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Function Name | Restriction(s) |
---|---|
Inv: View | View invoices |
Inv: Enter | Enter invoices |
Inv: Update | Update invoices |
Inv: Delete | Delete invoices |
DM: View | View debit memos |
DM: Enter | Enter debit memos |
DM: Update | Update debit memos |
DM: Delete | Delete debit memos |
Reg CM: View | View credit memos |
Reg CM: Enter | Enter credit memos |
Reg CM: Update | Update credit memos |
Reg CM: Delete | Delete credit memos |
OnAcc: View | View on account credits |
OnAcc: Enter | Enter on account credits |
OnAcc: Update | Update on account credits |
OnAcc: Delete | Delete on account credits |
OnAcc: Applications | Apply on account credits |
Comm: View | View commitments |
Comm: Enter | Enter commitments |
Comm: Update | Update commitments |
Comm: Delete | Delete Commitments |
Adj: View | View Adjustments |
Adj: Enter | Enter Adjustments |
Adj: Update | Update Adjustments |
Adj: Approve | Approve Adjustments |
Transactions: Complete | Complete transactions |
Transactions: Copy** | Copy Transactions |
Transactions: Dispute* | Place transactions in dispute |
Transactions: Print** | Print transactions |
Function Name | Restriction(s) |
---|---|
Cash: View | View cash receipts |
Cash: Enter | Enter cash receipts |
Cash: Update | Update cash receipts |
Cash: Delete | Delete cash receipts |
Misc: View | View miscellaneous transactions |
Misc: Enter | Enter miscellaneous transactions |
Misc: Update | Update miscellaneous transactions |
Misc: Delete | Delete miscellaneous transactions |
Auto: View | View automatic receipts |
Auto: Create | Create automatic receipts |
Auto: Maintain | Maintain automatic receipts |
Auto: Approve | Approve automatic receipts |
Auto: Format | Format automatic receipts |
Auto: Confirm | Confirm automatic receipts |
Auto:Unconfirm | Unconfirm automatic receipts |
Remit: View^^ | View automatic remittances |
Remit: Create | Create automatic remittances |
Remit: Maintain | Maintain automatic remittances |
Remit: Approve | Approve automatic remittances |
Remit: Format | Format automatic remittances |
QuickCash: View | View QuickCash receipts |
QuickCash: Enter | Enter QuickCash receipts |
QuickCash-Manual: Update | Update manually entered quickcash |
QuickCash-Lbox: Update | Update QuickCash receipts imported through lockbox |
QuickCash: Post | Post QuickCash |
Reverse: Std | Allow standard reversal |
Reverse: DM | Allow debit memo reversal |
Exchange Rate Adj | Create exchange rate adjustments |
Function Name | Restriction(s) |
---|---|
Scheduler** | Access the Scheduler window |
Call** | Access the Calls window |
Customer Account** | Access the Customer Account window |
Account Details** | Access the Account Details window |
Aging** | Access the Aging window |
Correspondence** | Access the Correspondence window |
Account Overview** | Access the Account Overview window |
Transaction Overview** | Access the Transaction Overview window |
Credit Hold | Place/Release a customer credit hold |
Transactions: Dispute* | Place transactions in dispute |
Customer WB | Access the Customer Workbench from the Collections Workbench |
Dunning** | Print Dunning Letters |
Statements** | Print Statements |
Function Name | Restriction(s) |
---|---|
Customers:Telephones | Enter customer telephone numbers |
Customers:Contacts | Enter contacts names, contacts telephone numbers, and contacts roles |
Customers:Profile | Assign and maintain customer profiles |
Customers:Banks | Assign banks to customers |
Customers:Payment Methods | Assign payment methods to customers |
Customers:Marketing | Enter Marketing information |
Customers:Relationship | Create and view customer relationships |
Customers:Address Telephones | Enter address telephone numbers |
Customers:Address Contacts | Enter contacts names, contacts telephone numbers and contacts roles |
Customers:Address Profile | Assign and maintain customer site profiles |
Customers:Address Banks | Assign banks to addresses |
Customers:Address Payment Methods | Assign payment methods to addresses |
Function Name | Restriction(s) |
---|---|
Banks: Receivable Options | Access the AR Options and More AR Options regions of the Bank Accounts window to define GL Accounts |
Banks: Related Banks | Assign related banks to a Clearing House. |
Banks: Payable Options | Access the AP Options region of the Bank Accounts window to define various attributes for Oracle Payables |
Banks: Payment Documents | Access Payment Documents window to enter new payment documents |
Note: ** Implies that the functionality may be accessed either via a button or directly from the menu. Excluding the function will disable access via the button. However, the system administrator is still required to remove access from the menu when defining menu structures.
Note: * The Transactions: Dispute function lets a user place transactions in dispute. This function can be performed in both the Transactions and the Collections workbenches. If your system administrator has excluded the function from the Transactions Workbench, it will automatically be excluded from the Collections Workbench. However, if the entire Transaction Workbench is excluded from a responsibility, then the system administrator may choose to explicitly include or exclude the function in the Collections Workbench.
Note: ^^ If you exclude access to this function, it will remove the Remittance window from the menu. There are no buttons that access this window in other Receivables windows.
Customer Window Parameters (when function security definitions conflict with window parameters)
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