Receivables Invoice Delivery to customers in Email

By

In AR, we can send copies of the invoice to customers automatically. Some setups need to be done to send Transaction Copies Delivery using E-Mail.

Configurations required:

  • Update “Transaction Delivery Using Email settings” at Receivables System Options Setup
  • Assign Preferred Delivery Method as Email in Customer Profile
  • Update Customer Contacts at Communications tab 
  • Add “Role Type” as “Contact”, Add Email Contact Point and Responsibility Type should be “Bill To”

Process to run:
  • Run ESS Job “Print Receivables Transactions” (Master program that initiates other child programs which prints transactions or delivers transactions using email)

Manage Receivables System Options Setup

Use the Transaction Delivery using E-Mail section of the Billing and Revenue tab of the Receivables System Option pages to set up the details of transaction delivery using e-mail for the applicable business units. Enter these values in the corresponding fields:


  • From Name: Name of your enterprise.
  • From E-Mail: E-mail address of your enterprise.
  • Reply-to E-Mail: E-mail address of your enterprise that your customers can send an e-mail to.
  • E-Mail Subject: Text of the e-mail subject line.
  • Include Business Unit in E-Mail Subject: Option to include the name of your business unit in the subject line.
  • Include Transaction Number in E-Mail Subject: Option to include the transaction number in the subject line.
  • E-Mail Body: Text of the e-mail message. Include appropriate formatting.

Set Preferred Delivery Method:

Set the Preferred Delivery Method field to E-Mail at the customer site or customer account level, depending upon whether you want to deliver using e-mail for specific customer sites or all sites belonging to a customer account. (This is set at Profile level)




Update Customer Contact details

Update Customer Contacts at Communications tab and add “Role Type” as “Contact”, Add Email Contact Point and Responsibility Type should be “Bill To”

Assign at least one customer contact at the account or site level both an e-mail address and the Bill-to purpose






Run “Print Receivables Transactions”


To send invoice copies to customers, we have to use the "Print Receivables Transactions" process to generate and deliver invoices via email or print.



Parameters can be selected as required and click on Submit

Comments

Post a Comment

Popular Posts

Common Interview Questions in Oracle Fusion Financials

By
Some common interview questions What is your role in last implementation project? What are the critical issues you handled? How did you gather requirements? Explain the Enterprise Structure for your last project Explain the process of Data Conversion Period Close Process for all modules How to configure approval rules in BPM COA Structure Vs Instance Revaluation vs Translation CVR Vs Security Rules Types of Ledgers(PL, SL and RL) and their conversion levels What are the four Cs Mass Allocations with business use case P2P and O2C process with Journals Mandatory setups in AP for Invoicing and Payments Ways to create invoices Types of AP invoices Invoice Match Levels Multi Period Accounting Prepayment process with journals Unable to cancel invoice what could be the reasons What is PPP and PPR WHT and setups Auto Accounting Rules and various sources available Transaction Types and Importance of Transaction Sources Auto Invoice Setups and common issues Different statuses of receipts Auto Lo...
Read more

Order To Cash (O2C) Process in Oracle Fusion

By
Image
The Order to Cash flow is the complete process of entering an order into the system (Sales Order), delivery the good(s) (Shipping), and then producing the Invoice for the goods.  O2C Flow: Modules Involved O2C Process Steps Receive Sales Order Book Sales Order Pick Release Ship Confirm Sales Returns Sales Invoice Receipt Reconciliation Book Sales Order : Booking of the Sales order is done through Order Management and as the order progresses, users can track the status of the order. Pick Release : Moving stock from Sub Inventory to Staging Area.  Pick Release finds and releases the order and creates a move order request. The process of transacting move orders creates a reservation against the source sub inventory. Ship Confirm : Moving stock from staging to customer address.  Ship confirm is the process of confirming that items have shipped. Shipping Execution confirms that the delivery lines associated with the delivery have shipped. Sales Returns : if are ...
Read more

Procure To Pay(P2P) Process in Oracle Fusion

By
Image
What is P2P? The Procure to Pay cycle is vital to an organization as in this process the organization buys and receive goods or services from its vendors and makes necessary payments. Procure to Pay refers to recording the journey of transactions from requisitioning and procuring goods and services from suppliers to receiving them at their destination. The supplier invoices are raised for the purchases, and payments are recorded and reconciled against bank statement, concluding the process. Though the Procure to Pay process originates in the Procurement business area, it is an integral and essential part of the payables business function as well. Starting from collating requisitions into the purchase order to the final payment against goods or services procured, both procurement and accounts payables team members have a keen interest in ensuring that every process is well optimized for savings, efficiency and building value. P2P Process: Modules involved Financials: AP, FA, CM, GL ...
Read more

