Price List Wizard Ribbon

 
The following table provides a quick reference to the Price List Wizard Ribbon and its functions.
 
 
Price List Wizard Mode
 
Standard Pricing Agreements Mode
 
Agreement Price List Mode
 
Bulk Import of Price List Mode
 
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 icon toggles the display of the ‘Login Info’ information on the ribbon.
 
 
New Sheet
 
 
A new worksheet will be created based on the master template sheet.
 
If you have not modified the master template (using the ‘Select Template’ icon) all columns available will be displayed.  If you have modified the master template, your new worksheets will include these changes.
Refer to section:  Set up the Template
 
 
Select Template
 
 
 
This icon will open the ‘Generate template’ form to select a Template for the Mode and create a new worksheet.
Refer to section:  Set up the Template
 
 
Form
 
 
This icon lists the Wizard forms which are available to be used to enter data at the different levels:
 
Header
Lines
Pricing Attributes
Price Qualifiers
Secondary Price List
Price Breaks
 
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.
Refer to section:  Enter Price List Information
 
 
Descriptive Flexfields
 
 
 
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 any of the sections will also open the appropriate form.
Refer to section:  Descriptive Flexfields
 
 
Validate Option
 
 
 
Prior to upload select one of the following options on the ribbon:
 
Validate only – This option will validate the records but not load them into Oracle.
 
Validate and Upload – Enables you to validate and load the records into Oracle.
 
This selection is used in conjunction with the ‘Upload Selected’ rows icon and the ‘Upload All’ Price Lists icon (below).
Refer to section:  Upload Price Lists
 
 
Conflict Option
 
 
 
The default for this option is ‘Disable DB Conflict’.
 
The ‘Enable DB Conflict’ can be used to check the price list in the database to ensure no conflict exists in the worksheet.
 
This has been provided as the API does not return sufficient information to determine what line is in error when uploading a price list with a significant number of lines.
 
Note – This option will reduce the performance of the Wizard considerably so should only be used when troubleshooting.
 
 
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.
 
 
Format Data
 
 
 
Used for formatting data by adding duplicate parent rows based on child rows and removing duplicate parent rows respectively.
 
Denormalize - The data is useful for when you need to sort the data in Excel.  Click the Denormalize button and it will duplicate header data for the rows containing child data.  Once you are finished sorting the data then you can normalize the data to remove the duplicate headers and prepare it for upload.
 
Normalize - The data is used to prepare data for upload in the Wizard, whether you’ve just Denormalized it for sorting or imported the data from an external source with duplicate headers.  Normalization will only affect sections that have children with multiple rows of data.  
 
Both functions will affect all the records on the active sheet.
 
 
Upload
 
 
 
Select the arrow at the base of the ‘Upload’ icon and the following options will be provided:
 
Upload Selected - The selected rows (as indicated by your cursor) will be validated/loaded into Oracle.
 
Upload All - All rows in the worksheet (that have not already been processed) will be validated/loaded into Oracle.
 
Refer to section:  Upload Price Lists
 
 
Display Option
 
 
 
This icon is used when you are using the ‘Download using sheet data’ and provides the following options:
 
Current - This option will restrict the download to the price list details which are effective as at the ‘Effective Date’ field on the Wizard ribbon (details provided below).
 
Current And Future - This option will return all price list associated details for the ‘Effective Date’ field on the Wizard ribbon (details provided below) and any date after this point.
 
All - This option will return all price list associated details for past, current and future dates.
 
Refer to section:  Download using Sheet Data
 
 
Download Order Option
 
 
 
Select an option from the LOVs for the order of download to the worksheet.
 
Effective Date
 
 
 
The ‘Effective Date’ is used in conjunction with the ‘Download Option’ to determine what date restrictions are applied when using the ‘Download using sheet data’ option.  This will default to today’s date.
Refer to section:  Download using Sheet Data
 
 
Download
 
 
 
Select the arrow at the base of the ‘Download’ icon and the following options will be provided:
 
Download Form - A form will open that will enable you to download Price List Information into the worksheet based on selected criteria.
Refer to section:  Download Form
 
Download using sheet data - After entering ‘Price List Name(s)’ into the worksheet, use your cursor to highlight the details and then use this icon to download all details which are associated with these values.
Refer to section:  Download using Sheet Data
 
Sheet Filter Batch size – This icon allows modifications to the ‘Download using sheet data’ functionality.
Refer to section:  Sheet Filter Batch Size
 
 
View Concurrent Request
 
 
 
This icon allows you to view a concurrent request after an upload is submitted (using the Wizard) using the ‘Validate Concurrent’ upload option.
 
 
Refresh Interface Status
 
 
 
This will refresh the line status of the records in the spreadsheet after an upload is completed using the ‘Validate Concurrent’ upload option.
 
This icon is used when the ‘View Concurrent Request’ has been completed and will show error or warning messages returned by the concurrent program. 
 
 
Logging
 
 
 
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.
 
 
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: 
Price List Wizard - Setup Ribbon
Custom Query Ribbon