tutorial new customer registration - pbso · pdf fileoracle ireceivables is an internet based...

Release 12.1.3

Created By Date & Time Version Description Sunita Goel 01/01/2012 1.0 Invite an Existing

Customer to Register

iReceivables: Self Registration DTP

2011

Functional Desk Top Procedures: iReceivables

iReceivables- Self Register

of 13 Created By: Sunita Goel Copyright © 2011. Paradigm Application Solutions, Inc. All Rights Reserved

Contents Overview ...................................................................................................................................................... 3

Self-Registration ......................................................................................................................................... 3

Prerequisite ................................................................................................................................................. 4

Self-Registration Process ......................................................................................................................... 4


Overview Oracle iReceivables is an internet based self-service application that customers can access to view Receivables data. It is an online invoice presentation, dispute and payment solution that enables external and internal users.

Inquiries on their own accounts- view account balances and aging

Dispute bills

Pay invoices

Review account balances online

Print copies of invoices and credits

Download statements

View current status of dispute

Contact AR department for comments and questions online

Match credits to invoices

Integrates with iPayment to allow customers to pay online

Integrates with AR to provide real time transaction status and details

Integrates with Oracle Trading Community architecture to provide real-time account access and customer information

Integrates with Oracle Workflow to provide automated credit memo processing and multi-print processing

Integrates with Oracle Bill presentation architecture to customize bill presentation

templates

Integrates with Oracle Applications Framework to enable personalized display of account information

Self-Registration iReceivables is a web-based self-service Oracle Application that provides customers secure access to invoices with a standard web browser. Customers can use

Created BCopyrightAll Rights

iReceivaReceiva

Prereq Must

paym

Self-R1. O2. In3. T

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By: Sunita Goet © 2011. ParaReserved

ables to vieables person

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RegistratOpen Internn the addre

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w their ownnnel with qu

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tion Proet Explorerss box typeg screen w

de PBSO –

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ts Receivab

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voice numbe

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ess

4 of 13

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5. C

6. C


Click on Cu

Click on New

el adigm Applica

stomer Sect

w Custome

NEW C

REGI

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tion, followin

r Registrati

CUSTOMER

STRATION

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ng screen wi

ion

C

ill appear

CUSTOMER SEECTION

6 of 13


7. Identify yourself by selecting customer number, invoice number, debit memo (DM), credit memo (CM), or payment number. Enter the Value for the selection criteria chosen above, enter your valid email address then click ‘Next’


Click “Ne

8. SN


ext”

Select All LoNext which w

el adigm Applica

ocations or swill generate

ation Solution

pecific locat“Access Re

ns, Inc.

ion if you haquest” form.

SELECT

Enter the

ave more tha.

T IDENTIFYING

value for the

an one locat

G CRITERIA

e selected crit

tion and click

teria

8 of 13

k on

NEXT


9. Enter all fields. All mandatory fields are denoted by ‘*’. After entering all the fields as

designated below, enter ‘Next’


10. Ain

11. Yw

Accept the

Condit


Access Requnformation a

You have to will be genera

Terms &

tions

el adigm Applica

uest: Reviewnd put chec

check Agreeated

ation Solution

w Access Rek mark in Te

ement to Te

ns, Inc.

equest page erms and Co

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Click

se review ubmit button

error messag

k Submit

0 of 13

.

ge


12. Click on ‘Terms & Condition’ and ‘Submit’ button again and a message will generate for your request.


A confirmation email will be sent to the email address you provided during the registration process.


You are Custome


now successer access tu

el adigm Applica

sfully registeutorial to rev

ation Solution

ered to view view online

ns, Inc.

your invoiceaccess proc

es, paymentcedure.

ts online. Ple

ease use

3 of 13

tutorial new customer registration - pbso · pdf fileoracle ireceivables is an internet based...

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