Oracle iReceivables Command Center

This chapter covers the following topics:

• iReceivables Command Center Overview
• Receivables Dashboard
• Disputes Dashboard

iReceivables Command Center

iReceivables Command Center Overview

The iReceivables Command Center enables internal and external users to increase productivity through key metrics, drillable charts, and tag clouds to quickly identify past-due balances and outstanding items such as disputes that require intervention, to reduce the cost of collection.

The following dashboards are available to internal and external users.

• Receivables: As an internal user, use this dashboard to get an insight into the overview of open receivables transactions. External customers can view only their transactions and invoices. See Receivables Dashboard.

• Disputes : As an internal user, analyze disputes flow within the organization, identify specific dispute reasons that require closer attention and further investigation. External users can access only their transactions and disputes. See Disputes Dashboard.

Use the command center to:

• Optimize cash outflow (for external users).

  • Take advantage of discounts.

  • Avoid late payment charges.

  • Manage and dispute invalid invoices.

  • Reconcile own account.

• Minimize revenue leakage (for internal users)

  • Monitor dispute activities to eliminate invalid disputes.

  • Reduce cost of collection related activities.

Note: The iReceivables Command Center configuration and setup must be completed before the installation and common configurations are completed as described in My Oracle Support Knowledge Document 2495053.1, Installing Oracle Enterprise Command Center Framework. For additional ECC overview information, see Overview of Enterprise Command Centers, Oracle E-Business Suite User's Guide.

Searching Enterprise Command Center Dashboards

Use the dashboard sidebar to refine (filter) the data on each dashboard. You can select a value or record from the Available Refinements component, or use Search to find a keyword, a value, or a specific record. The type-ahead feature suggests matches for your entry that correspond to the available refinements. When you submit a search, the search term is added to the Selected Refinements list, and the dashboard data is refined to include only records that match the search. You can add multiple refinements and remove any of them at any time. Use Saved Search to create and save your search. You can edit, delete, or refer to this saved search. You can also use data sets to further refine your search.

Use an asterisk (*) or percent sign (%) to perform a partial keyword or record search that matches any string of zero or more characters. You can also use a question mark (?) to perform a partial search that matches any single character.

Additional Information: For more information about searching for and refining data in enterprise command centers, see Search in Highlights of an Enterprise Command Center, Oracle E-Business Suite User's Guide.

Receivables Dashboard

See iReceivables Command Center Overview.

• As an internal user, use the Receivables dashboard to:

  • Get a better understanding of overall outstanding receivables across customers.

  • Identify customers with significant amounts of past-due receivables.

  • Use key transactional information to take appropriate actions, such as pay, resolve disputes, and print invoices.

• As an external user, use the Receivables dashboard to:

  • Encourage your customers to review and reconcile their own accounts.

  • Enable your customers to identify past-due transactions and take corrective actions.

  • Empower your customers to take necessary actions to avoid late charges and to take advantage of available discounts.

To navigate to the Receivables dashboard:

• Internal user: iReceivables Internal > iReceivables Command Center > Receivables

• External user: (N) iReceivables Account Management > iReceivables Command Center > Receivables

Receivables Dashboard

The following table describes the dashboard:

Component	Description
Currency (filter chip)	Select a currency to display data in the dashboard metrics, charts, and results table. The Currency filter displays a list of transaction currencies with the transactions count for each currency.
Open Receivables (summary bar)	The summary bar displays the key metrics to summarize the following Receivables information: Outstanding Balance: This metric shows the sum of all open transactions in functional currency. Past-Due Balance: This metric shows the sum of all transactions with a due date greater than the system date. Current Balance: This metric shows the sum of all transactions current open balance for all transaction types except credit memo type. Unapplied Credit: This metric shows the sum of unapplied credit amounts that have not been applied to transactions. Available Discounts: This metric shows the sum of discounts that is available to customers.
Open Receivables (charts)	This component includes two charts: Outstanding Balance Aging The chart displays outstanding receivable balances and amount due based on the Aging Buckets profile option. The amount due is represented in the functional currency. Dispute Amount (Sum) by Bill-to-Customer, Dispute Status The chart displays the total amount being disputed for a specific customer by dispute reason and dispute status.
Transactions (results table)	This table summarizes the information for transactions. The following actions are available from the row-level Actions icon and also from the Options icon in the results table. To print a transaction, select Print. You can preview the invoice details in the in-context window that appears on the dashboard and take the required action. To pay an invoice, select Pay to open the invoice in Oracle Bill Management. To act on a dispute for an invoice, select Dispute to open the Request Credit: Select Dispute Reason page in Oracle Bill Management. You can review the dispute reason, enter dispute details, and review credit request for the invoice. To apply credit and act on a transaction, select Apply Credit to open the Apply Credits: Select Transactions page in Oracle Bill Management.

Disputes Dashboard

See iReceivables Command Center Overview.

Use the Disputes dashboard to get an overview of the number of invoices in dispute and the dispute reasons, and take action such as cancelling disputes or raising new disputes.

This dashboard is available for internal and external users. External users can access only their transactions and disputes.

To navigate to the Disputes dashboard:

• Internal user: (N) iReceivables Internal > iReceivables Command Center > Disputes

• External user: (N) iReceivables Account Management > iReceivables Command Center > Disputes

Disputes Dashboard

The following table describes the dashboard:

Component	Description
Currency (filter chip)	Select a currency to display data in the dashboard metrics, charts, and results table. The Currency filter displays a list of transaction currencies with the transactions count for each currency.
Disputes Metrics (summary bar)	Select a functional currency to display data in the dashboard metrics, charts, and results table. Use the following metrics to monitor the health of disputes. Open Approved Rejected Canceled
Dispute Number (Count Distinct) By Dispute Reason (chart)	This chart displays the total number of disputes shown as a percentage, categorized by dispute reasons.
Dispute Number (Count Distinct) By Bill-To-Customer, Dispute Status (chart)	This chart displays the total number of disputes for bill-to-customers, categorized by dispute status.
Disputes (results table)	This table displays details for disputes. You can perform the following row-level actions: To cancel a dispute, click the icon in the Cancel Dispute column. In the Cancel Dispute dialog box, enter a comment for cancellation and submit. The application automatically updates the record to display real-time data on the dashboard. To review and print the dispute details, click the link in the Dispute Number column to open the Credit Memo Request Information page in Oracle Bill Management.