Overview – Steps to Loading AR Invoices

 
The following steps outline the basic procedure for loading invoice information using AR Invoice API Wizard.  Note - This Wizard will only create new invoices and does not provide the facility to amend existing invoices as no public API's are available for this functionality.
 
Steps to load Invoice Information:
 
1.     Open the Wizard 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 Template
 
3.     Click on the ‘New Sheet’ button.
This can be found on the ‘AR Invoice API Wizard’ Ribbon.
 
 
4.     Create the Invoice information.
Refer to section:  Enter Invoices and On Account Credit Memos
Refer to section:  Enter Applied Credit Memos
 
5.     Check for errors prior to uploading the Invoices.
Note – this separate step is optional as full validation occurs during the upload phase.
Refer to section:  Validate Invoices
 
6.     Upload the Invoices.
Refer to section:  Upload Invoices
 
There are also several reference sections in this document for further information:
 
•      Download Invoices
 
•      Error Handling and Validation
 
•      Select Invoices for Validation/Upload
 
•      Ribbons
 
•      Getting Started
 
•      Demonstration Script
 
•      Descriptive Flexfields
 
•      Profile Options
 
•      Troubleshooting
 
•      Licence Keys, Named Users & Installation
 
•      Release Notes