Question What could be the probable reason for Not Showing the Taxes

in Project Draft Invoices?

Answer In Projects the accounting for tax will be taken from AR and there is no
seeded function for tax entry while auto accounting set-up in projects. Hence tax
will be generated only when the draft inoice is interfaced to AR.
Question n account credit !e!o in "# needs to be refunded$ %ow ? and
what are the steps re&uired?
Answer !here is direct functionality in ""i. #sing below workaround
$steps%& we can refund.
!he customer's refund must be processed through Accounts Payable.

(xplanation
!he following documents the steps re)uired to clear the credit entry from
Accounts Receiable and to process a refund through Accounts Payable.
R(* and R(+ are account classes in the A,R data structure and do not
necessarily correspond to the -eneral .edger account type.

"./ou must create a credit memo for the returned goods& in Accounts
Receiable& using the same Reenue and Receiable accounts
referenced on the original inoice.
c. R(+ $A% "0 debit
R(* $1% "0 credit
2.*reate a debit memo to offset the credit memo

d. R(* $A% "0 debit
R(+ $1% "0 credit

3.!hen access 4racle Accounts Payable
5.*reate an A,P check and reference the following accounts6
e. Refunds 7ue *ust $1% "0 debit
*ash 8 "0 credit

!he following are the -,. 7istributions for this example.
9ote that all accounts are offset.

A 1 *
----------------- -------------- ---------------
a. "0 : b. "0 c. "0 : a. "0 b."0 :
e."0
d. "0 : c. "0 e. "0 : d. "0
in R"2& there was direct functionality aailable through non credit card refund
functionality.
Answer ;ust to correct the aboe answer. there is no direct
functionality in ""i. those steps are only work around.

Question What are the setups in #''i for fund transfer between two ban(
Answer !ry following method6
!ransfer funds from one bank to another by way of <anual ;ournal in -eneral
.edger. It is recommended to make such transfers only by way of .etter of
Instruction to bank instead of preparing a che)ue. Retain copy of this transfer
letter duly signed by authori=ed signatory and attach it to the printout of ;ournal
+oucher as a proof of funds transfer.
Answer In ""i user can create receiable actiity for bank to bank transfer can
enter bank clearing account in account field and can make misc receipt and misc
payment using respectie bank.
Question )ou have received excess !one) fro! the custo!er* now )ou
want to refund the excess !one)* what is the set up for that?
Answer In 4racle Apps ""i& "st create a credit memo in AR against the customer
inoice and apply the credit memo with this inoice. !hen create the customer as
a supplier in AP and create a inoice and do the payment.
R"2 Refund can done by using the Receiables actiity refund type.
-o to receipt form and apply to actiity refund what we created before and sae.
9ew inoice will be created in AP for the same customer name or trading partner
In 4racle Apps R"2& "st create " Refund actiity called >*ustomer Refund?. !hen
)uery the receipt in receipt window& and click on the apply button& select the
>Refund? in apply to column and click the Refund attribute button.
(nter the re)uired field in the new window& and sae the record. As you sae the
record >Refund @tatus? button will isible on the screen. *lick on >Refund @tatus?
button& system automatically create a AP inoice against the trading partner.
Aunds will be receied by the Aunds *apturing (ngine in 4racle Payments
<odule and excess amount receied from the customer paid to the customer by
the Aunds 7isbursement (ngine od 4racle PaymentsB
Question what is auto accounting?
Answer
Auto Accounting option will help user to pre-configure accounting combinations to
be used in Receiables. @o wheneer user creates an a new transaction& the a
new transactions& the account are defaulted from auto accounting rules.
Answer to specify how we want receiables to select gl accounts for your
transactions& using auto-inoice or manually.
segment source
com customer site
dep sales rep
acc tax and memo lines
pro transaction type
we hae to specify the source from which the alue should be deried from.

Answer Auto Accounting to Interface Inoice,date form other <odules like
Purchasing or from any other .egacy @ystem& to Receiable system.

