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Fusion: AutoInvoice - Troubleshooting Grouping Rules (Doc ID 2863793.1)

Last updated on NOVEMBER 28, 2022

Applies to:

Oracle Fusion Receivables Cloud Service
Information in this document applies to any platform.
Executable:RAXTRX - Import AutoInvoice


This note was created to facilitate troubleshooting AutoInvoice Grouping Rule Issues.

Grouping rules are used by the AutoInvoice in order to determine and group the details from interface tables into invoices, debit memos, and credit memos.
Grouping rules attributes will define how the transactions will be created, as one transaction if the details are identical or into separate transactions if unique details are used.

There are Mandatory Grouping Rules which are implicitly used and Optional Grouping Attributes which can be defined as per the business requirements, in order to segregate the grouping of transactions records.

For general AutoInvoice setup, please review Note 1345332.1 - AutoInvoice Setup for Oracle Fusion Receivables Cloud.

Troubleshooting Steps

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In this Document
Troubleshooting Steps
 Troubleshooting Grouping Rule Issues When Using AutoInvoice
 1. One Credit Memo Is Created When Expecting Several
 2. The specific grouping rule set for Business Unit (Receivables System Options level) has not been used
 3. Multiple Invoice / Credit Memo Transactions Created When Expecting One
     a. Consider the Mandatory and Optional Grouping Attributes
     b. Consider the frequency in which AutoInvoice is executed
     c. Missing REFERENCE_LINE_ID for RMA Sales Order from Order Management
 4. Distributed Order Orchestration - Line Transaction Flexfield
 5. Mandatory And Optional Grouping Attribute Columns
    a. Mandatory Grouping Attributes
    b. Optional Grouping Attributes
   c. Scripts to identify grouping attributes
 Still have Questions?

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