Financials – General

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Topic

    Yasmin
    Upload Master/meta dataAnswered
    Topic posted December 19, 2018 by YasminSilver Trophy: 7,500+ Points, last edited February 6, 2019, tagged Assets, Cash Management, Collections, Configuration, Core HR, Financials, Fusion, General Ledger, Payables, Receivables, Reports, Setup, Setup / Administration 
    149 Views, 8 Comments
    Title:
    Upload Master/meta data
    Summary:
    Upload financials master data for a New implementation
    Content:

    Hi Everyone,

    I know we have GL rapid implementation template to upload the charts of accounts values,

    But wondering if there are any other similar sheets/templates for uploading other master data such as 

    1. Suppliers 

    2. Customers

    3. Banks

    4. Fixed Assets

    etc,...

     

    Thanks 

    Yasmin 

    Best Comment

    Nishanth B Jain

    You will get templates here

     

    https://docs.oracle.com/en/cloud/saas/financials/r13-update17d/oefbf/toc.htm

     

    Comment

     

    • Nishanth B Jain

      You will get templates here

       

      https://docs.oracle.com/en/cloud/saas/financials/r13-update17d/oefbf/toc.htm

       

    • Yasmin

      Is there a way to upload the 

      1. Suppliers 

      2. Customers

       

    • Prithis Das

      Supplier templates are at this location:

      https://docs.oracle.com/en/cloud/saas/procurement/18c/oefbp/FBDIOverview.html

      There are several templates for supplier upload - supplier, address, site, site assignment etc. These must be loaded in a particular order. For example, the Supplier must be loaded before the Address can be loaded, then the Site, then the Site Assignment, etc.

      For customers the are two templates - one simplified template and a more detailed one. Both are available at this location:

      https://docs.oracle.com/en/cloud/saas/financials/18b/oefbf/toc.htm

      Hope this helps.

      • Yasmin

        of course it does  Prithis,

        you are always there to help 

         

        thanks

         

        Yasmin 

         

    • Lori Culp

      There are templates for most everything.  That is the beauty of the cloud and rapid implementation.

       

       

      • Yasmin

        Indeed,

        specially those coming from EBS (like myself) feel it more than others