Reviewing and Updating Receivables QuickCodes (Oracle Receivables Help)


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Reviewing and Updating Receivables QuickCodes

You can review any predefined or new QuickCodes types in the Receivables QuickCodes window. You can update a QuickCode Type only if it is a 'user maintainable' type. Receivables requires that QuickCode types that are not user maintainable remain unchanged for its own internal use.

For user maintainable QuickCode types, you can add new QuickCodes, update the QuickCode name, meaning, description, and effectivity dates. For example, Receivables provides the QuickCode type 'Adjust Reason'. QuickCodes for this type appear in the list of values in the Adjustments window and include Discount, Refund, or Write Off. You can add QuickCodes such as Billing Error and Small Amount Remaining to provide additional reasons for creating an adjustment, or disable a QuickCode that you no longer use.

QuickCode types that you create are always user maintainable and you cannot change this attribute. Additionally, although you can make a QuickCode inactive within a user maintainable QuickCode type, you cannot delete a record from a QuickCode type, regardless of whether it is user maintainable.

To update an existing, user maintainable QuickCode type:

1. Navigate to the Receivables QuickCodes window.

2. Query the QuickCode Type to view.

Suggestion: If you do not know the exact name of the QuickCode Type to view, you can perform a query using wildcard characters. For example, to view all Receivables QuickCode Types containing the word 'customer,' select Enter from the Query menu, then enter '%customer%' in the Type field. Then, select Run from the Query menu. Press the Down Arrow key to scroll through each QuickCode Type returned by your query until you find the one you want.

3. To add a new QuickCode to this type, enter a Name, Meaning, Description, and the dates that this QuickCode will be active. If you do not enter an end date, this QuickCode will be active indefinitely.

To update an existing QuickCode, modify its Meaning, Description, or Start and End Dates.

To disable a QuickCode, uncheck the Enabled check box.

4. Save your work. To use your new QuickCode, you must exit, then reenter Receivables.

To create a new QuickCode type:

1. Navigate to the Receivables QuickCodes window.

2. Enter a Type and Description.

3. Add QuickCodes to this type (see above).

4. Save your work.

Reviewing and Updating Receivables QuickCodes

To update an existing, user maintainable QuickCode type:

To create a new QuickCode type:

See Also