CoSocius Proof of Concept

Khalil RehmanSenior Project Manager

I am sharing a test script from my previous project to show the standard Oracle Fusion Procure to Pay capability to scan invoices in the Accounts Payables module. This functionality is also available in release 12.1.3.

Many clients are still looking at OCR solutions so let’s explore a standard Oracle offering to kick things off.

Step Action Expected Results Test Step Notes Results

1. Begin by navigating to the Invoices work area.

Click the Navigator menu.

2. Begin by navigating to the Invoices work area.

Click the Invoices link.

3. Use the Invoices work area to review invoices pending creation from scanned images as well as recently entered invoices.

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Step Action Expected Results Test Step Notes Results

4. Use the Scanned Invoices region to view the images that are assigned to you and create invoices from them.

Step Action Expected Results Test Step Notes Results

5. Click an entry in the IPM_048566 row.

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CoSocius Proof of Concept

Step Action Expected Results Test Step Notes Results

6. Click the Create Invoice button.

7. Use the Create Invoice page, along with the image, to complete invoice creation. Information from the scanned invoice is automatically populated in the Invoice Header region.

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Step Action Expected Results Test Step Notes Results

8. Click the Collapse Pane button.

9. Drag the contextual area to extend the image to another monitor using a dual monitor setup. View the invoice image side by side with the Create Invoice page.

10. Click in the Invoice Group field.

11. Enter the desired information into the Invoice Group field. Enter a valid value e.g. "IG_ES_1117_1".

12. Click the OK button.

13. Click in the Description field.

14. Enter the desired information into the Description field. Enter a valid value e.g. "Computer equipment for account managers".

15. Click the Go button.

16. Press the left mouse button and drag the mouse to the desired location.

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CoSocius Proof of Concept

Step Action Expected Results Test Step Notes Results

17. Use the Match Invoice to Purchase Orders and Receipt window to associate the invoice with the purchase order.

18. Click the Match option.

19. Click in the Quantity field.

20. Enter the quantity from the scanned invoice.

Enter the desired information into the Quantity field. Enter a valid value e.g. "2".

21. Click the Match option.

22. Click in the Quantity field.

23. Enter the quantity from the scanned invoice.

Enter the desired information into the Quantity field. Enter a valid value e.g. "2".

24. Click the OK button.

25. Check the amounts in the Totals region. The warning indicates that the invoice amounts do not add up to the total due amount. Compare the amounts with the scanned invoice. The difference is due to tax.

26. Click the Invoice Actions menu.

27. Click the Calculate Tax list item.

28. Use the Invoice Summary region in the contextual area to view summary information for the invoice, such as the status of the invoice.

29. Review the updated totals. The warning is gone and the remaining amount is now 0.

30. Click the Invoice Actions menu.

31. Click the Validate list item.

32. View the validation status of the invoice.

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Step Action Expected Results Test Step Notes Results

33. Click the Save and Close button.

34. You have successfully created an invoice from a scanned image.End of Procedure.

Additional Validation

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