Invoice Processing in Oracle

This document outlines the process of creating and sending invoices through Oracle. The instructions cover logging in, creating invoices, resending files to FTP, and verifying file delivery to the PwC server. Follow these steps to ensure a smooth workflow for managing invoices.

Step 1

Log in to Oracle to initiate the invoice creation process.

Step 2

Navigate to the homepage once logged in.

Step 3

Proceed to the "Papers Building" section.

Step 4

Observe the existing invoices. You have the option to create a new invoice or utilize an existing one.

Step 5

For demonstration purposes, two test invoices have been created.

Step 6

These are the two invoices created, and their status is marked as 'Delivered Succeeded' because they were previously sent.

Step 7

To resend this file to FTP, return to the homepage.

Step 8

Navigate to "Tools," select "Scheduled Processes," and then choose "Submit New Request."

Step 9

In order to send a file via Oracle, a new request must be submitted.

Step 10

Enter the necessary parameters, including the business unit.

Step 11

Select the "Resend" option since the file has been previously sent.

Step 12

Enter the transaction class as 'Invoice,' the transaction type as 'Invoice,' and transaction numbers such as 03-10-25 and 06-10-25.

Step 13

Submit the request.

Step 14

Check the request planning status.

Step 15

Once confirmed as succeeded, access the SFTP server to verify.

Step 16

Confirm the file's arrival on the server. Two files should be generated, and a scheduled job will push them to the PwC server.

Step 17

Confirm that the file has been sent to the PwC server, where the PwC middleware will process the files.