Users typically begin the process of adding documents via a spreadsheet by downloading a blank template for the type of document they want to create. Downloading a blank template requires the user to specify the Template Type and the Template fields.
Navigate: From the Tasks menu, select Data Loading > Download Template. The Download Template window opens.
From the Download Template window, select a template type in the Template Type field. The following template types are supported:
Merchandise Invoice
Non-merchandise Invoice
Credit Note
Debit Memo
Credit Memo
Credit Note Request
Select a template from the Template list. Options will vary depending on your selection in the Template Type field.
Click Download to submit the template download request.
Select a location in which to save the template and click OK.
Locate your saved template and proceed to add documents to the spreadsheet.
Note:
The spreadsheet file must have a .ods extension.Once all documents are added to the spreadsheet, continue with ”Uploading Data” in the Oracle Retail Invoice Matching Cloud Service Manage Documents User Guide.