1. Using Project Revenue and Billing
  2. Import Project Billing Events

Import Project Billing Events

Import billing events from third-party applications into the Invoices work area by using the Create Billing Events Excel workbook template and running a few scheduled processes. The Excel template is part of the External Data Integration Services for Oracle Cloud feature.

For more information about the Create Billing Events Excel workbook template, see the File-Based Data Import for Oracle Project Portfolio Management guide.

To import the billing events:

  1. Prepare your data in the Create Billing Events macro-enabled Excel workbook template.

  2. Click Generate CSV File in the template to create a comma-separated values file of billing events. You load these events into the billing events open interface table in a later step.

  3. Navigate to the File Import and Export page.

  4. Click Upload from the Actions menu.

  5. In the Upload File window, browse for the CSV file that has your billing events.

  6. Select the Oracle WebCenter Content Management account to upload the file.

  7. Click Save and Close.

  8. Navigate to the Scheduled Processes page.

  9. Submit the Load Interface File for Import process to load the billing events from your CSV file into the Oracle Fusion Project Billing Events open interface table.

  10. Submit the Import Project Billing Events process to bring events into the Invoices work area from the open interface table.

Parameters for Load Interface File for Import Process

Import Process

Select Import Project Billing Events.

Data File

Select the CSV file that contains the billing events.

Billing Event Upload Error Report

Read the Billing Event Upload Error report to review a summary of successful transactions and errors from the import process.

If the report has errors, then:

  1. Review the error message detail for each billing event, fix the issues in the Excel template and regenerate the CSV file. Or, you can manually fix the issues in the CSV file.

  2. Load the CSV file to the Oracle WebCenter Content Management account.

  3. Run the Load Interface File for Import process followed by the Import Project Billing Events process.

Related Topics