Overview – Steps to Loading Invoices

Once the AP Invoice Wizard has been installed for your instance of E-Business Suite, the following steps outline the basic procedure for loading invoice information using the AP Invoice Wizard.

Steps to load Invoice Information:

• Open the workbook and log in – Connect to your E-Business Suite instance.

Refer to section: Logging In and Out

Refer to section: Security

• Set up the template (select the relevant sections and fields).

Refer to section: Set up the Template

• Click on the ‘New Sheet’ button.

This can be found on the AP Invoice Wizard ribbon.

• Create Invoice/s.

Refer to section: Enter Invoices

• Upload the Invoices.

Refer to section: Upload Invoices

Refer to section: Submit Invoice Interface Concurrent Program

• Correct errors after uploading the Invoices.

This step is only required if there are errors.

Refer to section: Error Handling and Validation

• Run the invoice validation using the Wizard.

Refer to Section: Submit Invoice Validation

There are also several reference sections in this document for further information:

• Ribbons

• Getting Started

• Descriptive Flexfields

• Profile Options

• Customize Your List of Values

• Attachments

• Troubleshooting

• Licence Keys, Named Users & Installation

• Release Notes