Answer Auto Accounting is a mechanism for generating default accounting
flexfields for reenue receiables freight and tax based on the other parameters
associated with the inoice you are entering. since auto accounting looks at the
following tables to get the data so please set,define the following depending upon
your re)uirement.
".@alesrep.
2.!ransaction !ypes.
3.@tandard .ines.
5.!axes.
C.*ustomer bill-to-site
Question What is the basic difference between ship to and bill to$ can I
have one ship to but no of bill to or vice versa or in what wa) these r
related ?
Answer >@hip to? means where the material is shipping. >1ill to? means where
the 1ill is to be sent.
@hip to can be one address means you can ship the material to one address or
different address but bill will sent different addresses in different situations.
/ou hae to hae at least one >1ill to? location.
Also >1ill to? and >@hip to? locations can be same.

Question %ow to transfer the funds between internal ban(s?
Answer In R"2 *ash <anagement module& !his can be done.
!here is an option called > 1ank Account !ransfers?& through which you can do
fund transfer between two internal banks.
!o 7o6
". *ash <anagement D 1ank Account !ransfers
2. *lick on E*reate' button.
3. -ie details of transfer date F transfer amount
5. (nter the @ource 1ank account 9umber
C. (nter the 7estination 1ank Account 9umber
G. Apply.

Question what is the difference between external ban(s and internal
ban(s??
Answer I think &!here is no such concept like external bank and
Internal bank in ""i&1ut there are three types of bank you
can conclude like -
".Internal 1ank
2.*ustomer 1ank F
3.@upplier 1ank
Hhere Internal 1ank is used for organi=ation. *ustomer 1ank define the
customer accounts and the supplier bank for supplier. If any body has any other
idea pl= rectify me if I am wrong
@upplier 1ank Account Information is called external bank and Home $self% bank
Account information is Internal 1ank.

Question what is clearance !ethod in "# ?
Answer *learing method means how we are clear the receipt in AR.@o we hae
there 3 types of clearing method in AR.
" <anual
2.Automatic
3.*learing method.
*learing method means when we r not using the cash management& we are
defining receipt method as a clearing method. After we can easily reconcile the
AR to -..

Question what is on+account receipt account $ un+applied receipt account$
and un+identified receipt account in "#?
Answer #nidentified6
you receie a che)ue& you dont know who$*ustomer% sent it.@o you dont gie
credit to any one.
#napplied6
you receie a che)ue& you know who$*ustomer% sent it& but you dont set it off
against the inoices.
/ou just gie credit.
4n-Account6
you receie a che)ue& you know who$*ustomer% sent it& but you park it in on-
account so you cannot set it off against the inoices. @till giing him credit.
Question %ow !an) (e) flexfield in #eceivables ?
Answer !wo key flexfield in receiable
"..ocation flexfield
2.!erritory flexfield
.ocation flexfield 6 sales tax is dependent on the ship to location of the customer
so It is E<497A!4R/' flexfield for receiables.
Receiables proides six predefined location flexfield
@tructure which are as follow 6
".state& country& city
2.state&city
3.*ity
5.proident
C.proince city
G.no alidation country
!erritory flexfield 6 !erritory flexfield is used for tracking the location in which the
sales is taking place. this is used for to find out the profitability u of each of
the sales location through generating reports. It is a E4P!I49A.' flexfield in
receiables Aor example 4racle has proided us with a territory
flexfield structure that is Area& country& region
Answer there are 2 key flexfields in AR they r
" sales tax location key flexfield
2 territory key flexfiled.
sales tax location key flexfleid is used to control the tax part process. it is
mandatory flexfield in the AR and the territory flexfield is to identify the
geographical areas where the bussiness where u dng
Question What is charge bac(s in receivable ? and what t)pe of entries it
will co!e ?
Answer charge back means decreasing the liability of a customer. It will be done
if the customer has done some payments towards the inoices. there are some
other options are there. i.e. creation of credit memo. but it can be apply only
when the customer has not done payment.

Answer Adjust the remaining balance of an existing debit items to Iero and
create a new 7ebit item to bill customer for unpaid balance of original inoices. $
7r.. *harge 1ack and
*rJ.Receiable $Inoice%

Answer *harge back is the process of reducing the balance of the customer. He
can reduce the balance by using credit note also. but it is when the customer has
not done the payment.
once the customer done the payment we can't use the credit memo. there we
hae to use charge back. it also use full in case of bad debts& when some of the
customer became insolent or they are not able to pay their due& in those case
we use this.

