Posts

Posts

  • Sachin Mistry
    AP Invoice Coding Approval Workflow in R13115.0
    Topic posted January 16, 2018 by Sachin MistryGold Medal: 3,500+ Points, tagged Financials, Payables, Update in Core Financials > Payables & Cash Management public
    Title:
    AP Invoice Coding Approval Workflow in R13
    Summary:
    AP Invoice Coding Approval Workflow in R13
    Content:

    We have a requirement to not trigger AP Invoice approval if only account coding is changed.

    In R13 there is new FinAPInvoiceAccountCoding(11.13.17.11.0). Can this work flow be used to not trigger approval in Invoice work flow if only account coding has changed on AP Invoice?

    R13 Screen Shots and R12 Screen shots attached.

     

  • Wendy Ware
    Allowing Employees to Edit Product Segment on Expense...Answered24.0
    Topic posted January 16, 2018 by Wendy WareBronze Crown: 15,000+ Points, tagged Expenses, Financials, General Ledger, Payables, Setup / Administration, Subledger Accounting in Core Financials > Expenses public
    Title:
    Allowing Employees to Edit Product Segment on Expense Reports?
    Summary:
    Product Code is one of the segments of our account numbers. Is it possible to allow employees to edit that one segment without exposing the whole account string?
    Content:

    Product Code is the 4th segment in our 10-segment GL account numbers.  Is it possible to allow employees to edit that one segment, without exposing the whole account string, when they are creating/editing an expense report?

    In a related situation, I have been testing the use of granting the privilege ‘Override Expense Account Allocation’ to employees.  It seems that the two options are to allow expense report creators to edit Cost Center and Legal Entity -or- edit the entire 10-segment account string (depending on the setting of EXM_ALLOW_FULL_ACCT_OVERRIDE.) 

    Am I missing something?  Is it possible to provide them with a way to edit one specific account segment for each expense report?

    Any assistance appreciated.  Wendy

     

  • Ravi Upadhyayulla
    Legal Entity - Business unit mapping84.0
    Topic posted January 15, 2018 by Ravi UpadhyayullaBlue Ribbon: 750+ Points, tagged Financials, Payables, Receivables, Subledger Accounting in Core Financials > General Ledger & Intercompany public
    Title:
    Legal Entity - Business unit mapping
    Summary:
    We have over 160+ legal entities (LE) we are looking for mapping business units to LE
    Content:

    Hi,

    We have over 160+ legal entities (LE) and we are looking to limit them by business unit (BU), instead of showing all 160+ on invoice entry screens and users might select the wrong LE.

    We are generating some accounts based on LE using SLA rules so want to limit the LE by BU to generate correct accounting entries.

    Thanks

    Ravi

     

  • Hamish Gifford-Moore
    Updating Invoice status from external system43.5
    Topic posted January 11, 2018 by Hamish Gifford-MooreRed Ribbon: 250+ Points, tagged Financials, Payables in Integrations and Extensions public
    Title:
    Updating Invoice status from external system
    Summary:
    Oracle invoices are being paid by a 3rd party system and we need to be able to update the oracle invoice pay status
    Content:

    We need to be able to update an oracle invoice to be able to set it as paid.

    Options considered:

    1. API to set Invoice status to paid. QName: InvoiceStatus{http://xmlns.oracle.com/apps/financials/payables/invoices/transactions/invoiceService/} Will this work or is there another API?

    2. Update a field on the Invoice such as invoice group or paymet priority so we could select that as a data select for a dummy payment run

    3. Are there any other routines avaialble to update an invoice data fields or status?

    All suggestions greatfully accepted.

     

  • Subhash Valiveti
    APIs for enabling and releasing holds on AP bulk invoices6
    Topic posted January 9, 2018 by Subhash ValivetiGold Medal: 3,500+ Points, tagged Configuration, Invoice Imaging, Payables in Core Financials > Payables & Cash Management public
    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?

  • Palash Kundu
    R13 Early Adopters2
    Topic posted January 4, 2018 by Palash KunduSilver Medal: 2,000+ Points, tagged Assets, Cash Management, Financials, General Ledger, Help Center, Payables, Receivables, Security, Setup / Administration, Subledger Accounting, Update in Core Financials > Financials – General public
    Title:
    R13 Early Adopters
    Summary:
    Are there any Cloud ERP Financials customer who have upgraded to R13
    Content:

    Are there any Cloud ERP Financials customer who have upgraded to R13  as early adopters?

     

    Please share your experiences which will be helpful to the community.

  • Muhammad Usman
    Suppliers Transactions details Report2
    Topic posted January 3, 2018 by Muhammad UsmanGreen Ribbon: 100+ Points, tagged Payables in Reporting and Analytics for ERP public
    Title:
    Suppliers Transactions details Report
    Summary:
    We need a single report that contains all the transactions (i.e, invoices and payments) of a supplier for a specific date range
    Content:

    We need a single report that contains all the transactions of a supplier for specific date range. We do separately have the report for invoices and payments, but we want it in single report that shows all the transactions for a specific supplier in the same report. Is there any such standard report available?

  • Manish Jhunjhunwala
    AP Inquiry Role in Cloud11
    Topic posted January 2, 2018 by Manish JhunjhunwalaBlue Ribbon: 750+ Points, tagged Financials, Payables, Security, Setup / Administration in Applications Security public
    Title:
    AP Inquiry Role in Cloud
    Summary:
    AP Inquiry Role in Cloud
    Content:

    Hi All,

     

    We just went live and now have a requirement to define AP Inquiry role.

     

    Our understanding is that the privileges are shared across roles in fusion cloud. If for example GL manager is assigned custom AP Inquiry role, he has actions to edit the invoices as well.

     

    Is this the expected behavior?

     

    Can some one share how this can be achieved. Your help is appreciated.

  • Subhash Valiveti
    Customizations on AP Invoice form2
    Topic posted December 29, 2017 by Subhash ValivetiGold Medal: 3,500+ Points, tagged Financials, Payables, Security, User Interface in Integrations and Extensions public
    Title:
    Customizations on AP Invoice form
    Summary:
    Need a validation to check invoice date falls after 1-Jan-1952 so that invoices don't fail tax calculations as our tax configurations are done with a start date of 1-Jan-1952
    Content:

    Hi,

    We have done our tax configurations with an effective start date of 1-Jan-1952. Users are fat fingering and entering dates which are way before that date resulting in wrong tax calculations.

    Is there a document which provides steps to put a validation on the 'AP Invoice Customization screen'?

    Regards,

    Subhash

  • Becky Alvarez
    Procure to Pay Cloud Integration Options25.0
    Topic posted December 21, 2017 by Becky AlvarezGold Crown: 30,000+ Points, tagged Financials, General Ledger, Payables, Setup / Administration in Integrations and Extensions public
    Title:
    Procure to Pay Cloud Integration Options
    Summary:
    Integration Options for Procure to Pay in the Cloud with existing Financial systems
    Content:

    This white paper will guide you through adoption choices for Procure-to-Pay in the cloud with considerations of how to integrate with your existing financial solutions. It will provide considerations for different integration approaches, discuss the available integration technologies, and refer you to additional sources of information.