Sunday, 26 February 2017

Account’s Payables Invoices & Suppliers Loader Process Details


 
Account’s Payables Invoices & Suppliers Loader Process Details



 

1.Account’s Payables Invoices & Suppliers Loader Process Details

1) Payables Interface:
   -----------------
   Pre-requisites:
   --------------
     a) Vendors and their Sites Should Be Setup
     b) Currency and exchange Rates Should Be setup
     c) Source and invoice type lookup code must be defined
     d) Account Payables Account and Distribution Account must be defined.
     e) Payment Terms should be defines and GL Period must be in opened status.
 
   Interface Tables:
   ----------------
     AP_INVOICES_INTERFACE
     AP_INVOCE_LINES_INTERFACE
 Error Tables:
 ------------
      AP_INTERFACE_REJECTIONS
      AP_INTERFACE_CONTROLS
 
   BASE TABLES :
   ------------
     AP_INVOICES_ALL
     AP_INVOICE_DISTRIBUTIONS_ALL
     AP_PAYMENT_SCHEDULES
 
  INTERFACE PROGRAM:
  -----------------
     Payables Open Interface Import
     
 
  Parameters to be passed during the program:
  -----------------------------------------
      Source      = External
      group_id    = As Specified in the data file
      Batch Name  = N/A
      Hold Name   = null
      Hold Reason = null
      gl date     = null
      Purge       = No
      Summarize   = No
 
 Main Columns In AP_INVOICES_INTERFACE:
 --------------------------------------
INVOICE_ID,    

INVOICE_NUM,

INVOICE_DATE,

INVOICE_AMOUNT
VENDOR_ID,    

VENDOR_NUM,  

VENDOR_NAME,

VENDOR_SITE_CODE,

VENDOR_SITE_ID
TERMS_NAME,    

TERM_ID,    

TERM_DATE,    

SOURCE,          

PAYMENT_METHOD_LOOKUP_CODE,
GL_DATE,        

PO_NUMBER,  

INVOICE_CURRENCE_CODE,          

EXCHANGE_RATE_TYPE
VOUCHER_NUMBER,

PAYMENT_CURRENCY_CODE,

DOC_CATEGPRY_CODE
 
 Main Columns In AP_INVOICE_LINES_INTERFACE:
 ------------------------------------------
INVOICE_ID  ,

INVOICE_LINE_ID,      

LINE_NUM,

LINE_TYPE_LOOKUP_CODE,
AMOUNT,

DIST_CODE_COMBINATION_ID,

DIST_CODE_CONCATENATED
PO_HEADER_ID,

PO_LINE_ID,              

PO_LINE_NUMBER
 
 Tables To Be Used For Validation:
 --------------------------------
       PO_VENDORS / AP_SUPPLIERS          

       AP_TERMS        

       ORG_ORGANIZATION_DEFINITIONS
       FND_CURRNECIES      

       AP_INVOICES_ALL  

       GL_DAILY_CONVERSION_TYPES
       GL_CODE_COMBINATIONS  

       AP_LOOKUP_CODES  GL_PERIOD_STATUSES
 
2)  Supplier Conversion :
    -------------------
    Pre-Requisites:
    --------------
      a) Set-up Operating unitsm responsibilities, system profile options.
      b) Setup GL Account codes, ap distribution sets and bank accounts
      c) Setup Financial options and payable options
      d) Setup Supplier Classification , supplier types
      e) setup payment terms, paygroups, freight terms shipping methods
      f) setup tax codes and supplier numbering financial option
 
  Interface Tables:
  ----------------
      AP_SUPPLIERS_INT
      AP_SUPPLIER_SITES_INT
      AP_SUP_SITE_CONTACT_INT
 
  Base Tables :
  -----------
      PO_VENDORS \ AP_SUPPLIERS
      PO_VENDOR_SITES_ALL\AP_SUPPLIER_SITES_ALL
      PO_VENDOR_CONTACTS\AP_SUPPLIERS_CONTACTS
 
  Interface Programs:
  ------------------
       Supplier Open Interface Import
       Supplier Sites Open Interface Import
       Supplier Site Contacts Open Interface Import
  
  Parameters To Be Passesd During the program:
  -------------------------------------------
       Import Options        = All  (all, new, rejected)
       Batch_size            = 1000
       Print exceptions only = No
       Debug Switch          = No
       Trace Switch          = No
 
