Generate Activities from Payables Invoices

You can automatically generate activities from Payables invoices by running the "Generate Sustainability Activities from Payables Invoices" scheduled process.

Generate Activities

Note: Before you run the scheduled process, ensure that you have:

• Been assigned a role that includes the Generate Sustainability Activities from Payables Invoice (SUS_GENERATE_ACTIVITIES_FROM_INVOICES) privilege.
• Set a value for the Default Activity Type for Invoice Classification profile option.

When you run the "Generate Sustainability Activities from Payables Invoices" scheduled process, it performs the following actions:

1. Selects invoice distributions that meet the criteria specified in the invoice classification rules.
2. Identifies eligible invoice distributions to be processed into activities. The following invoice distributions will be excluded for processing into activities:
   • Distributions that aren't fully validated and accounted.
   • Distributions for which activities are already generated.
   • Distributions that meet the criteria for any active exclusion rules.
3. Evaluates each eligible invoice distribution against each active invoice classification rule in the order of the rank specified in the invoice classification rule.
   1. If an invoice distribution meets the criteria for a given invoice classification rule, then an activity is created using the activity classification specified on that rule. The following table lists the fields that are copied from the invoice distribution to the activity or defaulted based on the setup.

      Mapping of Fields between an Invoice Distribution and the Corresponding Activity

      Fields on the Resulting Activity	Derivation Source
      Description	Invoice line description
      Activity Date	Accounting Date on the invoice line
      Legal Entity	Legal Entity on the invoice
      Supplier	Supplier on the invoice
      Country	Country specified in the Ship-to line of the invoice
      Item Number	Item Number on the invoice line
      Activity Type	Based on the activity classification on the rule that was used. If no rule was applied, then the activity type is derived from the Default Activity Type for Invoice Classification profile option.
      Activity Type Attributes	Based on the activity classification on the rule that was used. If no rule was applied, then no values will be populated for the Activity Type attributes of the default activity type.
      Scope and Scope Category	From the activity type definition for the selected activity type.
      Measure for Amount	Invoice distribution amount and currency are used to create an amount measure, if the activity type has been set up to use the predefined Amount measure.
      Measure for Quantity	Invoice distribution quantity and UOM are used to create a quantity measure, if the activity type has been set up to use the predefined Quantity measure.
      Invoice Number, Line Number and Distribution	From the source invoice.
      Source Type	From Payables Invoice.

   2. Rule evaluation continues in the order of rank until a matching rule is identified.
   3. If you've opted for the optional Classify Invoices Using AI feature, then Oracle Fusion Cloud Sustainability will attempt to classify any remaining distributions using AI. If the classification is predicted with high confidence, then the activity will be created using the activity type and activity type attributes predicted by AI.
   4. If AI can't predict with high confidence, or if you didn't opt-in to the Classify Invoices Using AI feature, then Oracle Sustainability uses the Default Activity Type for Invoice Classification profile option to classify any remaining distributions.
4. For each activity that's created, the scheduled process:
   1. Triggers emission calculation using the preconfigured matched emission factors and the measures derived from the invoice.
   2. Runs the validation check that helps you identify activities that are incomplete and thus need your attention.

After the successful completion of the "Generate Sustainability Activities from Payables Invoices" schedule process, for each eligible invoice distribution (only distributions that are fully validated and accounted for), activities are created and placed in the Draft status. On the Sustainability Activities page, you can search for activities by using the payables invoice number or the invoice classification rule. You can individually post each activity to the ledger after reviewing it, or run the “Process Sustainability Activities” scheduled process to post a large volume of activities to the ledger in bulk.

Tips and Considerations

• Only the predefined measure types Quantity and Amount are automatically derived from the invoice. If you want the emissions to be automatically calculated based on the information on the invoice, you'll need to configure the Quantity and Amount measure types for the activity types of the activities that will be generated from invoices.
• For deriving the Quantity measure from the invoice line or distribution, both Quantity and UOM must be specified on the invoice. If there's incomplete information (for example, UOM is missing), none of the measures will be copied over. The activity will be tagged with a missing measures alert, so that the Sustainability Analyst can enter correct measures on the activity to ensure calculation accuracy.
• It is possible that a fully validated and accounted invoice can still be modified in Payables. Oracle Sustainability doesn't consider any changes made to the invoice distributions after the invoice has been processed into activities. Canceling an invoice distribution creates a new distribution with negative amount and quantity. The new distribution generates a new activity that subtracts the quantities and emissions of the original distribution.