AR Automatic Receipts Clearing (Oracle Fusion SQL)

#oracle fusion sql
This post shares a ready-to-use SQL query for Oracle Fusion Accounts Receivable that generates a detailed Receipts with Adjustments Report. It helps you extract cleared or adjusted receipts — including bank account, branch, payment method, and transaction details — across your Fusion AR setup.

What this query delivers:

  • Organization (company) name, bank and branch details, bank account number & name
  • Receipt number, creation status, maturity (due) date, payment (receipt) method
  • Receipt currency, functional amount, number of records processed
  • Adjustment/transaction number, date, adjustment amount (entered and functional), customer name, adjustment ID

This report is useful for:

  • Reconciling receipts and bank accounts
  • Auditing AR cash-application history and adjustments
  • Generating consolidated receipt/adjustment reports by bank or branch
  • Supporting periodic bank reconciliations or AR-to-GL audits

To use: copy the SQL, adjust schema/table aliases if needed, and run it against your Fusion AR schema. If you have questions — or want to extend the query to include more fields (e.g. invoice info, currency conversion, customer site data) — feel free to post your request here.

Happy querying & thanks for contributing!

#sqlquery

SELECT
-- SQL4Fusion (An Orbit Analytics Project) 
-- This query generates a detailed Receipts with Adjustments Report, showing receipt and adjustment data across bank accounts
  HAOU.NAME ORGANIZATION_NAME,
  CBBV.BANK_NAME,
  CBBV.BRANCH_NUMBER,
  CBA.BANK_ACCOUNT_NUM BANK_ACCOUNT_NUMBER,
  CBA.BANK_ACCOUNT_NAME BANK_ACCOUNT_NAME,
  AL1.MEANING || ' ' || ACRH.STATUS RECEIPT_CREATION_STATUS,
  NVL (
    SUM (ACRH.ACCTD_AMOUNT),
    0
  ) FUNCTIONAL_AMOUNT,
  COUNT (*) SUM_RECORD_PROCESSED,
  ACR.RECEIPT_NUMBER,
  TO_CHAR (APSA.DUE_DATE, 'dd-mm-yyyy') MATURITY_DATE,
  ARM.NAME RECEIPT_METHOD_NAME,
  NVL (ACRH.AMOUNT, 0) AMOUNT,
  ACR.CURRENCY_CODE ,
  --CBA.CURRENCY_CODE BANK_ACCOUNT_CURRENCY,
  --RCTA.INVOICE_CURRENCY_CODE ADJUSTMENT_CURRENCY_CODE,
  RCTA.TRX_NUMBER TRANSACTION_NUMBER,
  ARAD.ADJUSTMENT_NUMBER ,
  RCTA.TRX_DATE TRANSACTION_DATE,
  NVL (ROUND (ARAD.AMOUNT, 2), 0) ADJUSTMENT_AMOUNT,
  ARAD.ACCTD_AMOUNT ADJUSTMENT_FUNCTIONAL_AMOUNT,
  SUBSTRB (HP.PARTY_NAME, 1, 50) ADJUSTMENT_CUSTOMER_NAME,
  CBAUA.BANK_ACCT_USE_ID,
  ARAD.ADJUSTMENT_ID,
  APSA.ORG_ID
FROM
  AR_CASH_RECEIPT_HISTORY_ALL ACRH,
  AR_CASH_RECEIPTS_ALL ACR,
  AR_PAYMENT_SCHEDULES_ALL APSA,   
  AR_RECEIPT_METHODS ARM,
  CE_BANK_ACCT_USES_ALL CBAUA,
  CE_BANK_ACCOUNTS CBA,  
  CE_BANK_BRANCHES_V CBBV,
  AR_LOOKUPS AL1,
  --AR_LOOKUPS AL2,
  RA_CUSTOMER_TRX_ALL RCTA,
  AR_ADJUSTMENTS_ALL ARAD,
  HZ_CUST_ACCOUNTS HCC,
  HZ_PARTIES HP,  
  HR_ALL_ORGANIZATION_UNITS HAOU
WHERE
  1 = 1
  AND ACRH.CASH_RECEIPT_ID = ACR.CASH_RECEIPT_ID
  AND ACR.CASH_RECEIPT_ID = APSA.CASH_RECEIPT_ID(+)
  AND ACR.RECEIPT_METHOD_ID = ARM.RECEIPT_METHOD_ID
  AND ACR.REMIT_BANK_ACCT_USE_ID = CBAUA.BANK_ACCT_USE_ID(+)
  AND CBAUA.BANK_ACCOUNT_ID = CBA.BANK_ACCOUNT_ID(+)
  AND CBBV.BRANCH_PARTY_ID = CBA.BANK_BRANCH_ID
  AND ACRH.STATUS = AL1.LOOKUP_CODE
  AND AL1.LOOKUP_TYPE = 'RECEIPT_CREATION_STATUS'
  --AND AL2.LOOKUP_TYPE = 'REMITTANCE_METHOD'
  --AND AL2.LOOKUP_CODE = 'FACTORING'
  AND ARAD.ADJUSTMENT_ID > 0
  AND ARAD.RECEIVABLES_TRX_ID IS NOT NULL
  AND RCTA.CUSTOMER_TRX_ID = ARAD.CUSTOMER_TRX_ID
  AND HCC.CUST_ACCOUNT_ID = APSA.CUSTOMER_ID
  AND HCC.PARTY_ID = HP.PARTY_ID
  AND HAOU.ORGANIZATION_ID = APSA.ORG_ID
  AND APSA.PAYMENT_SCHEDULE_ID = ARAD.PAYMENT_SCHEDULE_ID
  AND APSA.CUSTOMER_TRX_ID = RCTA.CUSTOMER_TRX_ID
GROUP BY
  AL1.MEANING || ' ' || ACRH.STATUS,
  CBBV.BANK_NAME,
  CBA.BANK_ACCOUNT_NUM,
  ACRH.STATUS,
  DECODE (
    ACRH.FACTOR_FLAG,
    'Y',
    1,
    'N',
    2
  ),
  ACR.CURRENCY_CODE,
  ACR.RECEIPT_NUMBER,
  CBAUA.BANK_ACCT_USE_ID,
  CBBV.BRANCH_NUMBER,
  CBA.BANK_ACCOUNT_NAME,
  CBA.CURRENCY_CODE,
  APSA.DUE_DATE,
  ARM.NAME,
  ACRH.AMOUNT,
  ACRH.ACCTD_AMOUNT,
  RCTA.INVOICE_CURRENCY_CODE,
  RCTA.TRX_NUMBER,
  ARAD.ADJUSTMENT_NUMBER,
  RCTA.TRX_DATE,
  ARAD.AMOUNT,
  ARAD.ACCTD_AMOUNT,
  HP.PARTY_NAME,
  ARAD.ADJUSTMENT_ID,
  HAOU.NAME,
  APSA.ORG_ID
ORDER BY
  CBBV.BANK_NAME,
  CBA.BANK_ACCOUNT_NUM,
  ACRH.STATUS,
  DECODE (
    ACRH.FACTOR_FLAG,
    'Y',
    1,
    'N',
    2
  ),
  ACR.CURRENCY_CODE,
  ACR.RECEIPT_NUMBER