PN Billing/Payment Term Upload creates, updates and copies the billing and payment terms on existing Oracle Property Manager leases from Excel – the scheduled, time-phased amounts a tenant is billed or a landlord pays – via the standard Oracle Property Manager API.
When to use it
- Add many new billing or payment terms to existing leases in one pass (rent, CAM, insurance lines).
- Mass-edit existing terms – change amounts, dates, schedule day, accounts or third-party sites.
- Roll forward / renew a schedule by copying last year’s terms shifted by a date increment.
- Standardize billing setup across a portfolio of leases sharing the same term template.
- Populate descriptive flexfield attributes on terms in bulk.
Before you start
- Blitz Report is installed and you are signed in to a responsibility with access to the operating unit.
- The lease already exists in Oracle Property Manager and is in the status you target (typically Final, Active) – this upload edits a lease’s terms, it does not create leases.
- A suitable term template exists for the lease’s class, since it drives the term defaults.
Choose a template
| Template | Use it for |
|---|---|
| Revenue Class Template (default) | Billing leases (lease class Revenue) – exposes the billing-side columns (AR invoice type, salesperson, invoicing/accounting rules). |
| Expense Class Template | Payment leases (lease class Expense) – exposes the payables-side columns (PO number, distribution set, project/task). |
Step 1 – Choose a template and mode, set the parameters and download
In Blitz Report, open PN Billing/Payment Term Upload, choose your template, and set the parameters:
| Parameter | Purpose |
|---|---|
| Upload Mode | Create (new terms), Create, Update (download existing to edit – the default), or Copy (duplicate existing terms as new). |
| Lease Class | Revenue (billing) or Expense (payment) – set by the template. |
| Copy: Date Increment Type / Units | In Copy mode, shift the copied terms’ dates by Days/Months/Years. |
| Operating Unit / Lease Name / Number / Location / dates | Restrict which existing terms are downloaded. |
Run the upload to download and open the Excel file. Each term is automatically handled as a create or an update.
Step 2 – Enter the terms
On each row the Lease identifies which lease the term belongs to (read-only on downloaded rows). Enter the Term Template, Purpose, Type, Frequency, the Start Date, End Date and Schedule Day, the amount, the Third Party Name and Payment Terms, and the accounts as needed.
Step 3 – Validate and Save
Click Validate and Save. This checks for missing required values and runs the upload’s validation, then saves the file. Correct anything it flags before continuing.
Step 4 – Upload and view the result
Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which creates or updates each term. When it finishes, a result report opens showing each row as success or error.
What’s produced
- Created and updated (or copied) billing/payment terms on the selected leases.
- A result report listing every row with a status (success or error) and a message.
Common questions
Can I delete a payment term with this upload?
No – it only creates, updates and copies. Remove terms in the Property Manager Leases form.
What’s the difference between “Create, Update” and “Copy”?
Create, Update downloads existing terms so you can edit them in place; Copy downloads existing terms but treats every row as new, creating duplicates – optionally with dates shifted by your increment.
Why does my update fail asking for a Payment Term ID?
Updates require the hidden term id that only comes from a Create, Update (or Copy) download – don’t type update rows from scratch.
Why are Revenue vs Expense columns different?
The Revenue Class Template exposes billing fields; the Expense Class Template exposes payables fields. Pick the template matching the lease class.
Where do Purpose, Type, Currency and Schedule Day defaults come from?
From the selected Term Template for the lease; the dropdowns cascade from it.
Troubleshooting
| Message | Cause | What to do |
|---|---|---|
| Operating Unit is invalid or not accessible | The operating unit isn’t granted to your responsibility. | Run under a responsibility with access to that operating unit. |
| Lease Name/Number does not exist or is not accessible | The lease can’t be found under the chosen operating unit/status, or you lack access. | Verify the lease name/number, status and operating unit. |
| Cannot update a Payment Term which has not been downloaded | An update row has no term id (typed manually instead of downloaded). | Download existing terms in Create, Update mode and edit those rows. |
| Payment Term is invalid | The Payment Terms value doesn’t match an AR/AP term for the lease class. | Choose Payment Terms from the dropdown (AR terms for billing, AP terms for payment). |
| Third Party Name is required / invalid | The customer/supplier is missing or doesn’t resolve in the operating unit. | Select the third party (customer for billing, supplier for payment) from the dropdown. |