Before entering data into your worksheet, you must first set up your worksheet with the appropriate columns required for your record. ReferSet up the Worksheetsection.
Once created, there are three ways to populate information in the worksheet:
a)Import a file, type or paste data directly into the cells provided. No validation is performed until you run the upload or open the data-entry forms.
b)Use the Sales Order data-entry form to enter the data into the worksheet. Information is validated and lists of values are available.
c)Use either the ‘Download Form’, ‘Download using sheet data’ function or the ‘Custom Query’ ribbon to download existing Sales Orders. You can then use one of the methods above to update information prior to loading into Oracle.
Most sections of the worksheet are controlled by an ‘Action’ column. e.g. Create.
The following sections will describe the Sales Order data entry and download functions.
