Ability to access scanned AP Invoice Image from OTBI

Craig Alderson

Organization Name

Northumbria Healthcare NHS Foundation Trust

Description

We intend to use OTBI for both financial managements staff as well as key budget holders across a number of NHS organisations across the UK. A key requirement is the ability to link directly from an AP Analysis dashboard to the scanned AP Invoice image held against the invoice.

Whilst the recent release of Oracle Cloud has meant you can create an action link to navigate back to the AP Invoice Workbench and then drill in to the scanned invoice the navigation can appear quite clunky. Also if the data is downloaded from the dashboard/report in to excel the action link is lost.

It would be really useful if there was an additional field within OTBI, in the AP Transactions Subject Area named Invoice URL. Upon selecting the item this opens the invoice image directly in a new browser window.

Use Case and Business Need

By providing this level of access means key decision makers can have direct access to all of the information needed within an invoice image without needing to contact financial management staff to provide the details. It would reduce the burden on central finance staff and provide greater transparency for the report consumers.

Although a BI Publisher report has been designed to provide this level of data this cannot be embedded in an OTBI dashboard which needs to be the single point of entry for budget holders. Having this field would improve the OTBI tool across a number of ERP Cloud organisations.

Original Idea Number: cf5a5e1038