This table shows you Payables character mode forms mapped to the GUI windows or processes that have the same functionality.
Most windows are accessible when you use the Payables Manager responsibility. Unless otherwise specified, all navigation paths below assume you are using that responsibility.
| Character Mode Form and Menu Path | GUI Window or Process, and Navigation Path |
|---|---|
| Accrual Write-Offs \ Navigate Tasks AccrualWriteOffs |
Accrual Write-Offs See: Accrual Write-Offs (Oracle Purchasing User Guide) Navigator: Invoices > Accrual Write-Off. |
| Adjust Distributions \ Navigate Invoices Update Distribution |
Open the Distributions window in entry mode and make adjustments. See: Adjusting Invoice Distributions Navigator: Invoices > Entry > Invoices. Choose the Distributions button. |
| Adjust Payment Schedule \ Navigate Invoices Update PaymentSchedule |
Open the Scheduled Payments tab in entry mode and make adjustments. See: Adjusting Scheduled Payments Navigator: Invoices > Entry > Invoices. Choose the Scheduled Payments tab. |
| Apply Prepayments \ Navigate Payments Prepayment Apply |
Apply/Unapply Prepayments window See: Applying Prepayments to Invoices Navigator: Invoices > Entry > Invoices. Query and select the invoice, and choose the Actions button. In the Invoice Actions window, check the Apply/Unapply Prepayment check box and choose OK. |
| Assign Descriptive Security Rules \ Navigate Setup Financials Flexfields Descriptive Security Assign |
Assign Security Rules window See: Assign Security Rules Window, Oracle Applications Flexfields Guide Navigator: Setup > Flexfields > Validation > Security > Assign. Enable Descriptive Flexfield, enter search criteria, and choose the Find button. |
| Assign Key Flexfield Security Rules \ Navigate Setup Financials Flexfields Key Security Assign |
Assign Security Rules window See: Assign Security Rules Window, Oracle Applications Flexfields Guide Navigator: Setup > Flexfields > Validation > Security > Assign. Enable Key Flexfield, enter search criteria and choose the Find button. |
| Assign Security Rules \ Navigate Setup Financials Flexfields Validation Security Assign |
Assign Security Rules window See: Assign Security Rules Window, Oracle Applications Flexfields Guide Navigator: Setup > Flexfields > Validation > Security > Assign. Enable Value Set, enter search criteria, and choose the Find button. |
| AutoClear \ Navigate Controls Reconciliation AutoClear |
Use Oracle Cash Management to reconcile payments in Payables. See: Reconciling Payments with Oracle Cash Management |
| AutoSelect \ Navigate Payments Automatic AutoSelect |
Use the Payment Batches window to initiate a payment batch. See: Initiating Payment Process Requests Navigator: Payments > Entry > Payment Batches |
| Concurrent Requests (Pop-up Window) \ Help Requests |
Requests window See: Using the Requests window, Oracle Applications User Guide. From any window, choose Requests from the View menu |
| Confirm Payment Batch \ Navigate Payments Automatic Confirm |
Confirm window See: Creating Multiple Payments. Navigator: Payments > Entry > Payment Batches. Select the payment batch and choose the Actions button. Check the Confirm Payment Batch check box and choose OK. |
| Control Period Statuses \ Navigate Controls Periods |
Control Payables Periods window See: Controlling the Status of Payables Periods, Oracle Payables Implementation Guide Navigator: Accounting > Control Payables |
| Create Mass Additions for Oracle Assets \ Navigate Tasks MassAdditions |
Submit the Mass Additions Create from the Submit Request window. See: Mass Additions Create Navigator: Other > Requests > Run |
| Create QuickCheck \ Navigate Payments QuickCheck |
Create a Quick Payment in the Payments window See: Paying Invoices with Quick Payments Navigator: Payments > Entry > Payments |
| Create Recurring Payments \ Navigate Invoices Recurring CreateInvoices |
Use the Recurring Invoices window to create a recurring invoice template and create recurring invoices. See: Entering Recurring Invoices Navigator: Invoices > Entry > Recurring Invoices |
| Define Accounting Flexfield Combination \ Navigate Setup Financials Flexfields Accounting |
GL Accounts window See: Defining Accounts, Oracle General Ledger User Guide Navigator: Setup > Flexfields > Combinations |
| Define Bank Codes \ Navigate Setup Payments AutoClear Codes |
Use Oracle Cash Management to reconcile payments in Payables. See: Reconciling Payments with Oracle Cash Management |
| Define Bank File Specifications \ Navigate Setup Payments AutoClear File |
Use Oracle Cash Management to reconcile payments in Payables. See: Reconciling Payments with Oracle Cash Management |
| Define Calendar \ Navigate Setup Financials Calendar Periods |
Accounting Calendar window See: Defining Calendars, Oracle General Ledger User Guide Navigator: Setup > Calendar > Accounting > Periods |
| Define Cross-Validation Rule \ Navigate Setup Financials Flexfields Key Rules |
Cross-Validation Rules window See: Cross Validation Rules, Oracle Applications Flexfields Guide Navigator: Setup > Flexfields > Key > CrossValidation |
| Define Currency \ Navigate Setup Financials Currency Currency |
Currencies window See: Currencies Window, Oracle General Ledger User Guide Navigator: Setup > Currency > Define |
| Define Daily Conversion Rate Types \ Navigate Setup Financials Currency RateTypes |
Conversion Rate Types window in Oracle General Ledger See: Defining Conversion Rate Types, Oracle General Ledger User Guide Use General Ledger Navigator: Setup > Currencies > Rates > Types |
| Define Daily Rates \ Navigate Setup Financials Currency DailyRates |
Daily Rates window See: Entering Daily Rates, Oracle General Ledger User Guide Navigator: Setup > Currency > Rates > Daily |
| Define Descriptive Flexfield Segments \ Navigate Setup Financials Flexfields Descriptive Segments |
Descriptive Flexfield Segments window See: Descriptive Flexfield Segments Window, Oracle Applications Flexfields Navigator: Setup > Flexfields > Descriptive > Segments |
| Define Descriptive Security Rule \ Navigate Setup Financials Flexfields Descriptive Security Define |
Define Security Rules window See: Define Security Rules Window, Oracle E-Business Suite Flexfields User's Guide. Navigator: Setup > Flexfields > Validation > Security Define. Enable Descriptive Flexfield, enter search criteria and choose Find. |
| Define Descriptive Segment Values \ Navigate Setup Financials Flexfields Descriptive Values |
Segment Values window See: Segment Values Window, Oracle E-Business Suite Flexfields Guide Navigator: Setup > Flexfields > Descriptive > Values. Enter search criteria and choose the Find button. |
| Define Expense Reports \ Navigate Setup Invoices XXpress |
Expense Report Templates window Navigator: Setup > Invoice > Expense Report Templates |
| Define Financials Options \ Navigate Setup Financials Options | Financials Options window See: Financials Options, Oracle Payables Implementation Guide Navigator: Setup > Options > Financials |
| Define Flex Segments for Expense Reporting \ Navigate Setup Reports ExpenseDetail |
The Expense Distribution Detail report was replaced by the Subledger Accounting (SLA) Account Analysis Report. There is no associated setup form. |
| Define Income Tax Regions \ Navigate Setup System TaxRegions |
Income Tax Regions window See: Income Tax Regions, Oracle Payables Implementation Guide Navigator: Setup > Tax > Regions |
| Define Invoice Approvals \ Navigate Setup Invoices Approvals |
Invoice Hold and Release Names window See: Invoice Hold and Release Names, Oracle Payables Implementation Guide Navigator: Setup > Invoice > Hold and Release Names |
| Define Key Flexfield Security Rule \ Navigate Setup Financials Flexfields Key Security Define | Define Security Rules window See: Define Security Rules Window, Oracle E-Business Suite Flexfields User's Guide. Navigator: Setup > Flexfields > Validation > Security > Define. Enable Key Flexfield, enter search criteria, and choose the Find button. |
| Define Key Flexfield Segments \ Navigate Setup Financials Flexfields Key Segments |
Key Flexfield Segments window See: Defining Key Flexfield Structures, Oracle Applications Flexfields Guide Navigator: Setup > Flexfields > Key > Segments |
| Define Key Segment Values \ Navigate Setup Financials Flexfields Key Values |
Segment Values window See: Segment Values Window, Oracle E-Business Suite Flexfields Guide Navigator: Setup > Flexfields > Key > Values. Enter search criteria and choose the Find button. |
| Define Location \ Navigate Setup Organization Location |
