Purchase Order Wizard Ribbon

The following table provides a quick reference to the Purchase Order Wizard Ribbon and its functions.

Excel 2007 or Later
Icon	Description/Functionality
Login/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 in the ribbon.
Header Form	A form will open to enter the Purchase Order Header information. If you use this form, you can make use of ‘Lists of Values’ and other validation as you are entering data. Double-clicking in the worksheet in the Purchase Order Header section will also open the form.
Lines Form	A form will open to enter the Purchase Order Lines information. If you use this form, you can make use of the ‘Lists of Values’ and other validation as you are entering data.
Shipments Form	A form will open to enter the Purchase Order Shipment information. If you use this form, you can use the ‘Lists of Values’ and other validation as you are entering data.
Price Breaks Form	For Blanket Purchase Orders and Quotations only, a form will open to enter the Price Breaks information. If you use this form, you can use the ‘Lists of Values’ and other validation as you are entering data.
Distributions Form	A form will open to enter the Purchase Order Distributions information. If you use this form, you can use the ‘Lists of Values’ and other validation as you are entering data.
Header Attachments	A form will open to enter the Header Attachments information. If you use this form, you can use the ‘Lists of Values’ and other validation as you are entering data.
Line Attachments	A form will open to enter the Line Attachments information. If you use this form, you can use the ‘Lists of Values’ and other validation as you are entering data.
Header DFF	A form will open to enable the Header Flexfield information to be entered against the header fields. You do not have to use this form, you can copy and paste or key directly into the fields on the worksheet if you prefer.
Lines DFF	A form will open to enable the Line Descriptive Flexfield information to be entered against the line fields. You do not have to use this form, you can copy and paste or key directly into the fields if you prefer.
Shipments DFF	A form to enable the Shipments Flexfield information to be entered against the shipments fields. You do not have to use this form, you can copy and paste or key directly into the fields if you prefer.
Distributions DFF	A form will open to enable the Distribution Descriptive Flexfield information to be entered against the distribution fields. You do not have to use this form, you can copy and paste or key directly into the fields if you prefer.
Select Wizard Mode/Template	This icon will open the ‘Generate template’ form to select a template for one of the eight Wizard Modes: · Blanket Purchase Agreement · Standard Purchase Order · Quotation · Change API · PO Close · Blanket Release Close · Complex PO · Cancel PO · AutoCreate
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 Worksheet
Validate Option	Choose whether to ‘Validate only’ or ‘Validate and Upload’ when uploading lines into Oracle: Validate only – This will only validate the data and not upload it to the interface table. Validate and Upload – This will validate and upload into the interface table any new purchase orders. This selection is used in conjunction with the ‘Upload’ button and selecting either ‘Upload Selected’ or the ‘Upload All’ button (below).
Process Option	This icon will determine if your upload will create a new or update an existing Purchase Order.
Format Data	Used for formatting data by adding duplicate parent rows based on child rows and removing duplicate parent rows respectively. Denormalize Data - 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 Data - 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.
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.
Delete from Interface	This button will enable you to delete rows from the interface table. Refer to section: Correcting Errors and Reloading
Upload Selected	The selected rows (indicated by cursor position) will be validated/loaded into the interface table.
Upload All	All Documents from Worksheet (that have not already been processed) will be validated/loaded into the interface table.
Download Form	A form will open that will enable you to download purchase order information into the worksheet. Refer to section: Download Form
Download using sheet data	After entering Document Number(s) into the worksheet, use this button to download all items 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
Upload All Attachments	Allows users to Upload All Attachments on worksheet to Oracle.
Upload Selected Attachments	Allows users to Upload Selected Attachments on worksheet to Oracle.
Submit Concurrent Program	Submits a concurrent program. This is used to import transactions from the interface table into the purchasing application tables. Once this action is performed data can then be viewed in Oracle Purchasing.
View Concurrent Requests	Allows users to view concurrent requests on the Oracle Concurrent Manager.
Refresh Interface Status	This will refresh the line status of the records in the spreadsheet. It will show error or warning messages as applicable. This is particularly useful when a concurrent process is run to import transactions from an interface table. 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 the functionality of this Wizard. The three options are: User Instructions – Link to the More4apps online User Guide to find detailed explanation on the Wizard. Release Notes – Link to the list of all version releases for the Wizard. Product Support – Link to the More4apps support page where issues/requests can be logged by completing the form details.

Refer to section:

PO Wizard - Setup Ribbon

Custom Query Ribbon