Question What are the !andator) steps for #eceivable !odule before
entering transactions ?
Answer !ransaction @ource& !ype& *lass &*ustomer info and .ine items&
distribution.
Answer
"%7efine system options
2%4pen the period
3%7efine accounts in transaction type
5%7efine auto accounting
C%7efine Inentory org
G%Assign inentory org in EItem +alidation 4rgani=ation in order management in
system parametersD+alues
Question What is "uto accounting feature in "# ?

Answer6 Auto Accounting is a powerful& flexible& and time saing feature that
automatically creates your general ledger Accounting Alexfields. /ou can set up
Auto Accounting to create Accounting Alexfields that meet your business needs.
Hhen you run Auto Accounting& Receiables Assigns alid Accounting Alexfields
to your inoices and credit memos.
Automatically generates alid Accounting Alexfields for your Areight& Receiable&
Reenue& Auto Inoice *learing& !ax& #nbilled Receiable& and #nearned
Reenue Accounts.
/ou can )uickly enter your inoices and credit memos without worrying about
entering the correct account.

Question What is "uto cash #ule Set in receivables ?
Answer Receiables proides fie Auto*ash rules that we can use to create our
own Auto*ash rule sets. Hhen we run Post Kuick*ash to apply customer's
receipts& Receiables tries to use each Auto*ash rule within an Auto*ash rule
set. If the first rule in the set does not find a match&
Receiables uses the next rule in the se)uence& and so on until it can apply the
receipt.
Aollowing are the Auto*ash rules we can use6
<atch Payment with Inoice
*lear the Account
*lear Past 7ue Inoices
*lear Past 7ue Inoices -rouped by Payment !erm
Apply to the 4ldest Inoice Airst

Question What "re I!portant #eports In "P$"#?
Answer Accounts Payable aging report and Accounts Receiable aging
reports.
Question Order to Cash Life Cycle ?
"--------(nter the 4rder----- 1ook-----------Pick Release-------------@hip
*onfirm----------2 2------- Auto Inoice----------Receiables-----------Inoice------------
Receipt------------3-3--------1ank Reconciliation--------3
Inentory6
". *reate #nit of <easure
2. *reate a .ocation
3. *reate an Inentory 4rgani=ation
5. *reate a @ub-Inentory
(nter Items6
C. 7efine @hipping Parameters
G. *reate an Item
L. *reate a <aterial !ransaction
M. Add an Item to a Price .ist
<anage Parties and *ustomer Accounts6
N. *reate customer Profile *lass
"0. *reate *ustomer
"". *reate a *ustomer Account
(nter 4rder6
"2. *reate a @ales 4rder
"3. *reate a @ales .ine
"5. *reate a @plit line and @hip @et
"C. @chedule an 4rder
"G. 1ook an 4rder
"L. Pick Release
"M. @hip *onfirmProcess
Inoices6
"N. *reate an Inoice
20. Process Inoices #sing AutoInoice
2". (nter a <anual Receipt
22. Apply a Receipt
@cheduling6 @cheduling proides approximate ship date based on A!P $4n-hand&
expected supply and demand%.
@cheduling sets @chedule ship date and Arrial date $ for this Inter location transit
time to be set%.
Passes the demand to inentory. $Item attribute 4( translatable to be enabled%.
@.4 line demand consumes item's forecast. *an place reseration if @@7 is with
in the alue of 4<6 Reseration time fence If product is aailable on-hand then
@chedule ship date O re)uested date. If the item is non-A!P& then schedule ship
date O re)uested date
4<6 Auto schedule- profile option for automatic popup of scheduling window.
In order line& !ools P @cheduling P schedule& resere& unresered& reseration
details.
In order !!- @cheduling leel can be gien.
*oncurrent > @chedule 4rders? parameters 6 order number& re)uest date& cust po
no& ship to& customer& item.
4<6 @chedule lines on hold- profile option to schedule hold lines.
4<6 @cheduling role6
*@R only P $*ustomer serice representatie% In order organi=er& tab scheduling
is gray out.
*@R and scheduling P In order organi=er all tabs are enabled. If u click $!%
scheduling& then rest all the tabs will be gray out and ice ersa. @cheduling
across orders is possible.
@cheduler only P only $!% scheduling is enabled.
9ote6 *oncurrent > Resere orders? to resere orders.
4<6 @ource code P defaults to 4rder entry& 4< passed to inentory during
scheduling.
Reseration6
Item attribute reserable must be enabled.
Reseration puts soft pegging with the inentory.
Item reseration is remoed after I!@.
7ates on 4rder line6
a% Re)uest date
b% Promise date
c% @cheduled ship date
d% @cheduled arrial date
Price in order lines6
a% unit price,selling price - Price of each )ty
b% extended price ,line price P unit price x no of )ty
c% .ist price P Price declared in price list
d% <odifiers P factors that change the list price.
e% Kualifiers P factors that )ualifies the modifiers.
4rder header6 acts as primary source to lines& open until all lines are closed&
7ependent of lines. !hey are 4# specific.
4rder lines6 they are dependent on order header& multiple lines and org is
possible. .ines takes precedence oer header. !hey are org specific.
4rder types6
a% 1@A P 1lanket sales agreement.
b% @ales order
@ales person6 who is getting credited for sale. !his is mandatory field.
Kuota sales person P <ore than one sales person can be entered to diide the
sales credit. *umulatie should be "00.
9on-Kuota sales person P we can enter multiple sales person. 1ut cumulatie
can be more than "00Q eg6 middlemen& agents.
-ross margin amount O (xtended sales price P unit price. -ross margin hold can
be set.
Question what are the accounting entries which get effected in order to
cash c)cle
(ntry !ype
@ales 4rder 9o (ntry
At the time of 4rder is
Pick Release
Inentory $@tage% a,c 7r
to Inentory Ainished goods a,c *r
At the time of 4rder is
shipped
*4-@ Account a,c 7r
to Inentory a,c *r
At the time of Inoice
*reation
Receiable a,c 7r
to Reenue a,c *r
to !ax a,c *r
to Aright a,c *r
At the time of Receipt
*reation
1ank , *ash account a,c 7r
to Receiable a,c *r
Question Please let !e (now the various accounting entries in "P , "# for
a la)!an* -i(e offset entries$ exchange fluctuation entries*
Answer (xchange fluctuation entries
7R. Accounts Receiables "0000 (uro
*r Reenues "0000 (
*onert " (uro O.M #@ R
7R. Accounts Receiables M000 #@ R
*r Reenues M000 #@ R
Realue " (uro O.M" #@ R
7R. Accounts Receiables "00 #@ R
*r un reali=ed -ain "00 #@ R

