email ar invoices to customers presented by chitra kanakaraj
TRANSCRIPT
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Email AR Invoices To Customers
Presented by Chitra Kanakaraj
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Agenda
● Introduction
● AR Invoicing process in Oracle EBS
● Need for AR Invoicing process improvement
● Email AR Invoices/Credit Memos
● Creating Directory Object in Oracle EBS Server
● Code to initiate the BPA Invoice Creation Process
● Scheduling concurrent Request in Oracle EBS
● Creating Monitor Application using APEX
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Abstract
The Oracle EBS Receivables module does not contain standard
functionality to email AR Invoices to Customers at present. From the
customer’s point of view, this is a vital feature that speeds up Invoice
processing time and reduces cost, time and resources - in other
words, adds tangible business value to any Oracle EBS customer.
But, there is no out-of-the-box solution from Oracle. Our Kiwi slogan
“DO IT YOURSELF” has inspired me a lot to come up with a solution
for this issue using basic skills like PL/SQL coding and APEX
application development. Let’s explore the solution with tips and tricks
from a real, live implementation.
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AR Invoicing Process In Oracle EBS
● Enter and complete the invoice/credit memos
● Print the invoices
● Put all the invoices into envelopes
● Run all the envelopes to the post
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Need for AR Invoicing Process Improvement
• Invoice Print should have an option to EMAIL the document to the
customer if they have an email address defined in the customer master
record, communications tab
• Not being able to communicate electronically with the customers has an
impact on the ability to bill in time and thus has an impact on collecting
revenue.
• This is one of the top 20 Receivables Enhancements Requests refer:
• Bug 6635894
• Global Companies awaiting this Enhancement Request
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Email AR Invoices/Credit Memos
Customisation = dollars!
This is not a Customisation
This is a PLUGIN
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UOW AR Invoices/Credit Memo Statistics per Year
● Manual Invoices 4300
● System Created Invoices 3000
● Not all Invoices are dispatched by post
● At least about 2/3rd by post and the rest as an email
attachment
● 4867 out of which approximately 50 posted to Foreign
Countries.
● Local postage paid per year 4817x0.64 = $3082.88
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Email AR Invoices/Credit Memos
Create Director
y to Access Concurr
ent Request output files
-DBA JOB-
Scheduled
Concurrent
Request Running Overnig
ht-PL/SQL Code-
APEX Monit
or-An
Application
-
Three Main Operations
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Two Tier Server Architecture
FinDB Server
O11g11g Or11acle database
Oracle User Applmgr User
Oracle middleware software
Forms/Reports for Oracle Financials
Concurrent Manager Running batch job
11g Oracle database
Logsoutput
Read files using PL/SQL File Object
Oracle Database tier Oracle Framework Apps tier
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Syntax to Create Directory Object
CREATE OR REPLACE DIRECTORY CONC_OUT AS '/u012/orauat12/inst/apps/orauat12_findbapp-ut12/logs/appl/conc/out'; GRANT EXECUTE, READ, WRITE ON DIRECTORY CONC_OUT TO APPS WITH GRANT OPTION; GRANT EXECUTE, READ, WRITE ON DIRECTORY CONC_OUT TO SYSMON WITH GRANT OPTION; GRANT READ ON DIRECTORY CONC_OUT TO UOWAPPS;
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Code to Initiate the Invoice Creation Process
● Identify the current concurrent request that creates AR Invoices/Credit
Memos in Oracle EBS
● For R12.1.3 the concurrent request short name is ARBPIPMP
● One of the inputs for this request is a transaction number.
● Collect all completed transaction details made for the day.
● Initiate the concurrent request by calling fnd_request.submit_request API
and using the collected invoice number as the input value for each
request call.
● Store the request id numbers and the transaction (Invoice) number in a
local table. The request id number is the reference for reading out the
PDF file later from the concurrent output directory.
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Code to Initiate Invoice Dispatch Process
● Collect all request id’s stored in the local table
● Read all PDF Invoices created for these request id’s and make a copy in
a local table for future reference and also to display on the APEX Monitor
● Using the Transaction number stored in the local table extract the email
address of the customer.
● Dispatch the Invoice PDF file stored locally to the extracted email
address by using APEX_MAIL.SEND APEX utility
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Process Flow
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Process Flow
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Oracle EBS Concurrent Request Setup
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Oracle EBS Concurrent Request Setup
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Oracle EBS Concurrent Request Setup
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Oracle EBS Concurrent Request Setup
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Oracle EBS Concurrent Request Setup
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Scheduling Concurrent Request in Oracle EBS
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Scheduling Concurrent Request in Oracle EBS
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Scheduling Concurrent Request in Oracle EBS
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APEX Monitor
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APEX Monitor
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APEX Monitor
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APEX Monitor
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APEX Monitor
● What if the Email Address is Incorrect
● Martin Giffy D’Souza’s Code
● APEX Mail Log
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APEX Monitor
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APEX Monitor
● What if there isn’t any email address available
for the selected customer in Oracle EBS
● Bulk Upload Customer Email Address in Oracle
EBS
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Demo
• Oracle Financial EBS
• APEX Monitor
• My Mail Inbox
• Enquiries and Code request to Chitra
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Questions
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End