Select the invoices for upload by selecting a single, range or all invoices.
To upload, select ‘Validate Concurrent’ from the ribbon.
Click the ‘Upload’ button and choose your upload method from the Wizard ribbon.
This option submits a concurrent request to create the transactions in Receivables in the background using the APIs.
A processing form will display the upload progress and the concurrent request id. The concurrent request id of the 'More4apps Background Process' program also populates to cell B7 of the worksheet.
Validation results are populated to the sheet before the concurrent request is submitted.
Check the status of the concurrent request by clicking the ‘View Concurrent Requests’ button as illustrated below.
A view of the Oracle Concurrent Request screen will display:
Use the ‘Refresh’ button on the above form to monitor the progress of the request until completed. Log files and output files can also be accessed in this form.
Once the concurrent request has completed you can close the ‘Requests’ window and select the ‘Concurrent Refresh' button as shown below.
Should the request complete in error, the ‘Concurrent Refresh’ button will write any API error messages back to the Wizard.
The Wizard will then be updated with the appropriate status.
While the records are being processed ‘Stop Processing’ can be selected in the Processing Form. If this is during the validation process, this will end immediately. If an upload is taking place, the record or block of records (based on data size) currently being processed will be completed before processing stops.
Applied Credit Memo
When an Applied Credit Memo is uploaded a status of Credit Request Created will be returned.
A Credit Request ID will be generated.
To complete the process and to apply the credit memo to the transaction you must select the ‘Credit Status’ button.
This will write back the Status to the Sheet and return the transaction number of the credit memo.
Credit Memo’s and Invoices can be processed in the same sheet, as below:
Refer to section:
