Few people know this. Oracle EBusiness Suite Release 12 (R12) has a built-in concurrent report is available to get all the credit amounts for a customer. This report fetches data from Order Entry, Service Contracts, Other service requests, etc. The output is divided into multiple ageing buckets for ease of analysis.
Responsibility: US Receivables Manager
Navigation Path: Control > Requests > Run
Report Name: Customer Credit Snapshot
Here is the screenshot with concurrent request submission and parameters:
... And here is a sample input. This report can either be run for a single customer (By the parameter Customer Account Number) or by Ageing Buckets or Books.
Report data is only for operating units per Responsibility and Preferences.
Casino Gaming US Report Date: 29-MAR-2014 10:32
Customer Credit Snapshot
Collector Name : To
Customer Name : To
Customer Number : 15770 To 15770
Bucket Type : Credit SnapShot To Credit SnapShot
Casino Gaming US Customer Credit Snapshot Report Date: 29-MAR-2014 10:32
Page: 1 of 3
Customer Name: Ideal Gambling Services Customer Age 2.4 Years
Customer Number: 15770 Address Age: 2.4 Years
Billing Address: 3601 Las Vegas Blvd. South Contact:
LAS VEGAS, , NV 89109 Phone:
United States
Location: Sales-LAS VEGAS
Currency: USD
------------------ Current Aging ------------------ -------------------- Customer History -------------------
Bucket Amount Percent Indicator Amount Date
-------------------- --------------------- ------- ---------------------------- ---------------- ---------
Current 0.00 0.0% Largest Invoice 519,104.00 29-DEC-12
1-30 Days Past Due 90,841.53 80.9% Highest Credit Limit No Limit
31-60 Days Past Due 17,684.54 15.7%
61-90 Days Past Due 0.00 0.0% ----------------- Rolling 12-Month Summary --------------
91-180 Days Past Due 0.00 0.0% Indicator Amount Count
181-360 Days Past Du 3,634.78 3.2% ---------------------------- ---------------- ---------
361+ Days Past Due 0.00 0.0% Sales Gross 915,299.73 471
---------------- Payments -767,867.86 72
Outstanding Balance: 112,160.85 100.00% Credits -120,825.09 9
Finance Charges 0.00 0
On Account Credit: -1,253.22 Amount Written Off 7.03
Unapplied Cash: 0.00 Earned Discounts Taken 0.00
On Account Cash: -1,364.49 Unearned Discounts Taken 0.00
---------------- NSF/Stop Payments 0.00 0
Adjusted Balance: 109,543.14 Average Payment Days 34
Average Days Late 24
( In Collection 0.00 ) Number Of Late Payments 435
Number Of On Time Payments 38
----Customer Level Credit Summary---
----------------------- Credit Summary ----------------------
Indicator Value
------------------------------------------------- -----------
Credit Tolerance 0%
Credit Rating N/A
Risk Code N/A
Credit Hold No
Account Status N/A
Standard Terms None
Exempt From Dunning No
Collector Doctor Smith
Indicator Amount Value
-------------------------------- ---------------- ----------
Currency USD
Credit Limit 25,000.00
Order Credit Limit
Available Credit 0.00
Exceeded Credit Amount -85,796.36
Casino Gaming US Customer Credit Snapshot Report Date: 29-MAR-2014 10:32
Page: 2 of 3
----------------------------------------------------- Last Transaction Summary -----------------------------------------------------
Transaction Number Type Related Invoice Currency Amount Date Days Since Next Trx Date
----------------- --------------- --------------- --------------- -------- ---------------- --------- ---------- ------------------
Invoice 1703583 WAP-INV N/A USD 3,812.53 07-JAN-15 22
Credit Memo 323151 Capital Lease-C 323107 USD -68,620.00 04-DEC-14 56
Guarantee None
Deposit None
Debit Memo None
Chargeback None
Payment 89913 Cash USD 6,349.47 30-DEC-14 30
Adjustment None
Writeoff N/A 1699209 USD -0.02 02-JAN-15 27
Statement None
Dunning None
NSF/Stop Payment None
Telephone Contact None
Credit Hold None
Casino Gaming US Customer Credit Snapshot Report Date: 29-MAR-2014 10:32
Page: 3 of 3
Customer Name: Ideal Gambling Services Customer Age 2.4 Years
Customer Number: 15770 Address Age: 2.4 Years
Billing Address: Attention: Accounts Payable Contact:
P.O. Box 98786 Phone:
LAS VEGAS, , NV 89193-8786
United States
Location: Parts-LAS VEGAS
----Customer Level Credit Summary---
----------------------- Credit Summary ----------------------
Indicator Value
------------------------------------------------- -----------
Credit Tolerance 0%
Credit Rating N/A
Risk Code N/A
Credit Hold No
Account Status N/A
Standard Terms None
Exempt From Dunning No
Collector Doctor Smith
Indicator Amount Value
-------------------------------- ---------------- ----------
Currency USD
Credit Limit 25,000.00
Order Credit Limit
Available Credit 25,000.00
Exceeded Credit Amount 0.00
----------------------------------------------------- Last Transaction Summary -----------------------------------------------------
Transaction Number Type Related Invoice Currency Amount Date Days Since Next Trx Date
----------------- --------------- --------------- --------------- -------- ---------------- --------- ---------- ------------------
Invoice None
Credit Memo None
Guarantee None
Deposit None
Debit Memo None
Chargeback None
Payment None
Adjustment None
Writeoff None
Statement None
Dunning None
NSF/Stop Payment None
Telephone Contact None
Credit Hold None
This is a standard functionality in Oracle Release 12 (R12). No customizations or setups required for this to work.
NJoy :)
