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HowToSetupTradeManagement(TM)andReceivables(AR)toAcceptOverpaymentsWith
WriteOffSettlementType?(DocID728892.1)
In this Document
Goal
Solution
References
APPLIESTO:
OracleTradeManagementVersion11.5.10andlater
Informationinthisdocumentappliestoanyplatform.
GOAL
How To Setup Trade Management To Accept Overpayments With Write-Off Settlement Type ?
SOLUTION
Mainly:
- Writeoff Adjustment
- Receipt Writeoff (Deduction)
- Receipt Writeoff (Overpayment)
2. In Receivables check Write-Off limit setups a Setup Maximum Write-off limit in System Options window. b Setup user level wri
3.
4.
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29/06/2016 Document728892.1
Oracle Trade Management User > Claims > Retrieve deduction claim with number : OPM16309
> Settlement > Settlement method > Write-Off
> Request Approval button > Approval rule : Claim BF Claim Approval Rule applies
> Follow apporval process
> Overpayment claim is at status Closed now
SothereceiptapplicationonnoinvoicedidcreateaclaiminTMbutdidalsohavealreadyareceiptcreatedinARsono
needto
doanyothertransactionsinAR,justposttheARreceiptandtransferittoGL
REFERENCES
NOTE:733532.1HowToCreateInvoiceRelatedDeductionandSettleitwithWriteOffMethodinTradeManagement?
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