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Fusion invoice for R&D

hi in this practice you will learn how to create the recurring invoices from a spreadsheet recurring invoices are those invoices that are recorded on regular basis based on an identified frequency such as monthly or quarterly you will use this type of spreadsheet template to create your recurring invoices for transactions such as rent expenses but before generate the invoices from spreadsheet you have to Define caring calendar and distribution set distribution set as optional you have to define or not so let's get into the oracle we get to once you log in navigate to setup on the maintenance select Financial go down the apples search by manage calendar manage payables calendar again here there is one already defined before at the recurring invoice what is a type general purpose or for payment terms frequency per year from which period to which period if you need to define a new one press cancel click on create what is the name of this recurring or calendar description as you said before there are two types payment term and general purpose is it monthly weekly other four five four five four up to the business requirement period barriers from that to that you can press on generates periods the system will generate the periods the bins on these parameters cancel no let's check the distribution set 12 manage distribution sets again you have to create what is a business unit of this distribution set name descriptions percentage as you see there are two options 100 to use presenter for distributing distributing amounts across distribution combinations or zero to answer amounts manually during invoice entry if you need to inactivate this distribution set you can inactivate and put the data and set the distribution set details for the good combinations for each line up to this is up to you how many lines you are going to assign to resistance Solutions but again the solution sets in our caring as options you have to option to reboot either combination itself or distribution set let's navigate to peoples poles again the apples payables and voices task step create recurring invoices open the file with Excel it will generate our file the system asks you that you need to connect yes it will ask you to put username and password it will ask you if you need to uh upgrade for the new version of the EDF I will skip processing now competing that you have to enter the full requirement Fields select the business unit what is the invoice number I will recurring boot recurring what is invoice amount I will boot 10 000 player player number select supplier number okay also as a list of value double click search by supplier site I would put start by a voice and payment currency go right I will select the currency payment if you have a description you can put recurring rent invoice calendar name which you already defined before Azure carrying calendar if you define a lot of calendar it will appear here you can select the proper one I also like this again from which period to which period I also left from current period you can search by period over here I also left from July to August or September got right right here as we said before you have to enter either distribution combination or distribution set I will enter the distribution combination double click enter the value set Circle program as a default Circle program what is the unit count I will click on search go to any expense account okay and your company default okay that's it so what you entered what is a business unit Voice number Mount supplier supplier number supplier site voice and payment currency description calendar from period to period combination code or distribution set that's it you have to check that this triangle for only this line because if this triangle means the system once we generate it will take all of the lines who already signed or or who showed triangle in it no I will generate ask you and fail or continue to upload I will select okay system now much must give me confirmation as a message there are insert Fields I will check the recurring view is going to be created we will check the error the value voltage attribute amount isn't valid okay go to right in here amount is invalid I will put the same thing thousands again generate okay system must confirming that there are three four five voices is created depends on how many periods you entered to this recurring invoice here the number of the recurring invoices created easily why it's history because when we bought the periods we bought from July to September so one invoice in July second invoice in August third invoice in September so the total of the recurring invoices is three depends on this I will press okay that's it minimize come back to Oracle task tab managing voices search by invoice supplier number our invoice number is recurring so the system will generate recurring with suffix carrying one carrying it to carrying three I also like 2K caring one caring to regarding three ten ten ten so each value for example now we are in July new place on this invoice number make validate create account payment approval everything once August came again search by voice number or supplier number and go to the invoice which is related to August validate create and approved and the same as well for September this is the full cycle of how to create recurring invoices for payables from spread sheet thanks for watching