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. Download a Price List and associated lines and attributes.

3. Create a new Price List using the downloaded record as a template.

4. Load the record into EBS.

5. Make changes to the Price List created above.

6. Load the record into EBS.

Note - The screenshots are using Oracle Release R12 and Excel 2013.

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

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

1. Create a new Worksheet Worksheets can be created using the ‘Template123’ or using the ‘Format Sheet’ function. For this illustration we will use the ‘Template123’. Refer to section: Set up the Template
Step	Task	Screenshot
1.1	Click on create the ‘New Sheet’ icon on the Price List Wizard ribbon.
1.2	The ‘Generate template’ form will open and allow you to select a Mode which best suits your requirements. For the purpose of this demonstration select Mode of ‘Price List Wizard’. This will use the ‘Template123’ to create a new sheet, which if not modified will return all columns available. Click ‘Create New’ and then ‘Ok’ to close the form.
2. Download a Price List, and associated Lines and Attributes We will now download into the worksheet one of your existing Price Lists. Refer to section: Download Price List
Step	Task		Screenshot
2.1	Put cursor on any row below row 10 (Row 9 holds the labels and row 10 is reserved for defaulting). On the Price List Wizard ribbon, click the ‘Download’ icon and select the ‘Download Form’ option.
2.2	The following screen may appear if you are not logged into your Oracle Instance. Select the correct Oracle Instance from the drop-down list provided, click on the Login button and enter your User Name and Password. (For instructions on setting up your workbook refer to the Licence Keys, Named Users & Installation section of this document.) Select a Responsibility from the list of values and click ‘Continue’.
2.3	The ‘Download Price List Information’ form will open.
2.4	Either: 1. Enter an existing Price List in the field provided. To do this you can enter a part of the Price List name, then place the wild card % at the end of the characters. Select the icon Select the icon Select from the list of values. 2. Enter a Price List in the first field using the above instructions and also enter a value in the ‘To’ field. This will download all Price Lists which are between (and included) in this range. Click the ‘Download’ button.
2.5	You will now have either one or multiple Price Lists in your worksheet.
3. Create a new Price list using the downloaded record as a Template We will now use the downloaded Price List as a template for a new Price List Refer to section: Enter Price List Information
Step	Task	Screenshot
3.1	For this exercise (using Excel functionality) delete all price lists except for one which has ‘Price List Lines’. Delete ‘List Header ID’ and List Line ID’ for all rows.
3.2	Place your cursor on a row which holds the Price List. Click the ‘Form’ icon and select ‘Header’ on the Price List Wizard Ribbon. Alternatively double-click on a cell which holds one of the values for the price list in the Header section.
3.3	The following ‘Price List Header’ form will display.
3.4	Price List Header Make the following changes: Header Upload Mode: Create Price List Name: Rename to Demo Price List plus today’s date (e.g. Demo Price List 27052019) Description: any value Price List Effective Date: today’s date Price List Effective Date To: today’s date plus 2 years Click ‘Ok’ to save the changes and close the form.
3.5	Price List Lines Click the ‘Form’ icon on the ribbon and select ‘Lines’ to open the ‘Price List Lines’ form. Or double click in the Lines section. Make the following changes to one or multiple lines: Line Upload Mode: Create Value: enter another value Line Start Date: today’s date Line End Date: blank if populated Click the ‘Ok’ button. The form will close and the changes will be written to your worksheet.
3.6	If you have more than one line in your Price List and the Line Start Date and or Line End Date is populated, then you will need to change this to a date which is between (and including) today’s date and today plus 2 years.
4. Upload the Price List into Oracle We will now upload this record into Oracle to create a new Price List which will have the same Line and Attribute details except for those changed during the exercise. Refer to section: Upload Price List
Step	Task	Screenshot
4.1	Place your cursor on any row which has the Price List. Select the ‘Validate only’ option from the Price List Wizard Ribbon.
4.2	Enter ‘Create’ into the ‘Default Values’ row, in column ‘Line Upload Mode’.
4.3	Click the ‘Upload’ icon and select ‘Upload Selected’ on the Price List Wizard Ribbon.
4.4	Your Price List will show an ‘Upload Result’ of Validated. In the example shown to the right, each Price List Line has been Validated. If you encounter any errors read the Upload Message column and refer to the Error Handling and Validation section of this document. Once the data has been corrected revalidate the Price List by placing your cursor on any row with the price list and completing step 4.3. You can do this as many times as appropriate until all lines have a validated upload result.
4.5	Once you have resolved any issues (if any) place your cursor on any row which has the Price List. Select the ‘Validate and Upload’ option from the Price List Wizard Ribbon.
4.6	Click the ‘Upload’ icon and select ‘Upload Selected’ on the Price List Wizard Ribbon.
4.7	Your Price List will show an ‘Upload Result’ of Accepted. In the successful example shown to the right the header, one qualifier and numerous lines have been uploaded successfully. In the unsuccessful upload one of the lines had an error so this has as status of Error. In the ‘Price List Lines’ section is the message which will indicate what the issue is. If you encounter any errors read the Upload Message column (in the appropriate section) and refer to the Error Handling and Validation section of this document.	Example of successful Upload Example of unsuccessful Upload
4.8	Log into your instance of Oracle and check the Price list has been loaded successfully
5. Make changes to an existing Price List We will now download the Price list created above and make some changes
Step	Task	Screenshot
5.1	In a row below the rows used earlier, enter the name of the Price List created at step 3 and 4 in the ‘Price List Name’ column.
5.2	With cursor on this line, click on the ‘Download’ icon and then select ‘Download using sheet data’ on the Price List Wizard Ribbon.
5.3	The Price List will now display in your worksheet.
5.4	Place your cursor on the first Price List Line and double-click. The Price List Lines form will display.
5.5	Change the ‘Line Upload Mode’ to ‘Update’. Change the ‘Line End Date’ to be next month and enter a new value in the ‘Create New Record Value’ field. This will end date the existing line and create a new line with the new value. Select ‘Ok’ to close the form and write the changes into your worksheet.
6. Upload the changes into Oracle We will now upload the changes to the existing line and the new line into Oracle.
Step	Task	Screenshot
6.1	Place your cursor on any row which has the Price List. On the Price List Ribbon, from the ‘Validate Option’ choose ‘Validate and Upload’ option.
6.2	Enter ‘Update’ into the ‘Default Values’ row, for columns ‘Header Upload Mode’ and ‘Line Upload Mode’.
6.3	Place your cursor on any line populated by the Price List. On the Price List Ribbon, select the ‘Upload’ icon and then select ‘Upload Selected’.
6.4	Your price list will show an ‘Upload Result’ of Accepted.
6.5	To check that the new line was created, download the modified Price List using the instructions at section 5.1 and 5.2 above.
End of Demonstration

If you encounter any problems or have any suggestions, do not hesitate to contact us at https://community.more4apps.com/s/ebs-contact-support