Overview – Steps to Loading Purchase Orders

Once the Purchase Order Wizard has been installed for your instance of Oracle, the following steps outline the basic procedure for loading purchase order information using the Purchase Order Wizard.

Steps to load Purchase Order 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 Worksheet

3. Select the Wizard ‘Mode’. This can be found by clicking on the ‘Select Template’ button on the PO Wizard ribbon.

Then select the required Mode from the LOVs and click ‘Create New’.

Refer to section: Set up the Worksheet

Refer to section: Manage Templates

Refer to section: Format Sheet

4. Create and/or Update the Purchase Order information.

Refer to section: Create/Update Purchase Orders

5. Upload the Purchase Orders.

Refer to section: Upload Purchase Orders

Refer to section: Submit P.O. Import Concurrent Program

6. Correct errors after uploading the Purchase Orders.

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)

• Attachments

• Profile Options

• Approval Import Settings

• Demonstration Script

• Set up the Worksheet

• Troubleshooting

• Licence Keys, Named Users & Installation

• Release Notes