Information in the case folder is not getting updated in Oracle Credit Mgt

Hi,
I have created an SO and an Invoice for this SO for a particular customer. Now, when I create a credit application and a case folder in OCM for this customer, Fields like Receivables Balance, Credit Exposure, Days Sales Outstanding etc. in the case folder are not getting updated. These fields are not getting updated even after refreshing the case folder. It means that the information from the 'Receivables Responsibility is not getting updated in the case folder.
I have already run the 'Initialize credit Summaries' concurrent program after creating the Sales Order and Invoice.
PS: The case folder gets updated only when I set the Profile Option: "AR: Allow summary table refresh" to Yes and then running the "Refresh AR Transactions Summary Tables" concurrent program. But once this program runs the Profile Option again becomes 'No' (Which is a Standard functionality).
So this is a manual way to update the case folder. My requirement is that the case folder should get updated automatically and no manual intervention should be required.

Sumit Malik wrote:
Hi,
I have created an SO and an Invoice for this SO for a particular customer. Now, when I create a credit application and a case folder in OCM for this customer, Fields like Receivables Balance, Credit Exposure, Days Sales Outstanding etc. in the case folder are not getting updated. These fields are not getting updated even after refreshing the case folder. It means that the information from the 'Receivables Responsibility is not getting updated in the case folder.
I have already run the 'Initialize credit Summaries' concurrent program after creating the Sales Order and Invoice.
PS: The case folder gets updated only when I set the Profile Option: "AR: Allow summary table refresh" to Yes and then running the "Refresh AR Transactions Summary Tables" concurrent program. But once this program runs the Profile Option again becomes 'No' (Which is a Standard functionality).
So this is a manual way to update the case folder. My requirement is that the case folder should get updated automatically and no manual intervention should be required.Duplicate post -- Information in the case folder is not getting updated in Oracle Credit Mgt

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