Account Receivables
eInvoicing Session ID:
11241
Prepared by:
Venkanna Mittakanti
Lead Oracle Apps Analyst
Siemens Corporation
Remember to complete your evaluation for this session within the app!
04/11/2019
About the speaker
• Over 20 years of experience working with Oracle EBS and Oracle technologies,
focusing on implementing, designing, developing and maintaining of Oracle EBS since
2002.
• Have worked 7 years with Oracle Corporation for the EBS product development
• Specializing in Supply-Chain modules implementations and solutions since 2013
• Currently working at Siemens Corporation as Lead Oracle Apps Analyst
• Board Member - Texas-Louisiana Oracle Applications User Group(TLOAUG)
• Active member of Toastmasters International
Agenda
• Overview of eInvoicing Solution
• Business Benefits
• Business Flow
• Technical Architecture
• Setup
• Technical Details
• Questions?
Overview of eInvoicing Solution
• Sends AR invoice PDF Doc automatically to customers via email. The same email is copied to AR
Invoicing Dept as well.
Invoices & Credit Memos would be generated from OM/Projects or Created manually.
• Customers are enabled for eInvoicing using EDI Trading Partner setup. Secondly, Specific AR
Transaction Sources (Order Management/Projects) are enabled.
Combination of Customer TP setup and AR Transaction Source are control the output of the
Invoice document delivery via Email / B2B XML / EDI
• System runs XXX Invoice Email New Invoices concurrent program in regular internals to send all the
eligible invoices to Customer(s).
• It has functionality to resend the selected invoice(s) by running XXX Print Selected Invoice concurrent
program when customer asks for copy of the invoice document via email.
Overview of eInvoicing Solution
• Invoice Types (Credit Memo/Invoice) are enabled thru Trading Partner setup
only.
• Technology Stack: Oracle EBS – Oracle Reports and XML Publisher
• The process would mark the AR Invoice record as printed to indicate that it was
sent for audit & tracking purposes.
Sample AR Invoice Email
Business Benefits
• Improved on time delivery of invoices. Helps to receive the payments on-time
• Automation drives significant reduction in manual efforts to send the invoices
and minimizes labor cost
• Decreased touch time and avoiding data entry errors
Business Flow
Technical Architecture
Setup
• Used eCommerce Gateway functionality to setup eInvoicing Trading Partners
and transaction type.
• Defined “OUT:XX Invoice(EMAIL/INVOIC)” (XXXEINO) custom transaction type
for eInvoicing similar to “OUT: Invoice (810/INVOIC)” (INO) seeded Trx type.
Setup
• Defined Invoice, Credit Memo and Debit Memo sub transaction types for
“OUT:XX Invoice(EMAIL/INVOIC)” Transaction Type
Setup
• Customer Bill To accounts are setup as eInvoicing Trading Partners. Customer
email address is captured as part of the Trading Partner setup.
• Customer maintenance is required for each customer in each Operating Unit.
• Enabling specific AR Transaction Sources using Custom Lookup for eInvoicing.
Capturing additional info also like Invoicing Dept From Email Address &
Invoicing Dept Email Address as part of custom lookup.
Setup – Trading Partner
Setup – Trading Partner
Setup – Trading Partner
Setup – Trading Partner
Setup – Trading Partner
Concurrent Program Details
• XXX Invoice Email New Invoices concurrent program –The program is run
/scheduled in order for invoices to sent via email.
The program works similar to XXX Invoice Print New Invoices. It emails newly
generated(never printed/emailed) invoices only to the trading partner enabled
customers. The program emailed invoices which are transaction source(s) and
transaction type(s) enabled only.
• To email a single invoice (or a small group) run Concurrent Program - XXX
Selected Invoice Print program with Email parameter to yes
Concurrent Program Details
Concurrent Program Details
Technical Details
• Customized Invoice Print report (RAXINV.rdf) to add eInvoicing validation rules
✓ Checking Customer Bill To account is setup as eInvoicing Trading Partner
✓ Checking Invoice Trx Source and transaction type are enabled for eInvoicing
✓ Get the below field details
➢ From, To, CC and Reply-To Email Addresses
➢ Email Server
➢ Email Subject and Email Body text
• Internally Run XML Publisher Bursting program to split the invoices document
by Invoice Number, then send to customer’s email address
Technical Details
• Below columns are updated in RA_CUSTOMER_TRX_ALL Once the invoice
document is generated with communication method.
EDI_PROCESSED_STATUS = EMAIL
PRINTING_COUNT
PRINTING_LAST_PRINTED
PRINTING_ORIGINAL_DATE
PRINTING_PENDING
LAST_PRINTED_SEQUENCE_NUM
Technical Details – Bursting Control File
Q&A
[email protected]
Session ID:
11241
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