The following table provides a quick reference to the Asset Wizard Ribbon and its functions.
Excel 2007 or Later
Icon
Description/Functionality
Login/Logout
This will either log you into or out of EBS depending on your status (terminate or reinstate your Oracle database connection).
The icon will change depending on your current status. If you are currently logged in then the icon will show as ‘Log Out’. If you are not logged in the icon will show as ‘Log In’.
About
Displays product and package version information along with licencing and usage data.
You need to click on this button to load a new Licence Key, Modify/add a user of the Wizard or ‘View Usage’.
This button toggles the display of the ‘Login Info’ information on the ribbon.
Select Template
This icon will open the ‘Generate template’ form to select a template created by your System Administrator.
This icon will change to display the type of template and template name once selected.
Mode options are different types of transactions that can be recorded using the Asset Wizard. Once an option is selected and the fields customized you will only have the fields needed to carry out that transaction.
New Sheet
A new worksheet will be created based on the selected template.
If the Template is invalid or not yet selected, the ‘Generate template’ form will appear.
Forms
The ‘Forms’ button opens the form for the transaction entry mode chosen. For example if ‘Asset Workbench’ mode is chosen then this button will show the ‘Asset Workbench’ forms for data entry.
Clear Status Columns
This icon enables you to remove status column information from the worksheet:
Clear Status Columns– This only clears the Status Columns and not the ID’s.
Clear Status and ID Columns– This clears the Status Columns and ID’s. This functionality is helpful if you have downloaded an existing record and would like to clear the ID’s to enable you to use this as a template to create a new record.
Note – If a Wizard does not have ID columns and this option is selected, a message will appear stating there are no ID columns but all statuses have been cleared.
Normalization
Used for formatting data by adding duplicate parent rows based on child rows and removing duplicate parent rows respectively.
Denormalize Data -The data is useful for when you need to sort the data in Excel. Click the Denormalize button and it will duplicate header data for the rows containing child data. Once you are finished sorting the data then you can normalize the data to remove the duplicate headers and prepare it for upload.
Normalize Data -The data is used to prepare data for upload in the Wizard, whether you’ve just denormalized it for sorting or imported the data from an external source with duplicate headers. Normalization will only affect sections that have children with multiple rows of data.
Both functions will affect all the records on the active sheet.
Validate
Choose whether to ‘Validate Selected’ or ‘Validate All’ to validate transactions before they are uploaded into the interface table.
Upload Selected- The selected rows (as indicated by the cursor) will be validated/loaded into the interface table.
Upload All- All rows in the worksheet (that have not already been processed) will be validated/loaded into the interface table.
Background Upload Selected– The selected rows (as indicated by the cursor) will validate then upload data via a concurrent request. When using this option the Wizard will automatically create a request on the concurrent manager.
Note - You will need to be logged in and have the latest shared package to see this option appear on the ribbon (Note – This option is not applicable to Periodic Production Mode).
Background Upload All– All rows on the worksheet (that have not already been processed) will validate then upload data via a concurrent request. When using this option the Wizard will automatically create a request on the concurrent manager.
Note – You will need to be logged in and have the latest shared package to see this option appear on the ribbon (Note – this option is not applicable for Periodic Production Mode).
After entering data or information into the worksheet, use your cursor to highlight the details and then use this icon to download all details which are associated with these values.
Allows users to choose to either ‘Upload Selected Attachments’ or ‘Upload All Attachments’ to the interface table.
Concurrent Processing
If you upload using ‘Background Upload Selected’ or ‘Background Upload All’ then you can use these options to view and process your data.
View Concurrent Request– Enables the user to view the ‘Background’ concurrent requests on the Oracle Concurrent Manager.
Refresh Concurrent Status– This refreshes the line status of the records in the spreadsheet after the concurrent request has run. It will show errors or warning messages as applicable.
Submit Concurrent Request(Periodic Production Mode Only)– This option submits the concurrent program.
Delete From Interface(Periodic Production Mode only) - Deletes data stored in the MTL_SYSTEM_ITEMS_INTERFACE table.
Logging
Click the ‘Logging’ button before upload and two new worksheets will be created which records all actions taken by the Wizard. These new worksheets will be labelled ‘M4A – Query Log’ and ‘CommonSupportSheet’. They will hold all upload information.
This is helpful for support to ensure that More4apps has all the information required to resolve your issue.
Help
Click this icon for help on any of the functionality of this Wizard. The three options are:
User Instructions– Link to the More4apps Webpage to find detailed explanation on the Wizard.
Release Notes– Link to the latest releases for the Wizard.
