API Wizard for Order to Cash

Oracle EBS financial processes can be performed using Excel in API Wizard in a fraction of the time it takes to perform these processes in Oracle forms.  The benefit is time saved and more accurate data entry, helping organizations be more productive throughout the year and to be particularly efficient at month and year end close. 

 

The following list shows some of the main processes that can be performed in API Wizard Excel for Order Management, Pricing, and Receivables (AR):

Order Management and Pricing

Sales Orders

  • Create and update Sales Orders in Excel

  • Supports large volume data loads

  • Extract existing Sales Orders

  • Enter orders in Entered or Booked status

  • Apply / release order holds

  • Enter orders across O

  • And more!

RMAs

  • Create and update RMAs

  • Apply holds during RMA process

  • Return for credit / replacement

  • Report on RMA status

  • Works with any RMA order type

  • Easily create replacement orders

  • And more!

Price Lists

  • Create and update Price Lists and Price List Lines

  • End date old price and create new price in one step

  • Update items across multiple Price Lists

  • Automatically increase price by a percentage or other formula

  • Set tolerances to eliminate data entry errors

  • Schedule to run on given day/time

  • And more!

Price Modifiers

  • Create and update Price Modifiers

  • Add lines to existing Modifiers

  • Create and update Qualifiers

  • Create and update Line Breaks

  • Extract existing modifiers for review and update

  • Works for both simple and complex modifier structures

  • And more!

Learn more about Order Management and Pricing productivity

Receivables (AR)

Invoices

  • Create invoices, debit memos, and credit memos

  • Enter hundreds or thousands of invoices in minutes

  • Supports unlimited number of invoices, lines, and distributions

  • Set defaults to further expedite data entry

  • Work across operating units (if allowed)

  • Extract existing invoices and run open AR reports

  • And More!

Customers

  • Create and update customers, including

    • Parties, customer accounts, sites, site uses, profiles, profile amounts, contacts, banks, salesreps, collectors, related customers, related parties, and more​

  • Work across operating units (if allowed)

  • Easily extract customer information for quick updates

  • And more!

Adjustments

  • Create AR Adjustments

  • Line or Invoice Level

  • Easily extract invoices for adjustments using criteria such as

    • Remaining balance​ amount, days past due, customer, invoice num, etc.

  • Easily adjust hundreds or thousands of invoices in minutes

  • Works across operating units (if allowed)

  • And more!

Credit Memos

  • Create credit memos

  • On account or applied against invoices

  • Any credit memo transaction type

  • Easily extract invoices for credit memos using criteria such as:

    • Remaining balance​ amount, days past due, customer, invoice num, etc.​

  • Works across operating units (if allowed)

  • And more!

Disputes

  • Create disputes and add lines to existing disputes

Receipts

  • Enter and apply receipts

  • Apply and unapply receipts

  • Easily identify invoices to apply receipts using extracts or LOVs

  • Use extraction to download open receipts and/or open invoices

  • Can combine receipts/adjustments and receipts/credit memos

  • Enter and apply receipts across operating units (if allowed)

  • And more!

Miscellaneous Receipts

  • Enter Miscellaneous receits

Salesreps

  • Create and update salesreps

  • End date salesreps

Territores

  • Create and update territories

Common across all processes

  • Flexfields - works with your flexfields

  • Attachments (text and binary)

  • Extracts (download data)

  • Dynamic LOVs (lists of values)

  • Follows Oracle security, login with EBS user

  • Interactive loading (day to day use) and Bulk Load (for larger loads)

  • Fast, intuitive, very easy to use

Even more!

  • API Wizard can work with any process for which Oracle has provided a public API or open interface, in addition to the processes listed here

  • If you have an area of interest not listed here, let us know and we can tell you if it can be done in API Wizard!

Even more!

  • API Wizard can work with any process for which Oracle has provided a public API or open interface, in addition to the processes listed here

  • If you have an area of interest not listed here, let us know and we can tell you if it can be done in API Wizard!

Learn more about AR / Receivables Productivity

Other Product Areas

Click on links below for other product areas:

  • EBS Module Categories

    • Finance (e.g. GL Journals, budgets, Asset Additions, Asset Adjustments, etc)

    • Order to Cash (e.g. Orders, AR Invoices, Customers, Adjustments, Credits, etc)

    • Procure to Pay (e.g. Purchase Orders, Requisitions, AP Invoices, Suppliers, etc)

    • Inventory (e.g. Master and child items, categories, costs, forecasts, cross refs, etc)

    • Product (e.g. BOMs, Routings, WIP, Formulas, Recipes, Ingredients, etc)

    • Projects (e.g. Projects, Tasks, Key Members, Events, Budgets, Assets, Deliverables, etc)

    • Human Resources (e.g. People, Assignments, Element Entry, Special Info, Positions, etc)

    • FND / System Admin (e.g. Users, Responsibilities, Menus, Password Resets, etc)

  • Other API Wizard Tools

    • Process Builder - Build your own Loader for any process, even non-Oracle EBS processes

    • Reporting - Report on any Oracle data

    • Audit - Powerful audit tool for tracking changes

    • Middleware - Fully automated data loading, no human involvement

Next Steps 

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