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.


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How to Open Purchase Order (PO) Attachment From Accounts Payable (AP) Invoice Workbench?

Requirement

AP clerk needs instant access to a specific PO attachment type.

Solution

1. Create a custom object to retrieve URL address - download
2. Create form personalization at line level as same AP invoice may be matched to multiple POs
3. Test steps:

• Find a PO match to Invoice
• Add an attachment to PO
• Go to invoice line level and click on PO number field

Live Demo

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How to Make Not Required Report Parameters as Mandatory at Runtime?

Requirement

A report has two optional parameters but at least one MUST be mandatory when user will submit the report.

Solution

1. Find out the attribute number for each parameter
2. Create form personalization
3. Test

Live Demo

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