Create an AutoInvoice Transaction Source

You can create an AutoInvoice Transaction source that controls the default information assigned to a transaction and determine whether AutoInvoice automatically numbers your transactions.

1. From the Setup and Maintenance work area, navigate to the Manage Transaction Sources task.
2. In the Manage Transaction Sources page, click Create.
3. In the Create Transaction Source page, select the transaction source set as the reference data set of the transaction source.
4. Enter the name and description.
5. Select the type as Imported, which is the type required by AutoInvoice.
6. Select the Active check box.
7. Enter the start date of the record in the From Date field.
8. In the Source Details region, select the Automatic transaction numbering check box.
9. In the AutoInvoice Options region, select the invalid line as Reject Invoice.
10. Select the grouping rule created in Configure an AutoInvoice Grouping Rule topic.
11. In the Import Information sub-regions, for each import option, select ID to import records into the interface tables using the internal identifier of the record.
12. Click Save and Close.
    For more information on transaction sources, see the Oracle Financials Cloud Implementing Receivables Credit to Cash guide at http://docs.oracle.com.