Use the Transaction Sources window to define a credit memo transaction batch source. If this approver is the primary approver for this range, check the Primary box.Īpproval Limits, Oracle Receivables Implementation Guide Define a Credit Memo Transaction Batch Source In the Document Type field, enter Credit Memo. In the From Amount and To Amount fields, enter the minimum and maximum approval amounts in this currency for this user.

In the Currency field, enter a currency code. In the Username field, enter the first approver who you are defining approval limits for. Select the Receivables Manager responsibility. To define credit memo approval limits for approvers: The HR Management Approval subprocess routes requests to non-primary approvers according to the management hierarchy defined in your company. The Primary Approval subprocess routes a credit memo request for approval to the approver you mark as Primary. Use the Approval Limits window to define credit memo approval limits for primary and non-primary approvers in your company. See: Set Up Credit Memo Request Workflowĭefine Credit Memo Approval Limits for Approvers See: Define a Credit Memo Transaction Batch Source. See: Define Credit Memo Approval Limits for Approvers.ĭefine a Credit Memo Transaction Batch Source. Setup Tasks for Credit Memo Request Workflow Setup Tasks for Credit Memo Request Workflow Step Numberĭefine Credit Memo Approval Limits for Approvers.

Use this checklist to help you complete the appropriate setup steps in the correct order. You must complete the setup steps in this section for Oracle Receivables and then proceed to the set up tasks for Credit Memo Request Workflow in Oracle Workflow. The Credit Memo Request Workflow routes credit memo requests from your customers to the appropriate personnel in your organization.

Setting Up Oracle Receivables for Credit Memo Request Workflow

Define a Credit Memo Transaction Batch Source.

Define Credit Memo Approval Limits for Approvers.

Setting Up Oracle Receivables for Credit Memo Request Workflow.

This chapter covers the following topics: 7/8 Setting Up for Credit Memo Request Workflow

Define credit memo