Portal Upload and Custom Delivery Methods

Assign customer accounts and sites a preferred delivery method of Portal Upload for customer transactions intended for upload to a supplier portal or external system.

Define a customer profile with the Preferred Delivery Method set to Portal Upload, and assign this profile to the applicable customer account or site. The Print Receivables Transactions process excludes transactions with the Portal Upload setting from delivery by Paper, Email, or XML.

You can also define other custom delivery methods as lookup codes under the AR_INV_DELIVERY_METHOD lookup type.

To define a custom delivery method:

1. Navigate to the Setup and Maintenance work area.
2. Search for the Manage Receivables Lookups setup task.
3. In the Manage Receivables Lookups page, search for the AR_INV_DELIVERY_METHOD lookup type.
4. In the Lookup Type: AR_INV_DELIVERY_METHOD section, click the Plus (+) icon.
5. In the Lookup Code field, enter the code for your custom delivery method. Use a format similar to the Portal Upload lookup code ORA_PORTAL_UPLOAD_INV.
6. In the Meaning field, enter a description that identifies the use of this custom delivery method.
7. In the Start Date field, enter the date that this lookup code becomes active.
8. Ensure that you check the Enabled box.
9. Save your work.

Custom delivery methods appear in the Preferred Delivery Method field list of values in customer profile pages and in the RA_CUSTOMER_PROFILES_INT_ALL tab of the Customer Import FBDI template.

As with Portal Upload, when you assign a customer account or site a custom delivery method, the related transactions are excluded from delivery by Paper, Email, or XML during a run of the Print Receivables Transactions process.

You can also assign Portal Upload or a custom delivery method to transactions using REST API or SOAP services:

• Receivables Invoice REST API, using the Update operation on the print attributes of a transaction.
• Customer Profile SOAP service, to create or update a customer profile.