Steps: Set Up Supplier Invoices

Configure the Supplier Invoice Event
business process and security policy in the Supplier Accounts functional area.

You can streamline invoice creation by configuring supplier invoices to populate payment details, review invoice matching, apply budget check, route to an assigned approver, and more. Supplier invoices also include fields to capture payment purpose codes, statutory invoice types, supplier invoice reference numbers, and control total amounts on the supplier invoice header document.

Supplier invoices and procurement documents help to ensure adequate financial controls are in place before you settle a payment with a vendor.

In addition, based on pre-configured business rules and logic, an asset can be created based on amount-thresholds and discounts taken for prompt payments.

You can perform duplicate checks via custom report fields, and you can measure days payable outstanding by creating a custom report.

(Optional) Edit Domain Security Policies.

Configure the Process: Supplier Invoice - Invoice Workbench
security domain in the Supplier Accounts functional area. Enable your organization to use the

Supplier Invoice Workbench

task to create supplier invoices from Procurement documents.

(Optional) Edit Business Processes.

On the Supplier Invoice Event business process, you can:

Edit Business Process Security Policies.

On the Supplier Invoice Event
business process security policy, add the Approvers security group to the Approved action. This configuration enables you to route a supplier invoice to a unique approver in your organization.

Set up the Supplier Accounts Match Process
action step after the completion step in the Supplier Invoice Event
business process. This set up ensures processing accuracy in ordering, receiving, and invoicing.

Set up the Initiate Supplier Accounts Match Event for Related Supplier Invoices
service step on the Supplier Invoice Event
business process.

Use invoice adjustments to initiate the supplier accounts match event for related supplier invoices. You can use a supplier invoice adjustment to correct a previous match exception on a supplier invoice.

Set up the Check Budget
completion step in the Supplier Invoice Event
business process. This configuration enables you to apply budget check on supplier invoices to ensure the availability of funds.

(Optional) Access the

Maintain Invoice Types by Country

report.

Configure country-based invoice types for expense reports and supplier invoices, for accurate reporting that complies with local government requirements.

Security: Set Up: Tax
domain in the Common Financial Management functional area.

(Optional) Set up worktags and spend categories to populate based on the supplier.

See Steps: Set Up Spend Category and Worktag Defaulting on Supplier Invoices.

(Optional) Set up remittance advices for your suppliers.

You can either:

Configure and assign remittance advices in PDF or CSV file format to suppliers using setup rules.

See Steps: Set Up Remittance Advices Using Setup Rules.

Configure and assign a remittance advice CSV integration directly on each supplier object.

See Steps: Set Up Supplier Remittance Integration.

(Optional) Access the

Configure Optional Fields

task.

Hide or make optional fields required on supplier invoices and supplier invoice adjustments. See 2025R1 Feature Release Note: Hide or Show Optional Fields on Supplier Invoices.