At a Glance - Fusion Order Management Invoicing Solution
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The document explains how to invoice sales orders using customized transaction types in Oracle Fusion, addressing an issue where only seeded transaction types were initially supported. It outlines a solution involving the creation of a pre-transformation rule that links customer transaction types to fulfillment lines based on specific attributes. Detailed steps for creating and activating these rules are provided to enable invoicing through the desired transaction types.
At a Glance - Fusion Order Management Invoicing Solution
- 1. 1 | P a g e K a r e e m M u h a m m a d S e n i o r O r a c l e F u s i o n C o n s u l t a n t How to invoice sales order through customized transaction types Authored by: Kareem Muhammad What’s the Target from this Document?!: Invoice Sales Order Based on the separate transaction type, for many financial purposes, as e.g. separate branches invoice sequence… etc.! Issuewas?!:Issue was raised in the beginning of fusion that you’re not able to invoice sales orders in customized transaction types, you have to use the seeded transaction type Solution Idea: Creating Pre-Transformation Rule (Defaulting Rule) in Order Management which will insert The Customer Transaction Type ID in the fulfillment line based on Certain Attributes Such as (Warehouse, Business unit Or Order Types)
- 2. 2 | P a g e K a r e e m M u h a m m a d S e n i o r O r a c l e F u s i o n C o n s u l t a n t Solution Description: (With Screen Shots) 1- Financial Team Will Create Customized Transaction Type 2- Go to “Setup and Maintenance” >> Manage Pretransformation Rules for Sales Orders Type the Rule Name, Then Click on the below Circle to start your new If Condition
- 3. 3 | P a g e K a r e e m M u h a m m a d S e n i o r O r a c l e F u s i o n C o n s u l t a n t
- 4. 4 | P a g e K a r e e m M u h a m m a d S e n i o r O r a c l e F u s i o n C o n s u l t a n t Choose your attribute for Example (Business Unit), Then BU Value Then Press OK Then Click On “Then” Circle and Choose “DO”
- 5. 5 | P a g e K a r e e m M u h a m m a d S e n i o r O r a c l e F u s i o n C o n s u l t a n t Then, 1- Click on the Circle Button (Create Action) 2- You will choose the attribute that will be updated on the fulfillment line 3- Click Search Search By your Customized Transaction Type
- 6. 6 | P a g e K a r e e m M u h a m m a d S e n i o r O r a c l e F u s i o n C o n s u l t a n t Then Save and Close Double click on your new Rule
- 7. 7 | P a g e K a r e e m M u h a m m a d S e n i o r O r a c l e F u s i o n C o n s u l t a n t Then Rename, Activate Rule and “Save And Close” Then Publish Your Rule, and Close Now, You Can Start Testing Sales Order With your condition and you will find that you can invoice it through your selected “Transaction Type”