This section provides a new User with tips on how to get started using the Wizard.
1. Enable Macros – The worksheet requires the macros to be enabled.
When the worksheet is first opened the following will appear on the menu bar. Click on the ‘Enable Content’ button.
2. Unable to see Wizard Ribbons - If this occurs then your security settings are too high. AR Invoice API Wizard is written in VBA, and you must allow macros to run before you can run the program. Close the worksheet then from the Excel menu navigate to the following based on your version of Microsoft:
Navigate to the ‘Developer’ tab, in the ‘Code’ group and click ‘Macro Security’. In ‘Macro Settings’, select the “Disable all macros with notification”. Re-open the worksheet and you should receive the message shown above.
Note - If the ‘Developer’ tab did not display, click File > Options > Customize Ribbon. In the ‘Main Tabs’ section, select ‘Developer’ and click ‘OK’. You should now be able to go back to the ‘Developer’ tab to make the security changes.
3. Wizard Ribbons – Please see the note below for details on the ribbon’s provided by the Wizard.
4. Row 9 - The column names are stored in row 9. These are fixed and cannot be changed. Do NOT insert or delete rows before row 11. (Row 10 – Default Values row). The case of the column names is not important but spelling is. If you change the column name in row 9, you have in effect deleted the column as far as the program is concerned. You can move the columns anywhere you like, hide, or even delete them if they are not required.
5. Row 10 - This row is used to enter Default Values. Any data here will be defaulted into the same record where no data exists in the worksheet.
6. Batch Source Name - A batch source name must be entered for each sheet. Use the field provided at the top left-hand corner of the sheet to enter the value (double-click and choose from the LOVs).
Refer to section: Batch Source (Invoices & On Account Credit Memos)
7. Descriptive Flexfields (DFF’s) - In this Wizard only the first and last attribute for flexfields columns are displayed in order to reduce unnecessary clutter. If you require additional DFFs they can be simply inserted as new columns in the worksheet. For help on using DFF’s please refer to the on-line documentation.
8. Link to Line – At present, this field is only available in the sheet. It is only applicable for Tax or Freight Lines.
Enter the Line Number of the Invoice Line you intend specifically linking the Tax or Freight line to.
If 'Link to Line' is not populated on Tax or Freight lines, they will be automatically allocated to the Invoice Line directly above them in the Wizard.
9. Loading Invoices – This Wizard uses real-time API's to bring the data into Oracle.
10. Demonstration Script - To familiarize you with this Wizard a Demonstration Script is available. This will guide you through some simple downloads and creation of records.
