This post shares Fusion ERP 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: AI-enabled AP Invoice Analysis helps identify invoices requiring action and improve processing efficiency through natural language interactions, making analytics more intuitive and accessible. Users can ask questions conversationally and instantly uncover insights into Payables transactions that require attention. This workbook enables analysis by Supplier, Payables Source, Payment Terms, Ledger, Business Unit, Time, Validation Status, Approval Status, Accounting Status, and Payment Status. This analysis uses Ledger Currency.
Content Type: AI Data Agent + Workbook
Application: Fusion ERP Analytics
Fusion Module: Accounts Payable
Target Persona: Finance Manager, Accounts Payable Manager, Accounts Payable Specialist, Accounts Payable Invoice Supervisor, Controller
Subject Areas: Financials – AP Invoices
Business Use Case/Questions:
- Which suppliers have the highest total transaction amounts in <Ledger Name>?
- Show the total transaction amount by Business Unit for <Ledger Name>.
- Show the invoice amount trend for the current fiscal year for <Ledger Name>.
- Which Business Unit Names have the highest invoice count?
- Show the top suppliers by total transaction count for each Ledger Name.
- Show the total transaction count by Accounting status and Ledger name.
- Show the total transaction count and total transaction amount of invoices that are not fully paid for <Ledger Name>
- Show the total transaction count and total transaction amount of invoices that are not Validated by Ledger Name and Ledger currency
- Show the total transaction count and total transaction amount of invoices that are not accounted by Ledger Name and Ledger currency
- Show the total transaction count and total transaction amount of invoices that are pending approval by Ledger Name and Ledger currency
- Show the total transaction count and total transaction amount by Payables Source Name for <Ledger Name>
- Show the Discount Offered Amount by Supplier for <Ledger Name>
- Show the list of Suppliers with Total Transaction Amount and Total Transaction Count with the invoices that are not paid in <Ledger Name>
- Show the list of invoices with payment due in the current fiscal period and are not paid in <Ledger Name>
- Show the list of invoices with discount due in the current fiscal period and are not paid in <Ledger Name>
- Show the top Payment terms with Total Transaction Amount for <Ledger Name> this fiscal year.
- Show the trend of transaction count across the last 5 quarters
- Show the trend of transaction amount across the last 5 quarters for <Ledger Name>
Pre-Requisites:
- Fusion Data Intelligence Release: 26.R2 or higher
- Ensure the relevant FDI application and functional area below is activated in your FDI instance
- Application: Fusion ERP Analytics
- Functional Area: Accounts Payable
Download: Available in the FDI Content Library.
We’d love to get your feedback and business use cases to help build more sample FDI content