Question What is Inter company Invoicing?
Answer 1. Customer places sales order with French Sales Office
2. German Warehouse ships product
3. German Warehouse sends French Office Inter company Inoice
!. French Sales Office sends Customer an inoice
". French Sales Office sends payment to German Warehouse
Answer When Inoicin# is done for one $usiness unit $y other $usiness unit with in the
same comoany then it is called inter company inoicin#.
Question Difference between header level tax calculation and line level tax
calculation?
Answer if u #ie ta% to $e calculated at header leel
&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&
System will calculate ta% $ased on I'(OIC) amount in I'(OIC) window.
if u #ie ta% to $e calculated at line leel
&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&&
System will calculate ta% $ased on *IS+,I-.+IO' amount in *IS+,I-.+IO'
window

Answer /eader +a% is always Inclusie +a% $ut 0ine ta% may inclusie or e%clusie

Question In AR module What is the difference between Debit Memo and redit
Memo ?
Answer unli1e A2 3O*.0) where there is no difference $etween a de$it memo and
credit memo in A, module we hae to enter a &e amt for credit memo and 4e amt for
de$it memo de$it memo is similar to an inoice and it is 5ust in addition to an ori#inal
inoice. when we for#et to add a fri#ht or other char#es to an inoice we later char#e it
$y creatin# a de$it memo in case we char#e more than the product alue we hae to
reduce it $y creatin# a credit memo or a customer returns some #oods we hae to reduce
receia$le $y creatin# a credit memo

Answer A de$it memo is created for the serices which hae already $een proided to
the customer or on the e%penses which already hae $een made the company and now
they want to #et the amount from the client. Important thin# to note here is that the
amount on the de$it memo does not add to the reenue of the company.
Credit memo is created for deductin# the $illed amount may $e in case of return of #ood
or if more amount hae $een $illed earlier. +he amount on the credit memo is placed in
ne#etie. +his credit memo is then ta##ed to the earlier $ill which has to $e corrected.

