System Process Document

Completing Transactions

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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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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].

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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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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.

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System Process Document

Completing Transactions

Step
15.

Page 6

Action
Click the close button.

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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

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