Lauren Campbell – Assoc. Business Consultant

When adding project details to a Purchase Order, it’s possible that the following errors may appear: These errors appear once the user attempts to save or validate the PO and also cause the PO Charge Account that was chosen for each line to disappear and become disabled. When the user goes back to review/edit the […]

The Oracle Internet Expenses application has quickly become one of the most intuitive products in the Financials suite. Not only have I previously discussed how simple it is to use the mobile app or how simple it is to create an expense report in the instance, but the seamless flow to Payables is definitely worth […]

The use of the Payables Standard Invoice Template for importing mass invoices is great for clients who prefer not keying in invoices manually, which, let’s be honest here, is most clients. This FBDI (file-based data import) file comes in handy and is fairly simple to use. The greatest feature is the amount of invoices that […]

In regard to the example I gave of AR transactions not functioning in last week’s blog, there is a simple fix. This is not something that my team discovered on Oracle Support or through Google, but it’s something that was discovered when looking at roles. The AR roles on the role template for the “Receivables […]

When setting up data access sets (DAS) and business units (BU) in the Financials module Functional Setup Manager (FSM), the name used for each can affect performance more than one may realize. Not only is the name chosen for each important for users to be able to identify which BU or DAS to use for […]

The use of the AutoInvoice FBDI is helpful for Accounts Receivable personnel that want to import invoices in mass quantities and/or want the system to validate the data they are importing. One key thing to remember in regards to the FBDI tool is that the data won’t be imported to the desired subledger unless all […]

Oracle has provided Fusion users and consultants with the File Based Data Import (FBDI) tool, which allows them to key in mass quantities of information at once. This is a handy tool because even though there are integrated spreadsheets available within each subledger application, none allow for uploading of more than 100 lines. Sometimes, as […]

Booking trips through the Oracle Internet Expenses is a quick and efficient process for just about anyone that uses it. Oracle has partnered with the GetThere travel booking partner to ensure that users have a simplified experience. When companies purchase this feature, they inform the implementation team of the travel agency or site they prefer […]

Invoicing rules are available in each transaction, but are not required. They are ‘In Advance’ or ‘In Arrears’, which mean recognizing revenue at the beginning of the month or at the end of the month, respectively. When applying a revenue scheduling rule to a transaction, the most important step to remember is to assign the […]

Continuing the tips from last weeks post regarding the effectiveness of collaborating through OSN, there are a few more points to bring up regarding this helpful tool. 1. Check the ‘Trending’ pane to see what topics are floating around through your company’s OSN. This can be a great reference area if management or team members […]

As a consultant, I know there will be new questions and requests made by every client. I find it exciting to have a question come up that I haven’t heard before because it gives me the opportunity to research and learn something new. However, it is still important to address everyday business processes with the […]

Oracle Social Network is a great tool to use in any environment because it gives users the ability to collaborate and communicate with teammates throughout the workday. What is so great about it is that users are able to share with each other anything they are working on as well as chatting within the environment […]