AR Invoice Wizard
×
Menu
Search
 
   
   
   
 
  • Overview – Steps to Loading Transactions
Support Download Demo

Overview – Steps to Loading Transactions

 
Once AR Invoice Wizard has been installed for your instance of Oracle Applications, the following steps outline the basic procedure for loading transaction information using AR Invoice Wizard.
 
Steps to load Transaction 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 Worksheet - This section contains a substantial amount of information about how to create a new template, customize the template including LOVs and defaults, set up Descriptive Flexfields, modify Templates and much more.
Refer to section:  Set up the Worksheet
 
3.     On the AR Invoice Wizard ribbon, click on the ‘New Sheet’ button (illustrated below):
 
 
4.     Create and/or update the transaction information.
Refer to section:  Mode Types
 
5.     Upload the transactions.
Refer to section:  Upload Records
 
6.     Correct errors after uploading the transaction information.  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
 
•     Download Transaction Information
 
•     Descriptive Flexfields (DFFs)
 
•     Demonstration Script
 
•     Profile Options
 
•     Attachments
 
•     Troubleshooting
 
•     Licence Keys, Named Users & Installation
 
•     Release Notes