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Completing Transactions SPD

The document provides steps for completing transactions in an Oracle Receivables system. It describes querying for a specific transaction by number, verifying line item details, and changing the transaction status to "Complete" by clicking a button. Completing a transaction creates payment schedules based on invoice details and includes it in the aging and collection process if applicable. The procedure consists of 18 steps to navigate to the transaction and change its status.

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63 views

Completing Transactions SPD

The document provides steps for completing transactions in an Oracle Receivables system. It describes querying for a specific transaction by number, verifying line item details, and changing the transaction status to "Complete" by clicking a button. Completing a transaction creates payment schedules based on invoice details and includes it in the aging and collection process if applicable. The procedure consists of 18 steps to navigate to the transaction and change its status.

Uploaded by

shashismb
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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System Process Document

Completing Transactions

Department
Responsibility/Role
File Name
Revision
Document Generation Date
Date Modified
Last Changed by
Status

299191907.doc
24/03/2009 20:59:00
3/24/2009 08:59:00 PM

Completing Transactions
Trigger:
Concept
After you enter all required information, you can change a transaction's status to Complete in the
Transaction or the Transactions Summary page. When you complete an invoice, Receivables
creates payment schedules based on the payment terms and invoice date you specified and
includes the invoice in the standard aging and collection process if the transaction type has Open
Receivables set to Yes.
In this topic, you will complete transactions.

Required Field(s)

Comments

Output - Result(s)

Comments

Additional Information

Last changed on: 3/24/2009

08:59:00 PM

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System Process Document


Completing Transactions
Procedure

Step
1.

Action
Begin by navigating to the Transactions page.
Click the vertical scrollbar.

2.

Click the Receivables, Vision Operations (USA) link.

3.

Click the Transactions link.

4.

The Transactions page enables you to query and update your transactions. You can
change a transaction's status to Complete using the Transactions page.

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Last changed on: 3/24/2009

08:59:00 PM

System Process Document


Completing Transactions

Step
5.

Action
Click the View menu.

or Press [Alt+V].
6.

Point to the Query By Example menu.

7.

Click the Enter menu.


or Press [E].

Last changed on: 3/24/2009

08:59:00 PM

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System Process Document


Completing Transactions

Step

Action

8.

Click in the Number field.

9.

Query the transaction to complete.


Enter the desired information into the Number field. Enter "12095".

10.

Click the View menu.

or Press [Alt+V].
11.

Point to the Query By Example menu.

12.

Click the Run menu.


or Press [R].

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Last changed on: 3/24/2009

08:59:00 PM

System Process Document


Completing Transactions

Step
13.

Action
Click the Line Items button.
or Press [Alt+n].

14.

You have to verify that all requirements for completing this type of transaction are
met.

Last changed on: 3/24/2009

08:59:00 PM

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System Process Document


Completing Transactions

Step
15.

Page 6

Action
Click the close button.

Last changed on: 3/24/2009

08:59:00 PM

System Process Document


Completing Transactions
Step
16.

Action
Click the Complete button.
or Press [Alt+C].

17.

When you complete a transaction, the button name changes from Complete to
Incomplete.
If you click the button again, Oracle Receivables changes the transaction status
back to Incomplete.

18.

You have completed the Completing Transactions procedure.


End of Procedure.

Last changed on: 3/24/2009

08:59:00 PM

Page 7

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