This section provides a new User with tips on how to get started using the Wizard.
1. Enable Macros – The worksheet requires the macros to be enabled.
When the worksheet is first opened the following will appear on the menu bar. Click on the ‘Enable Content’ button.
2. Unable to see Wizard Ribbons - If this occurs then your security settings are too high. Item Wizard is written in VBA, and you must allow macros to run before you can run the program. Close the worksheet then from the Excel menu navigate to the following based on your version of Microsoft:
Navigate to the ‘Developer’ tab and in the ‘Code’ group click ‘Macro Security’. In ‘Macro Settings’, select the ‘Disable all macros with notification’. Re-open the worksheet and you should receive the message shown above.
If the ‘Developer’ tab did not display, click File > Options > Customize Ribbon. In the ‘Main Tabs’ section, select ‘Developer’ and click ‘OK’. You should now be able to go back to the ‘Developer’ tab to make the security changes.
3. Wizard Ribbons – Please see the note below for details on the ribbons provided by the Wizard.
4. Row 9 - The column names are stored in row 9. These are fixed and cannot be changed. Do NOT insert or delete rows before row 11 (Row 10 Default Values row). The case of the column names is not important but spelling is. If you change the column name in row 9, you have in effect deleted the column as far as the program is concerned. You can move the columns anywhere you like, hide, or even delete them if they are not required. Whenever you open a form or run the upload, the program determines the positions of all the ‘named’ columns. If you duplicate a column header, the first one will prevail (the program searches from right to left).
5. Row 10 - This row is used to enter Default Values. Any data here will be defaulted into the same record where no data exists in the worksheet.
6. Populate the Worksheet - There are a number of options available to populate the worksheet:
• You can type or paste the relevant values directly into the worksheet (No validation is performed until you run the upload program).
• You can use the data entry forms provided to enter and validate the values.
• You can download existing data and modify the information to update the record or you can download existing data and use this as the starting point to create new records.
Note - If you are downloading an existing record to create a new one you need to remove the Id’s of the existing records.
7. Reset the Wizard Column Definition - This determines what columns to use based on the ‘Wizard Column Definition’. The column definition is crucial when using Item Form, the upload and the download. This behavior allows the user to have different columns on different worksheets.
If you are using a workbook with different columns on each sheet, you must reset the Wizard column definition each time you navigate to a new worksheet with a different column structure.
8. Item Number Generation - Item Wizard provides functionality to enable automatic item number generation. This is ideal for situations where you want to use a sequence number to automatically generate part or all of the item number (in the Master Organization). The generated Item Number is automatically passed back to the Wizard for loading.
This package will only be called if the Item Number field is blank and you are creating an item in the master organization.
9. Create and Update - Due to constraints within the Oracle Interface you cannot update and create items at the same time. To update items, you must be in ‘Update’ Upload Option when you submit the Item Import Concurrent Program(s). Likewise, when creating new items you must be in ‘Create’ Upload Option when you submit the Item Import Concurrent Program(s).
10. Performance Tip - Item Wizard uses the standard Oracle Inventory Interface tables provided with E-Business Suite 11i. Therefore, Item Wizard performs in the same way as Oracle when creating and updating Items via the interface. Before entering Item data for the first time, you may want to look at the performance recommendations in the ‘Manufacturing Open Interfaces Manual, Chapter 7 – Open Item Interface’.
11. Attachments – This Wizard has the ability to load Attachments to an Item.
12. Demonstration Script - To familiarize you with this Wizard a Demonstration Script is available. This will guide you through some simple changes/creation of records.
13. Descriptive Flexfields (DFF’s) – For help on using DFF’s please refer to the on-line documentation.
