Overview – Steps to Loading Transactions

 
Once Asset Wizard has been installed for your instance of Oracle Applications, the following steps outline the basic procedure for loading transactions using the Asset Wizard.
 
Steps to Load Transactions
 
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 Asset Wizard ribbon, click on the ‘New Sheet’ button (illustrated below):
 
 
4.     Create transactions in the worksheet.
Refer to section:  Template/Mode Types
 
5.     Upload transactions into Oracle Assets.
Refer to section:  Upload Transactions
 
6.     Correct errors after uploading the Transactions.
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
•       Descriptive Flexfields
•       Profile Options
•       Attachments
•       Troubleshooting
•       Licence Keys, Named Users & Installation
•       Release Notes