Overview – Steps to Loading Budgets

Once Budget Wizard has been installed for your instance of Oracle EBS, the following steps outline the basic procedure for loading budget information using Budget Wizard.

Steps to load Budget 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 template (select the relevant sections and fields).

Refer to section: Set up the Template

3. Click on the ‘New Sheet’ button.

This can be found on the Budget Wizard ribbon.

4. Create and/or Update the Budget information.

Refer to section: Enter Budgets

5. Upload the Budget/s.

Refer to section: Upload Budgets

6. Correct errors after uploading the Budget/s.

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:

• Ribbons

• Getting Started

• Demonstration Script

• Control Settings

• Financial Plans

• Descriptive Flexfields

• Profile Options

• Troubleshooting

• Number Format

• Write Your Own Macros

• Licence Keys, Named Users & Installation

• Release Notes