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Oracle Credit Management User Guide
Release 12.1
Part Number E13502-04
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Oracle Credit Management Profile Options and Profile Option Categories

This appendix describes setting profile options for Oracle Credit Management.

This appendix covers the following topics:

Profile Options and Profile Option Categories Overview

During implementation, set a value for each Oracle Credit Management profile option to specify how Credit Management controls access to and processes data.

See: Setting User Profile Options, Oracle Applications System Administrator's Guide - Maintenance

Profile options are grouped into one or more profile option categories enabling you to view only the profile options that pertain to your application or function.

Credit Management Categories

Credit Management Profile Options

Profile Option Category and Profile Options Descriptions

This section describes profile options by category.

The tables in this section provide profile option information as follows:

The key for each table is:

Credit Policies Management Category

The table below lists the profile options that affect credit policy management.

Credit Policies Management
Profile Option Default User Access System Administration: Site System Administration: Application System Administration: Responsibility System Administration: User
AR: Allow summary table refresh No Default Update View Only View Only Update View Only
AR: Credit Hierarchy Type No Default Update Update Update Update Update
AR: Default Credit Management Currency No Default Update Update No Access No Access Update

AR: Allow summary table refresh

Set this profile option to Yes if you want to allow the data contained within the transaction summary and balance tables to be initialized or reset. After setting this profile option to Yes, run the Credit Management Refresh AR Transactions Summary Tables concurrent program from the Submit Requests window. See: Populating Transaction Data.

After the Refresh AR Transactions Summary Tables concurrent program populates the summary tables, the profile option is automatically reset to No. If you ever want to reset the data in the summary tables in the future, then set this profile option back to Yes.

Use this profile option for added security to ensure that the summary tables are refreshed only when necessary.

This profile option can be set by the system administrator or user at the application level only.

AR: Credit Hierarchy Type

If customer relationships defined in Oracle Trading Community Architecture Relationship Manager are used for Credit Management, then you must set the AR: Credit Hierarchy Type profile option to the relationship type that you are using in Credit Management.

This profile option is used for determining the party relationship hierarchy when generating the case folder.

This profile option can be set by the system administrator at the site, application, and responsibility levels but cannot be updated by the user.

See: Defining Credit Hierarchies.

AR: Default Credit Management Currency

If you typically use one currency when entering new credit applications, set the AR: Default Credit Management Currency profile option to automatically default the currency for each new credit application.

This profile option can be set by the system administrator at the user and site levels, and can also be updated by the user.