Overview – Steps to Loading Receipts

 
Once AR Receipt Wizard has been installed for your instance of Oracle Applications, the following steps outline the basic procedure for loading receipt information using AR Receipt Wizard.
 
Steps to load Receipt Information:
 
1.      Open the worksheet and Login – This will connect the Wizard to your Oracle Applications instance.
 
Refer to section:  Logging In and Out
Refer to section:  Security
 
2.      Set up the Template to select the relevant sections and fields for your specific requirements (optional).
 
Refer to section:  Setup the Template
 
3.      Customize the Wizard’s fields for your specific requirements (optional).
 
Refer to Section:  Customize Fields
 
4.      Click on the ‘New Sheet’ button.
This can be found on the AR Receipt Wizard ribbon.
 
 
5.      Create and/or Update the Receipt information.
 
Refer to section:  Enter and Apply Receipts
 
6.      Upload the Receipt.
 
Refer to section:  Upload Receipts
 
7.      Correct errors after uploading the Receipts.
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
•       Setup the Template
•       Demonstration Script
•       Descriptive Flexfields
•       Profile Options
•       Troubleshooting
•       Licence Keys, Named Users & Installation
•       Release Notes