The ‘Download Costing Information’ form enables you to select criteria details and extract the information from Oracle into the worksheet.
Place your cursor somewhere in the sheet below row 10 (Default Values row). Data will be downloaded at this point, pushing all existing rows downwards.
Click on the ‘Download’ icon and select ‘Download Form’ from the ribbon.
The following form will display, providing you with criteria for the search:
Choose the ‘Download From’ source; either ‘Current Item Cost’ or ‘Interface Table’:
Choose an Inventory Organization by using the ‘Inventory Org’ list of values provided:
Download From ‘Current Item Cost’:
Choosing this option will download current item costs data from Oracle. You must enter search criteria to invoke the download.
Enter data into the other fields:
• You can choose to download from just the Organization however this is not recommended due to the volume of data.
• If the ‘Uncosted Items only’ box is checked it will download Uncosted Items (function only available via the ‘Download Form’, not ‘Download using sheet data’).
• If the ‘User Defined’ box is checked it will download based on Items manually created by the user. This check box is at Item level and not the Element level.
• If the ‘Based on Roll Up’ box is checked it will download based on Items that are system generated. This check box is at Item level and not the Element level.
• You can choose an Item Status and only those items with that status will be downloaded (function only available via the ‘Download Form’, not ‘Download using sheet data’).
• Add a Cost Element constraint from the list of values - this will mean the Wizard will bring back items with a value for the selected Cost Element. You can aggregate by sub-element by checking the box - when choosing a ‘Cost Element Source Type’ you can select or deselect the ‘User Defined’ and ‘Rolled Up’ check boxes.
• Make Buy - LOV give option to choose to the user to filter the download by the Make or Buy type.
Note - The ‘Include Last PO Price’ and the ‘Include Last Invoice Price’ check boxes slow the download functionality. If you do not require this information then we recommend you do not select them for download.
The download will then take the entire criteria into account and download the relevant costing information.
Download From ‘Interface Table’:
Choosing this option will download item cost data from the interface table. You must enter search criteria to invoke the download. When choosing the download from ‘Interface Table’ the form will change, as displayed here:
You must enter search criteria to invoke the download.
Enter data into the other fields:
• You can choose to download from just the Organization however this is not recommended due to the volume of data.
• You cannot include a Purchase Order number in the criteria. You can optionally include the upload Status and/or Group ID.
The download will then take the entire criteria into account and download the relevant costing information.
Refer to section:
