How to change payment terms on a...

Kelly Jo 15 posts since Jul 23, 2014

How to change payment terms on a transaction Mar 24, 2015 8:08 PM
In the past we have been able to change payment terms on AR transactions whether the invoice is complete or
incomplete as long as it was not posted to the GL. Now the system is not letting us change payment terms on
unposted invoices. What could have changed?

vnagired-Oracle
Re: How to change payment terms on a transaction Mar 24, 2015 8:29 PM
Please try this:

Responsibility: Receivable Manager

Navigation: Customer > Standard

Query for customer record with the issue

Go to tab: Profile: Transaction
Enable 'Override Terms'checkbox at Terms section
Save

Now you can navigate back to the transactions form, query the invoice and change the payment term.
Note if there has been any activity on the invoice, the payment term field will not allow updates.

Thank you.

Mohammed Ahmad 1,168 posts since Jun 23, 2010

Re: How to change payment terms on a transaction Mar 24, 2015 8:37 PM
Hello Jo,
As long as there are no activity against this transaction you can incomplete it and update payment term
assuming that "Override Terms" checkbox is enabled for the customer of this transaction.
Otherwise, a new transaction with desired payment term is needed; one way is to create a chargeback invoice
(with new payment term) against this transaction through 0 receipt.
Thanks

Kelly Jo 15 posts since Jul 23, 2014

Re: How to change payment terms on a transaction Mar 24, 2015 8:42 PM

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How to change payment terms on a...

I had checked the customer and it does have override terms checked.

I also looked and the status of the transaction shows there is activity however I found a note with sql to check
to see what activity is against the transaction. I ran all the sections on the sql they all came up negative. I was
hoping there was more ideas of what I could check.

Mohammed Ahmad 1,168 posts since Jun 23, 2010

Re: How to change payment terms on a transaction Mar 24, 2015 9:28 PM
in response to Kelly Jo
If there is activity against the transaction, payment term will not be updatable even though customer allows so;
create accounting is considered an activity.

vnagired-Oracle
Re: How to change payment terms on a transaction Mar 24, 2015 9:38 PM
in response to Kelly Jo
Could you please kindly upload the transaction diagnostic to see what activity the transaction has? You could
use metalink note: 732203.1

Thank you.

Kelly Jo 15 posts since Jul 23, 2014

Re: How to change payment terms on a transaction Mar 26, 2015 5:01 PM
in response to vnagired-Oracle
I am new at using the community. How do I uplaod a file to this community discussion?

vnagired-Oracle
Re: How to change payment terms on a transaction Mar 26, 2015 5:35 PM
in response to Kelly Jo
You can open the discussion thread in browser and when you click reply, you will see 'Use advanced editor'
link on the top left. Use that and you will see attachment icon in the right bottom.

Thank you.

Kelly Jo 15 posts since Jul 23, 2014

Re: Re: How to change payment terms on a transaction Mar 26, 2015 5:47 PM
in response to vnagired-Oracle
Diagnostic attached
• XTFSKO-Transaction_Data-26-Mar-2015_16-50-51.zip 36.5 K

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How to change payment terms on a...

vnagired-Oracle
Re: Re: How to change payment terms on a transaction Mar 26, 2015 7:02 PM
in response to Kelly Jo
Issue seems to be the transaction is already printed on 16-Mar-2015 and once printed you cant change the
payment terms (if change the printed invoice flag is set to N).
You can open the invoice in workbench and go to Help Menu -> Diagnostics -> Examine (if you cant see this
menu enable profile 'Utilities:Diagnostics') .

Look for block tgw_header and fields activity_flag, posted_flag, printed_flag and make a note of the values.
Also, go to block ar_world and look for field change_printed_invoice_flag and make a note of it.

If tgw_header.activity_flag = 'Y' OR tgw_header.posted_flag = 'Y' OR ( tgw_header.printed_flag' =

'Y' AND ar_world.change_printed_invoice_flag' = 'N') then you cannot update terms.

Thank you.

