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Need to Upload BAI2 Bank Statements? (Pt. 3)

In my previous blog posts (Part 1 and Part 2), I reviewed the steps to configure the system, so it will read the bank transaction codes. Now I will review the import and upload process, which is the final step in manually loading your bank statements. The process is very simple because it is similar […]

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Need to Upload BAI2 Bank Statements? Here’s How (Pt. 2)

Now that you know where you need to add transaction codes in your Fusion instance, you must now make sure you classify them appropriately. In case you don’t already know, Oracle reads bank statements at both the header and line level, so you must add the codes to the proper mapping groups in the Manage […]

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Need to Upload BAI2 Bank Statements? Here’s How (Pt. 1)

Throughout my career as a consultant, I have run into several clients that want to manually load their bank statements into Oracle. Since the implementation of electronic uploads can be time-consuming as well as out of the budget for some, there is a way around this. Loading bank statements manually can be done in the […]

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Period Close: Tips for Closing the Ledger (Fusion)

Closing the General Ledger is the final step in the period close process. Now that we have reviewed the close process for the Financials subledgers (see previous blogs), you will now see how it all comes together in the ledger. Steps that are not included in this review are those involving the Procurement and Project […]

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Period Close: Tips for Closing Cash Management (Fusion)

When closing Cash Management, the steps can slightly vary depending on whether or not your business has automatic or manual bank statements and reconciliations. The overall process is as follows for either process being used: Load bank statements as your business process requires, whether this be manual or automatically from your bank. Reconcile the statements. […]

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Period Close: Tips for Closing Fixed Assets (Fusion)

Closing the Fixed Assets module should be a quick and painless process each month. As most Oracle ERP users know, the module only allows for one period to be opened at a time, and once you close the period you can never re-open it again. I guess this can be both a good and bad […]

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Period Close: Closing Receivables (Fusion)

Closing the Receivables period is as simple as closing the Payables period. Some may even say it’s simpler. The following steps are best practice for performing this monthly process: Open the new Receivables period. Run the Create Accounting process. This ensures that everything that is outstanding is accounted for and ready to close out. Be […]

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Period Close: Tips for Closing Payables (Fusion Cloud)

When closing the Payables period, there are some helpful reports to run that help in the reconciliation process. Even though there are plenty of other reports that can be used during period close, the Payables to Ledger Reconciliation report is the most helpful reconciliation tool available because it allows the user to drill into the […]

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Closing the Books? Follow This Order!

The Period Close process can be a tedious and time-consuming task that can be the biggest headache for many. I have compiled a list of each subledger/module, along with the order of which to close them, as well as suggested reports to use to make the closing process a breeze. After all, it’s hard to […]

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Lose Financial Report Data? Try This Simple Fix!

As we all know P2T (production to test) copies happen frequently within a project timeline and after Go Live. Some files tend to ‘disappear’ or lose important data after a P2T. There are some simple fixes to this issue, with the first being that you need to start saving these files locally. If they are […]

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Managing Suppliers Has Never Been Easier Thanks to FBDI!

As I have discussed before, FBDI is the best tool for loading mass amounts of data. When you’ve got a client that has thousands of suppliers – which let’s be honest, they all do – then FBDI is your best friend. Instead of manually entering the data into the system one click at a time, […]

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Manage Administrator Profile Values: Troubleshooting in Fusion

The Manage Administrator Profile Values task in Setup and Maintenance is an excellent tool for troubleshooting issues throughout any of the Fusion applications. There have been several scenarios where access levels have been removed or a simple configuration may have been missing. For a majority of these scenarios, the answer was found in this task […]

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Oracle BICS and Cloud (Fusion) Apps Integration Architecture

In my last post, I described the methods of reporting from Oracle Cloud (Fusion) Apps.  In that post I illustrated the advantage of using BICS and Data Sync to provide a true Enterprise Data Warehouse due to its abilities to integrate data from all our your cloud, relational, big data and flat file sources.  This […]

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Oracle BICS and Cloud (Fusion) Apps Integration Overview

Oracle provides multiple ways of reporting from Oracle Cloud (Fusion) Apps.  Oracle HCM Cloud, CX Cloud, SCM Cloud and Cloud ERP all have Oracle Transactional Business Intelligence (OTBI) built into the application.  In addition, Oracle Business Intelligence Cloud Service (BICS) can also access Oracle Cloud application data and load it into the BICS Database via Data Sync.  While […]

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Solution to Account (PO var/charge) Could Not Be Determined Error

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 […]

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Oracle Cloud R11 – Fact 11 – Expenses Infotiles

In Oracle R11, there is a redesigned Expenses work area with five infotiles: Expense Items, Expense Reports, Approvals, Cash Advances, and Trips.  As it is in most of the other Financial areas, each infotile has a drill-down detailed view for the user. The Expense Items infotile shows all expense items that are not included in […]

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Oracle Cloud R11-Project Performance Data: No update? No problem!

Ever run into a problem when working with Oracle Cloud’s R11 Project Financial Management software when you go to run the “Edit Project Performance Data” process and nothing happens, nothing gets updated?  Well, there may be an easy and simple fix to that. There are certain steps to make sure you’ve completed to make this […]

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Expenses Flow to Payables: Fusion iExpenses

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 […]

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Countdown to Oracle OpenWorld 2016 

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 […]

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FBDI: Payables Invoices

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 […]

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