R19A-Steps to Create a Custom Job to Generate Invoice

Requirement: Create a custom job to generate an invoice and make Contract Number mandatory. This
document details the steps to create a custom job for Invoice Generation.

Assumption: Required Security Roles are available for Application User, to create a custom job and
execute this custom process

1) Login into Oracle Fusion Applications

2) Navigate to Setup and Maintenance
3) From the Panel Drawer, navigate to search
4) Search “Manage Enterprise Scheduler Job Definitions and Job Sets for Financial, Supply Chain
Management, and Related Applications” in the search box and navigate to the task

5) Navigate to “Manage List of Value Sources” (second tab) Create LOV’s for

6) Click Create, a popup will appear and complete the details to create a LOV

7) Enter the required details for creating a LOV for Business Unit, to be attached to Business Unit
Parameter
a) *Application Name: Application Toolkit (Select from Dropdown)
 b) *LOVType: Predefined
c) *User List of Values Source Name: SecuredBusinessUnitPVO
d) *List of Values Source Definition Name:
oracle.apps.financials.receivables.publicView.SecuredBusinessUnitPVO
e) Description: Custom LOV Source for Business Unit (Can be left blank)
f) Click Save and Close

8) Enter the required details for creating a LOV for Contract Number, to be attached to Contract
Number Parameter
a) *Application Name: Application Toolkit (Select from Dropdown)
b) *LOVType: Predefined
c) *User List of Values Source Name: ContractHeaderVVO
d) *List of Values Source Definition Name:
oracle.apps.projects.billing.common.protectedModel.view.ContractHeaderVVO
e) Description: Custom LOV Source for Contract Number (Can be left blank)
f) Click Save and Close
9) Similarly, for other LOVs create the following LOV sources. These will be used as LOV Source for
the parameters later:-
– Source for Bill Set Number
oracle.apps.projects.billing.workarea.invoice.protectedEssModel.view.BillSetNumberVVO

– Source for LOVs with Yes/No values(Create Invoice/Create Billing Transactions/Debug Mode)
Please choose the LOVType as ‘User Defined‘ and provide the query as ‘select LOOKUP_TYPE,
LOOKUP_CODE, MEANING from pjb_lookups where lookup_type = 'PJB_YES_NO' ‘

– Source for Generate Ineligible Data

Please choose the LOVType as ‘User Defined‘ and provide the query as ‘select LOOKUP_TYPE,
LOOKUP_CODE, MEANING from pjb_lookups where lookup_type = ‘PJB_GEN_INELIGIBLE_DATA’ ‘

– Source for BillingType

Please choose the LOVType as ‘User Defined‘ and provide the query as ‘select LOOKUP_TYPE,
LOOKUP_CODE, MEANING from pjb_lookups where lookup_type = ‘PJB_BILLING_TYPE’ ‘

– Source for InvoiceNumber

oracle.apps.projects.billing.workarea.invoice.protectedEssModel.view.InvoiceNumberVVO

– Source for Project

oracle.apps.projects.foundation.publicView.ProjectSearchPVO

– Source for Customer Name

oracle.apps.projects.billing.common.protectedModel.view.BillToCustomerVVO

– Source for Contract Admin

oracle.apps.projects.billing.common.protectedModel.view.ContractAdminVVO

– Source for Project Manager

oracle.apps.projects.billing.common.protectedModel.view.ProjectManagerVVO
 – Source for LOC Number
oracle.apps.projects.grantsManagement.award.publicView.view.SponsorLOCByBUPVO

– Source for LOC Processing Option

oracle.apps.projects.billing.workarea.invoice.protectedEssModel.view.PjbLookupVVO

10) Navigate to first tab named “Manage Job Definitions” and click on create icon to create a new
job

