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    Subhash Valiveti
    APIs for enabling and releasing holds on AP bulk invoices
    Topic posted January 9, 2018 by Subhash ValivetiGold Medal: 3,500+ Points, last edited January 30, 2019, tagged Configuration, Invoice Imaging, Payables 
    402 Views, 6 Comments
    Title:
    APIs for enabling and releasing holds on AP bulk invoices
    Summary:
    Need APIs/WS for enabling and releasing holds on AP bulk invoices based on Invoice approval Status
    Content:

    Hi,

    We have a client who is on-premise 9.2 and do not have plans for upgrading to version 11 or later. They need the AP invoices to be approved before they can be accounted as the requester/approver 1/approver 2 can still change code combinations on the invoice distributions till it is approved.

    So, we are suggesting them to enable a accounting hold which should be released after the invoice has been approved. We have lots of invoices which are processed and looking for APIs which can be used to enable the hold and release them based on the invoice approval status.

    We found WS  for enabling/releasing single invoice. But we have thousands of invoices processed every morning and do not want to end up running those many calls hogging the system's performance.

    Is there public APIs which can used to come out with ESS which will enable/release AP invoice holds based on approval status of the invoice?

    Comment

     

    • Alexey Shtrakhov

      As you are on premise, why don't you create a custom ESS job based on PLSQL and release holds based on your business logic? We used solution like this.
      Releasing hold is quite a straight forward process in PLSQL.

      We also set the initial, so called Accounting Hold during invoice import.

      With respect
      Alexey

       

      • Subhash Valiveti

        Hi Alexey,

        Thank you for your response. We are trying to find the best solution which is cloud compatible for us when we move to cloud in later release.

        Are there any public APIs which we can use to even develop the PLSQL hold and release programs.

        Regards,

        Subhash

        • Subhash Valiveti

          Agreed.

          We wanted to re-use this process to apply and release holds for other business requirements which are not dependent on Approval and accounting.

          Regards,

          Subhash

    • Alexey Shtrakhov

      hi Subhash,

      But if you move to the cloud, then you will not need this as you will be on latest release and this will be a standard functionality in Payables Setups to prevent unapproved invoices being accounted.

      Alexey

    • Alexey Shtrakhov

      Wouldnt be the standard Apply/Release WS then will be sufficient? I guess it will not be applied to all the invoices, but just to a limited amount of cases...

      I think for Preventing unapproved invoices you shouldnt use hold in the Cloud, it is much better to use the standard functionality.

      Alexey

       

       

      • Subhash Valiveti

        Hi Alexey,

        We have other requirements where we need to apply/release holds in bulk based on requirements other than approval/accounting. If we do not find viable options (API) to apply/release hold in bulk, we need to use the WS only. We were hoping there should be solution for bulk invoices in Cloud also.

        Regards,

        Subhash