Overview – Steps to Loading Project Agreements and Funding

 
Once Agreement & Funding Wizard has been installed for your instance of Oracle Applications, the following steps outline the basic procedure for loading project agreement and funding information using Agreement & Funding Wizard.
 
Steps to load Agreement and Funding Information:
 
1.         Open the workbook and Login – Connect to your Oracle Applications instance.
Refer to section:  Logging In and Out
Refer to section:  Security
 
2.         Set up the Worksheet.
This section contains a substantial amount of information about how to create a new template, customize the template including LOVs and defaults, set up Descriptive Flexfields, modify Templates and much more.
Refer to section:  Set up the Worksheet
 
3.        On the Agreement & Funding Wizard ribbon, click on the ‘New Sheet’ button (illustrated below):
 
 
4.         Create and/or Update the Agreement and Funding information.
Refer to section:  Enter Project Agreements & Funding
 
5.         Upload the information into Oracle.
Refer to section:  Upload Project Agreements & Funding
 
6.         Correct errors after uploading the information.
This step is only required if there are errors.
Refer to section:  Error Handling and Validation
 
There are also several reference sections in this document for further information:
 
•       Getting Started
 
•       Ribbons
 
•       Custom Query Tab
 
•       Descriptive Flexfields
 
•       Profile Options
 
•       Demonstration Script
 
•       Troubleshooting
 
•       Licence Keys, Named Users & Installation
 
•       Release Notes