Kelly Jo 15 posts since Jul 23, 2014

Re: How to change payment terms on a transaction Mar 26, 2015 7:16 PM
in response to vnagired-Oracle
activity_flag = y
posted_flag = y
printed_flag = y
change_printed_invoice_flag = y

What I can't understand is why the activity flag is set to Y. I did a bunch of queries which would denote activity
and they all came up negative. I am struggle to understand what activity is effecting this.

vnagired-Oracle
Re: How to change payment terms on a transaction Mar 26, 2015 7:29 PM
in response to Kelly Jo
In this scenario, you did transaction printing and may be that's treated as activity(not sure). Try overwriting to N
from Diagnostics -> Examine menu and save it and re-query the transaction to see if it allows.

Thank you.

Kelly Jo 15 posts since Jul 23, 2014

Re: How to change payment terms on a transaction Mar 26, 2015 8:37 PM
in response to vnagired-Oracle

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How to change payment terms on a...

Your suggestion did not work it give you an error when you change the payment term and try to save:

APP-AR-11017: Recreation of Payment Schedules failed because the transaction has activity against it. Thus
it does not let you save it.

vnagired-Oracle
Re: How to change payment terms on a transaction Mar 26, 2015 8:47 PM
in response to Kelly Jo
Ok, please let me know the output of this test?

DECLARE
l_activity_flag VARCHAR2(1);
BEGIN
l_activity_flag:= ARPT_SQL_FUNC_UTIL.get_activity_flag(
p_customer_trx_id =>2590871,
p_open_receivables_flag => 'N',
p_complete_flag => 'N',
p_class => 'INV',
p_initial_customer_trx_id => NULL,
p_previous_customer_trx_id => NULL );

dbms_output.put_line(l_activity_flag);
END;

If it returns, 'Y', then we need to troubleshoot each query in the function to see what is the condition that is
returning 'Y'.

Kelly Jo 15 posts since Jul 23, 2014

Re: How to change payment terms on a transaction Mar 26, 2015 8:57 PM
in response to vnagired-Oracle
The answer was N

vnagired-Oracle
Re: How to change payment terms on a transaction Mar 26, 2015 9:30 PM
in response to Kelly Jo
As per the note, "activity" includes printing the transaction and in your case thats what triggering it.
Transactions Workbench: Remove Payment Method on a Transaction Results in Error - APP-AR-11017:
Recreation of Payment Schedules Failed Because the Transaction Has Activity Against It (Doc ID 1583734.1)

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How to change payment terms on a...

tgw_header.printed_flag = 'Y' AND

However as per your update,
ar_world.change_printed_invoice_flag = 'N', this condition is false. Not sure whats
going on.

If you can recreate, you can upload the FRD form trace to see the condition that is throwing the exception. You
can use this note as reference:
How To Collect And Use Forms Trace (FRD) in Oracle Applications Release 12 (Doc ID 373548.1)

If you want expedited response, you can open a SR and dedicated support engineer could quickly help you.

Thank you.

vnagired-Oracle
Re: How to change payment terms on a transaction Mar 27, 2015 12:46 AM
in response to vnagired-Oracle
Also, could you please create a new transaction and don't print it and see whether system allows to update the
payment terms? Just want to see if this gives more clues on whats happening in your instance.

Thank you.

Kelly Jo 15 posts since Jul 23, 2014

Re: How to change payment terms on a transaction Mar 27, 2015 8:36 PM
in response to vnagired-Oracle
I finally found the reason. There were records in IEX_Delinquencies_all for the invoices. This is due to the fact
that the incorrect payment term we were trying to change was a net zero so they were automatically deliquent.
Thus freezing the update. We must not have tried to change one with net zero before.

Thanks for all your help and suggestions.

vnagired-Oracle
Re: How to change payment terms on a transaction Mar 27, 2015 9:23 PM
in response to Kelly Jo
Yes, that was the first query in the function ARPT_SQL_FUNC_UTIL.get_activity_flag
SELECT 'Y' FROM iex_delinquencies
WHERE transaction_id = p_customer_trx_id;

Probably you did not set mo_global.set_policy_context before you tested the function
in the SQL Plus and where in the system it set the correct org_id and returned Y. I
am glad the issue is resolved.

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How to change payment terms on a...

Thank you.
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