OracleOps AI
Financials

Create a Manual AR Invoice in Oracle Fusion

Enter a standalone Receivables transaction outside of the automated AutoInvoice flow.

Navigation

Navigator→Receivables→Billing→Create Transaction

Steps

  1. 1

    Business Unit

    Determines the transaction types and reference data available.

  2. 2

    Transaction Source

    Controls numbering and defaulting behavior for the transaction.

  3. 3

    Transaction Type

    Drives GL account derivation and whether the transaction is open/closed by default.

  4. 4

    Customer

    Bill-to (and ship-to, if applicable) customer and site.

  5. 5

    Transaction Date

    Also drives the GL date, subject to open period rules.

  6. 6

    Lines

    Revenue lines with item/memo line, quantity and unit price.

  7. 7

    Tax

    Calculated automatically based on tax setup, or entered manually if configured.

  8. 8

    Accounting

    Complete generates distributions; Create Accounting later posts them to GL.

  9. 9

    Complete

    Finalizes the transaction so it can be printed, accounted and paid.

Real Oracle Fusion Screens

Captured from a live Fusion instance with demo/test data — not a mockup.

Create Transaction: Invoice — business unit, Bill-to/Ship-to customer and site, and a revenue line entered.
After Complete, the transaction gets its number and Complete status — ready for accounting and payment.
The next stage in the cycle: applying a cash receipt (Receivables > Receipts > Create Receipt) against the customer's open balance.

Related Technical Objects

RA_CUSTOMER_TRX_ALL

Transaction header.

RA_CUSTOMER_TRX_LINES_ALL

Transaction line detail — revenue, tax, freight.

RA_CUST_TRX_LINE_GL_DIST_ALL

GL distribution generated from transaction lines.

Common Errors

  • Transaction won't complete when a required line (e.g. tax) fails to calculate — usually missing tax setup for the item/customer.
  • Accounting fails when the transaction type's account derivation rules can't resolve a valid code combination.
  • Transaction date rejected when the corresponding GL period is closed.

Useful SQL

Find AR transactions for a customer
SELECT customer_trx_id, trx_number, trx_date, bill_to_customer_id
FROM ra_customer_trx_all
WHERE bill_to_customer_id = :customer_id
ORDER BY trx_date DESC;

Next Steps

Apply the Cash Receipt

Match the customer's payment against this invoice to close the open balance.

See the Full Order-to-Cash Cycle

Where this invoice fits — from the originating sales order through cash application.

Ask Oracle AI about Create a Manual AR Invoice in Oracle Fusion