11) Enter required details

a) Display Name: Custom Generate Invoice
b) Name: CUSTOM_GENERATE_INVOICE
c) Path: oracle/apps/ess/projects/billing/workarea/invoice/ (This is a custom path of this job
and this folder is created in /oracle/apps/ess/custom/)
d) Application: Project Billing
e) Description: This is a custom job to Generate Invoices
f) Retries: Can be left blank
g) Job Category : Can be left blank
h) Timeout Period : Can be left blank
i) Job Application Name: FscmEss (Select from drop down)
j) Enable submission from Enterprise Manager: Can be left unchecked
k) Job Type: PlsqlJobType
l) Procedure Name: pjb_inv_generation_wrapper.invoice_generation_plsql (Name of the
pl/sql procedure, that get invoked for Generate Invoice Job)
m) Default Report Format: Can be left blank
n) Report ID: Can be left blank
o) Priority: Can be left blank
p) Allow multiple pending submissions: Can be left blank
q) Enable submission from Scheduled Processes: Checked, to enable submission from UI
12) Navigate to “User Properties” tab and add the below properties:-
1) Name: numberOfArgs
a) Data Type: String
b) Default Value: 37
c) Read only: Unchecked
2) Name: jobDefinitionName
a) Data Type: String
b) Default Value: InvoiceGenerationJob
c) Read only: Unchecked
3) Name: jobPackageName
a) Data Type: String
b) Default Value: /oracle/apps/ess/projects/billing/workarea/invoice
c) Read only: Unchecked
4) Name: requestStatus
a) Data Type: String
b) Default value – empty
c) Read only: Unchecked
Finally the User Properties should look like this:-

13) After Defining “User Properties”, navigate to “Manage Job Definition” -> Parameters tab
(CUSTOM_GENERATE_INVOICE: Parameters).

14) You will have to create parameters for the job, please note IT IS MANDATORY TO MAINTAIN
THE SEQUENCE OF PARAMETERS. The below table describes the list of parameters for this job.
Data Page Default
Sequence Display Name Type Element Value Do not display
List of
1 Business Unit String values Unchecked
Text
2 Business Unit ID String box checked
Choice
3 Billing Type String list EX Unchecked
Choice
4 Create Billing Transactions String list Y Unchecked
Choice
5 Create Invoice String list Y Unchecked
List of
6 From Contract Number String values Unchecked
 List of
7 To Contract Number String values Unchecked
Text
8 Bill-to Customer ID String box checked
List of
9 Bill-to Customer String values Unchecked
Choice
10 Contract Type String list Unchecked
Text
11 Contract Type ID String box checked
Text
12 Contract ID String box checked
List of
13 Contract Number String values Unchecked
Text
14 Contract Administrator ID String box checked
List of
15 Contract Administrator String values Unchecked
Text
16 Project ID String box checked
List of
17 Project Name String values Unchecked
Text
18 Project Manager ID String box checked
List of
19 Project Manager String values Unchecked
List of
20 Bill Set String values Unchecked
Text
21 Bill Set Number String box checked
Date
22 Bill From Date Date Picker Unchecked
Date System
23 Bill-Through Date Date Picker date Unchecked
Choice
24 Pending Adjustments Only String list N Unchecked
Date
25 Include Invoice From Date Date Picker Unchecked
Date
26 Include Invoice To Date Date Picker Unchecked
List of
27 Invoice Number String values Unchecked
Text
28 Invoice Number 1 String box checked
Date System
29 Invoice Date Date Picker date Unchecked
 Delete Approved and Approval Choice
30 Rejected Invoices String list Y Unchecked
Choice
31 Generate Ineligible Data String list SUMMARY Unchecked
Choice
32 Debug Mode String list N Unchecked
Choice
33 LOC Number String list Unchecked
Date
34 SF270 from Date Date Picker Unchecked
Date
35 SF270 to Date Date Picker Unchecked
Choice
36 LOC Processing Option String list Unchecked
Text
37 Number of Workers String box checked

IMPORTANT TIPS:
1) Start creating the parameters from the end, because by default new parameter is created
before the selected row.
2) The parameter, which has Do not display enabled, the “Parameter Prompt” will be
overridden to Attribute1…2
3) Parameters 33-37 may be displayed/not displayed as per the requirement

15) Click on create and enter below details to create “Number of Workers”
a) Parameter Prompt: Number of Workers
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Text Box
e) Default Value: Can be left blank
f) Tooltip text: Can be left blank
g) Required: Unchecked
h) Do not display: Checked
i) Click on Save and Create Another
16) Click on create and enter details to create “LOC Processing Option”
a) Parameter Prompt: LOC Processing Option
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Text Box
e) Default Value: Can be left blank
f) Tooltip text: Can be left blank
g) Required: Unchecked
h) Do not display: Unchecked
i) Click on Save and Create Another

17) Click on create and enter details to create “SF270 to Date”

a) Parameter Prompt: SF270 to Date
b) Data Type: Date or Time
c) Read only: Unchecked
d) Page Element: Date Picker
e) Show: Date Only
f) Default Date Format: Can be left blank
g) Default Value: Can be left blank
h) Tooltip text: Can be left blank
i) Required: Unchecked
j) Do not display: Unchecked
k) Click on Save and Create Another

18) Click on create and enter details to create “SF270 from Date”
a) Parameter Prompt: SF270 from Date
b) Data Type: Date or Time
c) Read only: Unchecked
 d) Page Element: Date Picker
e) Show: Date Only
f) Default Date Format: Can be left blank
g) Default Value: Can be left blank
h) Tooltip text: Can be left blank
i) Required: Unchecked
j) Do not display: Unchecked
k) Click on Save and Create Another

19) Click on create and enter below details to create “LOC Number”
a) Parameter Prompt: LOC Number
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Text Box
e) Default Value: Can be left blank
f) Tooltip text: Can be left blank
g) Required: Unchecked
h) Do not display: Unchecked
i) Click on Save and Create Another

20) Click on create and enter below details to create “Debug Mode”
a) Parameter Prompt: Debug Mode
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Choice list
e) Default Value: N
f) Tooltip text: Can be left blank
g) Required: Unchecked
h) Do not display: Checked
i) Click on Save and Create Another
21) Click on create and enter below details to create “Generate Ineligible Data”
a) Parameter Prompt: Generate Ineligible Data
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Choice list
e) Default Value: SUMMARY
f) LOV Source – select LOV Source for Generate Ineligible Data created before
g) Click on Save and Create Another
22) Click on create and enter below details to create “Delete Approved and Approval Rejected
Invoices”
a) Parameter Prompt: Delete Approved and Approval Rejected Invoices
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Choice list
e) Default Value: N
f) Click on Save and Create Another
23) Click on create and enter details to create “Invoice Date”
a) Parameter Prompt: Invoice Date
b) Data Type: Date or Time
c) Read only: Unchecked
d) Show: Date Only
e) Click on Save and Create Another
24) Click on create and enter details to create “Invoice Number 1”
a) Parameter Prompt: Invoice Number 1
b) Data Type: String
c) Read only: Unchecked
d) Do not display: Checked
e) Click on Save and Create Another

25) Click on create and enter details to create “Invoice Number”

a) Parameter Prompt: Invoice Number
b) Data Type: String
c) Read only: Unchecked
d) Click on Save and Create Another
26) Click on create and enter details to create “Include Invoice To Date”
a) Parameter Prompt: Include Invoice To Date
b) Data Type: Date or Time
c) Read only: Unchecked
d) Show: Date Only
e) Required: Unchecked
f) Do not display: Checked
g) Click on Save and Create Another
27) Click on create and enter details to create “Include Invoice From Date”
a) Parameter Prompt: Include Invoice From Date
b) Data Type: Date or Time
c) Read only: Unchecked
d) Page Element: Date Picker
e) Show: Date Only
f) Default Date Format: Can be left blank
g) Default Value: Can be left blank
h) Tooltip text: Can be left blank
i) Required: Unchecked
j) Do not display: Checked
k) Click on Save and Create Another

