Selection Rules for Importing Invoices

Use the Manage Incentive Selection Rules task to create rules that select invoice data to be imported as incentive compensation transactions. Choose the Invoices import type.

The Import ERP Transactions process performs the import according to the rules. You can schedule the process to run periodically.

The rules filter which invoice data can be imported as transactions. The attributes you can use to filter orders for import are Business Unit and Transaction Date and can be found in the lookup type ORA_CN_INV_CRTRA_OBJS. You can import only completed invoices, bills receivable, debit memos, and credit memos along with their corresponding lines and line credits. Subsequent adjustments to invoice aren't imported. Selection rules for importing invoices work similarly to the participant import.