Fields marked with a yellow background are mandatory fields. For each record uploading through the loader, mandatory fields are required to fill in the values.
Greyed-out fields are read only. Those fields contain supplementary details for the user information purpose. These values do not upload during the uploading process.
AR Notes Form
Action Mode – This field is used to control if we are updating or creating notes. To update a Note use the ‘Update’ value. To create use the ‘Create’ value.
Note Type – This relates to the ‘Type’ attribute seen in the Oracle Collections form.
Note Status – This relates to the ‘Status’ attribute seen in the Oracle Collections form. Options for this include: Private, Public or Publish.
Party Number – A value can be entered here to distinguish whether a note is being created as a party note.
Customer Reference – Here the Customer Reference number can be entered for the Note. If this value is populated the loader will automatically populate the Customer Number field. This field is optional.
Customer Number – This is a mandatory field that can be populated with the Customer Number. Using the ellipses button (…) we can search for the numbers using the prompted form.
Transaction Number – A Transaction Number can be entered for the note if required. This is an optional field so is not required. If we leave this field blank then the loader will not consider the note to be an invoice transaction note, therefore making the Source Code of the note equal ‘Account’. If the Transaction Number and Payment schedule is populated, then an Invoice Note will be created.
Payment Schedule – If a Payment Schedule is required for the Note we can enter a Payment Schedule. In the scenario this field is left blank but there is a Transaction Number provided, then the loader will loop over all payment schedules and create the same Invoice Note for each record found.
Notes – All note text can be included in this field and is mandatory.
Note Details – This caters for the data entry field in the Oracle Collections form where you can click ‘More’. This is an optional field.
Entered By – This field cannot be changed in updates but during creates this can be populated to signify who entered the Note. During the creation of notes this field will default based on the user logged in.
Entered Date – When creating your Note you may enter the date it was entered. By default the current system date will be populated when creating a note.
Note ID – This field is used for identifying notes uniquely on upload and download only, the loader will not allow the modification of this value.
