This post shares Oracle E-Business Suite Data Intelligence sample content as part of Oracle Fusion Data Intelligence (FDI), a family of prebuilt, cloud-native analytics 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 Project Invoice Analysis workbook empowers business users to explore and understand project invoice data through natural language interactions, making analytics more intuitive and accessible.
Users can ask questions conversationally and instantly uncover insights into invoice amounts by contracts, customers, projects and business units also providing details of invoices in various approval statuses. The analysis is presented in Ledger Currency.
Application: ERP -> E-Business Suite Data Intelligence
EBS Module: Projects
Target Persona: Project Managers, Project Executives
Subject Areas : EBS Project - Invoice
Business Use Case/Questions:
Customer analysis
- Which customers have the highest total Invoice Amount in the year <Year>?
- Show Accepted Invoice Amount by Top Customers in the current period.
Contract and Invoice analysis
- What are the Top Contracts with high External Invoice Amount?
- Show Invoice Amount by contract type for this fiscal quarter.
- What are the Top Contracts with Intercompany Invoice Amount?
- Show Top Projects with high Invoice Amount in the current quarter.
- Show Top Projects with high Invoice Amount in the previous quarter.
Approval and invoice status
- Which project managers have the highest unapproved invoice amount?
- Which projects have the highest number of unapproved invoices?
- Show the number of approved and unapproved invoices by fiscal period.
- How many External Invoices are in Rejected Status?
- How many External Invoices are in Released Status?
- What are the External Invoices that are in Rejected Status?
- What are the projects which have external Invoice Amount in Released Status?
- Show approved versus unapproved invoice amounts for the quarter “Quarter”.
- Which contracts have the most invoices awaiting approval?
Pre-Requisites:
- Fusion Data Intelligence Release: 26.R3.P4 or higher
- Ensure the Pre-requisites for E-Business Suite Data Intelligence Bundles are deployed. Refer Link
- Application: E-Business Suite Data Intelligence
- Module: EBS Projects
- User has permissions to import workbooks and agents
Download: Available in the FDI Content Library.
We’d love to get your feedback and business use cases to help build a more sample EBS content.
