Manage Activities
Use the Sustainability Activities page to view, create, edit, and search for activities.
Note: To perform this procedure, you must be a role that has all the privileges of the predefined Sustainability Analyst role.
- Click
The Sustainability Activities page with the dashboard is displayed.
- Click the Activities tab.
- To search for and filter activities, enter your search criterion in the search field. The search criterion can be an activity number, activity type, or a supplier. You can narrow down your search results by using filters such as Activity Types, Activity Date, Status, Sustainability Ledger, Period, Invoice Number, and so on.
- From the search results, you can perform the following actions:
- View activity details: To view details of an activity, from the search results, click the activity number link corresponding to the activity that you want to view. For emission-generating activities, the activity details also include information about the emissions and how they were calculated. You can click an emission factor to view its source, ranking, and effective dates.
- Edit draft activities: You can edit existing activities from the search results by clicking the pencil icon in the Actions column corresponding to the activity. Or you can edit an activity by clicking Edit while viewing an activity on the activity details page.
- Delete activities: You can only delete activities that are in the Draft status. You can do so by clicking the Delete icon against the activity in the search results. Note that you can't permanently delete activities that are generated from Payables invoice. This is because a new activity will be created in its place in a subsequent run of the Generate Sustainability Activities from Payables Invoices scheduled process. In such a case, you can perform one of the following actions:
- Create an exclusion rule that would apply to the source invoice, and delete the activity. When the scheduled process runs again, this invoice distribution will not be processed into an activity.
- Post the activity to the ledger and cancel it immediately.
- Update the measures to zero and save the activity. This will cause emission calculation to be zero. Then, post the activity to the ledger.
- Validate a draft activity: On the page that displays the activity details, from the Actions menu, click Validate. Oracle Sustainability performs a series of checks in the background to ensure that the activity is ready to be posted to the ledger. In addition, it recalculates emissions and ensures that the latest set of matching emission factors, valid as of the activity date, are used for emission calculations. Note that you can only post a validated activity to the sustainability ledger.
- Post a draft activity to ledger: On the page that displays the activity details, from the Actions menu, click Post. The activity is validated and posted to the ledger. You cannot update an activity after it is posted to the ledger.
- Cancel a posted activity: On the page that displays the details of a posted activity, from the Actions menu, click Cancel. You can cancel a posted activity if the period in which it is posted is still Open. After an activity is canceled, its status changes to Canceled and you can't perform any actions on it.