Overview – Steps to Loading Special Information

Once Special Information Wizard has been installed for your instance of Oracle Applications, the following steps outline the basic procedure for loading Special Information using Special Information Wizard.

Steps to load Special Information:

1. Open the workbook and Log in – Connect to your Oracle Applications instance.

Refer to section: Logging In and Out

Refer to section: Security

2. Set up the template (i.e. select the relevant special information type)

Refer to section: Set up the Template

3. Click on the ‘New Worksheet’ icon.

This can be found on the Special Information Wizard ribbon.

4. Create and/or update the Special Information.

Refer to section: Enter Special Information

5. Upload the Special Information.

Refer to section: Upload Special Information

6. Correct errors after uploading the Special 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:

• Understanding Effective Dates and Update Modes

• Profile Options

• Ribbons

• Getting Started

• Licence Keys, Named Users & Installation

• Troubleshooting

• Release Notes