AutoInvoice Processing Options


1. Specify how you want AutoInvoice to handle imported transactions that have Invalid Tax Rates. An invalid tax rate is one in which the imported transaction’s tax rate does not match its tax code.
Correct’ if you want AutoInvoice to automatically update the tax rate that you supplied to the one that you defined previously for the tax code.
Enter ’Reject’ if you want AutoInvoice to reject the transaction.

2. Specify how you want AutoInvoice to handle imported transactions with Invalid Lines by entering either ’Reject Invoice’ or ’Create Invoice.’

3. Specify how you want AutoInvoice to handle imported transactions that have lines in the Interface Lines table that are in a closed period.
To have AutoInvoice automatically adjust the GL dates to the first GL date of the next open or future enterable period, enter ’Adjust’ in the GL Date in a Closed Period field. Enter ’Reject’ to reject these transactions.

4. Enter a Grouping Rule to use for a transaction line (optional). If you do not enter a grouping rule, AutoInvoice uses the following hierarchy to determine which rule to use:

  • The grouping rule specified in the Transaction Sources window for the batch source of the transaction line.
  • The grouping rule specified in the Customer Profile Classes window for the bill–to customer and bill–to site of the transaction line.
  • The grouping rule specified in the Customer Profile Classes window for the bill–to customer of the transaction line.
  • The default grouping rule specified in the System Options window.

5. Check the Create Clearing box if you want AutoInvoice to require that the revenue amount for each transaction line is equal to the selling price times the quantity specified for that line. Use this option to distribute revenue on an transaction in an amount that is not equal to the transaction line amount.
If you check this box, AutoInvoice puts any difference between the revenue amount and the selling price times the quantity for a transaction into the AutoInvoice Clearing account that you have defined. Otherwise, AutoInvoice requires that the revenue amount be equal to the selling price times the quantity for all of the transactions it is processing. Define your clearing account in the Automatic Accounting window.

6. Indicate whether sales credits can be entered for transactions using this source by checking or unchecking the Allow Sales Credit box. This option and the Require Salesreps option in the System Options window determine whether sales credits are optional or required.

Oracle Applications Fusion Cloud - Inventory

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