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Topic

    Amy Chan
    Default DFF value at AP line levelAnswered
    Topic posted September 11, 2019 by Amy ChanSilver Medal: 2,000+ Points, tagged Financials, Setup / Administration, Subledger Accounting 
    40 Views, 4 Comments
    Title:
    Default DFF value at AP line level
    Summary:
    Default DFF value
    Content:

    I need to default DFF value at AP line level and the value is getting from PO line level. In EBS, I know how to do it with sql statement but not in cloud. Please share.

     

    Best Comment

    Julien Dubouis

    Hi Amy,


    Why don't you put the DFF at PO distribution level ? You can then transmit seamlessly to AP distribution level. There's a checkbox in "Manage Invoice Options" called "Transfer PO distribution additional information".

    Thanks

    Comment

     

    • Julien Dubouis

      Hi Amy,


      Why don't you put the DFF at PO distribution level ? You can then transmit seamlessly to AP distribution level. There's a checkbox in "Manage Invoice Options" called "Transfer PO distribution additional information".

      Thanks

      • Amy Chan

        Hi Julien,

        Currently we are doing this. We put all needed DFF at PO distribution level and then copy to AP distribution level.

        Our COA is 10 segments at PO distribution level, I need segment3 "department" information to derive the invoice approval routing.

        So in PO distribution level, how to default DFF value based om the PO charge account being selected by users? Because user do not want to re-enter this information as this can be from  PO charge account. Please share if you have idea.

        Thanks.

        • Julien Dubouis

          Thanks for illustrating your need Amy.
          My understanding is that each line of your PO has one or multiple distributions and the invoice matched to these PO should be routed to the department supervisor, based on the segment 3 of the charge account. There may be multiple departments in an invoice. I also get that you base your approval on the DFF value (where you store a username based on segment 3?) and would like the same to be transferred in AP. Is that correct ? Would your segment 3 "department" be flagged as a Cost Center segment by any chance ? 
          In that case, you could use the Cost Center Manager in your approval routing rule.

          Thanks
           

    • Amy Chan

      Actually the segment3 is not cost center.... in our business it is our business line. Different business line will have different person to approve invoice and that information is in segment3.

      Thanks.