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AutoInvoice FAQ for Release 11.5 - 12 [ID 733835.1] Modified 06-AUG-2010 Type FAQ Status PUBLISHED

In this Document Purpose Questions and Answers What note and/or manual should I read for more information on AutoInvoice? How do I Troubleshoot AutoInvoice? What information do I need to provide, while logging a Service Request for AutoInvoice? How do I get a Debug, Trace File and Diagnostics for AutoInvoice? How can a credit memo (from legacy) be applied against an invoice using AutoInvoice? Can Adjustments be imported through AutoInvoice? How is the Tax code derived in AutoInvoice? Can changes be made to existing invoices via AutoInvoice ? Once the transactions have been imported successfully into AR using AutoInvoice, how can they be purged from the interface tables? How often can you run AutoInvoice? How do I check the Set Up for AutoInvoice? How can the errors in the interface table lines be corrected? How does the GL date get derived? How do you default the batch source on the AutoInvoice submission screen? What is the difference between the ATTRIBUTE_CATEGORY and the HEADER ATTRIBUTE_CATEGORY columns in the RA_INTERFACE_LINES_ALL table.? How to import gapless transaction numbers with AutoInvoice? How can a manual tax line be imported using AutoInvoice?

Applies to:
Oracle Receivables - Version: 11.5.10.0 to 12.1.2 - Release: 11.5.10 to 12.1 Information in this document applies to any platform. EXECUTABLE:RAXMTR - Autoinvoice Master Program EXECUTABLE:RAXTRX - Autoinvoice Import Program

Purposethis document Rate
This document discusses some of the commonly asked questions about AutoInvoice in Oracle Receivables 11.5 through release 12.1.1

Questions and Answers What note and/or manual should I read for more information on AutoInvoice?
A: We strongly encourage users to reference the two white papers noted below: • Note 1067402.1 AutoInvoice Setup for Release 12: A Case Study Using a Simple Script • Note 201240.1 11i Autoinvoice Setup White Paper Please see the OTN Documentation Library for the most current version of the Oracle Receivables documentation for all releases Chapter 2 describes the Setup for AutoInvoice and importing Transaction Information Using AutoInvoice -- Overview of AutoInvoice -- Preparing Receivables for AutoInvoice -- Importing Data From Your Feeder System -- AutoInvoice Validation

https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=733835.1

13-03-2012

Importing Freight Lines -.Page 2 of 5 -.1 How to Capture a Debug Log or Trace File for AutoInvoice in R11i and R12 How can a credit memo (from legacy) be applied against an invoice using AutoInvoice? A: To link a credit memo to an invoice there are 2 options: i) Populate REFERENCE_LINE_ID on RA_INTERFACE_LINES_ALL with the CUSTOMER_TRX_LINE_ID of the invoice.1.5 .Using AutoInvoice -.12. You also need to populate REFERENCE_LINE_CONTEXT with INTERFACE_LINE_CONTEXT of the invoice. Credit Memos. please review Note 1068344.Late Charges -.1 13-03-2012 .REFERENCE* fields. Trace File and Diagnostics for AutoInvoice? A: Refer to Note 1079666.1 provides step by step troubleshooting instructions to diagnose most any issue you would encounter for AutoInvoice. Setting Up Receivables Descriptive Flexfields [Video] Can Adjustments be imported through AutoInvoice? A: No. while logging a Service Request for AutoInvoice? A: Before logging a service request you should review Note 1075757.Account Assignments -.Determining Exchange Rates -. approve. Troubleshooting AutoInvoice Performance Issues How do I get a Debug. If you cannot resolve the issue.oracle.Importing Tax Lines -. Troubleshooting Credit Memos in Receivables For more information on the impact of using RA_INTERFACE_LINES_ALL. REFERENCE_LINE_ATTRIBUTES or REFERENCE_LINE_CONTEXT.1 on troubleshooting AutoInvoice in Release 11.1.e.1. Only Invoices.Using Grouping Rules to Create Transactions -. What information do I need to provide. This API allows users to create.Transaction Flexfields -.Importing Invoices with Rules -. INTERFACE_LINE_CONTEXT and INTERFACE_LINE_ATTRIBUTE1 to 15 are stored in RA_CUSTOMER_TRX_LINES_ALL.Using Line Ordering Rules -.Validating Dates -. How To Setup AutoInvoice For Optimal Performance • Note 1089196. not linked to an invoice) do not populate REFERENCE_LINE_ID.Adjusting General Ledger Dates -. Debit Memos.1.1 For AutoInvoice Performance issues please review: • Note 1083467. For additional troubleshooting tips regarding importing Credit Memos. provide the items listed at the end of the note. OR ii) Populate REFERENCE_LINE_ATTRIBUTE1 to 15 with the INTERFACE_LINE_ATTRIBUTE1 to 15 of the invoice.Receivables Tables How do I Troubleshoot AutoInvoice? A: Note 1075757. See Bug 408242 for an enhancement logged on this issue. and On-account Credits can be imported through AutoInvoice. To create an on-account credit (i. make sure you provide the debug logs using the debug instructions from Note 1079666.Passing Receipt Methods and Customer Bank Accounts -.com/CSP/main/article?cmd=show&type=NOT&id=733835.Importing Credit Memos -. The adjustments can be imported by using Adjustment API's. and reverse adjustments for invoices using simple calls to PL/SQL functions https://support. update.Determining Dates -. please review Note 1110573.

