Oracle Receivables Profile Options

Profile Options

During your implementation, you set a value for each Receivables user profile option to specify how Receivables controls access to and processes data. Receivables lets you govern the behavior of many of the windows that use profile options.

Profile options can be set at the following levels:

Each of these user profile options affect the behavior of Receivables in different contexts. In Receivables, operations that profile options can affect include receipt application, the entry of adjustments, the creation and remittance of automatic receipts and taxes, and posting to your general ledger.

You may also have additional user profile options on your system that are specific to applications other than Receivables.

To change profile options at the Site, Application, or Responsibility level, choose the System Administrator responsibility, then navigate to the Personal Profile Values window. Query the Profile Name field to display the profile options with their current settings, make your changes, then save your work.

You can change profile options at the user level in the Personal Profile Values window. To do this, navigate to the Personal Profile Values window, query the profile option to change, enter a new User Value, then save your work.

Generally, your system administrator sets and updates profile values at each level.

Important: For any changes that you make to profile options to take effect, you must either exit, and then reenter Receivables, or switch responsibilities.

Related Topics

Overview of Setting User Profiles, Oracle Applications System Administrator's Guide - Maintenance

Overview of Receivables User Profile Options

Profile Options in Oracle Trading Community Architecture

Profile Options In Oracle Order Management

Profile Options in Oracle General Ledger

Profile Options in Oracle Application Object Library

Overview of Receivables User Profile Options

This section lists each Receivables profile option. For each user profile option, we give a brief overview of how Receivables uses that profile, and tell you at which level you can set or update it.

Profile Options not Owned by Receivables

The following profile options affect the operation of Receivables, but are not "owned" by Receivables:

Profile Option Settings

This table indicates whether you can view or update profile options and at which levels your system administrator can update these profile options: the user, responsibility, application, or site levels.

A Required profile option requires you to provide a value. An Optional profile option already provides a default value which you can change.

The key for this table is:

Profile Option Value Default User Access System Admin Access: User System Admin Access: Resp. System Admin Access: App. System Admin Access: Site
Tax: Allow Ad Hoc Tax Changes Optional No default View Only Update Update Update Update
Tax: Allow Manual Tax Lines Optional No default View Only Update Update Update Update
Tax: Allow Override of Customer Exemptions Optional No default View Only Update Update Update Update
Tax: Allow Override of Tax Code Optional No default View Only Update Update Update Update
Tax: Inventory Item for Freight (This profile option affects Receivables but is owned by another application) Required No default View Only Update Update Update Update
Tax: Invoice Freight as Revenue (This profile option affects Receivables but is owned by another application) Optional No default View Only Update Update Update Update
Tax: Lease Management Installed Optional No default Update Update Update Update Update
Tax Taxware: Service Indicator Optional No default View Only View Only Update Update Update
Tax Taxware: Tax Selection Optional No default View Only View Only Update Update Update
Tax Taxware: Tax Type Optional No default View Only View Only Update Update Update
Tax Taxware: Use Nexpro Optional No default View Only View Only Update Update Update
Tax: Use Tax PL/SQL Vendor Optional No default View Only Update Update Update Update
Tax: Use Tax Vendor Optional No default View Only View Only Update Update Update
Tax Vertex: Case Sensitive Optional No default View Only View Only No Access No Access Update
Tax Vertex: Secondary Taxes Optional No default View Only View Only Update Update Update
AR: Allow Overapplication in Lockbox Required No View Only View Only Update Update Update
AR: Allow Update of Existing Sales Credits Required Yes Update Update Update Update Update
AR: Always Default Transaction Balance for Applications Optional No default Update Update Update Update Update
AR: Application GL Date Default Optional Later of Receipt GL Date and Invoice GL Date View Only No Access Update Update Update
AR: AutoInvoice Gather Statistics Optional No default Update Update Update Update Update
AR: Bank Directory Source Optional No default No Access Update Update Update Update
AR: Bank Directory URL Optional No default No Access No Access No Access No Access Update
AR: Bills Receivable Batch Source Optional No default Update Update No Access No Access No Access
AR: BPA Details Access Enabled Optional No View Only Update Update Update Update
AR: BPA Print Output Directory Required No default View Only Update Update Update Update
AR: Cash - Allow Actions Required Yes View Only Update Update Update Update
AR: Change Customer on Transaction Optional Yes View Only Update Update Update Update
AR: Commit Between Validations in Lockbox Optional No default Update No Access Update Update Update
AR: Create Bank Charges Optional Yes Update View Only Update Update Update
AR: Customer Text Last Successful Run Optional No default No Access No Access No Access No Access Visible
AR: Customers - Enter Alternate Fields Optional Yes View Only No Access Update Update Update
AR: Debug Level for Lockbox / PostBatch Required 3 Update Update Update Update Update
AR: Default Exchange Rate Type Required No default View Only View Only Update Update Update
AR: Default Open Receipts for Application Optional No Update Update Update Update Update
AR: Deposit Offset Account Source Optional Auto-Accounting No Access No Access Update Update Update
AR: Disable Receivable Activity Balancing Segment Substitution Optional No No Access Update Update Update Update
AR: Enable SQL Trace Optional No default Update Update No Access No Access No Access
AR: Enable Debug Message Output Optional No default Update Update No Access No Access No Access
AR: Factor/Endorse Bills Receivable without Recourse Optional No View Only Update Update Update Update
AR: GL Transfer Balance Test Optional Yes View Only Update Update Update Update
AR: Include Receipts at Risk in Customer Balance Required No default Update Update Update Update Update
AR: Invoices with Unconfirmed Receipts Optional No default View Only Update Update Update Update
AR: Item Flexfield Mode Optional Concatenated Segment Entry Update Update Update Update Update
AR: Lockbox and QuickCash Gather Statistics Optional Yes Update Update Update Update Update
AR: Maximum Lines Per AutoInvoice Worker Optional No default View Only No Access Update Update Update
AR: Override Adjustment Activity Account Option Optional Yes View Only Update Update Update Update
AR: Receipt Batch Source Optional No default Update Update Update Update Update
AR: Require Adjustment Reason Optional No Update Update Update Update Update
AR: Require Receipt Method on Remittance Batch Optional No View Only View Only Update Update Update
AR: Sort Customer Reports by Alternate Fields Required No default View Only No Access Update Update Update
AR: Transaction Batch Source Optional No default Update Update Update Update Update
AR: Update Due Date Required Yes View Only Update Update Update Update
AR: Use Invoice Accounting For Credit Memos Optional Yes View Only Update Update Update Update
AR: Use Oracle Approvals Management in Credit Memo Workflow Optional No View Only No Access No Access No Access Update
AR: Use Parallel Hints Optional No Update Update Update Update Update
AR: Use Statement, Dunning, and Late Charges Site Profiles Optional No No Access No Access Update Update Update
HZ: Change Party Name Optional Yes View Only Update Update Update Update
HZ: Internal Party Optional No default Update Update Update Update Update
HZ: Name/Address Backwards Compatibility Optional Yes Update Update Update Update Update
HZ: Show Only Active Addresses Optional No default Update Update Update Update Update
Oracle Exchange Database Link Optional No default No Access View Only View Only View Only Update
Default Country (This profile option affects Receivables but is owned by another application) Required No default Update Update Update Update Update
Enable Transaction Code Optional No No Access Update Update Update Update
Journals: Display Inverse Rate (This profile option affects Receivables but is owned by another application) Optional No Update Update Update Update Update
OM: Item Flexfield (This profile option affects Receivables but is owned by another application) Required No default View Only No Access No Access No Access Update
Sequential Numbering (This profile option affects Receivables but is owned by another application) Optional Not Used Update No Access Update Update Update

Tax: Allow Ad Hoc Tax Changes

This profile option lets you choose whether to allow modifications of rates and amounts assigned to tax codes in the Transactions window in Receivables by setting the profile option to Yes. You must have defined tax codes in the Tax Codes and Rates window and set Ad Hoc to Yes. A null value is equivalent to No.

Tax: Allow Manual Tax Lines

This profile option lets you choose whether to prevent entering of manual tax lines in the Transactions windows in Receivables by setting the profile option to No. A null value is equivalent to Yes.

Tax: Allow Override of Customer Exemptions

This profile option determines whether to allow entering of unapproved exemptions in Receivables by setting the profile option to No. This profile option controls access to the Tax Handling field in the Lines window when entering transactions. You use the Tax Handling field to indicate how Receivables handles exemptions for each transaction line.

You can also use this profile option to control whether you allow sales tax systems to automatically create unapproved sales tax exemptions during invoice entry. A null value is equivalent to No.

Tax: Allow Override of Tax Code

This profile option lets you choose whether to allow overriding of a system-derived tax code during order or invoice entry by setting the profile option to Yes. If you override a system derived tax code, Receivables will use the rate and amount assigned to the new tax code to determine the tax for the transaction.

Tax: Inventory Item for Freight

Use this profile if you have set Tax: Invoice Freight as Revenue to Yes (so that freight can be taxed) and you need to control the rate of tax applied to freight. You can do this by defining an inventory item of User Type Freight and setting this option to your new inventory item. When Order Management identifies this inventory item, it uses the Tax Codes (or Groups) assigned to it or Item Exceptions to control the applicable tax rates and accounting for the freight service. On the printed invoice, the description of the freight line will be derived from the inventory item that you defined, rather than the default description 'Freight'.

