "Credit Memo". If not present create a new entry for the Configuration Owner/Event Class.

4. Verify if the checkbox "Allow entry of manual tax lines" is checked. If not, user will need to end date the current record and create a new one with this checkbox as checked.

5. Retest the issue

Overview of Receivables Invoicing Rules in Oracle Fusion Applications

 

Overview of Receivables Invoicing Rules in Oracle Fusion Applications

Invoicing Rules are used to determine when to recognize your receivable for invoices that span more than one accounting period. You can only assign one invoicing rule to an invoice. Receivables provides the following invoicing rules:

Bill In Advance: Use this rule to recognize your receivable immediately.

Bill In Arrears: Use this rule if you want to record the receivable at the end of the revenue recognition schedule.

To use Invoicing Rules create an Invoice with the field populated:

After creating your Invoice and assigning an Invoicing Rule, Run Recognize Revenue Program from the Scheduled Processes page. This will create Invoices dated in a future date depending on the Invoicing Rule you have specified.

Also, ensure that the Invoicing Rule setup in Import Information section of "Manage Transaction Sources" task is correctly configured.

Creating a Customer in Oracle Fusion Applications

 

This article will show you how to create a Customer in Oracle Fusion Applications. 

First, navigate to Receivables > Billing from your Welcome Springboard:

 

On the Billing screen, click on the Task Panel, and click on the "Create Customer" function:

Fill up the required fields such as:

·                Customer Type - You have two options: Organization or Person. Choose Organization if this Customer is an Entity, and Person if this Customer is a direct individual.

·                Name - The Identifying name of the Customer

·                Registry ID - This is the Auto generated Customer ID as based on the Trading Community Architecture

·                Account Number - This is the Auto generated Customer Number that Oracle uses internally

·                Account Type - You have two options: External (for external customers) or Internal (usually used for Subsidiaries)

 

 

On the Address section, fill up the fields such as Site Name and the appropriate Address.

 

 

 

On the Address Purpose section, make sure to add the "Bill To" and "Ship To" purpose as these are the two most important purpose of a Customer Site.

 

 

Click on "Save and Close" to save your work.

 

 

To review and edit your inputs, you may search your newly-created customer from the "Manage Customers" screen:

 

 

Go to the Customer's Site and on the "Profile History" tab, click on the "Create Site Profile" button:

 

 

On the "Create Site Profile" screen, choose the appropriate Profile Class to auto-populate most of the fields on the Customer, and change other fields that are not applicable. Click on "Save and Close" to save your work.