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Excel 2007 or Later
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Icon
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Description/Functionality
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Log in/Log out
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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’.
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About
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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’.
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Show/Hide Login Info
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This button toggles the display of the ‘Login Info’ information on the ribbon.
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New Sheet
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A new worksheet will be created based on the master template sheet.
If you have not modified the master template (using the ‘Edit Template’ icon above) all columns available will be displayed. If you have modified the master template, your new worksheets will include these changes.
With the new OPM Standard Costing Mode a window will pop up showing a choice to create a new sheet based on the mode the user desires.
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Item Cost Header
Form
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A form to enter the Item Cost Header information will display. You do not have to use this form, you can copy and paste or key directly into the cells of the worksheet if you prefer.
If you do use this form, you can make use of the ‘Lists of Values’ and other validation as you are entering data.
Double-clicking in the worksheet in the first data entry section will give the same result.
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Item Cost Elements
Form
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A form to enter the Item Cost Elements information will display. You do not have to use this form, you can copy and paste or key directly into the cells of the worksheet if you prefer.
If you do use this form, you can make use of the ‘Lists of Values’ and other validation as you are entering data.
Double-clicking in the worksheet in the cost information section will give the same result.
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Copy Costs Form
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A form to enter the Copy Costs information will display. You do not have to use this form, you can copy and paste or key directly into the cells of the worksheet if you prefer.
If you do use this form, you can make use of the ‘Lists of Values’ and other validation as you are entering data.
Double-clicking in the worksheet in the Copy Costs information section will give the same result.
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DFF
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A form will open to enable the flexfield information to be entered against the fields.
You do not have to use this form, you can copy and paste or key directly into the fields if you prefer.
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Wizard Mode
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This will switch the Wizard between the normal Item Cost Wizard mode (Discrete Standard Costing) and the other modes shown in the screenshot.
With this, this ribbon will update with the relevant controls to the mode selected.
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Validate Option
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Choose whether to ‘Validate Only’ or ‘Validate and Upload’ when validating against or uploading lines into the interface table.
This selection is used in conjunction with the ‘Upload Selected Rows’ icon and the ‘Upload All’ rows icon (below).
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Process Option
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Choose whether to ‘Create only’, ‘Create and Replace’ or ‘Create and Update’ when uploading lines into the Item Cost Details Interface Table.
This selection is used in conjunction with the ‘Upload Selected Cost Updates’ icon and the ‘Upload All’ cost updates icon (below).
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Clear Status Columns
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This icon enables you to remove status column information from the worksheet.
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Delete selected costs
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This option will delete selected costs from the interface table.
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Delete all costs
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This option will delete all costs from the interface table.
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Format Data
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Used for formatting data by adding duplicate parent rows based on child rows and removing duplicate parent rows respectively.
Denormalise Data is useful for when you need to sort the data in Excel. Click the Denormalise button and it will duplicate header data for the rows containing child data. Once you are finished sorting the data then you can normalise the data to remove the duplicate headers and prepare it for upload.
Normalise Data is used to prepare data for upload in the Wizard, whether you’ve just denormalised it for sorting or imported the data from an external source with duplicate headers. Normalisation will only affect sections that have children with multiple rows of data.
Both functions will affect all the records on the active sheet.
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Build Organization Data
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Build records based on the ‘Child Organizations’ column and copy parent organization cost information.
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Read Only Defaults
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When ‘Read Only Defaults’ is set to ‘No’, the upload will ignore the read only columns in the worksheet and therefore the performance will be faster.
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Upload Selected
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The selected rows (as indicated by the cursor) will be validated/loaded into the interface table.
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Upload All
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All rows in the worksheet (that have not already been processed) will be validated/loaded into the interface table.
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Download Form
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A form will open that will enable you to download item cost information into the worksheet.
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Download using sheet data
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This icon allows you to download data based on entries made into the worksheet.
This icon will use the following columns in the worksheet to determine what should be downloaded – Inventory Org Code, Cost Type and Item
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Submit Concurrent Program
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Submits a concurrent program. This is used to import item cost records from the interface table into Oracle Inventory and can then be viewed in the Oracle module.
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View Concurrent Requests
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This will enable you to view your concurrent requests on the Oracle Concurrent Manager.
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Refresh Interface Status
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This will refresh the line status of the records in the spreadsheet. It will show error or warning messages as applicable. This is particularly useful when a concurrent process is run to import transactions from an interface table. When the concurrent process has completed you should refresh the worksheet to see the results.
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Logging
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Click the ‘Logging’ button before upload and a new worksheet will record all actions taken by the Wizard. This new worksheet will be labelled ‘M4A – Query Log’ and will hold all upload information.
This is helpful for support to ensure that More4apps has all the information required to resolve your issue.
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Help
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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.
Product Support – Link to the ‘Contact Us’ page.
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