Item Extension Wizard Ribbon

 
The following table provides a quick reference to the Item Extension Wizard Ribbon and its functions.
 
 
Excel 2007 or Later
 
 
Icon
Description/Functionality
 
Log In/Log Out
 
 
 
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’.
 
Refer to the Common User Topics documentation for more information.
 
 
Show/Hide Login Info
 
 
 
This button toggles the display of the ‘Login Info’ information on the ribbon.
 
 
Form - Header
 
 
 
A form to enter the 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 will also open this form.
 
 
Form - Lines
 
 
 
A form to enter the Line Item 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 will also open this form.
 
 
Descriptive Flexfield
 
 
 
Select the appropriate DFF level and a form will open to enable the flexfield information to be entered. 
 
You do not have to use these forms, you can copy and paste or key directly into the cells of the worksheet if you prefer.
 
If you do use these forms, you can make use of the ‘Lists of Values’ and other validation as you are entering data.
Double-clicking in a cell in the any of the sections will also open the appropriate form.
 
 
Select Template
 
 
 
This icon will open the ‘Generate template’ form to select a template for one of the Wizard Modes:
 
        ABC Assignment
        Container Items
        Customer Item XRefs
        Manufacturer
        Pending Status
        Related Item
        Sourcing Assignment
        Subinventory
        Transaction Default (Available in Item Wizard from r12.2 onwards)
        UOM Intra-class
        Safety Stock  
        UOM Inter-class 
 
Refer to section:  Set up the Template
 
 
New Sheet
 
 
 
A new sheet will be created based on the selected Template/Mode on the ribbon. 
 
If the Template is invalid or not yet selected, the ‘Select Wizard Mode/Template, form will appear.
 
Refer to section:  Set up the Template
 
 
Validate Option
 
 
 
Choose whether to ‘Validate and Upload’ or ‘Validate Only’ when uploading lines into the interface table.
 
This selection is used in conjunction with the ‘Upload’ icon and selecting either ‘Upload Selected’ or the ‘Upload All’ (below).
 
Refer to section:  Upload Entity Information
 
 
Clear Status Columns
 
 
 
This icon enables you to remove status column information from the worksheet.
 
This 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.
 
 
Upload Selected
 
 
 
 
The selected rows (as indicated by cursor position or highlighted range) 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.
 
 
Download via Sheet
 
 
 
After entering an Organization value and/or Item number into the worksheet, use this icon to download all items which are associated with these values.
 
 
Sheet Filter Batch size
 
 
 
This icon allows modifications to the ‘Download via Sheet’ functionality.  Refer to section:  Sheet Filter Batch size
 
 
Logging
 
 
 
Logging turns on the diagnostics for the Wizard.  To turn it on/off, click on the Logging icon on the ribbon.
 
Once it is turned on, replicate the desired action for query logging, then save and send the workbook to More4apps.  This will assist the support team to diagnose the issue better.
 
 
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.
 
Product Support – Link to the ‘Contact Us’ page.
 
 
Refer to section: