Image Reference

Text Description of the Using Grouping Rules Graphic

The AutoInvoice records include the transactions displayed in the following table:

Currency Bill To Item Attribute (Order Number) Attribute 2 (Order Type)
USD ACME A 5001 Domestic
USD ACME B 5002 Domestic
USD ACME C 112 No Ship
HKD BONN D 501 International
HKD BONN E 502 International

If the grouping rule specifies that items must have the same currency, bill-to address, and order type to appear on the same invoice, then Invoice 1 will include items A and B, Invoice 2 will include item C, and Invoice 3 will include items D and E.

Text Description of the Default Salesperson Graphic

This illustration shows how Oracle Receivables chooses the default salesperson when you enter transactions:

  1. Is a salesperson defined at the bill-to site? If yes, Receivables uses this salesperson as the default. If no, Receivables moves on to the next step.

  2. Is a salesperson defined at the ship-to site? If yes, Receivables uses this salesperson as the default. If no, Receivables moves on to the next step.

  3. Are you using the Multiple Organization Support feature? If yes, Receivables checks the Require Salesperson system option. If the system option is Yes, the default is No Sales Credit. If the system option is No, Receivables does not default a salesperson.

    If you are not using the Multiple Organization Support feature, Receivables moves on to the next step.

  4. Is a salesperson defined at the customer level? If yes, Receivables uses this salesperson as the default. If no, Receivables moves on to the next step.

  5. Is the Require Salesperson system option set to Yes? If the system option is Yes, the default is No Sales Credit. If the system option is No, Receivables does not default a salesperson.

Text Description of the Natural Application and Overapplication Graphic

If you select Natural Application = Yes and Allow Overapplication = No, the only application that you can make to a transaction (positive or negative) is to reduce the balance closer to zero.

If you select Natural Application = No and Allow Overapplication = Yes/No, you can overapply transactions and reverse their signs, if necessary.

After the merge of Pacific Express into ACME, the invoice that includes both the 100 California bill to and ship to addresses is transferred to the 255 Market site for both the bill to and ship to addresses. The receipt for the 55 Mission site bill to address is transferred to the 38 Telegraph bill to address.