At a Glance - Fusion Order Management Invoicing Solution

1 | P a g e K a r e e m M u h a m m a d S e n i o r O r a c l e F u s i o n C o n s u l t a n t

How to invoice sales order through customized

transaction types

Authored by: Kareem Muhammad

What’s the Target from this Document?!: Invoice

Sales Order Based on the separate transaction type, for many financial purposes, as e.g.

separate branches invoice sequence… etc.!

Issue was?!: Issue was raised in the beginning of fusion that you’re not able to

invoice sales orders in customized transaction types, you have to use the seeded transaction

type

Solution Idea: Creating Pre-Transformation Rule (Defaulting Rule) in Order

Management which will insert The Customer Transaction Type ID in the fulfillment line based

on Certain Attributes Such as (Warehouse, Business unit Or Order Types)

2 | P a g e K a r e e m M u h a m m a d S e n i o r O r a c l e F u s i o n C o n s u l t a n t

Solution Description: (With Screen Shots)

1- Financial Team Will Create Customized Transaction Type

2- Go to “Setup and Maintenance” >> Manage Pretransformation Rules for Sales Orders

Type the Rule Name, Then Click on the below Circle to start your new If Condition

3 | P a g e K a r e e m M u h a m m a d S e n i o r O r a c l e F u s i o n C o n s u l t a n t

4 | P a g e K a r e e m M u h a m m a d S e n i o r O r a c l e F u s i o n C o n s u l t a n t

Choose your attribute for Example (Business Unit), Then BU Value Then Press OK

Then Click On “Then” Circle and Choose “DO”

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Then,

1- Click on the Circle Button (Create Action)

2- You will choose the attribute that will be updated on the fulfillment line

3- Click Search

Search By your Customized Transaction Type

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Then Save and Close

Double click on your new Rule

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Then Rename, Activate Rule and “Save And Close”

Then Publish Your Rule, and Close

Now, You Can Start Testing Sales Order With your condition and you will find that you can

invoice it through your selected “Transaction Type”