6uestion What is Cross 7ournal8
Answer its nothin# $ut inter company 5ournals

Question !ow to Raise an invoice other than functional currency in AR
Answer First define e%chan#e rates9 then in transaction window enter the currency which
is not functional.

Answer if you are ena$le 3,C9 and entire conersion rates then we can #enerate
transactions

Question What are the difference between Deposit and "uarantee in AR
Answer -oth are commitment
*eposit: When u raise an deposit u pay it. A#ain when inoice is raised u tie the inoice
to the deposit.
Guarantee: It is promise to $uy a specified ;uantity. u don<t pay the Guarantee. . only tie
the inoices to a Guarantee.
For $oth the reenue account is unearned.

Answer *eposit are the pre&payment made $y a customer that should $e ad5usted a#ainst
future de$it transaction that are raised with respect to this pre&payment. so deposit
represent the adance payment made $y the customer.
Guarantee is a documentation of the promise made $y the customer to o$tain the #oods
from the or#ani=ation. +his promise is documented as a #uarantee. +he customer doesn<t
ma1e payment for the #uarantee
Answer *eposit : It is the pre&payments made $y a customer that should $e ad5usted
a#ainst the future de$it transactions that are raised with respect to this pre&payments.
Guarantee : It is a documentation of the promise made $y the customer to o$tain the
#oods from the or#ani=ation. +his promise is documented as a #uarantee. +he customer
does not ma1e payment for the #uarantee
Question if you are not having a cash management module how to reconcile or how
to clear the transactions?
Answer ,eceia$les set the receipt class >clearance 3ethod> to >*irectly> and in
2aya$les set $an1 accounts >G0 Account to cash account code>
Question #$ What is ma%or difference between &an' and &an' Account?
Answer -an1 is a entity where $an1 accounts are related to the $an1 for storin# account
holders data....there is internal9 customer and supplier $an1. arious types of $an1
accounts are Sain#s9 current and $an1 oer draft...

Answer Generally spea1in# -an1 is a financial institution or company which does
$an1in# transactions.
-an1 Account is an account which is hain# $y its Customer in its -an1.
In ),2 Application.
-an1: With whom the -usiness )nterprise is ownin# a $an1 account. Generally we?ll
maintain -an1 details into -an1 3aster.
-an1 Account: It is a natural account@real account9 defined in the Chart of Accounts and
will $e referred when eer the -an1in#@Financial +ransaction is carried in the $usiness
i.e. payments and receipts.
Question What is Aging (eriods?
Answer A#in# periods nothin# $ut the periods that we setup to control and maintain the
supplier outstandin# $ill towards the inoice. form this we can a$le to study the due date
of the supplier form the #eneration of inoice . followin# is setup for define a#in# periods
ApA setup&calendar&define their your select .A#in# periods then define your own a#in#
calendar
Question What r the validations we will do in ustomer Interface
Answer first u need to alidate the fields that u use. then the data type that u want to
enter. and the format that u want the input to $e. if u hae any su#eestion pl= mail to

Answer +he alidations should $e done as per the clients re;uirements.
1. (alidate the fields with data type.
2. 0en#th of the data.

Question Any one 'now how to design territory manager 8
Answer 0o# in Oracle Applications with sysadmin .ser to access .ser 3ana#ement
module to assi#n the re;uired ,oles to use +erritory 3ana#ement.
B 'ai#ate C .ser 3ana#ement responsi$ility C .sers
B 6uery user name. Clic1 Go $utton & record@s should appear as e%pected
B Clic1 on the update pencil icon9 notice $y default the user has some roles already
setup $ut more are re;uired.
B Clic1 Assi#n ,oles $utton to add roles
B Search roles and responsi$ility9 roles to add or
select:
o select & +erritory 3aintenance
o select & +erritory 3ana#er Application Administrator
o select & +erritory ,eports (iew Operations
o select & Sales +erritory 3aintenance
o select & Sales +erritory .ser
o select & Sales +erritory Administrator
o select & 3atchin# Attri$utes )na$lin#
B Serice roles add & Serice +erritory Administrator
B Collection roles add & Collection +erritory Administrator9 Collection +erritory
3aintenance
B +rade 3ana#ement role add & +rade 3ana#ement +erritory Administrator
B Sae then apply
+O C,)A+) +),,I+O,I)S
1. 0o#in with the .ser created in Step 1. to create +erritories
B 'ai#ate C +erritory 3ana#ement C +erritories.
B +o create a new +erritory9 Dif +erritory types are not setup9 define new +erritory
types or use e%istin# +erritory typesE.
B Clic1 on +erritory types ta$ C select Operatin# .nit9 select usa#e9 +ransaction
select9 clic1 Go $utton
B Clic1 on Create $utton9 enter +erritory type name9 description
B +ransaction section & clic1 on Add Another ,ow $utton to add +ransactions.
De%ample for Sales & Account9 0ead9 Opportunity 9etcE.
B Attri$utes section clic1 on Add Another ,ow $utton select attri$utes.
B Clic1 Apply $utton
B +o Create +erritories & select +erritories ta$9 select Operatin# .nit9 select usa#e
De%ample & SalesE
B Clic1 Go $utton9 notice that all Sales +erritories are displayed.
B Select the Catch All which is the Operatin# .nit name then clic1 on create $utton.
B Select +erritory type and select continue $utton
B )nter re;uired fields.
B (erify 2arent +erritory 'ame is correct Dif not select the correct parent territoryE.
B )nter +erritory 'ame *escription9 ,an19 num$er of winners.
B Clic1 'e%t $utton.
'ote: Access field default & Settin# this field to Self Serice re;uires ,esources with
3ana#er roles $e assi#ned to these +erritories. If the +erritory has ?Access to Self
Serice Fla#? set9 then only Sales 3ana#ers will show up in the resource 0O(. In 11.".1F
for creatin# Self Serice Geo#raphy +erritories9 users had a step to add the roles.
In ,elease 129 +erritories com$ined the ,oles pa#e and the ,esource pa#e. /ence if users
choose >Aaila$le for Self Serice>9 you hae to enter a role for #eo#raphy assi#nment
in Self Serice.
B Add resources9 clic1 on Add Another ,ow $utton C select ,esource +ype
DIndiidual9 Group9+eamE9 ;uery and select ,esource@s. Clic1 'e%t $utton
B Add Geo#raphies@+ransaction ;ualifiers C for e%ample Geo#raphies A Country A
nnnn9 add attri$ute ?.nited States?9 clic1 'e%t $utton
B Add Additional 3atchin# Attri$utes Dnot mandatoryE
B Select Finish $utton
A simple +erritory has now $een created.
2. +o Create Child@Su$&+erritories
B Select +erritories ta$ C select Operatin# .nit9 select usa#e De%ample & SalesE
B Clic1 Go $utton9 notice all Sales +erritories are displayed. Select the +erritory for
which the Child@Su$&+erritory will e%ist under
B Clic1 Create $utton.
B Select territory type9 select continue $utton
B )nter re;uired fields.
B (erify 2arent +erritory 'ame is correct Dif not select the correct parent territoryE
B )nter +erritory 'ame9 *escription9 ,an19 num$er of winners9 clic1 'e%t $utton
B Add resources9 clic1 on Add Another ,ow $utton C select ,esource +ype
DIndiidual9 Group9 +eamE9 ;uery and select ,esource@s9 clic1 'e%t $utton
B Add Geo#raphies@+ransaction ;ualifiers9 for e%ample Geo#raphiesA Country A 9
add attri$ute ?.nited States?
B Clic1 'e%t $utton
B Add Additional 3atchin# Attri$utesDnot mandatoryE
B Select Finish $utton
B A Child@Su$&+erritory has now $een created.
3. ,un S+A, DSynchroni=e +erritory Assi#nment ,ulesE 2ro#ram +his $uilds the
+erritory Assi#nment rules and returns the winnin# +erritories and ,esources attached to
the winnin# +erritories9 which are defined in +erritory setup.
B 'ai#ateC +erritory 3ana#ement responsi$ilityC ,e;uestsC Schedule
B Search pro#ram name A Synchroni=e +erritory Assi#nment ,ulesCC clic1 'e%t
$utton
B Select .sa#e ?Sales? for which +erritories were created. Options for ,un 3ode are
as follows:
o +otal ,efresh A ,un if it is the first time runnin# the pro#ram or up#rade or
system refresh.
o Incremental ,efresh A ,un if +otal refresh has already $een run and process
chan#es in territories.
o *ate )ffectie ,efresh A ,un to assi#n resources for a specific date ran#e.
B Start date@ )nd date not re;uired
B Clic1 'e%t $utton
B Schedule not re;uired
B Clic1 'e%t $utton
B 'otification information not re;uired
B Clic1 'e%t $utton
B 2rintin# information not re;uired
B Clic1 'e%t $utton
B Su$mit
B 'ote ,e;uest Id
B Clic1 OG
B ,efresh until 2ro#ram completes successfully.
'ote: If the pro#ram fails then set the followin# profiles at .ser leel and rerun the
pro#ram. 0ocate the 0o# and reiew for errors:
F'*: *e$u# 0o# )na$led to ?H)S?
F'*: *e$u# 0o# 0eel to ?Statement?
F'*: *e$u# 0o# 3odule to ?I?
,un the followin# ;uery in +oad or S6020.S to reiew the re;uestJid which failed:
select toJchar Dtimestamp9?**&3O'&HH //2!:3I:SS?E >+I3)S+A32>9
module9 messa#eJte%t9 lo#Jse;uence from fndJlo#Jmessa#es
W/),) truncDtimestampE A truncDsysdateE
A'* processJid A DS)0)C+ osJprocessJid
F,O3 fndJconcurrentJre;uests
W/),) re;uestJid A Kre;uestJidE
A'* module not li1e ?fndI?
O,*), -H lo#Jse;uenceL
!. ,un Assi#n +erritory Access 2ro#rams to assi#n Sales +erritories
B 'ai#ateC Oracle Sales Administrator responsi$ilityC Concurrent ,e;uestsC ,un
B Select Sin#le ,e;uest to run Assi#n +erritory Access For 'ew 3ode
B Select ,e;uest Set to run Assi#n +erritory Access for +otal 3ode
B Select parameters ?Account? A Hes9 ?0ead?A Hes9 and ?Opportunity?A Hes for
assi#nment to wor1
'ote & If pro#ram fails then set followin# profiles at .ser leel9 rerun the 2ro#ram and
locate the 0o# and reiew for errors:
F'*: *e$u# 0o# )na$led to ?H)S?
F'*: *e$u# 0o# 0eel to ?Statement?
F'*: *e$u# 0o# 3odule to ?I?
,un the followin# ;uery in +oad or S6020.S to reiew the re;uestJid which failed
select toJchar Dtimestamp9?**&3O'&HH //2!:3I:SS?E >+I3)S+A32>9 module9
messa#eJte%t9 lo#Jse;uence from fndJlo#Jmessa#es
W/),) truncDtimestampE A truncDsysdateE
A'* processJid A DS)0)C+ osJprocessJid
F,O3 fndJconcurrentJre;uests
W/),) re;uestJid A Kre;uestJidE
A'* module not li1e ?fndI?
O,*), -H lo#Jse;uenceL
Question what is flow of service contract
Answer *efine SericeJContract&&C*efine contract ,enewal tri##ers&&C Aplpy customer
payment options&&C,eiew contract for 6A compliance&&Capproe contract&&Csi#n
contract

