FBDI GUIDE — PAYABLES & RECEIVABLES

    How to Migrate Open AP & AR to Oracle Fusion

    Open Payables and Receivables are what let you pay suppliers and collect from customers on day one. This guide covers migrating open AP and AR to Oracle Fusion via FBDI — which items to bring, the invoice/payment templates, and reconciling sub-ledger control accounts to the GL.

    AP/AR FBDI
    Invoice import
    Open items
    Not full history
    Control accounts
    Reconciled to GL
    Day-one
    Pay & collect

    What it takes to migrate open AP/AR correctly

    You migrate open items, not full history: unpaid/partially-paid supplier invoices and uncollected customer invoices as of cutover, so operations continue — with closed history archived.

    Suppliers and customers are loaded first; then open AP invoices and open AR invoices (and any required on-account receipts/payments) load via their FBDI templates referencing those masters. Amounts, due dates, tax and remaining balances must carry exactly.

    The reconciliation that matters is sub-ledger to GL: the AP and AR control-account balances in Fusion must equal the migrated open-item totals and tie to the GL opening balances you loaded.

    Key concepts for AP/AR migration

    What to get right.

    🧾

    Open items only

    Unpaid/uncollected invoices at cutover; archive closed history.

    🔗

    Master dependency

    Suppliers/customers must exist before their invoices load.

    💵

    Remaining balances

    Carry remaining (not original) amounts for partially-paid items.

    🧮

    Control accounts

    AP/AR control balances must tie to the GL.

    💱

    Tax & currency

    Tax lines and foreign-currency amounts must be preserved.

    📅

    Due dates & terms

    Aging and payment scheduling depend on accurate dates/terms.

    Step-by-step: migrating open AP/AR via FBDI

    The mechanical sequence.

    1

    Load masters first

    Ensure suppliers and customers are migrated and active.

    2

    Select open items

    Extract unpaid AP and uncollected AR as of the cutover date, with remaining balances.

    3

    Generate AP/AR FBDI

    Populate the Payables and Receivables invoice import templates with tax and currency.

    4

    Load to sandbox

    Import and review rejections (missing masters, tax, currency, terms).

    5

    Reconcile to GL

    Tie AP/AR control-account balances to the migrated open-item totals and GL opening balances.

    6

    Validate aging

    Confirm aging buckets and due dates match the source for collections/payments.

    Common AP/AR migration pitfalls

    What trips teams up.

    Missing masters

    Invoices fail if the supplier/customer isn't loaded first.

    Original vs remaining

    Partially-paid items must carry remaining, not original, amounts.

    Control accounts adrift

    Sub-ledger totals must tie to the GL — reconcile both.

    Tax mismatches

    Tax lines and rates must be valid in Fusion.

    Currency errors

    Foreign-currency amounts and rates must be consistent.

    Automate & reconcile

    Pre-built extraction and FBDI with sub-ledger-to-GL reconciliation.

    Frequently asked questions

    How do you migrate open AP and AR to Oracle Fusion?+

    Load suppliers and customers first, then extract open (unpaid/uncollected) invoices as of cutover with remaining balances, generate the Payables and Receivables invoice-import FBDI files, load to a sandbox, clear validation errors, and reconcile the AP/AR control accounts to the migrated totals and the GL.

    Should I migrate paid/closed invoices too?+

    No — migrate only open items so operations continue, and archive closed AP/AR history for retention. Loading full transaction history into Fusion bloats the system unnecessarily.

    How do you handle partially-paid invoices?+

    Carry the remaining balance (not the original amount) with correct due dates and terms, so aging and payment scheduling are accurate from day one.

    How is AP/AR reconciled after migration?+

    The AP and AR control-account balances in Fusion must equal the migrated open-item totals and tie to the GL opening balances. This sub-ledger-to-GL reconciliation is the sign-off gate.

    Can this be automated?+

    Yes — Syntra ETL automates open-item extraction, AP/AR FBDI generation and the sub-ledger-to-GL reconciliation.

    Get Help With AP/AR Migration

    Tell us your source system and we'll migrate open Payables and Receivables into Oracle Fusion, reconciled to the GL.