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    Beth Bleijie
    Viewing all Business Units on drop-down menu in AP Invoice...
    Topic posted September 7, 2018 by Beth BleijieBronze Trophy: 5,000+ Points, last edited January 30, 2019, tagged Financials, Payables, Setup / Administration 
    157 Views, 19 Comments
    Title:
    Viewing all Business Units on drop-down menu in AP Invoice Template
    Summary:
    We have added a new BU, and created new Role so AP can access the BU, but they can't see it on the AP Invoice Spreadsheet Template
    Content:

    We have activated a new BU (been there since we went live 10 months ago, so I am confident it is all set up correctly), and created new a Role and assigned that new role to the AP Specialists so they can access the BU when entering invoices and making payments.

    But they can't see it on the AP Invoice Spreadsheet Template drop-down menu for Business Unit.  I can, but I've never had any problem accessing all BUs. So the problem clearly has to do with the AP Specialists' access, not the BU setup.

    What do I need to modify to make it functional?

    Version:
    R-13

    Comment

     

    • Avesh Ganodwala

      Hi,

       

      Could you try providing Manage data access for user and try. Follow the below navigation.

       

      Navigator> Set and maintenance > Task (Manage data access for User) > Security Context > Business Unit > Query the User  and and add data access for the related BU for the user.

       

      Regards,

      Avesh Ganodwala

    • Becky Alvarez

      Beth,

      Just to confirm, this the AFDi spreadsheet they download from the Invoice Workarea correct?

    • Becky Alvarez

      Beth,

      Just confirmed with development as I thought this sounded weird.  If the user can enter and invoice in the UI to the BU they should be able to do the same in the spreadsheet.  Please log an SR and let me know the SR number when you do and I will have someone take a look.

    • Becky Alvarez

      In the SR you are referencing the FBDI template

      Question: Select one of the following Invoice Spreadsheet Types
      Answer: Invoice import by FBDI spreadsheet (PayablesStandardInvoiceImportTemplate.xlsm)

      The FBDI spreadsheet does not open from the application and does support/provide a drop down for the BU which means that someone may have created a custom drop down for that column for the BU.  If that is the case then the new BU needs to be added to that custom drop down so it will show up.

      • Beth Bleijie

        Maybe I don't have the terminology right?

        Payables, Invoices, Task Menu, Create Invoice from Spreadsheet.

        Is that the FBDI spreadsheet template, or something else?

    • Becky Alvarez

      That is the AFDi spreadsheet.  I suggest you update the SR with the navigation, correct your response with the AFDI spreadsheet and upload screen shots of the issue so everyone is clear.  Then I can reengage the developer.

    • Becky Alvarez

      FBDI is the File Based Data Import used mainly for integration or importing external data into the interface tables for import into our products.  This template is downloaded from our API documentation and is populated and uploaded to UCM and then imported into the Module such as AP.  You can use this file to load data into any supported instance of Oracle.

      (I always get the D&F reversed) ADFi or ADFdi  is the  Application Developer Framework Integrator or Application Developer Framework desktop integrator - the desktop integrator allows you to download spreadsheet form that a module like AP form that instance of Oracle populate and upload transnational data for a session.  If you reuse the spreadsheet you have to log back into the session and that spreadsheet is connected only to that instance of oracle so you could not use it to load data to test or production. It will always direct you to the same instance of Oracle.

      Does that help?  And sorry I switched the letters on you for the ADFI.  To be honest here I am multitasking big time at the moment.

      • Beth Bleijie

        Thank you, Becky, and for the explanations.  That should help me keep them straight.

        I think I have used the FBDI for importing journals, and creating bulk Suppliers.

        I didn't realize they were really different, but now it makes some sense.

    • Becky Alvarez

      Beth,

      Can you please make it clear on the SR that you are working with the ADFI file and provide a screen print of your issue.  Once you do that, let me know so I can instruct support to log a bug.  Once that is done, development will take a look and work to resolve your issue.

      • Beth Bleijie

        Hi Becky,

        I have posted an update on the SR stating that it is AFDI not FBDI. (I don't know how to go back and change the responses to the questions.)

        Thanks,

        Beth

    • Becky Alvarez

      Beth,

      We are good.   I saw your update and have requested the bug to be logged this morning.  Unfortunately the support analyst is out so I have reached out to his manager to see if there is someone who can do it in his absence.

    • Becky Alvarez

      OK we got the bug process started.  We should have an approved bug soon.  Just keep an eye on the SR in case the developers need any further info like screen shots, etc.

    • Becky Alvarez

      Beth,

      Can you please provide the following and update the SR?

      1. Clarify if this is happening for all users or just one
      2. Provide a screen shot where the BU is showing in the Create Invoice UI in Cloud.  It would be great if you could use the same user, supplier and site for both screen shots.
      3. Provide a screen shot where the BU is not showing in the spreadsheet.  It would be great if you could use the same user, supplier and site for both screen shots.