Requisition Wizard Ribbon

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

Excel 2007 or Later
Icon	Description/Functionality
Login/Logout	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 on the ribbon.
Select Template	This icon will open the ‘Generate template’ form to select a template created by your System Administrator. This icon will change to display the type of template and template name once selected. Mode options are different types of transactions that can be recorded using the Requisition Wizard. Once an option is selected and the fields customized you will only have the fields needed to carry out that transaction.
New Sheet	A new worksheet will be created based on the selected template. If the Template is invalid or not yet selected, the ‘Generate template’ form will appear.
Forms	The ‘Forms’ icon opens a form where the user can select from the LOVs the applicable form (e.g. Requisition Header, Header Attachments, Requisition Lines, Line Attachments or Requisition Distributions form) required to enter data.
Clear Status Columns	This icon enables you to remove status column information from the worksheet: Clear Status Columns – This only clears the Status Columns and not the ID’s. Clear Status and ID Columns – This clears the Status Columns and ID’s. This functionality 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. Note – If a Wizard does not have ID columns and this option is selected, a message will appear stating there are no ID columns but all statuses have been cleared.
Normalisation	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 Denormalise button and it will duplicate header data for the rows containing child data. Once you are finished sorting the data then you can Normalise 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 Denormalised 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. Both functions will affect all the records on the active sheet.
Validate	Choose whether to ‘Validate Selected’ or ‘Validate All’ to validate records before they are uploaded into the interface table. Refer to section: Upload Requisitions
Upload	Upload Selected - The selected rows (as indicated by the 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 Requisitions
Download	Download Form – A form will open that will enable you to download information into the worksheet based on selected criteria. Refer to section: Download Form Download using sheet data – After entering data or information 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
Download Settings	This icon allows modifications to your ‘Download using sheet data’ functionality. Refer to section: Download Settings
Attachments	Allows users to choose to either ‘Upload Selected Attachments’ or ‘Upload All Attachments’ to the interface table. Refer to section: Attachments
Concurrent Processing	Submits a concurrent program associated to the mode. This is used to import transactions from the interface table into the Oracle Purchasing. Once this action is performed data can then be viewed in Oracle Purchasing. Submit Concurrent Request – This option submits the concurrent program associated to the mode. View Concurrent Request – Enables the user to view the concurrent requests on the Oracle Concurrent Manager. Refresh Concurrent 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. When the concurrent process has completed you should refresh the worksheet to see the results. Delete From Interface - This button will enable you to delete rows from the interface table.
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: Requisition Wizard - Setup Ribbon

Refer to section: Custom Query Ribbon