Tax: Invoice Freight as Revenue

If you are using Oracle Order Management, this profile option determines how Order Management imports freight amounts to Receivables when you run the Receivables Interface program. Use this profile if you require freight amounts to be taxed by setting the profile option to Yes. If this option is Yes, Order Management will create a line item of type Line on the invoice for the freight amount identified on the Ship Confirm window, so that it can be taxed. When Receivables prints the invoice, this amount will be printed as the last invoice line with the description of Freight.

Tax: Lease Management Installed

Set this profile option to Yes if you are using Oracle Lease Management. This profile option controls how certain leasing-specific fields display in various tax windows.

Tax Taxware: Service Indicator

If the Taxware Sales/Use Tax System is your tax vendor, set this profile option to define your service indicator. Taxware uses the service indicator to identify the taxability in jurisdictions where the taxability differs according to the service indicator. Choose Service, Rental, or Non-service. A null value is equivalent to Non-service. See: Oracle E-Business Tax: Vertex Q-Series and Taxware Sales/Use Tax System Implementation Guide.

Tax Taxware: Tax Selection

If the Taxware Sales/Use Tax System is your tax vendor, define this profile option to control whether jurisdiction-level jurisdiction codes should be used when calculating taxes. Choose Tax Only to calculate tax based on the ship-to address. Choose Jurisdiction and Tax to calculate tax based on the ship-to, ship-from, point of order acceptance, and point of order origin information. A null value is equivalent to Jurisdiction and Tax. See: Oracle E-Business Tax: Vertex Q-Series and Taxware Sales/Use Tax System Implementation Guide.

Tax Taxware: Tax Type

If the Taxware Sales/Use Tax System is your tax vendor, define this profile option to identify the default tax type for transactions that are passed to Taxware from Receivables. Taxware uses the tax type to determine how to calculate tax in jurisdictions in which tax calculations are different depending on the tax type. Choose Sales, Service, or Use. A null value is equivalent to Sales. See: Oracle E-Business Tax: Vertex Q-Series and Taxware Sales/Use Tax System Implementation Guide.

Tax Taxware: Use Nexpro

This profile option determines whether you use Nexpro, a function of the Taxware Sales/Use Tax System. Choose Yes if Taxware is your tax vendor. A null value is equivalent to No. See: Oracle E-Business Tax: Vertex Q-Series and Taxware Sales/Use Tax System Implementation Guide.

Tax: Use Tax PL/SQL Vendor

This profile option determines the tax vendor to use in a multiple organization environment when multiple tax vendors are installed. Choose either Taxware or Vertex. The default value is Null. See: Oracle E-Business Tax: Vertex Q-Series and Taxware Sales/Use Tax System Implementation Guide.

Tax: Use Tax Vendor

This profile option lets your system administrator control which users can call an installed third party application for tax calculations. This profile option is required in multiple organization installations in which one set of executables is shared across many different tax compliance requirements. Choose Yes to indicate that a user can call a third party application to calculate tax. A null value for this profile option is equivalent to No.

Tax Vertex: Case Sensitive

If Vertex Quantum is your tax vendor, this profile option determines whether tax calculation queries to the Vertex Tax Decision Maker (TDM) are case sensitive. If you do not use Vertex Quantum, Receivables ignores this profile option. See: Oracle E-Business Tax: Vertex Q-Series and Taxware Sales/Use Tax System Implementation Guide.

Tax Vertex: Secondary Taxes

If Vertex Quantum is your tax vendor, this profile option indicates whether secondary taxes should be returned to Oracle Receivables by setting it to Use Secondary Taxes. A null value is equivalent to Use Secondary Taxes. If you do not use Vertex Quantum, Receivables ignores this profile option. See: Oracle E-Business Tax: Vertex Q-Series and Taxware Sales/Use Tax System Implementation Guide.

AR: Allow Overapplication in Lockbox

This profile option controls how AutoLockbox handles receipts when the payment amount is greater than the balance due for a transaction. When a payment exceeds the balance due, AutoLockbox closes the transaction and leaves a negative balance due for the item if both of the following are true:

If either of these conditions are false, AutoLockbox applies only enough to close the transaction and leaves the remaining receipt amount unapplied.

AR: Allow Update of Existing Sales Credits

This profile option determines whether a user can update existing sales credits or if additional sales credit records need to be created to maintain an audit trail.

AR: Always Default Transaction Balance for Applications

This profile option determines the default amount applied value that displays in the Applications window, whether you enter applications directly or by using the Search and Apply feature. The default value includes discount amounts, where applicable.

If you set the profile option to Yes, then the default amount applied is the remaining transaction amount.

