How to View AP Invoice or PO details from Asset Source Line in Oracle EBS?

Often Fixed Assets team members have to find more details about AP invoices in case asset is purchased and asset source lines came from Oracle EBS Account Payables module.

These details may be related to freight or tax lines, when invoice was entered, who approved the invoice in case approval flow is enabled, if invoice was paid, if are any invoice attachments and so no.

Also PO details may be useful for further investigation - when and who approved PO, if is any requisition link to PO, what was PO need by date and so on.

These details may be found within Oracle E-Business Suite modules but will required time, additional responsibilities and at the end FA clerk is tired about number of steps to go trough.

This post will show to you how to improve user experience with Oracle E-Business Suite Fixed Assets module when integration exists with Account Payables and Purchasing.

View invoice details starting from asset source line

View PO details starting from asset source line

View end to end demo for getting Invoice and PO details right from asset source line


This solution was implemented using Oracle EBS form personalization functionality and by adding required menus and/or function to FA responsibility menu.

o Step 1 - Enable Menu entries for each screen
o Step 2 - Assign action to each Menu entry
o Step 3 - Save Invoice number in a Global Variable
o Step 4 - Save PO number in a Global Variable
o Step 5 - Sent invoice number value to Invoices Summary screen
o Step 6 - Sent PO number value to Purchase Order Summary screen
o Step 7 - Add required menus/functions

View end to end demo for setting up. You may download setup details also.


If you liked this article feel free to share it with your fellows. Thank you! 

For some other helpful videos check my YouTube Channel. 

To receive notifications for new articles follow me

Or subscribe by email

Email Address

How to create a custom Disbursement Validation Set – Payment level in Oracle EBS R12?

For companies using Oracle E-Business Suite R12.1 or above and paying their suppliers in multiple currencies from a multi-currency bank account it was a challenge to set up a validation rule at payment batch run to exclude any payments under a specific amount using standard functionality.

As an example, company X has to avoid sending to bank any payments equal or less then equivalent of 20 USD. As I mentioned above payments may be issued in different currency so is not possible to use standard validation rule due to its limit to one single currency.

If not included as a out-of-the-box functionality Oracle always provides some options to develop and implement your own logic. Using standard documentation http://docs.oracle.com/cd/E18727_01/doc.121/e13416/T387353T419293.htm and IBY_VALIDATIONSETS_CALLS_PUB standard package as an example I have implemented below solution.

• Validation set name: Greater Than_USD
• Validation set level: Payment
• Validation code language: PLSQL
• Validation set objective: Reject payments with amount less than or equal with equivalent of 20 USD
• 20 is a front end parameter and can be changed
• USD is hard-coded parameter

Steps:

1. Create your validation package - download1
2. Seed Your Validation Set - download2 and download3
3. Link it to Payment Instruction Format
4. Test running a payment batch

For steps 1 to 3 view below video


For step 4 view below video

If you liked this article feel free to share it with your fellows. Thank you! 

For some other helpful videos check my YouTube Channel. 

To receive notifications for new articles follow me

Or subscribe by email

Email Address

How to Change Category for an Asset in Oracle EBS R12 or R11 Using API?

FA_API_FA_RECLASS_PUB.DO_RECLASS API may be used to change asset category for one or multiple assets.

Structure of API is

FA_RECLASS_PUB.do_reclass (

-- std parameters

                              p_api_version                                    => l_api_version,

                              p_init_msg_list                                   => l_msg_list,

                              p_commit                                          => l_commit_flag,

                              p_validation_level                              => l_validation_level,

                              p_calling_fn                                       => l_calling_fn,

                              x_return_status                                  => l_return_status,

                              x_msg_count                                     => l_msg_count,

                              x_msg_data                                       => l_msg_data,

              -- api parameters

                              px_trans_rec                                     => l_trans_rec,

                              px_asset_hdr_rec                             => l_asset_hdr_rec,

                              px_asset_cat_rec_new                      => l_asset_cat_rec_new,

                              p_recl_opt_rec                                 => l_recl_opt_rec

                                                       );

Get API used in this video from FA_RECLASS_PUB.DO_RECLASS

 

Demo 

If you liked this article feel free to share it with your fellows. Thank you! 

For some other helpful videos check my YouTube Channel. 

To receive notifications for new articles follow me

Or subscribe by email

Email Address