Prerequisites

To setup the mass adjustment creation via CSV feature, you need to do the following:

• Define the required upload request type using the C1-AdjRequestType business object where the upload request business object is set to C1-ADJUPLD.

• Associate the match types with the adjustment upload request types.

• Assign the C1-ADJUP To Do type to a To Do role whose users must receive a To Do while submitting a mass adjustment creation upload request for approval.

• Define the required characteristic types where the characteristic entity is set to Upload Request Type.

• Define the required characteristic types where the characteristic entity is set to Upload Request.

• Attach an algorithm created using the C1-ADI-INFO algorithm type to the Adjustment Information system event in the Algorithms tab of the Installation Options - Framework screen.

• Define the status reasons for the Cancelled and Rejected statuses of the C1-ADJUPLD business object in the Status Reason screen.

• Define the required account identifier types, adjustment types, and currency codes in the system.

• Add the required adjustment types in the adjustment type profile that is associated with the contract types.

• Define the required exchange rates in the system.

• Define the required characteristic types where the characteristic entity is set to Adjustment and associate it to the required adjustment types.

• Set the batch control type of the Upload Request Periodic Monitor (C1-UPLRQ) batch to Timed and define the following attributes:

  • Time Interval

  • Timer Active

  • User ID

  • Batch Language

  • Email Address

  For more information about this batch, see Oracle Revenue Management and Billing Batch Guide.

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