COA Structure Vs COA Structure Instance

By
Image
What is Chart of Accounts Structure? The Chart of Accounts (COA) is the account structure the organization uses to record transactions and maintain financial account balances. GL defines the COA structure in the Accounting Flexfield. The structure enables the organization to categorize accounting information during the recording process. We are generally confused about about COA Structure and COA Structure Instance in Oracle fusion. Let us try to understand the significance of both Chart of account is called accounting flex field and is used for financial reporting of an organization. In chart of account you have to define your segment. Segments are different dimensions of a business. They capture the different element of a business for financial reporting purpose. For example Company, Accounts ,cost center, Product line etc. capture the financial position of a company with different reporting tools. In each segment of Chart of Account you have to mention two important things-...
Read more

Multi Period Accounting(MPA)

By
Image
Multiperiod Accounting (MPA) in Oracle Fusion is a feature that allows users to create accounting entries for a single financial event across multiple accounting periods. It can be useful for situations where a single transaction spans multiple accounting periods, such as prepaid expenses. There are certain expenses which are incurred once but you want to apportion those expenses over a period of time. Ex: Software licenses, if you purchase a software license which is valid for one year. Setups Required : In case we want to use Pro-rate expenses by number of periods we don’t to need to configure anything, this is a default setting. If you want apportion the expense based on a number of days in a month, then custom SLA setups are needed. MPA Process Steps Create AP Invoice Provide Multiperiod Account details like Start Date, End Date and Accrual Account  Validate and Account the invoice Run “Create Multiperiod Accounting” program View Accounting to check the Accounting Entries Creat...
Read more

Customer Numbering in Fusion

By
Image
I am going to explain about Customer Numbering in this post.  When we create customers in Oracle, system automatically creates the customer number. Customer number is the unique number assigned for each customer when it is created. We can also set our custom sequence for the customer number in Oracle. How to set Customer Numbering for Party, Account and Site levels? Best practice is to have 1XX series for Party, 2XX series for Account and 3XX series for Site. Generally clients have same series across application, we can still have customer numbering generated at LE/Ledger level(this is very unlikely). This can be achieved by selecting determining type while defining document sequence. Clients generally go for same series across application. Task: Manage Document Sequences BILLING_ACCOUNT_NUMBER = Customer Account Number PARTY_SITE_NUMBER = Customer Site Number REGISTRY_ID = Customer Party/Registry Number BILLING_ACCOUNT_SITE_USE_NUM = Site Uses Number How to ove...
Read more

Masking of Bank Account Numbers in Oracle Fusion

By
Image
There could be a business requirement in any organization where in the bank account information should not be displayed completely for all the users, only the users who setup the bank account might have or should have access. Only last few or first few digits of the bank account to be displayed and remaining digits should be masked. We have different setups for internal bank accounts and external bank accounts masking. Internal Bank Accounts Masking Internal Bank Accounts are those we use to make payments to suppliers or to receive cash collections from customers. Set the profile option “Mask Internal Bank Account Numbers” using Task “Manage Cash Management Profile Options” Setup Go to Setup and Maintenance à Search à Task: Manage Cash Management Profile Options Search This can be set at Site level and we would like to set the “Display Last Four” and remaining to be masked. Save and Close à Done Go to Internal Bank Accoun...
Read more

Oracle Standard Reports in AR

By
Name Description Bad Debt Provision Report Provides information for reviewing bad debt exposure and provisioning based on percent collectible assigned to the customer. Includes transaction number, balance due amount, and bad debt provision amount in the ledger currency. Invoices Posted to Suspense Report Provides a list of all transactions that have revenue amounts posted to suspense accounts as a result of running the Import AutoInvoice process. Includes information on transaction class, customer, transaction date, and transaction amount by business unit. Potential Reconciling Items Report Provides a list of journal items that may potentially post to incorrect general ledger accounts. Includes customer account number, payment number, transaction number, and credit and debit amounts by reporting level, reporting context, accounting date, and balancing segment. Billing His...
Read more