Download Form
The ‘Supplier Download’ form enables you to select Supplier details and extract the information from Oracle into the worksheet.
To open this form, position the cursor on the row where you want the download to commence, ensuring this below row 10, click on the ‘Download’ icon and select ‘Download Form’.
The following form will display:
Pick Search Type:
Select the search type provided of Supplier Name, Supplier Number or Taxpayer ID.
Enter Search Criteria:
Enter the Supplier Name, Number or Taxpayer ID (depending on what is entered above). You can enter part of the value here and when the Search button is selected all Suppliers with this value within the Name/Number/Taxpayer ID will be returned.
Click the Search button to populate the ‘Available Suppliers’ section of the form.
Note: If you select a Search Type of ‘Supplier Number’ and then enter text in the Search Criteria, no records will be found.
Include Inactive Supplier, Sites and Contacts:
If this is selected the download will include inactive Suppliers, Sites or associated Contacts.
Suppliers with Sites for current Operating Unit(s) only:
Single Org Responsibility
‘Suppliers with Sites for Current Operating Unit only’ not selected
If not selected, then all Suppliers which meets the criteria will be included in the ‘Available Suppliers’ list for download. The Supplier can be subsequently downloaded but only Sites which are associated with your operating unit will be downloaded.
‘Suppliers with Sites for Current Operating Unit only’ selected
This option is the same as above but will exclude any Suppliers who do not have Sites with your operating unit. These Suppliers will be downloaded with the Supplier details and the Site details for your operating unit.
Multi Org Responsibility
This works like the single org responsibility but the ‘Restrict Operating Unit’ option (on the Setup ribbon) has an impact in determining what the ‘Current Operating Unit(s)’ are:
- Restrict Operating Unit is set to ‘Current OU only’
The available suppliers are the same as a single org responsibility (example shown above). The org is determined by the org unit stipulated on the ‘About’ form and can be changed by the user.
- Restrict Operating Unit is set to ‘All OU’s for Responsibility’
‘Suppliers with Sites for Current Operating Unit only’ not selected.
The available Suppliers are the same as a single org responsibility, but the sites downloaded will be for all operating units the responsibility has access to.
Example: Available Suppliers shows 21 Suppliers (with no sites) and 3 suppliers with 13 sites and all sites have multiple org units which the responsibility has access to, based on the multi org setup.
‘Suppliers with Sites for Current Operating Unit only’ selected
The available Suppliers are the same as a single org responsibility, but the sites downloaded will be for all operating units the responsibility has access to.
Example: Available Suppliers shows 3 suppliers with 13 sites and all sites have multiple org units which the responsibility has access to, based on the multi org setup.
Apply Filters to downloaded Sites and Bank Accounts:
When this checkbox is selected, the Sites and Bank Accounts ‘Download Filters’ will be applied as per the data and LOVs populated in the fields.
Available Suppliers:
This section is populated when the ‘Search’ button is selected.
Select the suppliers you wish to download (using your cursor and Ctrl button) and then select the ‘>’ button to move the supplier(s) to the ‘Selected Suppliers’ section.
You can move any number of Suppliers to the ‘Selected Suppliers’ section, which will remove the supplier from the ‘Available Suppliers’ list.
To select a range of Suppliers, select the first Supplier on the list and while holding down the Shift key on your keypad, select the last Supplier in your selection. This will highlight the required Suppliers. Select the arrow icon to move these to the Selected Suppliers list.
Selected Suppliers:
When the ‘Download’ button is selected any Supplier, which is listed here will be downloaded into your worksheet.
Remove a Supplier from this list by highlighting the Supplier (or range of Suppliers) and select the ‘<’ button at the base of this section.
Download/Cancel:
Select the ‘Download’ button to undertake the download based on the selection criteria above or select the ‘Cancel’ button to navigate back to the worksheet.
Refer to section: