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