Manage Activities
Use the Sustainability Activities page to view, create, edit, and search for activities.
- 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, Classified by AI, 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: To edit an activity, click the pencil icon in the Actions column corresponding to the activity. Or, click Edit while viewing an activity on the activity details page.
- Delete draft activities: Select one or more activities that you want to delete and then click Delete.Note that you can't permanently delete activities 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 draft activities: Select one or more activities that you want to validate, and then click Validate. Or, 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 draft activities to ledger: Select one or more activities that you want to post, and then click Post. Or, 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's posted to the ledger.
- Cancel posted activities: Select one or more activities that are in Posted status, and then click Cancel. Or, on the page that displays the details of a posted activity, click Cancel Activity.
You can cancel a posted activity if the period in which it's posted is still Open. After an activity is canceled, its status changes to Canceled and you can't perform any actions on it.
- Export activities: Select one or more activities that you want to export, and then click the Export icon. You can select and export up to 10000 records at a time.
- You can select up to 500 activity records at a time and then validate, post, cancel, or delete them.
- If you don't see the updates after you validate, post, cancel, or delete two or more activity records at a time, then refresh the page after a few minutes and check.