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Imaging Release 12
Implementation | Lessons
Learned
Oracle Cloud ERP Financials Invoice Imaging has provided a user-friendly
framework and it offers excellent features for improving the productivity of the
Finance department. Centroid has recently implemented Cloud Invoice
Imaging for AP for a client in less than a month.
We would like to share some of the lessons learned during the
implementation.
Overview
In Cloud Financials R12, Oracle invoices images can be sent by suppliers and
they will be processed as Invoice image and imported into Payables as
Invoices. These invoices would be created with Incomplete status and
reviewed by users with Accounts Payable specialist or Accounts Payable
Supervisor Job roles. Upon review and validation, invoices can be processed.
The invoice image sent by the supplier will be part of the invoice as an
attachment.
This saves manual data entry and paper storage of manual invoices. With few
keystrokes, AP invoice processing can be automated.
The reconciling of Invoice processing sent by suppliers with the system can be
performed by Image Auditability report.
Key Setups
1. Image Viewer Profile Option: Create new profile option using Manage
Profile Options. Create the Profile option with the
name AP_IMAGING_BASIC_VIEWER
Select Site Level and put Value as “Y”, click Save and Close :
Example: xxxx-test.fin.invoices@workflow.mail.pod.oraclecloud.com
Only after Oracle confirms that Inbox is setup and running the SR needs to be
closed.
Image Auditability
Oracle Cloud provides a seeded functionality to business users to reconcile
the images processed and status tracking.
The Report output is displayed below :
Notes
1. There are many scenarios for AP invoice creation and Templates vary
by Suppliers. Hence testing the scenarios is important
2. The project planning and number of supplier templates determines the
testing cycle
3. Suppliers should be notified about imaging requirements.
4. The business needs to be trained to handle exceptions
5. AP invoice processing team needs to check the images for handling
discrepancy
Customer Experience
R12 AP Invoice Imaging architecture uses OCR and UCM solution with
an easy to navigate UI.
The ESS jobs must be scheduled in the background to avoid any user
intervention.
Assistance needs to be provided to the users regarding invoice
exception.
Imaging Auditability reports need to be run for reconciliation purposes.
The implementation needs to be done on STAGE and then move to
PROD