Finance Document Management

The Finance Documents section enables users to view and take action on all the financial documents that are in the user’s care. The available actions are:

  • View the fiance documents:
    • Search the finance documents list using free text or selecting column-specific values.
    • Apply filters to the finance documents.
  • Upload a financial document. It is possible to upload a file with multiple finance documents.
  • Create a document.
  • Create/view/reply to queries (by clicking the Queries icon).

Note:

Additional Custom View Only fields can be added to display additional information. To enable this feature, a Custom View needs to be modified and the additional fields enabled. See the Oracle Retail Supply Chain Collaboration Cloud Service Implementation Guide for the views available. For details on how to enable the additional fields, see the Oracle Retail Merchandising Cloud Extensions Framework Implementation Guide on My Oracle Support.