If you set the profile option to No, or if a null value exists, then the following defaulting rule is applied:

  1. If the unapplied receipt amount is greater than or equal to the transaction, then the default amount applied is the remaining transaction amount.

  2. If the unapplied receipt amount is less than the remaining transaction amount, then the default amount applied is the unapplied receipt amount.

  3. If the unapplied receipt amount is negative, then the default amount applied is the remaining transaction amount (to prevent the negative unapplied amount from increasing).

AR: Application GL Date Default

This profile option determines how Receivables determines the default GL Date when you apply receipts. Choose one of the following values:

AR: AutoInvoice Gather Statistics

This profile option determines if the AutoInvoice Master program analyzes and gathers information about the interface tables each time AutoInvoice is run. Analyzing tables ties up system resources.

If the value for this profile option is set to Yes, or is null, AutoInvoice analyzes the interface tables and gathers statistics.

If the value is set to No, AutoInvoice does not analyze the interface tables.

AR: Bank Directory Source

This profile option is used by iReceivables for bank account transfer payments that make use of the Automated Clearing House (ACH) network. The profile option provides iReceivables with access to the E-Payment routing directory through the Federal Reserve Financial Services web site, a local file downloaded from this web site, or both. iReceivables uses the E-Payment routing directory to derive the name of the bank or financial institution from the routing number that a customer enters to pay an invoice using an ACH bank account transfer.

AR: Bank Directory URL

This profile option is used by iReceivables to identify the URL in Oracle iReceivables that will host the Federal Reserve Financial Services web site. This profile option is set when the AR: Bank Directory Source profile option is set to Web Services or Web Service First then Local.

AR: Bills Receivable Batch Source

This profile option determines the default bills receivable transaction batch source to use for bills receivable transactions. Enter a bills receivable batch source that you previously defined to default to the Bills Receivable window and the Bills Receivable Transaction Batches window.

AR: BPA Details Access Enabled

This profile option determines the level of information internal users and customers can access online presented by Oracle Bill Presentment Architecture. If set to Yes, the user can access the details page of an online bill by clicking an active hyperlink in the Item Description column of the Lines and Tax table to view detail billing information from supplementary data sources. If set to No, no hyperlink is displayed and users cannot access a details page for billing detail.

AR: BPA Print Output Directory

This profile option identifies the output directory for invoice PDF files generated by the invoice batch print program submitted in Oracle Bill Presentment Architecture or Oracle Receivables. It also stores PDF files generated by the Print Preview feature of Interactive Preview when the user selects one or more invoices to print.

AR: Cash - Allow Actions

This profile option determines whether Receivables lets you create item level actions in the Applications window while you apply receipts. Valid item level actions include adjustments to your debit items or the creation of chargebacks for specific debit items.

If set to Yes, Receivables displays the Chargebacks or Adjustments window and lets you create chargebacks and adjustments when you choose either Chargebacks or Adjustments in the Applications window.

AR: Change Customer on Transaction

This profile option determines whether you can update customer names in the Transaction windows. If this option is Yes, you can update the bill-to and ship-to names of customers on your transactions.

Note: You cannot update the customer bill-to or ship-to information if the transaction is a chargeback, has activity against it, or has been posted, even if this profile option is set to Yes.

AR: Commit Between Validations in Lockbox

This profile option determines whether the AutoLockbox program will commit (save) after validating each record in a Lockbox transmission. If you set this profile option to No, AutoLockbox will only commit after validating all of the records in the transmission.

AR: Create Bank Charges

This profile option determines whether users can create bank charges when entering receipts in Receivables.

Other operations that this profile can affect include the following:

AR: Customer Text Last Successful Run

This profile option stores the last successful run date of the customer text data creation and indexing process. You must run the customer text data creation and indexing process to acquire good search results in the Text tabbed region of the Find/Enter Customers window.

AR: Customers - Enter Alternate Fields

This profile option controls whether users can enter information in the Alternate Name field in the Customers and Customer Addresses windows. This field lets you enter a phonetic representation of a customer name. Alternate names are used primarily in Japan to enter and sort customer information using Kana characters.

Receivables also uses this information when you choose Customer Name Sort as a parameter when printing certain Receivables reports (for example, the Customer Listing - Detail or Summary report). Refer to the AR: Sort Customer Reports by Alternate Fields profile option in this section.

AR: Debug Level for Lockbox / PostBatch

This profile option determines whether AutoLockbox and PostBatch (Post QuickCash) are run in debug mode.

