Real Time Integration with Oracle Receivables for Permits, Planning and Zoning, and Business Licenses

Oracle Receivables and Oracle Permitting and Licensing is now integrated in real-time allowing agency and public users to interact between both applications in real time. The following scenarios outline the real-time interactions that are now possible. 

An invoice can be created in Oracle Receivables on submission of a permit, planning, or license application when: 

• Oracle Receivables integration is enabled
• A billing account is established
• Fees are due

Agency staff can create an invoice in Oracle Receivables from the Fees and Payments page when: 

• Oracle Receivables is enabled
• A billing account is established
• Fees are due
• The un-invoiced balance is positive 

A standard receipt is created when a payment is recorded in Permitting and Licensing when: 

• A billing account is established
• Fees are invoiced 

Allows agencies that are running Oracle Receivables to process in real time for Permits, Planning and Zoning, and Business Licenses.

Steps to Enable and Configure

For the real-time integration to function, all the following must be set up:

1. Configure Accounting Framework Options.
   • See Implementing Your Financial Framework, "Setting Up Accounting," Setting Up Accounting Framework. 
2. Configure Agency Receivable Options. 
   • See Implementing Your Financial Framework, "Integrating with Oracle Receivables," Setting Up Agency Receivable Options. 
3. Configure Agency Receivable Receipt Options
   • See Implementing Your Financial Framework, "Integrating with Oracle Receivables," Setting Up Agency Receivable Receipt Options.
4. Configure Invoice Forms. 
   • See Implementing Your Financial Framework, "Setting Up Billing," Setting Up Invoice Forms. 
5. Configure Bill Types. 
   • See Implementing Your Financial Framework, "Setting Up Billing," Setting Up Bill Types. 
6. Configure Fee Items. 
   • See Implementing Your Financial Framework, "Setting Up Fees," Setting Up Fee Items. 
7. Configure Fee Schedules. 
   • See Implementing Your Financial Framework, "Setting Up Fees," Setting Up Fee Schedules. 
8. Configure an Application Type with a Billing Account field group. 
   • See Implementing Permitting and Licensing, "Setting Up Permits," Setting Up Permit Types.

Tips And Considerations

Important: To achieve real-time integration, you must first complete the integration with Oracle Receivables. Support for Oracle Receivables integration for Business Licenses is available starting with release 26A—refer to the Business License section of this documentation for details. Integration with Oracle Receivables for Permits and Planning and Zoning was introduced in release 25C, and all related implementation information can be found in Implementing Your Financial Framework, under "Integrating with Oracle Receivables" on the Oracle Help Center.

When an application is submitted, an Oracle Receivables invoice will be created only if a billing account is in a verified status and fees are due. If a real-time invoice is not created on submission, then you can create an invoice later from the Fees and Payments page or submit the ESS job "Invoice Fees and Fines" to create invoices. 

Standard Credit Memos and On-Account Credit Memo are always created by the ESS job "Invoice Fees and Fines". 

When there's a payment, standard receipts are created only if an invoice is already created in Oracle Receivables and the payment is recorded in Permitting and Licensing. If the real-time standard receipt is not created on the payment, you can submit the ESS job "Create Oracle Receivable Receipt" to create a standard receipt. 

When a payment is made, an attempt to sync data back from Oracle Receivables is made only if an invoice is already created in Oracle Receivables for the application. You can submit the ESS job, "Sync Invoice Status" to sync data from Oracle Receivables for invoices, standard credit memos, on account credit memos, account receivable adjustments, account receivable payments, and so forth if real-time invoice sync does not occur. 

Key Resources

• See Implementing Your Financial Framework, "Setting Up Accounting," Setting Up Accounting Framework. Configure Agency Receivable Options. 
• See Implementing Your Financial Framework, "Integrating with Oracle Receivables," Setting Up Agency Receivable Options. 
• See Implementing Your Financial Framework, "Integrating with Oracle Receivables," Setting Up Agency Receivable Receipt Options.
• See Implementing Your Financial Framework, "Setting Up Billing," Setting Up Invoice Forms.  
• See Implementing Your Financial Framework, "Setting Up Billing," Setting Up Bill Types.  
• See Implementing Your Financial Framework, "Setting Up Fees," Setting Up Fee Items. 
•  See Implementing Your Financial Framework, "Setting Up Fees," Setting Up Fee Schedules.  
• See Implementing Permitting and Licensing, "Setting Up Permits," Setting Up Permit Types.

Access Requirements

The following roles are required for this feature: 

• ORA_PSC_BILLING_ENTRY_DUTY
• ORA_PSC_BILLING_ADMINSTRATION_DUTY