28) Click on create and enter below details to create “Pending Adjustments Only”
a) Parameter Prompt: Pending Adjustments Only
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Choice list
e) Default Value: N
f) LOV Source : select LOV Source for Yes/No Values
g) Required: Unchecked
h) Do not display: Unchecked
i) Click on Save and Create Another
29) Click on create and enter details to create “Bill-Through Date”
a) Parameter Prompt: Bill-Through Date
b) Data Type: Date or Time
c) Read only: Unchecked
d) Default Value: System Date
e) Tooltip text: Can be left blank
f) Required: Unchecked
g) Do not display: Unchecked
h) Click on Save and Create Another
30) Click on create and enter details to create “Bill From Date”
a) Parameter Prompt: Bill From Date
b) Data Type: Date or Time
c) Read only: Unchecked
d) Page Element: Date Picker
e) Show: Date Only
f) Default Value: Can be left blank
g) Tooltip text: Can be left blank
h) Required: Unchecked
i) Do not display: Unchecked
j) Click on Save and Create Another

31) Click on create and enter details to create “Bill Set Number”
a) Parameter Prompt: Bill Set Number
b) Data Type: String
c) Read only: Unchecked
d) Page Element: LOV
e) Do not display: Checked
f) LOV Source : select LOV source for Bill set created before
g) Click on Save and Create Another
32) Click on create and enter details to create “Bill Set”
a) Parameter Prompt: Bill Set
b) Data Type: String
c) Read only: Unchecked
d) Page Element: LOV
e) Default Value: Can be left blank
f) Tooltip text: Can be left blank
g) Required: Unchecked
h) Do not display: Unchecked
i) LOV Source : select LOV source for Bill set created before
j) Click on Save and Create Another
33) Click on create and enter details to create “Project Manager”
a) Parameter Prompt: Project Manager
b) Data Type: String
c) Read only: Unchecked
d) Page Element: LOV
e) Default Value: Can be left blank
f) Tooltip text: Can be left blank
g) LOV Source: select LOV source for Project manager created before
h) Required: Unchecked
i) Do not display: Unhecked
j) Click on Save and Create Another
34) Click on create and enter details to create “Project Manager ID”
a) Parameter Prompt: Project Manager ID
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Text Box
e) Required: Unchecked
f) Do not display: Checked
g) Click on Save and Create Another
35) Click on create and enter details to create “Project Name”
a) Parameter Prompt: Project Name
b) Data Type: String
c) Read only: Unchecked
d) Page Element: LOV
e) LOV Source: select LOV source for Project Name created before
f) Default Value: Can be left blank
g) Tooltip text: Can be left blank
h) Required: Unchecked
i) Do not display: Unchecked
j) Click on Save and Create Another

36) Click on create and enter details to create “Project ID”

a) Parameter Prompt: Project ID
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Text Box
e) Default Value: Can be left blank
f) Tooltip text: Can be left blank
 g) Required: Unchecked
h) Do not display: Checked
i) Click on Save and Create Another

37) Click on create and enter details to create “Contract Administrator”

a) Parameter Prompt: Contract Administrator
b) Data Type: String
c) Read only: Unchecked
d) Page Element: LOV
e) Default Value: Can be left blank
f) Tooltip text: Can be left blank
g) Required: Unchecked
h) Do not display: Checked
i) Click on Save and Create Another
38) Click on create and enter details to create “Contract Administrator ID”
a) Parameter Prompt: Contract Administrator ID
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Text Box
e) Required: Unchecked
f) Do not display: Checked
g) Click on Save and Create Another
39) Click on create and enter details to create “Contract Number”
a) Parameter Prompt: Contract Number
b) Data Type: String
c) Read only: Unchecked
d) Page Element: LOV
e) LOV Source: select LOV source for Contract Header created before
f) Default Value: Can be left blank
g) Tooltip text: Can be left blank
h) Required: Checked
i) Do not display: Unchecked
j) Click on Save and Create Another

40) Click on create and enter details to create “Contract ID”

a) Parameter Prompt: Contract ID
b) Data Type: String
c) Do not display: Checked
d) Click on Save and Create Another
41) Click on create and enter details to create “Contract Type ID”
a) Parameter Prompt: Contract Type ID
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Text Box
e) Do not display: Checked
f) Click on Save and Create Another

