This post shares Fusion Procurement Analytics sample content as part of Oracle Fusion Data Intelligence (FDI), a family of prebuilt, cloud-native analytics applications for Oracle Fusion Cloud Applications. These sample artifacts are intended to demonstrate potential use cases, accelerate implementation efforts, and provide examples of how customers can extend and customize FDI content to meet their business needs. To explore additional reusable sample content, visit the FDI Content Library.
Content Description: An AI-enabled Receipt Accounting Assessment analytics workbook that helping users track accruals and accounting events using natural-language prompts.
Application: Fusion Procurement Analytics
Fusion Module: Receipt Accounting
Target Persona: Cost Accountant / Receipt Accountant
Subject Areas: Procurement – Receipt Accounting, Procurement - Receipt Accounting Assessment LSA
Business Use Case/Questions:
Accrual Balances at Receipt
- What is the Accrual at Receipt Balance for a specified ledger and fiscal period?
- How is the Accrual at Receipt Balance distributed across 0-30 days, 31-60 days and 61-90 days?
- Which supplier has the highest Accrual at Receipt balance and show the distribution across top 10 suppliers?
- How has the Accrual at Receipt Balance changed across fiscal months?
- Which Receipts are the oldest based on Accrual at Receipt balance and what is the quantity in Primary UoM?
Accrual Balances at Period End
- What is the Period End Accrual Balance for a specified ledger and fiscal period?
- How does the Period End Accrual Balance trend by Fiscal Period?
- Which fiscal periods has the highest increase in Period End Accrual Balance?
- Which suppliers contribute the most to the period end accrual balance
- How is the period end accrual balance distributed across Ledgers?
- Which Receipts and Source Document numbers contribute the most to the period end accrual balance and track the age by fiscal period?
- Reconcile the period end accrual balance for fiscal age less than 60 days and include transaction types, debit and credit amounts?
Track Accounting Progress
- How is the spread of Accounted Indicator for a specified ledger?
- How much is the Total Accrual Balance by each Accounted Indicator?
- Which Ledger and Business Unit has the highest number of Accounted Indicator as not Final Accounted?
- Show all transactions and distribution lines for not Final Accounted including receipt number, debit and credit amounts?
Miscellaneous
- How many POs were processed and how many unique suppliers were involved?
- Which suppliers and Items has the highest distribution counts?
- Display top 5 records with missing item catalog and with highest total accrual balance?
Pre-Requisites:
- FDI Release: 26.R2
- Offering: Procurement Analytics
- Functional Area Activation: Procurement (SCM) Receipt Accounting
Download: Available in the FDI Content Library.
We’d love to get your feedback and business use cases to help build a more sample FDI content.
