Exporting Invoice Codes

Users can export an invoice codes file from the application. This allows users of large Schedule of Values (SoV) to assign codes in an Excel spreadsheet and import those codes back to the application. Once you import the file, the codes associate with the correct budget line and phase code.

To export invoice codes from the Grouping tab of the Assign Invoice Codes page:

Navigate to the Assign Invoice Codes Page
Select the Download new XLS file button.
A dialog box displays the name of the file.
From the dialog box, select the Open With Microsoft Excel (default) option, and select the OK button.
In the open file, ensure each Schedule of Values (SoV) line of the project includes:
- Phase Code
- Phase Code Description
- Total Budget amount
- Assigned codes.
The file displays a column for each type of invoice code set up in the project:
- Invoice codes
- Handling codes
- Breakout codes.
  Missing an expected code type?
  - Make sure you set up the invoice codes or breakout codes you need.
  - Remember, the ability to set up invoice codes depends on which documents you chose under Document Settings when you chose your project settings.
    Contact Oracle Support if you need help with this setting.
Assign codes that are set up in the system:
- Invoice codes
- Handling codes
- Breakout codes.

Tips

Do not add new codes (you must set up a code in the application before you can assign it).
Do not change the values in the Phase Code, Phase Code Description, or Total Budget Amount columns.

Next: Importing Invoice Codes