The following table provides a quick reference to the PO Receiving Wizard Ribbon and its functions.
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 icon to load a new Licence Key or modify/add a user of the Wizard.
Show/Hide Login Info
This button 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 ‘Show/Hide Template’ icon above) all columns available will be displayed. If you have modified the master template, your new worksheets will include these changes.
PO Receiving
Form
A form to enter the receiving information will display. You do not have to use this form, you can copy and paste or key directly into the cells of the worksheet if you prefer.
If you do use this form, you can make use of the ‘Lists of Values’ and other validation as you are entering data.
Double click in the worksheet in the Header or line section will give same result.
DFF Form
A form will open to enable the flexfield information to be entered against the appropriate fields.
You do not have to use this form, you can copy and paste or key directly into the fields if you prefer.
Validate Option
Choose whether to ‘Validate and Upload’ or ‘Validate only’ when uploading lines into the interface table.
This selection is used in conjunction with the ‘Upload Selected Rows’ icon and the ‘Upload All rows on sheet’ icon (below).
Process Option
Choose the Process Option depending on the transaction being uploaded:
Create– For creating receipts, receipts and delivery Transactions or ASN Transactions.
Correct- For correcting a receipt or delivery transaction.
Return- To return an item to the supplier or receiving.
Inspect– For inspection required items.
Download Source Option
These options are used in conjunction with the ‘Download’ form and the ‘Download using sheet data’ icon, and indicate what transactions should be downloaded into your worksheet.
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 icon will enable you to delete selected journal lines from the interface table.
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. Normalisation will only affect sections that have children with multiple rows of data.
This function will affect all the records on the active sheet.
Upload Selected
The selected rows (as indicated by the cursor) will be validated/loaded into the interface table.
This icon allows you to download data based on entries made into the worksheet. This icon works in conjunction with the ‘Source Options for Download’ which specifies the type of Transactions which are required to be downloaded.
This icon will use the following columns in the worksheet to determine what should be downloaded - Shipment Number, PO Number, Receipt Number, Supplier Name, and Supplier Number.
This option allows you to download items in the interface table.
This icon will use the following columns in the worksheet to determine what should be downloaded - Shipment Number, PO Number, Receipt Number, Supplier Name and Supplier Number.
Submit Concurrent Program
Submits a concurrent program. This is used to import transactions from the interface table into the application tables.
Once this action is performed data can then be viewed in Oracle if successfully uploaded.
This will refresh the line status of the transactions 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. When the concurrent process has completed you should refresh the worksheet to see the results.
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.
