Published at: 2026-09-17
Configure quick receivables and data sources
Use Quick Receivables configuration to control whether business users see Contract, Order, and Settlement Form source entries when they create an Account Receivable Bill.
Before you start
- Confirm the receivable data sources that the enterprise allows users to use.
- Confirm that Receivable Management is enabled.
Procedure
- Go to Setup > Business Rule Management > Receivable and Payable Management > Enable Quick Receivables.
- Turn on Allow Orders to Create Account Receivable Bills as needed.
- Turn on Allow Contracts to Create Account Receivable Bills as needed.
- Turn on Allow Settlement Forms to Create Account Receivable Bills as needed.
- Click Save.
Configuration items
| Configuration item | Scope |
|---|---|
| Enable Quick Receivables | Controls whether the Quick Receivables feature and data source menu take effect |
| Allow Orders to Create Account Receivable Bills | Allows users to select an Order when creating an Account Receivable Bill |
| Allow Contracts to Create Account Receivable Bills | Allows users to select a Contract when creating an Account Receivable Bill |
| Allow Settlement Forms to Create Account Receivable Bills | Allows users to select a Settlement Form when creating an Account Receivable Bill |
Verification results
Sign in with a business user account, open the new Account Receivable Bill page, and confirm that the data source menu matches this configuration.