Customized Division-Based e-Invoice in Oil and Gas Sector
Client
Major oil and gas company
Source System
Oracle Fusion
Regulatory Compliance
ZATCA (Zakat, Tax and Customs Authority)
Background
A leading oil and gas company based in KSA, required a fully automated e-invoice in oil and gas solution integrated with Oracle Fusion, ensuring compliance with ZATCA regulations. The goal was to streamline business transaction processing, enable seamless invoice generation, and provide controlled access for the sales team without granting direct access to Oracle Fusion.
Challenges
1. Limited Access to Oracle Fusion: The sales team did not have direct access to the Oracle system, requiring an alternative method to retrieve their division-related invoices.
2. Division-Specific Access Control: Sales team members needed restricted access to only the invoices relevant to their assigned division.
3. Regulatory Compliance: All transactions, including advance payments, had to be reported to ZATCA while maintaining data integrity and compliance.
4. Seamless Integration: Ensuring that transaction interfaces between Oracle Fusion and ZATCA were properly mapped, responses recorded, and archived efficiently.
Solution Implementation
1. Division-Based Data Filtering & Access Control:
Sales users were assigned access based on division mapping.
The middleware filtered data, ensuring each sales user could view only their division-related invoices.
Admin users were provided full access.
2. Automated e-Invoicing Process:
Business transactions were mapped to ZATCA for regulatory compliance.
The system automatically generated e-invoices in Oracle Fusion.
Invoices were archived at the source system level.
Responses from ZATCA were recorded and stored back in Oracle Fusion for tracking and auditing.
3. User-Friendly Invoice Management:
Sales users could log into the portal, to retrieve, download, and provide e-invoices to customers.
Password reset functionality was enabled for user convenience.
Any advance payments were flagged and reported to ZATCA per regulatory requirements.
Results & Benefits
Improved Accessibility: Sales team members could access invoices seamlessly through a dedicated middleware without needing Oracle Fusion access.
Enhanced Compliance: Ensured accurate reporting and recording of transactions with ZATCA.
Controlled Data Access: Division-based filtering ensured that users accessed only relevant information, enhancing security and data integrity.
Operational Efficiency: Reduced administrative workload by automating invoice generation, archival, and retrieval.
Scalability: The solution is adaptable for future expansions, additional divisions, or regulatory changes.
Conclusion
The deployment of a middleware-driven, division-specific e-invoice in oil and gas solution enabled the client to meet ZATCA compliance requirements while improving operational efficiency and security. By separating invoice access from core Oracle Fusion systems, the organization enhanced data control, reduced risk, and empowered the sales team with seamless access to relevant e-invoices. This case highlights how tailored digital transformation in the e-invoice in oil and gas space can deliver lasting value.