Enter one of the following values to indicate how extensive the debugging information saved to the log file will be:

AR: Default Exchange Rate Type

This option determines the default exchange rate to use when converting foreign currency transactions to your functional currency. Valid values are:

AR: Default Open Receipts for Application

Use this profile option to indicate whether or not the following items should always be selected:

AR: Deposit Offset Account Source

This profile option indicates which accounting source to use for a deposit's offset account. Receivables can use either AutoAccounting or the deposit's transaction type as the accounting source for the offset account.

AR: Disable Receivable Activity Balancing Segment Substitution

This profile option lets you disable balancing segment substitution for receivable activities. This profile option does not affect the gain, loss, and rounding accounts that you define at the system options level.

If you set this profile option to Yes, then you must define a suspense account in the event that your activities and original transactions do not post to the same balancing segment value.

This profile option affects these activities:

See: Using the Account Generator in Oracle Receivables.

AR: Enable SQL Trace

Use this profile option to activate SQL Trace, a program that creates a log file of each SQL procedure performed while executing Oracle Receivables functions. If this profile option is enabled and a SQL-related error occurs, Oracle Applications developers and your system administrator can use the log file the program creates to identify the cause.

If set to Yes, show bind variable name the SQL Trace is enabled and only the names of bind variable in each SQL statement is displayed.

If set to Yes, show bind variable value the SQL Trace is enabled and the values of bind variable in each SQL statement is displayed. This option may be more useful as the program shows the actual value used during statement execution, rather than just the bind variable name.

If set to No, SQL Trace is disabled.

Accept the default setting of No for optimum performance during normal day-to-day processing.

AR: Enable Debug Message Output

Use this profile option to help resolve errors that can occur when generating iReceivables pages, such as web pages that appear with missing fields or data that displays incorrectly. This profile option activates a debugging program that inserts comments into your HTML source files to help your system administrator determine the cause of any errors.

AR: Factor/Endorse Bills Receivable without Recourse

This profile option determines whether you can create factored remittances or endorsements without recourse. The profile option controls this by allowing users to uncheck the With Recourse box in the Remittances window and the Transaction Batches window.

AR: GL Transfer Balance Test

This profile option controls whether Oracle General Ledger will reject debit and credit balances that are not equal before posting to the general ledger.

Available values are:

AR: Include Receipts at Risk in Customer Balance

This profile option controls whether Receivables displays items at risk and includes them when calculating customer account balances in the Account Details window. Set this option to No if you do not want to view items at risk in this window or include them when calculating the balance due.

AR: Invoices with Unconfirmed Receipts

This profile option lets you choose whether to adjust or credit invoices selected for automatic receipt. You can adjust transactions that have been approved, but not confirmed.

AR: Item Flexfield Mode

This profile option lets you choose the format to use for entering flexfield information for Line Items for commitments in the Transactions and Item Tax Rate Exceptions windows.

Available values are:

Important: The value you specify for this profile option at the user level takes precedence over the value that is set for this profile option by the system administrator at the site, application, responsibility, or user level.

AR: Lockbox and QuickCash Gather Statistics

This profile option lets you choose whether Lockbox or QuickCash analyzes the interface or interim tables or not.

AR: Maximum Lines per AutoInvoice Worker

This profile option lets you set a maximum number of lines per AutoInvoice worker.

AR: Override Adjustment Activity Account Option

This profile option lets you choose whether you can override the default adjustment account when entering or updating manual adjustments and when updating automatic adjustments. These changes must be made before posting to the general ledger.

Note: Overriding the adjustment account pertains only to adjustments whose receivable activity's GL account source is Activity. If the GL account source is not Activity, then the default adjustment account cannot be changed, regardless of this profile option setting.

AR: Receipt Batch Source

This is the default receipt source for the Batch field in the Receipts and Receipt Batches windows.

Only Receipt sources with a Receipt Source Type of Manual will be displayed in the list of values.

AR: Require Adjustment Reason

Use this profile option to control whether a reason is required when entering manual adjustments. If you set this option to Yes, then Receivables requires a reason whenever a manual adjustment is made.

AR: Require Receipt Method on Remittance Batch

Use this profile option to control whether the receipt class and receipt method are mandatory in the Receipt Remittances window.

AR: Sort Customer Reports by Alternate Fields

This profile option controls whether Receivables will sort information using the value of the Alternate Name field in the Customers window when you run certain reports. To use this option, the AR: Customers - Enter Alternate Fields profile option must also be set to Yes.

Reports that can use this option include: the Customer Profiles Report, Receipt History Report, Applied Receipts Register, Unapplied and Unresolved Receipts Register, Automatic Receipts Awaiting Confirmation, Print Statements, Transaction Register, and the Customer Listing Detail and Summary reports.

AR: Transaction Batch Source

This profile option determines the default invoice source that will appear in the Batch field of the Transaction and Credit Memo windows. Receivables only displays batch sources with a Transaction Source Type of Manual in the list of values for this option.

