How can I use social networking to quickly resolve a customer complaint about an invoice?

Use the Social link on the Review Transaction: Invoice page to invite others to a conversation to address the complaint.

For example, you confirm that the customer was overcharged for a line item on the invoice. You need management approval to make an adjustment to the invoice.

From the Review Transaction: Invoice page:

1. Click Social to open Oracle Social Network. Click the Share button, or click Join if collaboration has already been initiated.

2. Create a new related conversation.

   The details of your exchange are recorded within the context of this particular invoice.

3. Invite the billing manager to join the conversation and mark it so as to get his or her attention.

   Your manager asks you to confirm the adjustment with the salesperson.

4. Invite the salesperson to join the conversation.

   Even though the salesperson doesn't have access to the application, he or she does have access to Oracle Social Network Cloud Service. The salesperson joins the conversation and agrees to the adjustment.

5. From the Actions menu, select Manage Adjustments to create the adjustment that you all agreed upon.

Depending on your job role and permissions, you can access social networking features for the following Receivables activities:

• Transactions

• Standard receipts

• Adjustments

• Revenue adjustments