This appendix describes setting profile options for Oracle Credit Management.
This appendix covers the following topics:
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
This section describes profile options by category.
The tables in this section provide profile option information as follows:
The Default column displays either the default profile option value in italics, or No Default if none exists.
The User Access column indicates whether you can view or update the profile option.
The System Administration: Site, Application, Responsibility, and User columns indicate at which levels the system administrator can update these profile options.
The key for each table is:
Update: You can update the profile option.
View Only: You can view the profile option but cannot change it.
No Access: You cannot view or change the profile option.
The table below lists the profile options that affect credit policy 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 |
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.
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.
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.