The value you specify for this profile option at the user level in this window takes precedence over the value set for this profile option by the system administrator at the site, application, responsibility, or user level.

AR: Update Due Date

This profile option determines whether you can update the due date (payment schedule) of a transaction in the Installments and Account Details windows.

Available values are:

AR: Use Invoice Accounting For Credit Memos

This profile option determines whether to assign your credit memo to the same accounts that are assigned to the invoice you are crediting.

AR: Use Oracle Approvals Management in Credit Memo Workflow

This profile option determines which credit memo workflow to use: either the original workflow without Oracle Approvals Management (AME), or the AME workflow.

AR: Use Parallel Hints

Use this profile option to select whether to use parallel hints while running the remittance program.

AR: Use Statement, Dunning, and Late Charges Site Profiles

Use this profile option to select which customer account site to use, when picking profile amounts for statements, dunning, and late charges.

Oracle Exchange Database Link

This profile option lets you enter the name of the database link between Oracle Exchange and Receivables when they are on two separate database instances. Set this profile option in Receivables after you create the database link to Exchange. You must set this profile option if you want to integrate your Exchange billing data with Receivables.

Please refer to the Oracle Exchange and Oracle Sourcing System Operator Implementation Guide, Release 6.2.2 and above, for complete information on the Oracle Exchange Billing integration with Receivables.

Related Topics

Profile Options

Profile Options in Oracle Trading Community Architecture

Profile Options In Oracle Order Management

Profile Options in Oracle General Ledger

Profile Options in Oracle Application Object Library

Using the Multiple Organization Support Feature

Profile Options in Oracle Trading Community Architecture

The following Oracle Trading Community Architecture profile options affect the operation of Oracle Receivables.

HZ: Change Party Name

Choose whether to let users update customer names in the Customer set of pages.

HZ: Internal Party

To indicate whether an organization is a competitor, a sales partner, or can be used as a reference, you must first define the party as an internal party using this profile option.

HZ: Name/Address Backwards Compatibility

Use this option to control whether existing Oracle Receivables address formatting should instead use TCA address formatting functionality:

HZ: Show Only Active Addresses

Enter Yes or No to determine if customer queries should display only active addresses or all addresses.

Customer Interface and Customer Merge

These profile options are for Customer Interface or Customer Merge:

Dun & Bradstreet Integration with Oracle Receivables

Set these profile options to enable the Dun & Bradstreet integration with Receivables:

Related Topics

Profile Options and Profile Option Categories Overview, Oracle Trading Community Architecture Administration Guide

Overview of Receivables User Profile Options

Profile Options In Oracle Order Management

Profile Options in Oracle General Ledger

Profile Options in Oracle Application Object Library

Profile Options in Oracle Order Management

Because some Oracle Applications products have overlapping functions, the following Oracle Order Management profile options also affects the operation of Receivables, even if you have not installed Oracle Order Management.

OM: Commitment Sequencing

This profile option controls whether or not a deposit assigned in Order Management affects the commitment balance in Receivables. See: Using Commitments, Oracle Receivables User Guide.

OM: Item Flexfield

This profile option indicates the structure of the Item Flexfield (System Items) used by Order Management. This structure should be the same across all applications in the same database.

This profile option is visible and updatable at the site level.

Related Topics

Overview of Receivables User Profile Options

Profile Options in Oracle Trading Community Architecture

Profile Options in Oracle General Ledger

Profile Options in Oracle Application Object Library

Order Management Profile Options, Oracle Order Management Implementation Manual

Profile Options in Oracle General Ledger

Because some Oracle Applications products have overlapping functions, the following Oracle General Ledger profile option also affects the operation of Receivables, even if you have not installed Oracle General Ledger.

Journals: Display Inverse Rate

Use this profile option to determine how you enter and display conversion rates in the Oracle Order Management Enter Sales Orders and Returns windows, and the Oracle Receivables Receipts and Applications windows.

If set to Yes, you can enter and display conversion rates in the functional-to-foreign format; that is, the rate by which you multiply the functional amount to determine the foreign amount.

If set to No, you can enter and display conversion rates in the foreign-to-functional format; that is, the rate by which you multiply the foreign amount to determine the functional amount.

Note: In Receivables, this profile option also affects how the exchange rate appears in the Exchange Rate pop-up window when you choose a Rate Type of either Corporate or Spot. See: Defining Conversion Rate Types, Oracle General Ledger User's Guide.

Currency: Allow Direct EMU/Non-EMU User Rates

Use this profile option to control whether a user can derive an exchange rate between an EMU and Non-EMU currency, based on the floating exchange rate between the euro and the Non-EMU currency. The user derives the exchange rate while entering both transactions and period rates.

