IEX Collection Note Upload – Oracle EBS SQL Report

Oracle E-Business Suite SQL report from the Enginatics Library powered by Blitz Report™.

Overview

Creates and updates Collection Notes in Oracle Collections (IEX) - the same notes shown in the Collections work area.

Each note is attached at a single Note Level: Customer (party), Account, Bill To, or Collections Transaction.

The Note column is limited to 2,000 characters. The upload will reject the row if the note exceeds this. The Note Detail column is limited to 4,000 characters. Note details exceeding this will be truncated.

Party Level Notes: Pary Name is required Party Number is required only when the Party Name is not unique.

Account Level Notes: Party Name and Account Number are required.

Bill To Level Notes: Party Name, Account Number and Bill To Location are required . Operating Unit is optional unless the same Bill To Location (code) is used across accessible Operating Units. Bill to Address is informational only.

Transaction Level Notes: Party Name, Account Number, Transaction Number are required. Bill To Site and Operating Unit are only required if the same transaction number exists across different accessible Bill To Sites/Operating Units. Installment is optional unless the Transaction has muliple Installments, in which case it must be specified.

Only the Note Type, Note Status and descriptive flexfield attributes can be changed on an existing note; the note text and its target are read only. Download notes in Create, Update mode to reclassify them.

Report Parameters

Upload Mode, Party, Party Number, Account Number, Operating Unit, Bill To Site, Transaction Number, Note Level, Note Date From, Note Date To

Oracle EBS Tables Used

hz_cust_accounts, hz_cust_site_uses_all, hz_cust_acct_sites_all, ar_payment_schedules_all, ra_customer_trx_all, jtf_notes_vl, hz_parties, hz_party_sites, hr_all_organization_units_vl, jtf_objects_vl, mo_glob_org_access_tmp, dual

Report Categories

Enginatics, Upload

AR Transaction Upload, AR Aging, GL Account Distribution Analysis, GL Account Analysis

Running This SQL Without Blitz Report

Some Oracle EBS SQL reports in this library require functions from the utility package xxen_util. Install it before running the SQL directly against your Oracle EBS database.

Download & Import Options

Resource Link
Excel Example Output
Blitz Report™ XML Import IEX_Collection_Note_Upload.xml
Full SQL on Enginatics www.enginatics.com/reports/iex-collection-note-upload/

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