2.1.1.2 Bulk Invoice Creation

This topic provides systematic instructions to create Bulk invoices.

Using this option, corporates can create invoices in bulk by uploading a file. The file must contain the invoice details and its commodity records in a specific format and sequence.
User must have valid corporate login credentials.
To create invoices in bulk:
  1. Perform any of the following actions:
    • From the Dashboard, click the Toggle Menu, then click Receivables/Payables, Receivables/Payables Management, and Create Receivables/Payables.
    • From the Dashboard, click the Toggle Menu, then click Supply Chain Finance, Overview, Quick Links, and Create Invoice.
    The Create Receivables/Payables screen appears.

    Figure 2-19 Create Receivable/Payable


    Description of Figure 2-19 follows
    Description of "Figure 2-19 Create Receivable/Payable"

    Table 2-12 Field Description

    Field Name Description
    Party Name & ID Displays the name and ID of the logged-in corporate party.
    Invoice/Debit Note Select the Invoice option.
    Online Invoice Creation Indicates the option to create invoice records by manual entry of invoice details.
    Invoice Creation with Document Upload Indicates the option to create an invoice record by uploading the actual invoice document image.
    Bulk File Upload Creation Indicates the option to create bulk invoice records through file upload.
  2. In the Create Receivable/Payable screen, select the Invoice option and then click the Bulk File Upload button.
    The File Upload screen appears.
  3. For more information on the procedure of uploading the file, refer User Manual Oracle Banking Digital Experience Corporate Bulk File Upload – Receivables Payables Management. Use the file template detailed below for upload.

Parent topic: Invoices