Project Transaction Wizard allows users to load transactions into Oracle Projects module using MS Excel functionality. Transactions in this context refer to inbound cost transactions charged to projects, not outbound transactions such as invoices to customers. This Wizard allows you to import transaction data such as expense reports, inventory transactions, timecards, usages, work-in-process and/or miscellaneous transactions into Oracle Projects.
The Wizard worksheet has two forms – ‘Batch Header Values’ form and ‘Transaction Details’ form and several columns for entering data. To enter a transaction, you need a ‘Batch Name’ and transaction details in the worksheet before uploading the transactions.
During installation a profile option will have been created to stop the Wizard from accepting dates for transactions that are not in Open PA Periods. Refer to theProfile Optionssection of this document to implement this feature.
