Create Standard Payables Invoices
Become familiar with the current Integrator limitations. These will be resolved over time as Oracle improves the underlying web services and we add functionality to this product.
To create standard Payables invoices, ensure the Upload Action for all relevant sections is set to Create.
Tip: Use the Default row 10 and set the value to Create for each section, or simply enter Create records (case sensitive) into the ‘Header Upload Action’ to automatically set the upload action in all other sections containing data.
Sheet Structure Examples
The scenarios below illustrate single and multiple Payables invoices with associated Lines and Distributions. Examples do not include all critical columns. Note the ‘Create’ action at the header for each Payables invoice.
Scenario 1
A Payables invoice with two Lines:
Scenario 2
Two Payables invoices with associated Lines, and Distributions:
Once all Payables invoice information is entered, the upload process can be initiated. For details on uploading refer to the Upload section.
Successful uploads will return ‘Accepted’ statuses and return Payables invoice information from the web service.
Rejected uploads will return messaging.
More information on how to reprocess these records can be found here.
Holds
The Integrator is able to create holds on invoice creation and also on existing invoices, using the Holds section.
Currently we are unable to download Hold information due to a web service limitation or are we able to release holds via the Integrator.
Attachments
The Integrator is only able to create Attachments as the Oracle web services does not currently allow for the update or download of existing Attachments.
Refer to the Attachment documentation for more information on these limitations.
Descriptive Flexfields
In the DFF form, the field controls may not represent the Data Type of each DFF Attribute for the chosen Context. They will be presented as shortlist LOVs as shown below:
For DFF Attributes with a Data Type of Free Text, a user can type the required value into the available field.
Calculate Tax
The Calculate Tax process can optionally be initiated at the time of invoice creation if all appropriate sections before it have been created successfully.
Note: the value ‘Yes’ or ‘No’ to apply this functionality should only be added to the first line of the invoice (invoice header level) otherwise if the value is repeated for all lines, an error regarding orphaned records is returned.
Submit Invoice Validation
The Submit Invoice Validation process can optionally be initiated at the time of invoice creation if all appropriate sections before it has been created successfully.
Note: the value ‘Yes’ or ‘No’ to apply this functionality should only be added to the first line of the invoice (invoice header level) otherwise if the value is repeated for all lines, an error regarding orphaned records is returned.