42) Click on create and enter details to create “Contract Type”

a) Parameter Prompt: Contract Type
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Choice list
e) LOV Source: select LOV source for contract type created before
f) Required: Unchecked
g) Do not display: Unchecked
h) Click on Save and Create Another
43) Click on create and enter details to create “Bill-to Customer”
a) Parameter Prompt: Bill-to Customer
b) Data Type: String
c) Read only: Unchecked
d) Page Element: LOV
e) LOV Source: select LOV source for bill to customer created before
f) Click on Save and Create Another
44) Click on create and enter details to create “Bill-to Customer ID”
a) Parameter Prompt: Bill-to Customer ID
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Text Box
e) Do not display: Checked
f) Click on Save and Create Another

45) Click on create and enter details to create “To Contract Number”
 a) Parameter Prompt: To Contract Number
b) Data Type: String
c) Read only: Unchecked
d) Page Element: LOV
e) LOV Source: select LOV source for Contract Header created before
f) Click on Save and Create Another

46) Click on create and enter details to create “From Contract Number”
a) Parameter Prompt: From Contract Number
b) Data Type: String
c) Read only: Unchecked
d) Page Element: LOV
e) LOV Source: select LOV source for Contract Header created before
f) Click on Save and Create Another
47) Click on create and enter details to create “Create Invoice”
a) Parameter Prompt: From Create Invoice
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Choice list
e) LOV Source: select LOV source for Yes/No Created before
f) Default Value: Y
g) Tooltip text: Can be left blank
h) Required: Unchecked
i) Do not display: Checked
j) Click on Save and Create Another
48) Click on create and enter details to create “Create Billing Transactions”
a) Parameter Prompt: Create Billing Transactions
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Choice list
e) LOV Source: select LOV source for Yes/No Created before
f) Default Value: Y
g) Tooltip text: Can be left blank
h) Required: Unchecked
i) Do not display: Checked
j) Click on Save and Create Another
49) Click on create and enter details to create “Billing Type”
a) Parameter Prompt: Billing Type
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Choice list
e) LOV Source: select LOV source for Billing Type created before
f) Default Value: EX
g) Tooltip text: Can be left blank
h) Required: Unchecked
i) Click on Save and Create Another
50) Click on create and enter details to create “Business Unit ID”
a) Parameter Prompt: Business Unit ID
b) Data Type: String
c) Read only: Unchecked
d) Page Element: Text Box
e) Required: Unchecked
f) Do not display: Checked
g) Click on Save and Create Another

51) Click on create and enter details to create “Business Unit”

a) Parameter Prompt: Business Unit
 b) Data Type: String
c) Read only: Unchecked
d) Page Element: List of Values
e) List of Values Source: SecuredBusinessUnitPVO
f) Attribute: Name
g) Derived Attributes:
i. View Attribute: Business Unit ID
ii. List Attribute: BusinessUnitId
h) Display Attributes: Name
i) Default Value: Can be left blank
j) Tooltip text: Can be left blank
k) Required: Checked
l) Do not display: Checked
m) Click on Save and Close

52) Click on Save and Close on Edit Job Definition

53) Navigate to “Scheduled Processes” from Navigator

54) Click on “Schedule New Process” and click search

55) Enter the custom job name “Custom Generate Invoice” and click Search. Select the job and click
OK

56) In Process Details popup, select Business Unit LOV, if the required Business Unit is not available
click Search
57) On Click of Search, Search Popup will appear. Search for Vision Operations, select it and click OK
58) Billing Type is Defaulted to EX
a) EX – External
b) IP – Inter Project
c) IC – Inter Company

59) Contract Number is mandatory and if you submit without a value for it, it raises an error
60) In Process Details popup, select Contract Number LOV, if the required Contract Number is not
available click Search and search the contract number
IMPORTANT TIP: The LOV search is case sensitive

61) Enter Bill From Date

62) Bill-Through Date is Defaulted to Current Date
63) Invoice Date is Defaulted to Current Date
64) No of workers can be set to 1

65) In Scheduled Jobs Search, you can see that the job has successfully completed