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Applies To:: How To Import Standard Memo Lines in Receivables Using File Import/Export? (Doc ID 2583282.1)

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4/27/2021 Document 2583282.

1
Copyright (c) 2021, Oracle. All rights reserved. Oracle Confidential.

How to Import Standard Memo Lines in Receivables using File Import/Export? (Doc ID
2583282.1)

In this Document

Goal
Solution

APPLIES TO:

Oracle Fusion Receivables Cloud Service - Version 11.13.19.04.0 and later


Information in this document applies to any platform.

GOAL

How to Import Standard Memo lines in Receivables?

SOLUTION

Provide instructions on how to accomplish the goal.

1. Go to Setup and Maintenance >> upper left corner switch to: Financials from the LOV
2. Under Functional Areas >> search for Customer Billing >> once done, make sure to check the right part of the UI
3. Select for SHOW: All tasks >> search for "Manage Standard Memo Lines". Once found, within the same line, an orange
button called 'Actions' is available.
4. Within the 'Action' button, there are 2 options: "Export to CSV file" and "Import from CSV File"
5. First Export the file using "Export to CSV file " >> Create New >> It will guide you to new Page >> Click on Submit
6. Again you will be in the Setup page, Again click on the Export to CSV after 2 mins >> Now you will see Ready for Download
7. Click on that >> It will navigate to another page >> Click on Action >> Download >> CSV file Package
8. Once done please update the CSV files using Notepad/notepad++ only.
Note: If the file is opened in CSV or any other format, file would be corrupted and tends to fail with the upload.
Re-download the packge in that case.
9. Once completed please click on Import from CSV file >> Click On new >> Click on Browse and attach the updated file >>
Click on submit

NOTE: These steps are used only to export the memo lines from one Environment and upload the results within another
Environment.

For new memo lines, the following ER has been logged: 30104006 : ER FOR UPLOADING STANDARD MEMO LINES IN
BULK

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