Payment Setups This guide will walk you through setting up payment methods, managing payment processes, and configuring payment system options in Oracle cloud. Each step provides clear instructions to streamline the payment setup process efficiently. After loging in, on the home page click on the profile icon on top right corner. From the list access …
Payment Hold This guide will walk you through the necessary steps to place a hold on an unpaid installment within the Oracle Fusion application. From accessing the payment module to releasing the hold, follow the instructions to effectively manage payment holds for your transactions. To place a hold on a payment, Navigate to the Invoices …
One Time Payment This guide will offer a thorough, step-by-step breakdown of how to create the one-time payments and carry out the import procedure. Download the Payables Payment Request Import FBDI spreadsheet from this link (ensure to download the latest release version) and open the same on your local system. There are two worksheets in …
Multi-Period Accounting Multiperiod accounting enables you to create accounting entries across more than one accounting period for a single accounting event. This guide will take you step-by-step through the entire process of creating an invoice for a multiperiod expense and creating an accounting entry for it. Click on the Navigator icon to access the Payables …
Invoice Scanning Many suppliers and customers send and receive Payables invoices electronically via email. Oracle Fusion Cloud ERP offers Intelligent Document Recognition (IDR), a fully integrated invoice recognition solution. It extracts invoice information from the emailed documents to create invoices and imports them into Payables. This guide will go through the step-by-step process of creating …
Invoice Management This guide will walk you through the process of managing invoices in Oracle Fusion cloud. The Manage Invoices page is the central location and starting point for maintaining the supplier invoices. Use the search and sort features to streamline the search results. After you enter search criteria, access the roster area, where you …
Invoice Hold – System Hold & Manual Hold The application of holds to invoices prevents invoice payments. Holds can apply automatically or manually. You can release some holds manually. For others, you must fix the exception condition before the hold is released. This guide will walk you through the process of creating manual hold, and …
Invoice Creation – Spreadsheet You can expedite high-volume invoice entry for simple invoices that don’t require extensive validation using Create Invoice ADFDI spreadsheet. This guide will demonstrate the detailed process of uploading the bulk invoices using the ADFDI spreadsheet along with steps to verify whether invoices are imported successfully or not. The prerequisite here is …
Invoice Creation – Manual – PO Matched This guide will walk you through the process of matching an invoice to a purchase order and validating it on Oracle Fusion Cloud. Follow these precise instructions to efficiently complete the creation of PO matched invoice task. Click on the Navigator icon to access the Payables menu. Access …
Invoice Creation – Manual – Non-PO Matched This guide will walk you through the detailed process of creating and validating the Unmatched Standard Invoice type, along with that process of initiating approval and generating accounting entries. Click on Home to access the Payables menu. Under Payables menu select the Invoices submenu. This will take you …