Overview – Steps to Loading Customers

 
Once Customer Wizard has been installed for your instance of Oracle Applications, the following steps outline the basic procedure for loading customer information using Customer Wizard.
 
Steps to load Customer 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 Customer Wizard ribbon, click on the ‘New Sheet’ button (illustrated below):
 
 
4.     Create and/or Update the Customer information.
Refer to section:  Template/Mode Types
 
5.     Upload the Customers.
Refer to section:  Upload Records
 
6.     Correct errors after uploading the Customer 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 (DFF’s)
 
•        Demonstration Script
 
•        Profile Options
 
•        Attachments
 
•        Troubleshooting
 
•        Licence Keys, Named Users & Installation
 
•        Release Notes