  Main Colums in AP_SUPPLIERS_INT:
  -------------------------------
          vendor_interface_id      

vendor_name      

segment1
          pay_group_lookup_code    

set_of_books_id\ledger_id  

organization_type_lookup_code
          vendor_type_lookup_code  

enabled_flag    

biil_to_location_id
          terms_id                

terms_name ,

num_1099,

type_1099
 
  Main Colums in AP_SUPPLIER_SITES_INT:
  ------------------------------------
          vendor_interface_id        

vendor_site_code  

vendor_site_id
          pay_group_lookup_code      

terms_name        

payment_method_lookup_code
          prepay_code_combination_id

default_pay_site_id
 
   Main Colums in AP_SUPPLIER_SITE_CONTACTS_INT:
  ---------------------------------------------
          vendor_site_id,

vendor_site_name
 
  Validation Tables :
  -----------------
          PO_VENDORS   \ AP_SUPPLIERS

FND_LOOKUP_CODES  

HR_LOCATIONS_ALL
          AP_TERMS_ALL AP_TAX_CODES_ALL  

GL_CODE_COMBINATIONS
 
 


===========================================================


 

 


 

Prompt creating Table B2_AP_INV_STAGE

Create table B2_AP_INV_STAGE

(

 Invoice_Id                           NUMBER          PRIMARY KEY

,Invoice_Type_Lookup_Code           VARCHAR2(80)

,Vendor_Number                           VARCHAR2(240)   NOT NULL

,Vendor_Site_Code                VARCHAR2(30)    NOT NULL

,Invoice_Num                    VARCHAR2(50)    NOT NULL

,Invoice_Date                    DATE        NOT NULL

,Invoice_Currency_Code               VARCHAR2(15)    NOT NULL

,Exchange_Rate                    NUMBER      NOT NULL

,Invoice_Amount                 NUMBER        NOT NULL

,Description                    VARCHAR2(240)

,Po_Number                    VARCHAR2(20)

,Liability_Account                      VARCHAR2(100)

,Desc_liability_acc                    VARCHAR2(240)

,Tax_code                               VARCHAR2(15)

,Tax_Amount                             NUMBER

,Inv_Recieved_Date            DATE            NOT NULL

,Created_Date                    DATE            NOT NULL                

,Terms_name                    VARCHAR2(50)    NOT NULL

,Terms_Date                    DATE        NOT NULL

,Pay_Group_Lookup_Code                 VARCHAR2(25)

,Payment_Currency_Code               VARCHAR2(15)

,Payment_Method_Lookup_Code           VARCHAR2(25)    NOT NULL

,GL_Date                    DATE        NOT NULL

,Invoice_Source                VARCHAR2(80)    NOT NULL

,Validation_Record_Flag                VARCHAR2(1)

,Error_Message                      VARCHAR2(2000)

,Created_by                NUMBER

,Creation_date                DATE

,Last_Updated_by             NUMBER

,Last_Update_Date              DATE

,Last_Update_Login            NUMBER

)                                    

/

 

Prompt granting all on B2_AP_INV_STAGE to apps

GRANT ALL ON AP.B2_AP_INV_STAGE TO APPS WITH GRANT OPTION;

/

 

Prompt dropping sequence B2_AP_INV_LINES_S

DROP SEQUENCE B2_AP_INV_LINES_S

/

 

Prompt creating sequence B2_AP_INV_LINES_S

CREATE SEQUENCE B2_AP_INV_LINES_S

INCREMENT   by 1

START       with 2

MAXVALUE    9999999

NOCACHE

NOCYCLE

/

 

Prompt granting all on B2_AP_INV_LINES_S to apps

GRANT ALL ON AP.B2_AP_INV_LINES_S TO APPS WITH GRANT OPTION;

/

 

Prompt dropping sequence B2_AP_INV_HEAID_S

DROP SEQUENCE B2_AP_INV_HEAID_S

/

 

Prompt creating sequence B2_AP_INV_HEAID_S

CREATE SEQUENCE B2_AP_INV_HEAID_S

INCREMENT   by 1

START       with 2

MAXVALUE    9999999

NOCACHE

NOCYCLE

/

 

 

Prompt granting all on B2_AP_INV_HEAID_S to apps

GRANT ALL ON AP.B2_AP_INV_HEAID_S TO APPS WITH GRANT OPTION;

/

 

Prompt Connecting to Apps Schema

connect apps/apps@vis

show user

 

 

Prompt dropping synonym B2_AP_INV_HEAID_S in apps schema

drop synonym B2_AP_INV_HEAID_S 

/

 

Prompt creating synonym B2_AP_INV_HEAID_S in apps schema

create synonym B2_AP_INV_HEAID_S   for ap.B2_AP_INV_HEAID_S

/

 

Prompt dropping synonym B2_AP_INV_LINES_S  in apps schema

drop synonym B2_AP_INV_LINES_S 

/

 

Prompt creating synonym B2_AP_INV_LINES_S in apps schema

create synonym B2_AP_INV_LINES_S for ap.B2_AP_INV_LINES_S  

/

 

Prompt dropping synonym B2_AP_INV_STAGE  in apps schema

drop synonym B2_AP_INV_STAGE

/

 

Prompt creating synonym B2_AP_INV_STAGE in apps schema

create synonym B2_AP_INV_STAGE for ap.B2_AP_INV_STAGE 

/

 

 

 

 

 

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