See Note:419055.1. For example. stopping at the first place where it finds a tax code: . how can they be purged from the interface tables? A: Please review Note 1127413. How do I check the Set Up for AutoInvoice? A: For release 11. please review the R12 Diagnostic Catalog.1 for the AutoInvoice Check Setup test. Once the transactions have been imported successfully into AR using AutoInvoice. Depending on the error you may need to make changes either in Receivables. then navigate to Oracle Receivables > Transactions > AutoInvoice Setup. which displays records that failed AutoInvoice validation.1 This test will provide detailed data on AutoInvoice Set up. When interfacing via Order management. To get the tax code. year. running AutoInvoice with very short intervals (15 minutes or less) can result in Sales Orders getting split up into multiple invoices. If the 'Calculate Tax' box is checked on the transaction type OR the TAX_EXEMPT_FLAG column is 'R'(for Required).Bill-to site . AutoInvoice first looks at the transaction type setup (Menu: Setup>Transactions>Transaction Types) and the TAX_EXEMPT_FLAG column in RA_INTERFACE_LINES_ALL. For release 12.x.Customer . Can changes be made to existing invoices via AutoInvoice ? A: No.1. or to your feeder program or to the imported records in the interface tables.1 13-03-2012 . The output is spooled to an HTML file for your review. Once a transaction in AR has any activity against it you cannot update it manually. How can the errors in the interface table lines be corrected? A: The errors in the interface tables can be corrected with the help of the AutoInvoice Validation Report and the AutoInvoice Errors window. You are advised to provide ample time between AutoInvoice runs to avoid this.5.Page 3 of 5 How is the Tax code derived in AutoInvoice? A: For Release 11. posting to GL and. It can run at anytime of the day. month. identify your release. Menu: Interfaces>Control>AutoInvoice>Interface Lines Interface Lines Window . Understanding And Troubleshooting AutoInvoice Purge Interface Tables How often can you run AutoInvoice? A: AutoInvoice can be run as many times as you like. adjustment.Ship-to site . credit memo applied.2 this will be Note 732189. printing.Item For Release 12 uses E-business Tax for calculating tax for AutoInvoice. Activity is defined as cash applied. You need to set the rules for the running of this process based on your company's business needs.com/CSP/main/article?cmd=show&type=NOT&id=733835. i) For newly setup Release 12 instances (Where Tax Regime Determination is set to Determine Tax Regime) Tax code is derived based on your Regime to Rate flow settings for that Operating Unit / Legal Entity ii) For upgraded Release 12 instances (Where Tax Regime Determination is set to STCC) Tax is calculated like 11i.This window lets you see all of the interface lines https://support.oracle. You can also schedule to run AutoInvoice automatically at regular intervals.5. it tries to derive the Tax code. You can only create credit memos and apply them to existing invoices if they are still open (or if Allow Overapplication is checked for that Transaction Type). in Release 12. You cannot update existing invoices. AutoInvoice looks at the following places in the following order.

you can set them up to store any value. How to import gapless transaction numbers with AutoInvoice? A: Oracle does not guarantee 100% gapless transaction numbering even with the cache on the sequence turned off. The value in these columns will be transferred to RA_CUSTOMER_TRX_ALL.com/CSP/main/article?cmd=show&type=NOT&id=733835. Menu: Interfaces>Control>AutoInvoice>Interface Exceptions Interface Errors Window . This window is read-only.How To Setup Gapless Document Sequencing in Receivables How can a manual tax line be imported using AutoInvoice? A: For importing a manual tax line.1 13-03-2012 . and modify data in these windows. How does the GL date get derived? A: Note 201241. but you can drill down to view errors in more detail.Page 4 of 5 that have been processed but rejected by AutoInvoice. You can make the invoice numbering follow your document sequencing and this will bring you closer to 100% gapless numbering. Please refer to Note 731149. RA_INTERFACE_LINES_ALL.ATTRIBUTE_CATEGORY and ATTRIBUTE1-15 if the transaction passes validation. What is the difference between the ATTRIBUTE_CATEGORY and the HEADER ATTRIBUTE_CATEGORY columns in the RA_INTERFACE_LINES_ALL table. 'Invoice Line Information'.This window lets you see all of the errors generated by AutoInvoice. For more details on implementing gapless sequences. Save. Since they are descriptive flexfields. one at the line level and the other at the header level.1: Troubleshooting AutoInvoice Date Derivation and How Autoinvoice Derives Dates How do you default the batch source on the AutoInvoice submission screen? A: Go to Concurrent -> Program -> Define Query for Short Name RAXMTR Click on Parameters Go to Batch Source ID Change the default type to Constant Change the Default value to the NAME (not id) of the value you want "Order Entry" (it is case sensitive). 'Invoice Information'.? A: They are for 2 different descriptive flexfields.ATTRIBUTE_CATEGORY and ATTRIBUTE1-15 are used to store values for the descriptive flexfield. RA_INTERFACE_LINES_ALL. which appears at the invoice line level. please review Note 197212.HEADER_ATTRIBUTE_CATEGORY and HEADER_ATTRIBUTE1-15 are used to store values for the descriptive flexfield.ATTRIBUTE_CATEGORY and ATTRIBUTE1-15 if the transaction passes validation. You can view and edit data in this window. The value in these columns will be transferred to RA_CUSTOMER_TRX_LINES_ALL.oracle.1 Related https://support.1. which appears at the invoice header level.

com/CSP/main/article?cmd=show&type=NOT&id=733835. AUTOINVOICE IMPORT PROGRAM. 2010. Legal Notices and Terms of Use | Privacy Statement https://support. RAXTRX. AUTOINVOICE MASTER PROGRAM Back to top Copyright (c) 2007.1 13-03-2012 . All rights reserved.oracle. Oracle.Page 5 of 5 Products • Oracle E-Business Suite > Financial Management > Credit to Cash > Oracle Receivables Keywords RAXMTR.

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