Location window See: Site Locations, Oracle Human Resources User Guide Navigator: Employees > Locations |
| Define Payables QuickCodes \ Navigate Setup System Quickcodes Payables |
Oracle Payables Lookups and Oracle Purchasing Lookups See: Lookups Navigator: Setup > Lookups > Payables and Navigator: Setup > Lookups > Purchasing |
| Define Payment Interest Rates \ Navigate Setup Payments Interest |
Payment Interest Rates window See: Interest Rates, Oracle Payables Implementation Guide Navigator: Setup > Payment > Interest Rates |
| Define Payment Terms \ Navigate Setup Invoices Terms |
Payment Terms window See: Payment Terms Navigator: Setup > Invoice > Payment Terms |
| Define Period Types (Financials) \ Navigate Setup Financials Calendar Types |
Period Types window See: Defining Period Types, Oracle General Ledger User Guide Navigator: Setup > Calendar > Accounting > Types |
| Define Period Types (Payables) \ Navigate Setup System Calendar Typesr |
In the Special Calendar window, you define periods when you define the special calendar. See: Special Calendar, Oracle Payables Implementation Guide Navigator: Setup > Calendar > Special Calendar |
| Define Periods \ Navigate Setup System Calendar Periods |
Accounting Calendar window See: Defining Calendars, Oracle General Ledger User Guide Navigator: Setup > Calendar > Accounting > Periods |
| Define QuickCodes \ Navigate Setup System QuickCodes Employee |
Oracle Human Resources Lookups window See: Adding Lookup Types and Values, Oracle General Ledger User Guide. Navigator: Setup > Lookups > Employee |
| Define Recurring Payments \ Navigate Invoices Recurring Define |
Recurring Invoices window See: Entering Recurring Invoices Navigator: Invoices > Entry > Recurring Invoices |
| Define Report Set \ Navigate Setup Reports ReportSets |
Request Set window See: Defining Request Sets, Oracle E-Business Suite User Guide Navigator: Other > Requests > Set |
| Define Reporting Entities \ Navigate Setup Organization ReportingEntities |
Reporting Entity window See: Reporting Entities, Oracle Payables Implementation Guide Navigator: Setup > Tax > Reporting Entities |
| Define Rollup Groups \ Navigate Setup Financials Flexfields Key Groups |
Rollup Groups window See: Rollup Groups Window and Defining Rollup Groups, Oracle E-Business Suite Flexfields Guide Navigator: Setup > Flexfields > Key > Groups. Enter criteria and choose Find. |
| Define Security Rule \ Navigate Setup Financials Flexfields Validation Security Define |
Define Security Rules window See: Define Security Rules Window, Oracle E-Business Suite Flexfields Guide Navigator: Setup > Flexfields > Validation > Security > Define. Enable Value Set, enter search criteria, and choose Find. |
| Define Segment Values \ Navigate Setup Financials Flexfields Validation Values |
Segment Values window See: Segment Values Window, Oracle E-Business Suite Flexfields Guide Navigator: Segment > Flexfields > Validation > Values. Enter search criteria and choose Find. |
| Define Ledger \ Navigate Setup Financials Books |
Ledger window See: Defining Ledgers, Oracle General Ledger Implementation Guide Navigator: Setup > Set of Books > Define |
| Define Shorthand Aliases \ Navigate Setup Financials Flexfields Key Aliases |
Shorthand Aliases window See: Shorthand Aliases Window, Oracle Applications Flexfields Guide and Defining Shorthand Aliases , Oracle Applications Flexfields Guide Navigator: Setup > Flexfields > Key > Aliases |
| Define System Options and Defaults \ Navigate Setup System Options |
Payables Options window See: Payables Options, Oracle Payables Implementation Guide Navigator: Setup > Options > Payables |
| Define Tolerances \ Navigate Setup Invoices Tolerances |
Invoice Tolerances window See: Invoice Tolerances, Oracle Payables Implementation Guide Navigator: Setup > Invoice > Tolerances |
| Define Value Set \ Navigate Setup Financials Flexfields Validation Sets |
Value Sets window See: Value Sets (Oracle E-Business Suite Flexfields Guide) Navigator: Setup > Flexfields > Validation > Sets |
| Define Vendor QuickCodes \ Navigate Setup System QuickCodes Vendor |
Oracle Payables Lookups window, and Oracle Purchasing Lookups window Lookups, and Defining Lookup Codes, Oracle Purchasing User Guide. Navigator: Setup > Lookups > Payables/Purchasing |
