Create customer statements oracle fusion : Setup to Generate customer statement in oracle cloud

Create customer statements oracle fusion : Setup to Generate customer statement in oracle cloud

In this post , I will share the setups in Oracle cloud/ Fusion to generate the customer statements from application itself. From the application itself we can sent the customer Statements to customers. To generate customer statement from cloud application we need to do some setups in Oracle fusion so that we can generate the customer statement from application itself. Here below I will share the completes setups to generate or create customer statements oracle fusion .

Step by step to Create customer statements oracle fusion

Step1 :- Set Receivables System Options for Statements

Step2 :- Define Remit-to Addresses

Step3:- Define Statement Cycles

Step4:- Define Customer Site Profiles

Step1:-

1. Navigate to the 'Mange Receivables System Options' and select the applicable business unit.                              
2. Click the Billing and Revenue tab, if it is not already displayed.
3. We need to Enable the Print remit-to address option to print the remit-to addresses on customer statements

Step2:- Navigate to the 'Manage Remit-to Address' page and define the Remit to Address.

In the Receipt from Criteria section, click the Create icon to open the Create Receipt from Criteria window. Use this window to assign the remit-to address you just created to customer bill-to sites in specified locations

Step3:-

Navigate to the Manage Statement Cycles page.

In the Search Results section, click the Add .In the Name field, enter a name for this statement cycle.

In the Interval field, select the interval that determines how often to generate statements: weekly, monthly, quarterly

In the Cycle Dates section, click the Add icon.

In the Business Unit field, select the business unit that will use this statement cycle.

 

 

 

Step4:- Now We need to go to customer Master and need to do the setup for each customer for which we want to send customer Statements.

go to Customer Site and then click on the Profiles Tab

 

 

Step2: -

 

Need to enable statement in Customer Site Profile level to enable customer Statements in Oracle Fusion.