1. Implementing Subscription Management
  2. Manage Credit Memo and Bill Adjustment Reasons

Manage Credit Memo and Bill Adjustment Reasons

You can capture the reason for creating a credit memo and bill adjustment on the Billing Summary tab. The reasons for the credit memo and bill adjustment are sourced from these user-defined lookups:

  • The ORA_OSS_CREDIT_MEMO_REASON lookup type for the credit memo

  • The ORA_OSS_BILL_ADJ_REASON lookup type for the bill adjustment

You can easily track the reasons for creating credit memos and bill adjustments under a specific category. With this feature, you can now build more meaningful reports.

Here are the steps to create the lookup codes for ORA_OSS_CREDIT_MEMO_REASON lookup type:

  1. Sign in to the application as a setup user.

  2. Navigate to Setup and Maintenance > Manage Standard Lookups.

  3. In the Lookup Type field, enter the values as ORA_OSS_CREDIT_MEMO_REASON and click Search.

  4. Add the required lookup codes, display sequence, meaning, and description.

  5. Click Save and Close.

Here are the steps to create the lookup codes for ORA_OSS_BILL_ADJ_REASON lookup type:

  1. Sign in to the application as a setup user.

  2. Navigate to Setup and Maintenance > Manage Standard Lookups.

  3. In the Lookup Type field, enter the values as ORA_OSS_BILL_ADJ_REASON and click Search.

  4. Add the required lookup codes, display sequence, meaning, and description.

  5. Click Save and Close.