Overview – Steps to Loading Material Transactions

Once Material Transaction Wizard has been installed for your instance of Oracle Applications, the following steps outline the basic procedure for loading material transaction information using the Wizard.

Steps to load Material Transactions:

1. Open the workbook and Login ie 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 Material Transaction Wizard ribbon.

4. Create and/or Update the Material Transaction Information.

Refer to section: Enter Material Transaction Information

5. Upload the Material Transactions.

Refer to section: Upload Material Transactions

6. Correct errors after uploading the Material 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

• Descriptive Flexfields (DFF’s)

• Profile Options

• Demonstration Script

• Set up the Template

• Troubleshooting

• Licence Keys, Named Users & Installation

• Release Notes