| Define Withholding Tax Groups \ Navigate Setup Taxes Groupsr |
Withholding Tax Groups window See: Withholding Tax Groups, Oracle Payables Implementation Guide Navigator: Setup > Tax > Withholding > Groups |
| Enter Employee \ Navigate Setup Organization Employees Enter |
Enter Person window See: Enter Person, Managing People Using Oracle HRMS, and Entering Employee Information, Oracle iSupplier Portal Implementation Guide Navigator: Employees > Enter Employees |
| Enter Invoices \ Navigate Invoices Entry |
Invoices window See: Entering Invoices Navigator: Invoices > Entry > Invoices |
| Enter Manual Payment \ Navigate Payments Manual |
Payments window See: Recording Manual Payments and Wire Transfers Navigator: Payments > Entry > Payments |
| Enter Prepayments \ Navigate Payments Prepayment Enter |
In the Invoices window enter an invoice and use Prepayment in the Type field. See: Prepayments Navigator: Invoices > Entry > Invoices |
| Enter QuickInvoices \ Navigate Invoices Quick |
Invoices window See: Entering Invoices Navigator: Invoices > Entry > Invoices |
| Enter Rate Exceptions (Zoom only) |
Obsolete in GUI |
| Enter Standard Notes \ Navigate Setup Invoices Notes |
You can customize standard notices. See: Invoice Notices From the Invoices window, choose the Actions button. Select Print. or You can write your own notes outside of Payables then attach the text, spreadsheet, or image files to invoices. See: Attachments in Payables, Oracle Payables Implementation Guide |
| Enter Vendor \ Navigate Vendors Entry |
Suppliers window See: Suppliers Navigator: Suppliers > Entry |
| Enter/Adjust Manual Payment \ Navigate Controls Payment AdjustPayment |
Payments window See: Updating Payments Navigator: Payments > Entry > Payments |
| Fix Payment Distributions \ Navigate Controls Payment FixDistributions |
Accounting has changed in Payables See: Accounting in Payables |
| Format Payments \ Navigate Payments Automatic Format |
Payment Batch Actions window See: Formatting Payments, Oracle Payments User Guide Navigator: Payments > Entry > Payment Batches. Select the payment batch and choose Actions. Select Format payments, and choose OK. |
| Invoice Approval \ Navigate Invoices Approval |
Invoice Holds tab See: Releasing Holds Navigator: Invoices > Enter > Invoices. Choose the Holds tab. |
| Maintain Countries and Territories \ Navigate Setup System Countries |
Countries and Territories window See: Countries and Territories, Oracle Payables Implementation Guide Navigator: Setup > Countries |
| Maintain Distribution Sets \ Navigate Setup Invoices DistributionSets |
Distribution Sets window See: Distribution Sets, Oracle Payables Implementation Guide Navigator: Setup > Invoice > Distribution Sets |
| Maintain Tax Certificates and Exceptions \ Navigate Setup Taxes Certificates |
Withholding Tax Certificates and Exceptions window See: Withholding Tax Certificates and Exceptions, Oracle Payables Implementation Guide Navigator: Setup > Tax > Withholding > Certificates |
| Modify Invoice Selection \ Navigate Payments Automatic Modify |
Modify Payment Batch window See: Creating Multiple Payments. Navigator: Payments > Entry > Payments. Choose the Actions button. Select Modify Payment Batch and choose OK. |
| Payment Inquiry \ Navigate Payments Inquiry |
Payments window See: Finding Payments Navigator: Payments > Inquiry > Payments. or Payment Overview window See: Finding Payments Navigator: Payments > Inquiry > Payment Overview |
| Reconcile Payments \ Navigate Controls Reconciliation Manual |
Use Oracle Cash Management to reconcile payments in Payables. See: Cash Management, Oracle Cash Management User Guide |
| Reset Payment Batch \ Navigate Controls Payment ResetPaymentBatch |
Payment Batch Actions window See: Creating Multiple Payments. Navigator: Payments > Entry > Payment Batches. Choose the Actions button. Select Confirm Payment Batch and choose OK. |
| Resolve AutoClear Exceptions \ Navigate Controls Reconciliation Exceptions |
Use Oracle Cash Management to reconcile payments in Payables. See: Cash Management, Oracle Cash Management User Guide |
| Run Reports \ Navigate Reports Standard |
Submit Request window See: Submitting Standard Reports, Programs, and Listings Navigator: Other > Requests > Run |
