The Wizard can either be run with secure templates defined by your System Administrator, or by using the pre-defined modes without implementing templating.
Using the Wizard without Templating:
Customer Wizard has different default layouts predefined for each mode. You choose the mode depending on the data upload you are performing. Each mode contains the necessary fields available for the functionality selected.
Important Note: By default, new sheets created for each mode will contain the more commonly used EBS columns for each section, which can infer if the field you require is not in the worksheet it’s not yet available. More4apps Wizards contain almost all available fields, see here on how to determine if the Wizard does already have the column implemented:
Click the ‘Select Template’ icon on the Customer Wizard ribbon:
The ‘Generate template’ form will open. Select the applicable ‘Mode’ from the list of values:
Click the ‘Create All Columns’ button to generate a new worksheet containing all available columns in the Wizard for the selected mode.
Now you can simply copy the columns you require from this worksheet to your own worksheets. Note these additional columns may be ignored when using templating and they do not exist in the template definition.
The modes available are Customer, Party and Banks.
After you have established your worksheet, there are three ways to populate information into the worksheet:
a) Import a file, type or paste data directly into the cells provided. Validation is performed when you run the upload or open the data-entry forms.
b) Use the data-entry forms to enter the data into the worksheet. Information is validated and lists of values are available.
c) Download existing information by using one of the following options:
(i) Download form.
(ii) Download using sheet data (from criteria entered directly into the worksheet).
(iii) Custom Query Ribbon to run pre-defined queries.
You can then use one of the methods above to change/update your information, prior to loading into Oracle.
Column names are stored in row 9. These are fixed and cannot be changed. DO NOT insert or delete rows before row 11 (Default Values row 10). The case of the column names is not important but spelling is. If you change the column name in row 9, you have in effect deleted the column as far as the program is concerned. You can move the columns anywhere you like, hide, or even delete them if they are not required. Whenever you open a form or run the upload, the program determines the positions of all the ‘named’ columns. If you duplicate a column header, the first one will prevail (the program searches from right to left).
Create a Worksheet for the required Mode
Create a worksheet for the required mode by clicking the ‘Select Template’ icon on the Customer Wizard ribbon:
The ‘Generate template’ form will open to select the required Mode:
If you have not already logged in, the Login screen will come up first asking you to Login.
Create a new sheet, by clicking the ‘Create New’ button on the ‘Generate template’ form and this will open a new worksheet.
In the new worksheet double-click on a row you wish to enter data and this will open the form, or alternatively click the ‘Forms’ icon on the ribbon and select the required form from the LOVs.
The following sections explain each Mode in detail.
Refer to section:
