Downloading is recommended when modifying an existing agreement and their associated funding as it provides the worksheet with the correct ID’s and allows you to view the data in the worksheet as it exists in Oracle.
This facility is also useful for creating new agreements by using an existing agreement as the template. If you choose to do this, you will need to remove the downloaded ID’s for each agreement and funding record so that a new one is created for the new agreement. If you do not remove the IDs the Wizard will try and update the existing record and an error will occur.
There are three methods provided by the Agreement & Funding Wizard to download existing Agreements and their associated funding records into the worksheet from Oracle:
• Method 1 – Use a Download Form which provides multiple criteria for you to target the required information.
• Method 2 – Use the Download using Sheet Data option and enter multiple criteria into your worksheet to download based on the data entered.
• Method 3 – Use the Custom Query Tab. This feature allows users to run pre-defined queries created by their Administrators where they are assigned to the same Oracle Responsibility being used in the Wizard.
Each method will return data depending on the criteria entered. This provides the ability to download existing information into the Wizard worksheet. Information can then be modified to create new records or update existing records.
