Overview
This article guides users in resolving Invoice validation errors in Oracle.
Essential Information
- Reference KB0032908: How to Search Oracle for Invoices, Concur Expense Reports, and Payment Request Status to view Invoice Holds, OR run the Oracle Invoice Holds Report (BAH> Budget & Finance > Procure to Pay Panorama > Invoice Summary).
- The invoice number for non-PO payment requests submitted through Services & Support will be the ticket number beginning with RITM.
Next Steps
Navigate to the Invoice Hold(s)
- Refer to KB0032908: How to Search Oracle for Invoices, Concur Expense Reports, and Payment Request Status to navigate to the invoice of interest.
- On the invoice, click the Holds and Approvals tab.
- Look to the Holds section:
- The Reason will give a basic description of the hold.
- The Details will provide more in-depth information for some holds.
- If the Release section is blank, then the hold has not been resolved.
Here is list of common Invoice Holds and the steps needed to resolve them:
| Invoice Hold: | What it means: | How to Resolve it: |
| Allocation generates an invalid account | Invoice distribution has an invalid account. An invalid account prevents an Invoice from progressing through validation/approvals/payment and from posting to the General Ledger. | At this time, Accounts Payable is working on clearing invoices on hold for this reason on a daily basis. However, should an invoice the team hasn't gotten to yet need immediate attention, submit a Services & Support ticket to Accounts Payable requesting release. About :Invoices & Payables Related to: AP Invoice Holds |
| Amount billed exceeds amount ordered | The amount listed on the Invoice is greater than the amount ordered on the PO |
The invoice hold will be routed for approval to the requester on the PO. Invoice should be reviewed prior to authorizing payment on pending Invoice(s). If it is authorized/acceptable to over pay, the existing PO will close upon doing so. Therefore, a new PO should be created or a change order request for future invoices. KB0033915: How to Resolve an Accounts Payable Hold Please submit a Services & Support ticket to Accounts Payable to request the hold be lifted. About: Invoices & Payables |
| Billed quantity exceeds ordered quantity | The quantity of item/service on the Invoice is different from the quantity listed on the PO in Oracle |
The invoice hold will be routed for approval to the requester on the PO. Invoice should be reviewed prior to authorizing payment on pending Invoice(s). If it is authorized/acceptable to over pay, the existing PO will close upon doing so. Therefore, a new PO should be created or a change order request for future invoices. KB0033915: How to Resolve an Accounts Payable Hold Please submit a Services & Support ticket to Accounts Payable to request the hold be lifted. About: Invoices & Payables |
| Funds could not be reserved for Invoice line | This error occurs because the Budget Dates on the Invoice are not within the Award dates of the Project | Refer to the Resolve the Funds Hold on an Invoice Promapp for resolution instructions. |
| Invoice price exceeds purchase order price for PO or receipt matched Invoice line and exceeds consumption advice price for consumption advice matched Invoice line | The price of item/service on the Invoice is different from the price listed on the PO in Oracle |
The invoice hold will be routed for approval to the requester on the PO. Invoice should be reviewed prior to authorizing payment on pending Invoice(s). If it is authorized/acceptable to over pay, the existing PO will close upon doing so. Therefore, a new PO should be created or a change order request for future invoices. KB0033915: How to Resolve an Accounts Payable Hold Please submit a Services & Support ticket to Accounts Payable to request the hold be lifted. About: Invoices & Payables |
| Line does not have enough information to generate distributions | The data on the Invoice line(s) is not complete, and/or the PO is not open |
The PO should be reviewed prior to submitting invoices to ensure that the PO is open and lines have all necessary information (COA and/or POETAF values). Thereafter, please submit a Services & Support ticket to Accounts Payable so a team member can assist in troubleshooting and provide appropriate steps for resolution. About: Invoices & Payables |
| The expenditure failed Project-level transaction controls | This is a specific transaction control validation in place on Sponsored and Capital Projects within the system. The System is placing a Hold on the Invoice because the particular expense Account Code cannot be used on the Project requested. | Refer to the Resolve the Transaction Controls Hold on an Invoice Promapp for resolution instructions. |
| The partner tax calculation is pending | Tax calculation is failing because Ship to Location is missing on the Invoice line(s) | At this time, Accounts Payable is working on clearing invoices on hold for this reason on a daily basis. However, should an invoice the team hasn't gotten to yet need immediate attention, please submit a Services & Support ticket to Accounts Payable requesting release. Submit a Services & Support ticket About: Invoices & Payables Related to: AP Invoice Holds |
| The Project cost attributes failed business rule and transaction control validations. Review the hold details for more information. |
There are three possibilities:
| Refer to our Resolve the Project Hold on an Invoice Promapp for resolution instructions. |
| Total of Invoice distributions does not equal Invoice amount | The total on the Invoice header is not matching the total amount for the Invoice lines in the Distributions portion of the Invoice | At this time, Accounts Payable is working on clearing invoices on hold for this reason on a daily basis. However, should an invoice the team hasn't gotten to yet, need immediate attention, please submit a Services & Support ticket to Accounts Payable requesting release. About: Invoices & Payables Related to: AP Invoice Holds |
| Total of Invoice lines does not equal Invoice amount | The total amount in the Invoice header does not match the totals of the Invoice lines | At this time, Accounts Payable is working on clearing invoices on hold for this reason on a daily basis. However, should an Invoice the team hasn't gotten to yet need immediate attention, please submit a Services & Support ticket to Accounts Payable requesting release. About: Invoices & Payables Related to: AP Invoice Holds |
NOTE: This is not an all-inclusive list of invoice holds; this is a list of most common holds.
Questions?
If you need any additional assistance, please submit a ticket here, or call the IPPS Help Desk at (858) 534-9494.