Templates can also be defined to upload attachments into Oracle EBS. Before creating these the Attachment function information needs to be identified, as it's required during the Template configuration.
Deriving Name for the required Attachment
First determine the Oracle EBS Form Name.
Open the Oracle Form where you want the Attachment to be uploaded and select 'Help | About Oracle Applications' from the menu.
Scroll down the form until the 'Current Form' section is in view and copy the 'Form Name' value.
In this example we will be creating a template to load Attachments to Oracle Payables Payments.
Form Name: APXPAWKB
Select ‘New’ from the ‘Action’ list of values.
Enter a unique Template Name and click ‘Ok’.
Select the EBS Attachment Mode and click ‘Ok’.
Search for and select the Attachment Function Name.
Select from the drop-down list if multiple values exist.
Click 'Ok' to create the Template.
As in other Templates, System Administrators can also configure the layouts and forms as necessary.
Click 'Save To Repository' to save the Template to the Database when all changes have been made.
Click ‘OK’.
Click 'Close' to exit the 'Manage Templates' form.
In the Main ribbon select your Attachments Template and create a new worksheet.
Note - The two sections where the source document exists separately to the 'Attachments' section. Both sections have data entry forms, accessed by double-clicking on any cell below row 10.
In this example the CHECK_ID value has been entered fron the Oracle AP Payments and Attachments uploaded against these using the 'Upload' buttons.
Select the rows for upload and click on the appropriate ‘Upload’ button on the ribbon. The Wizard then processes the rows and displays the results back to the sheet in the 'Attachment Status' and 'Attachment Messages' columns.
Double-click on the Attachment row to open the form and make changes to the individual records. Supported documents like webpage and file provided in the ‘Content’ box can be viewed by clicking the ‘View Document’ button. After changes have been completed the user can upload using the ‘Upload Now’ button on the form.
Example of successful Attachment uploads:
The resulting Attachment now exists against the AP Payment record.
Note - Attachments can also be uploaded directly clicking the 'Upload Now' button on the ‘Attachments’ data entry form:
Refer to section:
