Either double-click in the worksheet below row 10 in the required section, or on the Agreement and Funding Wizard ribbon click the ‘Forms’ icon.
The ‘Available Forms’ form will display to select either the ‘Agreements’ form or the ‘Funding’ form for data entry.
The following is an example of the ‘Agreements’ form which has been populated with values:
The following is an example of the ‘Funding’ form:
Yellow fields
The fields which are shaded yellow are compulsory and are dependent on the ‘Upload Action’ selected on the form. Some of the fields will not display as yellow until an upload action has been selected. This is due to the validation changing depending on if you are creating an Agreement/Funding or modifying an existing Agreement/Funding.
Wild Card
Enter the wild card (%) then select the search 
button to provide all options in the list of values. Alternatively, you can place the wild card around a string of characters then select the search button to reduce the list of values.
Agreement and Funding Upload Action
It is important to note that there are multiple upload actions on the form. These are held against the Agreement (Agreement Upload Mode) and also each of the Funding lines (Funding Upload Mode).
Options are as follows:
• Create – Use this action if a new agreement or funding needs to be created. For example, set the upload action in the funding section to ‘Create’ if you are adding a new funding to an existing/new agreement.
• Update – Use this upload action to change an existing agreement or existing funding record(s).
To update an existing agreement the ID, Number, Customer Name and Customer Number are required. To update Funding records only the ID is required.
The validation undertaken by the Wizard is depending on the Upload Action selected. For example, if the action is ‘Create’ and an existing Agreement Number is entered then a validation error will occur as this number should be unique.
What Update Action should I use?
• Where you are creating a new agreement and new funding records then all Upload Actions should be ‘Create’.
• Where you have an existing agreement (which is not being altered) and are creating new funding records, the ‘Agreement Upload Action’ should be left blank and the ‘Funding Upload Action’ should be ‘Create’.
The agreement will not be processed but the Agreement ID is required to enable the funding to be applied against the correct agreement record.
A valid message of ‘Agreement: No update mode, section will not be processed’ will be included in the worksheet when the records are uploaded.
• Where you are making changes to an existing agreement and existing funding records, then both Agreement Upload Action(s) and Funding Upload Action(s) should be ‘Update’.
• Where you are making changes to an existing agreement and creating new funding records, then the Agreement Upload Action should be ‘Update’ and the Funding Upload Action(s) should be ‘Create’.
Agreement and Funding ID’s
For existing records, both the Agreement and each Funding record will have an ID which will appear on the worksheet if the data has been loaded into Oracle or if you have downloaded an existing record.
• Create record - The ID field must be left blank if you are creating a new Assignment or Funding record.
• Update record - The ID field must be populated if you are maintaining an existing Agreement or Funding record (hence we recommend first downloading the current information).
Customer Number
In the Wizard form if you enter a Customer Number into this field, then select the value from the LOVs or tab to the next field, this will populate the Customer Name.
Project Number
The list of values provided via the Wizard form is greater than the list of values provided via the Oracle form. In the Oracle Agreement Form the Project list is restricted by Customer. Due to a customer request this is not applied in the Wizard or included in the form validation because the Customer may not be entered at the time the Funding project is specified. Any mismatch however is picked up at Upload/Validation time.
Refer to section:
