Welcome to AR Receipt Wizard.
We have developed this tool in response to demand from Oracle Receivables users for a user friendly and robust worksheet tool to load and allocate receipts into the Oracle Receivable module.
AR Receipt Wizard is a VBA program embedded in a Microsoft Excel worksheet. It is a close cousin to our other ‘Wizard’ products and shares the same look and feel.
The software interfaces with the standard Oracle Receivable table for receipts. It does NOT modify any other Oracle objects except during the installation, where it adds the receipt.
Before Entering Receipts Data
AR Receipt Wizard uses the standard Oracle APIs for Receipts provided with E-Business Suite (11i and later versions) and, as such, works in the same way as Oracle does to create and apply receipts. Before entering receipt data for the first time, it will be necessary to complete the setup for receipting in Oracle Receivables.
The key setup steps to be implemented prior to using AR Receipt Wizard are:
• Define your Receipt classes.
• Define your payment methods.
• Define your Receipt sources.
• Open your Accounting Periods.
• Define your Profile Options.
Please refer to the Oracle Receivables setup documentation or user guides for further information on these set-up steps.
Features
All options are available on a ribbon. Double-clicking in the worksheet also loads the forms. The forms are optional and you can simply type, import, or paste the values into the worksheet.
You can upload individual receipts or your entire worksheet.
The program is flexible about the worksheet layout. You can move, delete, or hide unwanted columns. You can also have multiple sheets in one workbook or sheets in other worksheets.
