Monday, June 16, 2014

How to create a Collector in Oracle Applications

Setting up a User as a Collector in Collections

 1.      Make Sure they have an account

a.      System Admin > Security > Define > User

      2.      Add the user as an Employee

a.      Global HRMS Manager > People > Maintain
b.      Create Employment
c.       Enter User Details
d.      Save

      3.      Assign the Employee to a User Login Account

a.      System Admin > Security > Define > User
b.      Add Employee Name in Person field
c.       Save

      4.      Import Resource

a.      Turn off Custom Code: Help > Diagnostics > Custom Code
b.      CRM Resource Manager > Maintain Resources > Import Resources
c.       Search for your employee record
d.      Start Import
e.      Select the Role to assign to Apply (Collections Agent)
f.        Import and Save
g.      Turn on Custom Code

No comments:

Post a Comment