Sending and approving multiple invoices

Site experts Carol Francum and Nord Samuelson recently answered your questions on working with Oracle Payables and Receivables invoices. One explains how to consolidate and send several invoices at one time, while the other identifies how to approve multiple invoices at one time.

Question: In Oracle Accounts Receivable, if I created several invoices in one week and I want to send only one consolidated invoice to the client, is it possible to do a consolidated invoice even if I capture individual invoices?

Carol Francum: Yes, assuming you are using the invoice interface, and not using a combination of manual and imported invoices. Also, consolidated billing requires the use of a single bill-to site.

In order to create consolidated invoices, you will need to enable them. You will probably want to setup a customer profile class, with the CONSOLIDATED BILLING INVOICE enabled. If the customer has multiple bill-to sites, you can set up consolidated billing at the customer level (i.e., for each bill-to site).

The detailed setup is as follows: ("Accounts Receivable user's manual (Chapter 5): Transactions, consolidated billing," P. 375)

1. Select the Show Billing Number system option check box to display the consiolidated billing invoice number in Receivables windows and reports.
2. Define Payment Terms. The cutoff dates are used for consolidating invoices. You may want to use the LAST D...

To continue reading for free, register below or login
Requires Membership to View
To gain access to this and all member only content, please provide the following information:
Email Address:



By joining SearchOracle.com you agree to receive email updates from the TechTarget network of sites, including updates on new content, magazine or event notifications, new site launches and market research surveys. Please verify all information and selections above. You may unsubscribe at any time from one or more of the services you have selected by editing your profile or unsubscribing via email.

TechTarget cares about your privacy. Read our Privacy Policy
To read more you must become a member of SearchOracle.com
As an existing member of the TechTarget network please activate your SearchOracle.com account 
By joining SearchOracle.com you agree to receive email updates from the TechTarget network of sites, including updates on new content, magazine or event notifications, new site launches and market research surveys. Please verify all information and selections above. You may unsubscribe at any time from one or more of the services you have selected by editing your profile or unsubscribing via email.

TechTarget cares about your privacy. Read our Privacy Policy




Digg This!     StumbleUpon     Del.icio.us






RELATED CONTENT Oracle applications best practices Where can I get more information on the Oracle CRM E-Business Suite? Numbers to words in any language Oracle apps DBA interview questions The BI application consolidation challenge Upgrading PeopleSoft, part 3: Application-specific conversions and going live Upgrading PeopleSoft, part 2: Installation and the move to production Upgrading PeopleSoft, part 1: The first steps Nine steps for successful CRM implementation: Check IT List Keep downtime short on 11i migration: Reusing a prepared software stack Predictable Oracle applications tuning, part 3 Oracle E-Business Suite Part 3: The final ERP transition: Crossing the finish line successfully Part 2: Maintaining your place in the race -- ERP project management Revving your engines: Tuning up your ERP project plan Ventana's Mark Smith on Hyperion and Oracle BI Oracle delivers database fixes in Critical Patch Update Oracle CRM On Demand data integration raises big issues Oracle applications learning guide SMART weighs Oracle vs. SAP, picks E-Business Suite 12 for IFRS compliance Oracle's E-Business Suite consolidates HBO's financial operations Ellison sees new opportunities for Oracle with Java on mobile devices

RELATED RESOURCES 2020software.com, trial software downloads for accounting software, ERP software, CRM software and business software systems Search Bitpipe.com for the latest white papers and business webcasts Whatis.com, the online computer dictionary



AY OF MONTH check box.
3. Define or update Customer Profile.

a. Check the Enable Consolidated Billing check box.
b. Choose a consolidated billing format.
c. Assign a proxima payment term and uncheck the Override Payment terms box.

Question: In an Oracle Accounts Payable process, how can I approve multiple invoices at the same time?

Nord Samuelson: AP professionals often find that "clicking" to approve each invoice is time consuming. Oracle does provide the ability to perform "batch approvals" on the invoices. This allows for the approval to take place via a concurrent program and does not require the approval to occur interactively. This means that when an invoice is ready for payment then the AP user does not need to go into Payables and click to approve. The approval program can be submitted via the Oracle Applications concurrent manager, and can be automatically scheduled to run periodically throughout the day to ensure timely processing.

For More Information

Tip: Invoice entry strategies in Oracle Payables

Expert response: Using DECODE to display invoice balances by due date

Best Web Links: E-Business Suite

Rate this Tip To rate tips, you must be a member of SearchOracle.com. Register now to start rating these tips. Log in if you are already a member. DISCLAIMER: Our Tips Exchange is a forum for you to share technical advice and expertise with your peers and to learn from other enterprise IT professionals. TechTarget provides the infrastructure to facilitate this sharing of information. However, we cannot guarantee the accuracy or validity of the material submitted. You agree that your use of the Ask The Expert services and your reliance on any questions, answers, information or other materials received through this Web site is at your own risk.