Upload Invoice Classification Rules

Oracle provides a published Oracle Visual Builder Add-in for Excel spreadsheet that contains a predesigned table layout for invoice classification rules. Use this spreadsheet to upload invoice classification rules in bulk.

Tips for Preparing Your Accelerator Spreadsheet for Invoice Classification Rules

• Ensure that all rules of the Assign type have a unique rank number. All rules of the Exclude type must have a rank of -1.
• Ensure that you populate the rule conditions for each rule. Also, ensure that the rules are meaningful. The Generate Sustainability Activities for Payables Invoices schedule process will end in error if it detects rules without conditions or with improperly written conditions.
• Activity Classification must be specified for all rules of the Assign type. This must be constructed using the following format:

  <Activity Type Name>.<Activity Type Attribute1>.<Activity Type Attribute2> . . .

  For example, Stationary Combustion.Gasoline, Mobile Combustion.Battery Electric Vehicle.Average car.

Before you start

• Download and install Oracle Visual Builder Add-in for Excel from here: https://www.oracle.com/downloads/cloud/visual-builder-addin-downloads.html.
• Download the Invoice Classification Rules - Published spreadsheet from the Published VB Add-in Spreadsheets.zip file available on Oracle Cloud Customer Connect.

The following are the high-level steps for configuring and uploading invoice classification rules using the published VB Add-in spreadsheet:

1. Review the sample rules in the accelerator spreadsheet for invoice classification rules and replace them with rules that meet your business needs.
2. Open the Invoice Classification Rules - Published spreadsheet.
3. From the Oracle Visual Builder tab, click Download Data. The Service Configuration dialog box is displayed.
4. In the Service host field, enter the URL of your Fusion instance and then click OK.
5. On the Sign In page, enter the credentials for the user that has been assigned a role with the privileges of the predefined Sustainability Analyst role. Data is downloaded and displayed in the spreadsheet.
6. Copy data from the Invoice Classification Rules accelerator spreadsheet that you've prepared to corresponding VB Add-in spreadsheet. While doing so, don’t populate the Change, Status, and Key columns. The application will populate these during this step and the next.
7. From the Oracle Visual Builder tab, click Upload Changes. The Upload dialog box showing the upload progress is displayed.
8. Verify that the Status column contains "Create Succeeded" for each populated record in each spreadsheet tab.