Background: All NCUs have a fixed exchange rate with the euro. Floating rates exist only between NCU and Non-NCU. By setting this profile option to No, a user can enter a transaction involving an NCU and Non-NCU, choose User as the Rate Type in the Exchange Rates window, and enter the current exchange rate between the euro and the Non-NCU. Oracle General Ledger calculates a rate between the NCU and Non NCU for your transaction.

If set to Yes, you cannot derive an exchange rate between an NCU and Non-NCU.

If set to No, you can derive an exchange rate between an NCU and Non-NCU.

See: Foreign Currency Transactions, Oracle Receivables User Guide.

Enable Transaction Code

Use this profile option to enter transaction codes when entering journal entries. These transaction codes create additional budgetary or proprietary journal entries automatically during posting. You must also enable budgetary control for your ledger.

If set to Yes, you can enter a transaction code in windows that allow it in public sector installations of Oracle Payables, Oracle Receivables, Oracle Purchasing, and Oracle General Ledger.

If set to No, you are unable to create additional account pairs for your journal entries and you will not be able to use transaction codes in AutoLockbox.

This profile option is also used to enable transaction code functionality in AutoLockbox. AutoLockbox uses transaction codes to manage receivables accounting in a manner that is consistent with federal regulations. This feature is available only in public sector installations.

Related Topics

Overview of Receivables User Profile Options

Profile Options in Oracle Trading Community Architecture

Profile Options In Oracle Order Management

Profile Options in Oracle Application Object Library

Setting General Ledger Profile Options, Oracle General Ledger Reference Guide

Profile Options in Oracle Application Object Library

This section lists each profile option in Oracle Application Object Library, which are available to every Oracle Application. For each profile option, we give a brief overview of how Oracle Application Object Library uses the profile's setting.

Account Generator: Purge Runtime Data

Setting this profile option to Yes ensures that the Oracle Workflow data used to generate accounting flexfield code combinations using the Account Generator is purged after the Account Generator has completed.

This profile option should always be set to Yes unless you are debugging the Account Generator; in this case, we recommend that you set it to No temporarily at the user level. Running the Account Generator with this profile option set to No fills up the workflow tables and can slow system performance.

Concurrent: Hold Requests

This profile option lets you automatically place your concurrent requests on hold when you submit them.

The concurrent managers run your requests according to the priority and start time specified for each.

Changing this value does not affect requests you have already submitted.

Setting the profile to Yes allows your concurrent requests and reports to be automatically placed on hold. To take requests off hold:

Concurrent: Report Access Level

This profile option determines access privileges to report output files and log files generated by a concurrent program. This option can be set to User or Responsibility.

Setting the profile to User means only the user who submitted a request may:

If a user changes responsibilities, the reports and log files available for online review do not change, but are still determined by the user who submitted the concurrent requests.

Setting the profile option to Responsibility means access to reports and diagnostic log files is based on the responsibility the user is currently using. In this case, for any requests submitted from their current responsibility, any user may:

If a user changes responsibilities, the reports and log files available for online review change to match the user's current responsibility. Users can always see the output and log files from reports they personally submitted, but may also see reports and log files submitted by any user from the current responsibility.

Concurrent: Report Copies

This profile option lets you set the number of output copies that print for each concurrent request. The default value is 1.

Changing this value does not affect requests that you have already submitted.

Concurrent: Request Priority

This displays the default priority number for your concurrent requests. You cannot change your request priority. The priority of your requests is set by your System Administrator.

Requests normally run according to start time on a “first-submitted, first-run" basis. Priority overrides request start time. A higher priority request starts before an earlier request.

Priorities range from 1 (highest) to 99 (lowest). The standard default value is 50.

Concurrent:Request Start Time

You can set the date and time that your requests are available to start running:

Users can see and update this profile option.

Concurrent:Save Output

You can save your request outputs in a standard file format.

Concurrent: Sequential Requests

You can force your requests to run one at a time (sequentially) according to the requests' start dates and times, or allow them to run concurrently, when their programs are compatible.

Setting it to Yes prevents your requests from running concurrently. Requests run sequentially in the order they are submitted.

Setting it to No means your requests can run concurrently when their concurrent programs are compatible.

Changing this value does not affect requests you have already submitted.

Currency: Mixed Currency Precision

Use Mixed Currency Precision to specify how many spaces are available to the right of the decimal point when displaying numbers representing different currencies.

Currency: Negative Format

You can use different formats to identify negative currency. The default identifier is a hyphen ( - ) preceding the currency amount, as in -xxx. You can also select:

 Angle brackets	< > < xxx > 
 Trailing hyphen	-	xxx -

If you run Oracle Applications in character mode, you can also use:

 Parentheses	( )	( xxx )
 Square Brackets	[ ]	[ xxx ]

If you use the negative number formats of (xxx) or [xxx] in the GUI version of Oracle Applications, your negative numbers appear as <xxx>.

