6 Download Blank Templates

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.

Figure 6-1 Download Template Window

Download Template Window

  1. 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 Request Quantity

    • Credit Note Request Cost
    • Credit Note
    • Credit Memo Quantity
    • Credit Memo Cost

    • Debit Memo Quantity

    • Debit Memo Cost
    • Reverse Debit Memo Cost
    • Reverse Debit Memo Quantity
    • Financial Attribute Mapping

  2. Select a template from the Template list. Options will vary depending on your selection in the Template Type field.

  3. Click Download to submit the template download request.

  4. Select a location in which to save the template and click OK.

  5. Locate your saved template and proceed to add documents to the spreadsheet.

    Note:

    The spreadsheet file must have a .ods extension.

  6. Once all documents are added to the spreadsheet, continue with “Uploading Data" in the Oracle Retail Invoice Matching Cloud Service Manage Documents User Guide.