Creating the Customer in Oracle Fusion Applications

Creating the Customer in Oracle Fusion Applications

Please find the below setups for Creating the Customer

Step 1: Login as Application User

Step 2: you will be in home page as below

Step 3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manger.

Step 4: below is the functional setup manager window, we could able to see all the offerings as provisioned and enabled

 Step 5: we could see Financial’s Offering as provisioned and enabled,  we need to  click on Implementation projects button in the below screenshot.

Step 6: Search for our Project in the search window

Step 7: Click on project name (hyperlink), it will open the project page

Step 8: Search the Task Create the Customer

 Step 9: Below Screen shot we can click on GO to Task Icon

Step10: Below Customer Screen page we can enter the required information for creating the Customer Save and close

How to Prepare the OTBI Reports in Oracle Fusion Financials

How to Prepare the OTBI Reports for Invoice Data

Please find the below setups for Preparing the OTBI Reports

Step 1: Login as Application User

Step 2: you will be in home page as below

 Step 3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manger.

Step 4: below is the functional setup manager window, we could able to see all the offerings as provisioned and enabled

 Step 5: we could see Financial’s Offering as provisioned and enabled,  we need to  click on Implementation projects button in the below screenshot.

Step 6: Search for our Project in the search window

 Step 7: Click on project name (hyperlink), it will open the project page

Step 8: Go to the Navigator and click on Reports and Analytics

 Step 9:In the below screen shot we can click on Analysis option it will display the list of Subject areas where we can select and create the OTBI Reports

Step10: In the Below screen we can select the respective Subject area and click create button.Here I am selecting the Payable Invoices -Transnational Real time

The subject area ends with Real time only we can build the OTBI Reports

 Step10:  Below Screen shot we can Expand  Payable Invoices Real Time Transactions and again we can expand the Business Unit and then select the BU and Drag the Right side.

Step11: Similar way we can select the Supplier, Supplier Site and Invoice

Step12 : After selecting the Required data in the Report we can click on next button

  

Step 13:  In the below screen we can enter the Report Name and Report Layout and then click on Next Button

Step 14:After click on next button it will display report in below screen shot and click on next button 3 times

Step 15: Below screen shot we can enter the Report Analysis name and enter the Folder name  and click on Finish Button.

 Step 16: After finishing the Report it will display the below image

Step 17: Expand My folder and again expand the Report which was given at the time report name given and again we can click on Report Analysis name it will display the detail below image. If we click on View the report data will display.

Creating With holding Tax Invoice in Oracle Fusion Applications

Creating With holding Tax Invoice in Oracle Fusion Applications

Please find the below setups for Creating the Customer

Step 1: Login as Application User

Step 2: you will be in home page as below

Step 3: we need to navigate to Functional Setup Manager, click on User Name and you will be able to see Setup and Maintenance option it will navigate you to functional setup manger.

Step 4: below is the functional setup manager window, we could able to see all the offerings as provisioned and enabled

 Step 5: we could see Financial’s Offering as provisioned and enabled,  we need to  click on Implementation projects button in the below screenshot.

Step 6: Search for our Project in the search window

Step 7: Click on project name (hyperlink), it will open the project page

  

Step 8:Creating With holding tax authority as Supplier

Go to Navigator select the Procurement offering and Click on Supplier

Step 9:Click on Create Supplier

Step10 :In the below screen we can enter the required information and click on Create button

Step 11:Select the Supplier Type as Tax Authority

  

Step 12:Supplier Site Address Creation:

Step 13:Supplier Site Creation: when creating the Supplier site we can enter all the required information.

Step 14: Creating With Holding Tax Calendar

Manage Payables Calendar go to Task option

Step 15:Click on the + Symbol for creating the WHT Calendar

 Step 16:Enter the Required information for Creating the WHT Calendar an click on Generate the periods so that system automatically system generate WHT Calendar for 12 periods like Jan to Dec

Step 17:Setup the WHT Options:

Go to Implementation project and search the task With Holding Tax options

Manage Tax Reporting and WHT Options click on Go to Task 

  
Step 18:Enter the Required information for WHT options and then save and close

Step 19:Creating the Tax Codes

Go to Implementation project and search the task Manage Tax Codes and Go to Task

Step 20: For Creating Tax codes enter all the required information and Save and Close 

Step 21:Creating the Tax Group:

Go to Implementation project and search the task Manage With holding Tax Classification and Go to Task

Step 22:Click on + Symbol for creating the Tax Group

Step 23:Enter the Required information and then save and close

Step 24:Assign Tax Group/ Tax Classification to Standard Supplier

Go to Navigator select the Procurement offering and Click on Supplier

Step 25:Click on manage Supplier

Step 25:Supplier Profile option and go to Income Tax options Enable the Check box Use WHT Group and Select the WHT Group in LOV and Save and close the screen

Step 25:Create the Standard Invoice

Go to Navigator select the Payable offering and Click on Invoices

Go to Task Icon and click on Create invoice

Step 26:Enter the Required information for creating the WHT Invoice and Validate it

Step 27:Query the Withholding Tax invoice and Validate it