Entering an Invoice (Oracle General Ledger Users' Guide)


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Entering an Invoice

You can check funds available online when you enter an invoice. You can also check funds at the invoice level, or you can check funds for each expense distribution line for an invoice. When you check funds for an invoice or invoice distribution, Oracle Payables does not attempt to reserve funds for the invoice.

You can create distribution lines for an invoice by matching to a purchase order, by using a Distribution Set, or by manually entering distribution lines for an invoice. If you create multiple distribution lines, you might want to check funds for the entire invoice first.

When you check funds for an invoice, Oracle Payables sums up invoice distribution amounts by account and checks if any of these amounts exceeds available funds. If any account fails funds checking, the entire invoice fails funds checking.

When you check funds for an invoice distribution, Oracle Payables checks whether the amount of the distribution exceeds available funds. For each account that fails funds checking, you can do the following:

Change the account of the distribution to one that has adequate funds (you can do this only when the invoice is not matched to a purchase order)

Transfer funds (increase the budgeted amount for the account)

You can then approve the invoice using Approval. Approval checks funds for the invoice the same way as online approval.

Entering an Invoice

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