Demonstration Script

Now that the Wizard has been installed and configured this document will guide you through the following simple exercises:

1. Create a new Worksheet

2. Create new Items using an existing Record

3. Update ‘Org’ Items – Using Template, Change Category

4. Update Item Description to different Languages

5. Update UDA Attributes for an Item

Note - The screenshots are using Oracle Release 12 and Excel 2013.

This script is designed to illustrate the downloading/creating/uploading of Items to give the user a “feel” for the Wizard.

The Wizard is designed to use a similar process for processing large numbers of Transactions, which will significantly reduce data-entry time and improve productivity.

1. Create a new Worksheet All worksheets are created from the Template123 worksheet. Use the following steps to create your own customized template for your organization. Refer to section: Set up the Worksheet
Step	Task	Screenshot
1.0	Setup the worksheet by clicking the ‘Select Template’ button on the ribbon. The ‘Item Wizard Login’ screen may appear when the above action is undertaken. This indicates that you are not logged into your Oracle Instance. Select the correct Oracle Instance from the dropdown list provided, click on the ‘Login’ button and enter your Username and Password. Select a Responsibility and click ‘Continue’. Refer to the following documentation for further assistance: Common User Instructions The ‘Generate template’ form will display. Leave the ‘Template’ field blank and for the Mode select ‘Items’. Click ‘Create New’ to create a new blank worksheet for this mode.
1.1	A new excel sheet will appear with the selected columns inserted and the message to the right will appear. Click ‘OK’.
2.Create new Items using an existing Record
Step	Task	Screenshot
2.0	Put the cursor on a blank row and click on the ‘Download’ icon and select ‘Download Form’. Enter the following: Organization Code: Item Number: Click the ‘Download’ button.
2.1	Remove the ‘Item Number’ from the worksheet. Place the cursor on the record and click on the ‘Forms’ icon on the ribbon and select ‘Items’ from the Available Forms. The Items form will open.
2.2	Enter the following data: Item Upload Action: Create All Item Number: Enter a unique ‘Item Number’ (e.g. IT30012020 use date string to make it unique). Description: Modify the Description NOTE: If you modify the Custom Package for Item Number Generation, the Item Number will be defaulted into the blank item field. Click ‘Ok’.
2.3	With cursor on the data row, click the ‘Upload’ icon and select ‘Upload Selected’ from the ribbon. The Item Processing Status will show as Pending.
2.4	Click the ‘Concurrent Processing’ icon and select ‘Submit Concurrent Program’ to load the item into the Item Master. The ‘Import Items’ form will display. Click the … for the Parameters. The ‘Process Set’ number will match the Process Set in the worksheet. Enter the following: Organization Code: All organizations: Create or Update Items: Create New Items Click ‘Ok’ to close the form. Click ‘Submit’ and ‘Close’.
2.5	Click the ‘Concurrent Processing’ icon and select ‘View Concurrent Request’. The ‘Requests – MFG’ form will appear, which will enable you to see when the request has been completed by selecting the ‘Refresh’ button on the form. Once the request has completed, close the form and click the ‘Concurrent Processing’ button and select ‘Refresh Concurrent Status’. This will update the status of those successfully loaded into Oracle to Accepted. You have now created a new Item in the Master Org based on an existing item.
Assign Items to Child Organization Units We are now going to create/assign items into child organization units (non-master).
2.6	Click the ‘Select Template’ icon on the ribbon. The ‘Generate template’ form will display. Select the ‘Organization Assignment’ Mode. Click ‘Create New’.
2.7	Enter the Master Organization and the Item Number created in section 2, onto this worksheet. Place the cursor on the same row which holds the Item Number and click the ‘Download’ icon and select ‘Download using sheet data’. Select ‘Not Assigned Organization’ from the Download Source. The item will be populated into your worksheet.
2.8	Enter ‘Assign’ into the ‘Assign Action’ column for some of the Orgs. These rows will assign to the child organization. Click the ‘Upload’ icon and select ‘Upload All’.
2.9	To show the item in Oracle Applications: Navigation: Organization: V1 Ø Inventory > Items > Master Items Find Criteria: Use the Item Number you just created. Click the Find button Click the Organization Assignment icon (left) to see the child-orgs this item is assigned to.
3.Update ‘Org’ Items – Update using Template, Change Category
3.0	Click the ‘Select Template’ icon (now displayed as Organization Assignment). Select the Mode ‘Items’ and click ‘Create All Columns’ button.
3.1	Enter ‘Organization Code’ and ‘Item Number’ from the previous sheet onto a blank row on the new spreadsheet. With cursor on the same row as this data, click the ‘Download’ icon and select ‘Download using sheet data’. Select Download Source of ‘Items’ from the ‘Select Download Source’ form.
3.2	On the worksheet enter the data into the following fields: Item Upload Action Template
3.3	Change Category using the form. Click the ‘Forms’ icon and select Category from the ‘Available Forms’, or scroll across to the ‘Category’ section and double-click to open the form. Enter the ‘New Category’ (ie COMPONENT.ELECTRICAL) into the field. Click the ... or tab to validate the field. Click ‘Ok’ to close the form.
3.4	Click the ‘Upload’ icon and select ‘Upload Selected’ from the ribbon.
3.5	Click the Concurrent Processing icon on the ribbon and select ‘Submit Concurrent Program’. Click the … for the Parameters. Enter the following data into the fields: Organization Code Process Set: will default Create or Update Items: Update Existing Items Click ‘Submit’ and then ‘Close’.
3.6	Click the ‘Concurrent Processing’ button and select ‘View Concurrent Request’. Once it has finished click ‘Refresh Concurrent Status’. Item Process Status will show as Accepted.
4. Update Item Description to different Languages
Step	Task	Screenshot
4.0	Click the ‘Select template’ icon on the ribbon. The ‘Generate template’ form will display. Select the ‘Description Translations’ mode. Click ‘Create New’.
4.1	Download the Item created above at the master level (ie V1). Open the ‘Languages’ form on any row that holds a language and enter the following data: Language Upload Action: Update Language: Description: change the description Long Description: change the description Click ‘Ok’ to close the form.
4.2	Upload the record.
4.3	Download the record to confirm the Language has been updated in Oracle EBS.
5.Update UDA Attributes for an Item
5.0	Click the ‘Select template’ icon on the ribbon. The ‘Generate template’ form will display. Select the ‘UDA Items’ mode. Click ‘Create New’.
5.1	Download your Item. Open the ‘Item Catalog UDA’ form and enter data into the following fields: Item UDA Upload Action: Create Item UDA Group: M4A Uniform: M4A Size dimensions: M4A country: (Note - Can also Update or Delete the Item Catalog UDA if required). Click ‘Ok’ to close the form.
5.2	Upload the record.
5.3	Download the record to confirm the UDA attributes have been updated in Oracle EBS. Navigation: Item Manager>Item Catalog>Browse Catalog
End of Demonstration

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