1. Implementing Your Financials Framework
  2. Oracle Receivables Integration Overview

Oracle Receivables Integration Overview

You can configure Oracle Permits, and Planning and Zoning, to integrate with Oracle Fusion Receivables.

This allows agencies who have subscribed to Oracle Permits, Planning and Zoning, and Oracle Fusion Receivables to invoice fees and fines, receive payments in Oracle Fusion Receivables, and synchronize balances from Oracle Fusion Receivables to Oracle Permits, and Planning and Zoning.

Oracle Fusion Receivables Setup

You must configure Oracle Fusion Receivables in order to integrate it with Oracle Permits, and Planning and Zoning. The values configured in Oracle Fusion Receivables are mapped in Oracle Permits, and Planning and Zoning, and drive the integration. For more information on setting up Oracle Receivables, see Oracle Financials Cloud documentation: Implementing Receivables Credit to Cash

Note: You must update the delivered transaction source ‘ORA_PSCR’ to accept values (instead of IDs) for payment terms, transaction types, and memo line rules.

Here is a list of setups to integrate with Oracle Fusion Receivables:

  • • Accounting Framework Options.

  • • Configure Billing Account on Application Types.

  • • Associate Fee Schedules to Application Types.

  • • Configure Agency Receivable Options.

  • • Configure Agency Receivable Receipt Options.

  • • Configure Receivable Options for Application Types.

  • • Configure Receivable Options for Fee Items.

Accounting Framework Options

You must set up the accounting framework to use Oracle Financials Cloud Accounting. For more information about your accounting set up, see Selecting an Accounting Framework.

To ensure you have your Financial Accounting set up:

  1. Navigate to Setup and Maintenance and select your Permitting and Licensing Offering such, as Permits.

  2. Select the Accounting Functional Area.

  3. Select Change Feature Selection.

  4. You can see your Selected Choices. If you want to enable Financials Cloud Applications, click the pencil icon to enable and complete the instructions in Setting Up Accounts.

Configure Billing Accounts on Application Types

Add the Billing Account field group to your application types for Permits, and Planning and Zoning. To add predefined field groups to application types, see Using Predefined Field Groups. This enables agency staff and public users to create or use the Oracle Fusion Receivable billing account information when submitting applications.

For more information about using billing accounts, see Working with Billing Accounts.

Associate Fee Schedules to Application Types

Adjustments, credits, and discounts applied to invoice records directly in Oracle Fusion Receivables for Permits, and Planning and Zoning application fees or fines can be synced to Permits, and Planning and Zoning. A fee record will be created during the sync process if a fee item is specified on the fee schedule associated with a Permit, or a Planning and Zoning application type.

Note: A fee record will not be created for Oracle Fusion Receivables adjustments, credits and discounts if a fee schedule is not associated with a Permit, or a Planning and Zoning application type.

  1. Configure Agency Receivable Options

    Enable the integration with Oracle Fusion Receivables at the agency level. You add receivable options to map business unit, reference data set, other integration attributes and enable the integration. For more information on the agency-level setup, see Setting Up Agency Receivable Options.

  2. Configure Agency Receivable Receipt Options

    If you receive payments for invoices in Permits, Planning and Zoning then you would want to create standard receipts in Oracle Fusion Receivables and apply them to the invoices. Define a set of receivable receipt options for each payment method that your agency supports. For more information, see Setting Up Agency Receivable Receipt Options.

  3. Configure Receivable Options for Application Types

    If you want to override the integration attribute values defined on the agency receivable options for a specific application type, you can configure the record type-level receivable options. For more information, see Setting Up Record Type Receivable Options. Note that only some of the agency-level integration attributes can be overridden.

  4. Configure Receivable Options for Fee Items

    If you want to override the integration attribute values defined for an application Ttpe for a specific fee item, you can configure the fee item-level receivable options. For more information on the fee item-level setup, see Setting Up Fee Item Receivable Options.

Invoice Processing

After your set up is enabled:

  • Fees assessed and due after an application is submitted can be invoiced to Oracle Fusion Receivables using the Invoice Fees and Fines scheduled process.

  • Payments received in Oracle Fusion Receivables for Permits, and Planning and Zoning invoices can be synced to Permitting, Planning and Zoning using the Sync Invoice Status scheduled process.

  • Standard receipts can be created and applied to invoices in Oracle Fusion Receivables using the Create Oracle Receivable Receipt scheduled process if payments are received in Permits, Planning and Zoning after fees are invoiced.

  • A credit memo can be created in Oracle Receivables using the Invoice Fees and Fines scheduled process if a fee is adjusted in Permits, or Planning and Zoning after it has been invoiced.

  • Adjustments made in Oracle Fusion Receivables for Permits, and Planning and Zoning invoices can be synced to Permits, Planning and Zoning using the Sync Invoice Status scheduled process.

For more information about the scheduled processes, see Working with Fees and Payments.

For more information about setting up the integration for Oracle Receivables, see Oracle Permitting and Licensing: Integration with Oracle Receivables for Invoicing and Fees and Payments KB 177730 on My Oracle Support.