Auto Invoice Grouping Rule in Oracle Fusion

Auto Invoice Grouping Rule in Oracle Fusion

These grouping rules helps the Auto Invoice import Interface to identify which set of lines should be grouped as one Invoice /credit Memo /Debit Memo to create AR invoice in Oracle Receivables.

Define grouping rules that AutoInvoice will use to group revenue and credit transactions into invoices, debit memos, and credit memos. Grouping rules specify attributes that must be identical for lines to appear on the same transaction.

As an Example, If I have 10 lines in AR Interface then Auto Invoice Import Program will check the Auto Invoice Grouping rule to decide how many Invoices will be create in Oracle receivable so it could be creating max 10 Invoices and can also create 5 or 2 invoices in the system.

AutoInvoice requires mandatory grouping on the transaction attributes Currency Code and Bill-To Customer (only one of each attribute is allowed per invoice). Receivables automatically applies these required grouping rules to any additional transaction attributes that you assign to your grouping rules. All attributes of the Transaction Flexfield are optional within a grouping rule and you can assign these attributes as optional grouping characteristics in the Grouping Rules window.

 

Step1:- 
Go to Navigator è Setup and Maintenance

 

Step2:- Find the Manage Grouping Rules as Below..

 

 

Step3:- We can search the Existing Grouping rule here as below.

To Create new Auto Invoice Grouping Rule click on the '+' icon to create.

 

Step4:- Enter the AutoInvoice Grouping Rule as below.

 

 Auto Invoice Grouping Rule in Oracle Fusion