Now that the Wizard has been installed and configured this document will guide you through the following simple exercises:
1.Create a new worksheet and create a new Item Cost.
2.Load the changes into Oracle.
3.Make changes to the Item Cost created and load the changes into Oracle.
Note - The screenshots are using Oracle Release 12 and Excel 2013.
This script is designed to illustrate the downloading/creating/uploading of an item cost to give the User a “feel” for the Wizard.
The Wizard is designed to use a similar process for processing large numbers of item costs, which will significantly reduce data-entry time and improve productivity.
1.Create a new Worksheet and a new Item Cost
All worksheets are created from the Template123 worksheet.
Use the following steps to create your own customized template for your organization.
Step
Task
Screenshot
1.0
Create a new worksheet by clicking the ‘New Sheet’ button.
The ‘Generate New Worksheet’ form will display.
Select ‘Discrete Standard Costing’ from the LOVs and click ‘OK’.
Click ‘Cancel’ to close the form.
Change the Wizard Mode to ‘Discrete Standard Costing’ on the Item Cost Wizard ribbon.
1.1
We will now create a new Item Cost Header.
Put cursor on row 11 or a blank row (below the Default Values row 10).
Click the ‘Forms’ icon and select ‘Header Form’ from the Item Cost Wizard ribbon.
1.2
If the following screen appears when the above action is undertaken, this indicates that you are not logged into your Oracle Instance.
Select the correct Oracle Instance from the drop-down list provided, click on the Login button and enter your User Name and Password.
Enter the following information based on your instance of Oracle:
Inventory Org Code: Select from the list of values available.
Cost Type: Pending
Item: Enter a value or part of a value with the % wild card. Select the search icon to validate your entry then pick from the list of values.
Click the Cost Details>> button on the base of the form.
This will take you to the ‘Item Cost Elements’ form.
You can also access this form by clicking the ‘Forms’ icon and selecting ‘Cost Elements Form’ on the Item Cost Wizard ribbon.
1.4
Enter the following data:
Cost Element
Sub Element
Basis
Rate/Amount
Click ‘Ok’.
Put the cursor on the next blank row and double-click to open the form.
Enter the following data:
Cost Element
Sub Element
Basis
Rate or Amount
Click ‘Ok’ to close the form.
The changes will be in your worksheet.
2. Upload into Oracle
We will now upload the Item Cost into Oracle.
2.0
Choose Validate Option of ‘Validate and Upload’.
Choose Process Option of ‘Create and Replace’.
Place the cursor on one of the Cost Element rows you have just entered the info into.
Click the ‘Upload’ icon and select ‘Upload Selected’ on the Item Cost Wizard ribbon.
The rows will return a status of Pending.
2.1
Click on the ‘Submit Concurrent Program’ icon from the ribbon.
Choose ‘Import Standard Costs’, then click ‘Ok’.
The ‘Submit Cost Import’ form will appear.
Check the Group ID matches the one in the spreadsheet and the Cost Type to Import equals value entered on worksheet ie ‘Pending’.
Click ‘Submit’.
2.2
You can then view the concurrent request on the concurrent manager by clicking the ‘View Concurrent Requests’ button on the ribbon.
Once the request is completed close the window and refresh your spreadsheet by clicking on the ‘Refresh Interface Status’ button on the Item Cost Wizard ribbon.
2.3
The Wizard will return the status of Accepted for the costs you created.
2.4
We can now download the data to check what has been loaded into Oracle.
Place your cursor on a blank row below the cost item created.
Click on ‘Download’ icon and select ‘Download Form’ from the ribbon.
Enter the following criteria:
Download From: Current Item Cost
Inventory Org: M1
Cost Type: Pending
Item: (Enter the Item you entered in Step 1.4 above)
Click the ‘Download’ button and the details will be written into your worksheet.
3.0 Update Item Costs
Now we will update the data we have just created.
Step
Task
Screenshot
3.0
From the data that was just downloaded in the last exercise, change the costs of each Item to another value.
3.1
Choose Process Option of ‘Create and Update’ from the Item Cost Wizard ribbon.
Highlight both rows holding the two Cost Elements (anywhere in the worksheet) and click the ‘Upload’ icon and select ‘Upload Selected’ on the Wizard ribbon.
The two rows will return a status of Pending in your worksheet.
3.2
Click on the ‘Submit Concurrent Program’ icon from the ribbon and choose ‘Import Standard Costs’.
Click ‘Ok’.
Check the Group ID matches the one in the spreadsheet and Cost Type to Import equals ‘Pending’ (change if appropriate).
Click ‘Submit’.
3.3
View the concurrent request on the concurrent manager from the Wizard. Click ‘View Concurrent Requests’ icon from the ribbon.
Once the request is completed close the window and refresh your spreadsheet to show the outcome by clicking on the ‘Refresh Interface Status’ icon from the ribbon.
The Wizard will return the status of
Acceptedfor the costs you updated.
3.4
Download the data to check what has been loaded into Oracle.
For this illustration we will download using spreadsheet data.
On a blank row, enter into the worksheet the following details which were used in modifying the Item costs:
Inventory Org Code
Cost Type
Item
Place your cursor on this row and click on the ‘Download’ icon and select ‘Download using sheet data’ from the ribbon.
The information updated previously will now be in your worksheet.
