Oracle iReceivables Implementation Guide

Contents

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Preface

Setting Up Oracle iReceivables

Setup Tasks in Oracle E-Business Suite for iReceivables

Define iReceivables Internal Users

      Index the Customer Database

Define iReceivables External Users and Customer Access

      Set Up for Self Registration

      Set Up Customer Verification Question

      Set Up Site Verification Question

      Set Up for Self Service Portal

      Self Service Portal with Single Sign On Enabled

      Self Service Portal with Single Sign On Disabled

      Group Accounts

Define Currencies for Customers and Customer Bill-To Sites

Set Up Receipt Class and Receipt Method

      Assign iReceivables Receipt Methods

      Define Payment Method in System Options for External Users

      Set Up Document Sequencing for iReceivables Receipts

Define Service Charges

Set the Grace Period for Discounts

Set Up for ACH Bank Account Transfer Payments

Upload ACH Bank and Branch Details

Define Function Security

Set Up Profiles, Rules, and System Parameters

History Details

Review and Update Receivables Lookups

Set the Aging Information

Set Up for Bill Presentment Architecture

      Print Invoices Using AR Print Program

Modify the Display of Account Information

Custom Hooks for Payment, Dispute, and Print

Integrate iReceivables into Your Business Processes

Oracle iReceivables Command Center Setup

Setting Up Receivables Command Center

Setup and Configuration Steps for Receivables Command Center

Configuring Descriptive Flexfields for Search

Loading Receivables Command Center Data

Setting Profile Options for Receivables Command Center

Setting Up for Credit Memo Request Workflow

Setting Up Oracle Receivables for Credit Memo Request Workflow

Define Credit Memo Approval Limits for Approvers

Update Transaction Types

Define a Credit Memo Transaction Batch Source

Set Up Credit Memo Request Workflow

Configuring Oracle iReceivables

Configuring iReceivables

Modifying the Account Summary Page Information Section

Modifying the Account Summary Page Discount Alerts and Dispute Statuses Section

Viewing Attachments in the Account Summary Page

Customizing the Dispute Pages

Configuring the Contact Us Global Button Email Address

Extending the iReceivables Search

Editing iReceivables Messages

Custom Templates for Statement Downloads

Purge Process

Installment Number

Diagnostics Reports

Features of Oracle iReceivables

Overview of Oracle iReceivables

Major Features

Profile Options

Profile Options for Oracle iReceivables