Currency: Positive Format

You can use different formats to identify positive currency values. The default condition is no special identifier.

This is the only format available for positive numbers in the GUI version of Oracle Applications. If you use the character mode positive number formats of +xxx or xxx+, your positive numbers appear as xxx in the GUI windows.

Currency: Thousands Separator

You can separate your currency amounts in thousands by placing a thousands separator, for example, a comma ( , ), every three digits (or 103 power).

If your currency amount does not fit within the field window, the thousands separator does not display.

Default Country

This is the default source for the Country field for all address regions and is used by the Flexible Address Formats feature, the Flexible Bank Structures feature, and the Tax Registration Number and Taxpayer ID validation routines.

This profile can be set to any valid country listed in the Maintain Countries and Territories window and can be set to a different value for each user.

If the Default Country profile option is not defined, Receivables uses the value of the Default Country field in the System Options window as the default when you enter addresses.

The Flexible Bank Structure, Tax Registration Number, and Taxpayer ID validation routines are only performed for customers and banks in the home Country. If the current transaction does not have a Country value, the Default Country profile value is used to determine whether validation is required. If the Default Country profile is not defined, validation will not be performed.

Flexfields: AutoSkip

You can save keystrokes when entering data in your flexfields by automatically skipping to the next segment as soon as you enter a valid value into a segment.

Flexfields: Shorthand Entry

If shorthand flexfield entry is defined for your flexfield, you can use a shorthand alias to automatically fill in values for some or all of the segments in a flexfield.

Flexfields: Show Full Value

If an alias defines valid values for all of the segments in a flexfield, and Flexfields: Shorthand Entry is enabled, when you enter the alias the flexfield window does not appear.

You can override this by selecting Flexfields: Show Full Value, which displays the full flexfield window with the cursor resting on the last segment.

Language

This profile option displays the name of the language used by your application windows and menus. Only your system manager can change this profile option.

Maximum Page Length

You can set the maximum number of lines per page for your printer.

Menu Style

You can choose between Lotus-style (left-to-right scrolling) or Macintosh-style (pull-down) menus.

Message: Prompt for Explanation

You can automatically display a pop-up window asking if you want to see a message explanation. By setting this option to:

Message: Shared Application

Messages appearing in the message line near the bottom of the screen are typically generated by the application you are running.

Occasionally, an application may share another application's messages. The Message: Shared Application profile option lets you identify another application whose error messages can be referenced.

Printer

You can select the printer that prints your reports. If a printer cannot be selected, contact your System Administrator. Printers must be registered with Oracle Applications.

QuickPick: AutoReduction

You can automatically reduce a list of values to a list containing only values starting with a character(s) you specify, by selecting AutoReduction: Normal.

When you select AutoReduction: PowerSkip you can reduce a list of values to only those starting with a character(s) you specify, and your cursor automatically skips to the next differing character.

For example, if you had a long list of quarterly reports, two starting with the letter z (ZDept CF1 and ZDept CF2), when you type the letter z the list of values list is reduced to two values, and the cursor automatically skips to the last character. You then type 1 or 2 to select a report.

In the example above, with AutoReduction set to Normal, you must type all the characters if you want to use the AutoReduction feature to select one of the reports.

QuickPick: AutoSelect

After you reduce a list of values to a single choice, AutoSelect automatically enters the value for you.

Use QuickPick: AutoReduction to help reduce list of value lists to a single choice. Then with QuickPick: AutoSelect you can, for example:

To enter a QuickPick value when AutoSelect is set to No, you must press [Return] after selecting the value.

Sequential Numbering

Sequential Numbering assigns numbers to documents that you create in Oracle financial products. For example, when you are in a window that creates invoices, each invoice document can be numbered sequentially.

Sequential Numbering has the following profile option settings:

This profile option is visible and updatable at the site, application, and responsibility levels, as described in the table below.

Note: The ability to set the Sequential Numbering profile option at the responsibility level was added for the Multiple Organizations Support feature. We recommend setting this option at either the site or application level unless you are implementing this feature.

Level Visible Allow Update
Site Yes Yes
Application Yes Yes
Responsibility Yes Yes
User No No

The internal name for this profile option is UNIQUE: SEQ_NUMBERS.

Sign-On: Notification

You can display a message at login that indicates:

Related Topics

Overview of Receivables User Profile Options

Profile Options in Oracle Trading Community Architecture

Profile Options In Oracle Order Management

Profile Options in Oracle General Ledger

Profile Options in Oracle Application Object Library, Oracle Applications System Administrator's Guide - Maintenance