Overview – Steps to Loading Approved Supplier Lists and Assign Sourcing Rules

Once Sourcing Wizard has been installed for your instance of Oracle Applications, the following steps outline the basic procedure for loading Approved Supplier Lists, Sourcing and Assign Sourcing Rules using Sourcing Wizard.

Steps to load Source 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.

Refer to section: Set up the Worksheet

3. Click on the ‘New Sheet’ icon and a new sheet for the selected mode (in this case Approved Supplier List) will be generated.

4. Create and/or Update the Sourcing information.

Refer to section: Enter Sourcing Information

5. Upload the Approved Supplier Lists.

Refer to section: Upload Sourcing Information

6. Correct errors - 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:

• Ribbons

• Getting Started

• Descriptive Flexfields (DFF’s)

• Profile Options

• Demonstration Script

• Troubleshooting

• Licence Keys, Named Users & Installation

• Release Notes