How to Adjust Customer Invoices in the Receivables Module


Overview


This KBA will demonstrate how to adjust customer invoices in the Receivables Module of Oracle

Critical Concepts


Steps to Take


  1. Open Oracle Financial Cloud
  2. Use your Single Sign-On credentials
  3. Select Billing and Receivables > Billing
  4. Click on the Search icon to the right and enter one required field
    • Transaction Number
    • Transaction Date
    • Bill-to Customer Account Number

5. Manage Transactions Search menu displays, enter one required field, click Search to populate results

6. Select the desired line item

7. Select Actions > Manage Adjustments

8. Manage Adjustments page displays

9. Select Actions > Create

10. Enter all required fields along with the Adjustment Reason and any further Comments

11. Click Submit

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