Overview – Steps to Loading Project Transaction Wizard

Once Project Transaction Wizard has been installed for your instance of Oracle Applications, the following steps outline the basic procedure for loading Transaction information using Project Transaction 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 Template (select the relevant sections and fields).

Refer to section: Set up the Template

3. Click on the ‘New Sheet’ button.

This can be found on the Project Transaction Wizard Ribbon.

4. Create and/or Update the Transaction information.

Refer to section: Enter Transactions

5. Upload the Transactions.

Refer to section: Upload Transactions

Refer to section: Submit Transaction Interface Concurrent Program

6. Correct errors after uploading the Transactions.

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

• Employee Name or Employee Number

• Descriptive Flexfields (DFF’s)

• Profile Options

• Customize Your List of Values

• Troubleshooting

• Licence Keys, Named Users & Installation

• Release Notes