Posts Tagged ‘cloud erp’

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 […]

Oracle OpenWorld, is quickly approaching and the Perficient team extends a warm welcome to come visit with us. Perficient is proud to be an exhibitor at Oracle OpenWorld, which is being held September 18-22 in San Francisco. Visit us at booth #1715 to meet with subject matter experts and thought leaders and learn how we’ve […]

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 […]

Your company decided to use a new checking account for AP payments.  Now, the new bank account needs to be added to Oracle Cloud ERP.  Where to start? Over the upcoming weeks, I will be writing about the system configurations required for adding bank accounts for use in Accounts Payable Payments in Oracle Cloud ERP. […]

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 […]

A second part of the Receivables work area deals with Accounts Receivable.  Users can easily take action on pending items or drill down to more details activities by quickly glancing at one or more of the four infotiles available: Receipt Batches, Lockbox Exceptions, Unapplied Receipts and Unapplied Credits. The first infotile allows users to see […]

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 […]

The Receivables work area provides three infotiles for Billing, Accounts Receivable and Revenue.  Included in these is a number of services for customer billing and payment activities, revenue recognition and adjustments, AR balances and reconciliation to the general ledger.  Real-time transactions and customer account information are available in the Billing and Accounts Receivable infotiles.  Like […]

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 […]

From the Home Page, the user can access the Payables landing page and work areas to perform tasks and monitor activities.  As seen in an earlier blog, there are three work areas under Payables.  They are Payables Dashboard, Invoices and Payments.  Today’s blog will show you aspects about the Payments work area. The user can […]