Unable to Transfer Sales Credit Info fro

纵横四海

Problem Description
-------------------
The transfer of sales credits to AR from PA is failing when  
AutoInvoice is run with the following error message:

     APP-11863: Invalid sales_credit_type_id (nil)

or

     Errors:   1) Invalid sales credit type id (SALES_CREDIT_TYPE_ID) ((Nil))


Problem Explanation
-------------------
In order to import projects invoices with sales credits, within Receivables you  
need to ensure that the sales credit type is set to value and not ID.



Solution Description
--------------------
The following steps need to be checked to ensure that they have been  
correctly setup:

(Refer to Oracle Projects Users Guide - page 11-450 - 452)

1. Within AR.  Enable the require salesrep option

   Navigation: Setup -> System -> System Options.   

   From the drop down menu select Miscellaneous and ensure  
   that the Require Salesperson has been checked.

2. Within AR.  Define Sales Credit Types.  If you do not use Oracle Order  
   Entry, use the pre-defined credit type of Quota Sales Credit.  

3. Enter HR Employee - Make sure that your salesrep is defined as an
   employee.  If not, they will not appear in the list of values for
   the credit receiver in Projects.

4. Within AR - Setup Salesperson.

    4.1. Navigate -> Setup -> Transactions -> Salespersons

    4.2. Enter in the name of the Salesperson.  Please note that this must be
         identical to the full name stored in the HR system.
    4.3. Enter a start date.
    4.4. Use Sales Credit Type of Quota Sales Credit.
    4.5. Make sure that the active box is checked.

5. Search for the batch source name that you have defined as  
   your invoice batch source for Projects  
   
   Navigation: Setup -> System -> Implementation Options -> Billing

   Seeded values are:

         10.7:   PA INVOICES      
         11.0.X: PROJECTS INVOICES

6. Within AR navigate to the  Define Invoice Batch Source form.   

   Navigation: Setup -> Transactions -> Sources

   Query up the batch source found in step (5).  Select Sales Credit  
   Validation  from the drop down box.  Ensure that the Sales  
   Credit Type is set to Value.

7. Within the same form, select Autoinvoice Options from the drop  
   down menu and ensure that Allow Sales Credit has been checked.

8. Within PA:  Make sure that you have assigned a credit receiver
   to your project and checked the box Interface to RA.

You should then be able to run AutoInvoice successfully.
           

Search Words:
-----------
credit PATTAR interface invoice project

[此贴子已经被作者于2005-8-4 23:47:57编辑过]