Receivables lets you define several options for your invoices and use of the AutoInvoice program. You can choose whether to allow updates to printed invoices and whether you can apply payments to an unrelated customer’s transactions. Receivables lets you define the segments to use for Accounting Flex Tuning, System Items Tuning, and Territory Tuning during AutoInvoice.

You can also specify whether to purge the interface tables that you use for AutoInvoice, the maximum number of bytes to use, whether SQL Trace is active for this program, and the grouping rule to use for the revenue and credit transactions you create through AutoInvoice. You can also specify whether to allow reciprocal relationships between customers.

1.1 To allow updates to transactions that have been printed, check the Allow Change to Printed Transactions box. This option also determines whether you can update a customer’s address when printed, posted, or applied transactions are assigned to that address.
Attention: You cannot update a transaction if it has activity against it, regardless of how you set this option. Examples of activity include payments, credit memos, adjustments, and including the transaction on a consolidated billing invoice.

1.2 To allow transactions to be deleted from Receivables after they have been saved, check the Allow Transaction Deletion box. If you set this option to Yes, you can still specify at the responsibility level which users can delete transactions by using function security.
Setting this option to No prevents all Receivables users from deleting transactions; this is a requirement for installations that are legally required to number transactions sequentially with no missing transaction numbers.

1.3 To allow receipt applications to debit items of unrelated customers, or to allow bills receivable assignments to transactions of unrelated customers, check the Allow Payment of Unrelated Transactions box.
If you check this box, Receivables lets you select debit items for unrelated customers and apply your receipts to them in the
Applications window, and lets you select transactions of unrelated customers and assign them to bills receivable in the Assignments window or the Bills Receivable Transaction Batches window.

2.1 Enter the Accounting, System Items, and Territory Flexfield segments that are most often selected by AutoInvoice. Receivables uses this information to increase AutoInvoice performance.

2.2 To activate SQL trace for AutoInvoice, check the SQL Trace box.

2.3 Enter the Maximum Memory (in bytes) to allocate to AutoInvoice for validation. For best results, enter a value that is the maximum number of records that you import (rounded to an even number) multiplied by 1024. For example, if you use AutoInvoice to import no more than 100 records at a time, enter a value of 102400.

2.4 To automatically purge the AutoInvoice Interface tables after running AutoInvoice, check the Purge Interface Tables box. If you check this box, Receivables deletes the records that have successfully transferred into permanent Receivables tables. Do not check this box if you want to submit the AutoInvoice Purge program manually after running AutoInvoice.

2.5 Enter a Log File Message Level. This number (from 0 to 3) indicates the amount of detail you want AutoInvoice to display in the
AutoInvoice log file. The higher the number, the greater the detail.

3.1 To automatically assign a unique number to every new customer, check the Automatic Customer Numbering box. Do not check this box if you want to manually assign customer numbers. Your Oracle Applications system administrator or developer can specify the initial number to be used for Automatic Customer Numbering.
❑ Switch to the Application Developer responsibility.
❑ In the Navigator window select Application, then Database, and finally Sequence.
❑ In the Name field of the Sequences window, query for HZ_ACCOUNT_NUM_S.
❑ In the Start Value field of the Sequences window, enter the intitial number to be used for Automatic Customer Numbering

3.2 To automatically assign numbers to your customer’s business purposes, check the Automatic Site Numbering box.
Suggestion: If you do not check the Automatic Site Numbering box, you can provide descriptive location names for your business purposes. For example, your customer has several addresses, but they want all invoices to be sent to their office in Chicago. For the Bill–To business purpose, enter a location name of ’Chicago–Bill To Site Only.’ This will help you identify the correct address to enter when creating invoices.

3.3 To automatically create a reciprocal relationship between two customers when you are defining customer relationships, check the Create Reciprocal Customer box. A reciprocal relationship is one in which related customers can apply payments to each others invoices.

3.4 Enter the default Grouping Rule Name you want AutoInvoice to use. AutoInvoice uses grouping rules to group revenue and credit transactions into invoices, debit memos, and credit memos.