Using Transaction Import
When you import transaction information from external cost collection systems, Oracle Projects records the transaction details and the source of the imported transactions during transaction import. Transaction Import automatically validates the transaction information, reports any exceptions, and creates transactions for all of the valid transactions. Oracle Projects does not import a transaction more than once.
Populate the Interface Table
Before you submit the PRC: Transaction Import process, you must populate the PA_TRANSACTION_ INTERFACE_ALL table with records that you wish to import. The list of values for the transaction source parameter will display all of the transaction sources in the PA_TRANSACTION_SOURCES table. Any transaction source that has pending records in the PA_TRANSACTION_ INTERFACE table will be marked with an asterisk in the list of values.
Transaction Sources
When you submit Transaction Import, Oracle Projects requires you to identify the source of the transactions that you want to import. The sources that you identify can be any transaction source that Oracle Projects predefines or that you define during implementation.
Submitting Transaction Import
Use the Submit Request window or choose Expenditures > Transaction Import > Import Transaction from the Navigator window to submit the PRC: Transaction Import process. You must specify a transaction source when you submit this process.
Correcting and Resubmitting Transactions
Use the Review Transactions window to review and resubmit rejected transactions or to create and submit new transactions.
Output Reports
Transaction Import has two output reports that allow you to review the number of successfully imported transactions as well as review transactions that were rejected by Transaction Import.
See Also
Transaction Sources
Submitting Requests
Transaction Import Interface
Resolving Import Exceptions
Transaction Import Report