| Set Up Aging Periods \ Navigate Setup Reports InvoiceAging |
Aging Periods window See: Aging Periods, Oracle Payables Implementation Guide Navigator: Setup > Calendar > Aging Periods |
| Stop Payment \ Navigate Payments Stop |
Initiate Stop check box in the Payment Actions window See: Stopping Payments Navigator: Payments > Entry > Payments. From the Payments window, select the payment and choose Actions. In the Payment Actions window, check the Initiate Stop check box and choose OK. |
| Submit AutoApproval Process \ Navigate Tasks AutoApproval |
From the Submit Request window, submit the Invoice Validation Program. See: Invoice Validation Program Navigator: Other > Requests > Run |
| Submit Expense Distribution Detail Report \ Navigate Reports ExpenseDetail |
The Expense Distribution Detail report was replaced by the Subledger Accounting (SLA) Account Analysis Report. |
| Submit Invoice Import \ Navigate Tasks InvoiceImport |
From the Submit Request window, submit the Expense Report Export Program for expense reports or the Payables Open Interface Program for invoices. See: Expense Report Export Program or Payables Open Interface Program Navigator: Other > Requests > Run |
| Submit Purge (Purge Responsibility only) \ Navigate Purge |
Submit Purge window See: Purging Records Use the Purge responsibility Navigator: Purge |
| Update Personal Profile Options \ Navigate Other Profile |
Personal Profile Values window See: Setting User Profile Options, Oracle Applications System Administrator's Guide Navigator: Other > Profile |
| Use Prepayments \ Navigate Payments Prepayment Use |
Apply/Unapply Prepayments window See: Applying Prepayments to Invoices Navigator: Invoices > Entry > Invoices. Query and select the invoice and choose Actions. In the Invoice Actions window, check the Apply/Unapply Prepayment check box and choose OK. |
| VendorMerge \ Navigate Controls VendorMerge |
Supplier Merge window See: Supplier Merge Program Navigator: Suppliers > Supplier Merge |
| View Budgetary Control Transactions (Zoom only) |
In the Invoices window, if a transaction fails Funds Check, choose Budgetary Control from the Tools menu. See: Checking Funds for Invoices Navigator: Invoices > Entry > Invoices |
| View Employees \ Navigate Setup Organization Employees View |
Enter Person window See: Enter Person, Managing People Using Oracle HRMS Navigator: Employees > View Employees |
| View Invoices \ Navigate Invoices Inquiry |
Invoices window See: Reviewing Invoices Navigator: Invoices > Inquiry > Invoices or Invoice Overview window See: Reviewing Invoice Navigator: Invoices > Inquiry > Invoice Overview |
| View Notes (Zoom only) |
You can write your own notes outside of Payables then attach them to invoices. See: Attachments in Payables , Oracle Payables Implementation Guide Choose the paperclip icon from the tool bar. |
| View PO Distribution Detail (Zoom only) |
Purchase Order Distributions window See: Oracle Purchasing User Guide When matching to a purchase order, in the match to Purchase Orders window, choose the View PO button. In the Purchase Order Shipments window, choose the Distributions button. |
| View Purchase Order Header (Zoom only) |
Purchase Orders window See: Oracle Purchasing User Guide |
| View Purchase Order Line (Zoom only) |
Purchase Orders window See: Oracle Purchasing User Guide |
| View Purchase OrdersShipment (Zoom only) |
Purchase Order Shipments window See: Oracle Purchasing User Guide When matching to a purchase order, in the match to Purchase Orders window, choose the View PO button. |
| View Requests \ Navigate Other Concurrent |
Requests window See: Viewing Requests (Oracle E-Business Suite User Guide) Navigator: Other > Requests > View |
| View Vendors \ Navigate Vendors Inquiry |
Suppliers window See: Suppliers Navigator: Suppliers > Inquiry. |
| Void Payments \ Navigate Payments Void |
Void check box in the Payment Actions window See: Voiding Payments Navigator: Payments > Entry > Payments. From the Payments window, select the payment and choose the Actions button. Check the Void check box and choose OK. |
| XpenseXpress \ Navigate Invoices XpenseXpress |
Expense Reports window Navigator: Invoices > Entry > Expense Reports |
Related Topics
Payables Navigator Paths, Oracle Payables Reference Guide