Question !ow is oracle istore and oracle inventory related?
Answer Oracle inentory is ti#htly inte#rated with Oracle iStore.
A0l the productsDitems in inentory termsE are first defined in inentory. Items not part
of inentory are not isi$le in iS+ore. +he attri$utes should $e set appropriately as per the
re;uirement. +he cate#ory sets should $e defined as per the iS+ore re;uirement.
Question )ell me the flow of *ield service from the user+s perspective?
Answer #enerally field serice is used when customer support is used apart from this u
can use with other modules.....i will e%plain ta1in# customer support to field
serice......e%ample ta1e a white #oods company sold a product to end user he #ot some
pro$lem with that he calls the customer support and discloses his pro$lem the a#ent
ch1s the pro$lem $y as1in# some ;uestions pre defined and its really needs fs then he
escalates the pro$lem to fs #uy...

Question !ow to send the ,M, in oracle sales to sales representative in oracle sales-
Answer .sin# Oracle wor1flow notification we can send the notification to the sales
usersDSales ,epresentatiesE.

Question !ow to ma'e an Item as a ,toc' Item but not for ,ale-
Answer Chan#e the Item Attri$utes to H for Inentory Item@Stoc1a$le DInentory +a$E
and ' for Customer Ordered@Customer Orders )na$led DOrder 3ana#ement +a$E