Integration with Oracle Receivables for Invoicing and Fees and Payments

This supports integration with Oracle Receivables and Permitting and Licensing, to invoice Permits and Planning and Zoning fees that are due after an application is submitted.

Once enabled: 

  • Fees assessed and due after an application is submitted can be invoiced to Oracle Receivables via a batch process. 
  • Payments received in Oracle Receivables for Permit and Planning and Zoning fees can be synced to Permitting and Licensing via a batch process. 
  • Standard receipts can be created in Oracle Receivables via a batch process if the payment is received in Permitting and Licensing for the invoiced fee. 
  • A credit memo can be created in Oracle Receivables via a batch process if a fee is adjusted after it has been invoiced. 
  • Adjustments made in Oracle Receivables for Permits and Planning and Zoning invoices can be synced to Permitting and Licensing via a batch process. 

Allows agencies that are running Oracle Receivables to process invoices when payments are made in Oracle Permitting and Licensing for Permits and Planning and Zoning fees.

Steps to Enable

Integration with Oracle Receivables is outlined in detail on the Oracle Help Center in Implementing Your Financial Framework, "Integrating Oracle Receivables". The steps to enable listed below are high-level steps to help you understand the minimum requirements needed to enable invoicing for Fees and Payments. 

You must have your accounting framework set up using Oracle Financials Cloud Accounting. To find information regarding accounting set up, see Implementing Your Financials Framework, "Setting Up Accounting".

To ensure you have your Financial Accounting set up: 

  1. Navigate to Setup and Maintenance > your Permitting and Licensing Offering such as Permits . 
  2. Select the Arrow on the Accounting Functional Area. 
  3. Select Change Feature Selection. 
  4. You can see your selected choice in the Selected Choices column. If you want to enable Financials Cloud Applications, click the pencil icon to enable and complete the instructions in the "Setting Up Accounting" topic of Implementing Your Financial Framework. 

Once you have your accounting set up with Oracle Receivables, you need to have the Billing Account field group added to your application types for Permits and Planning and Zoning applications. To add predefined field groups to application types, see Implementing Your Agency, "Creating Intake Forms". This allows public users to use the Oracle Receivable billing account information when submitting applications.

Lastly, you need to configure your agency's receivable options. 

  1. Navigate to Setup and Maintenance > Functional Area - Accounting > Manage Agency Receivable Options. 
  2. Click Add. 
  3. Enter the required information in the drawer as described in Implementing Your Financial Framework, "Integrating Oracle Receivables", Setting Up Agency Receivable Options. 

Additional information regarding the integration with Oracle Receivables for Invoicing and Fees and Payments is outlined in a technical brief posted on My Oracle Support Oracle Permitting and Licensing Integration with Oracle Receivables for Invoicing and Fees and Payments KB177730. 

When you enable this feature it's important that you complete the following steps to ensure that your applications list populates the billing account column properly. 

  1. Log into the Fusion home page as an administrator/super user. 
  2. Navigate to Tools > Schedule Processes page. 
  3. Run the ESS job, "ESS job to create index definition and perform initial ingest to OSCS". 
  4. Give the Index Name parameter "fa-psc-applications". 
  5. The invoice pages will populate only after running this ESS job successfully.

Tips And Considerations

This is only for those agencies who have or plan to implement Oracle Fusion Receivables.

Key Resources