Project Transaction Wizard enables the loading of Attachments against the Expenditure level, not individual transactions.
Note - You can upload multiple Attachments for the same Expenditure.
To enable this functionality you must have the ‘Attachment’ section displayed in your worksheet.
Put the cursor on a row where you have already uploaded the transaction into Oracle.
Click the ‘Forms’ icon and select ‘Expenditure Attachments’ from the LOVs or double-click in the Attachments section to open the form.
When the form opens, the user can select one of four Data Types – File, Short Text, Long Text or Web Page.
Select the Category from the list of values and enter a Description (optional).
Enter other relevant information.
Click the ‘Upload Now’ button if you wish to create the attachment against the transaction in Oracle now. The form will close and the ‘Attach Status’ will now read Accepted. The attachment will now be visible in Oracle.
If you don’t want to create the Attachment now, click the ‘Ok’ button and the form will close and write the information into the cells in the worksheet.
To upload Attachments for Expenditures:
1) Be in a sheet where you have already uploaded Expenditures and not yet uploaded the associated Attachments.
2) Add the Attachment details for each of the records using the data entry ‘Attachments’ form or type the information directly into the worksheet cells.
3) There are two options to upload the Attachments:
(i) Click the 'Refresh' icon on the Project Transaction Wizard ribbon. This will establish which of the transactions have been uploaded into Oracle and identify those that have attachments awaiting upload.
The following message will appear:
Click ‘Yes’ and the attachment(s) will be created against the transactions in Oracle. The 'Attach Status' column in your worksheet will read Accepted and the attachments will now be visible in Oracle.
Note – This will only upload attachments relating to the records you have just refreshed, not all that are available for upload on the sheet.
OR
(ii) Click the ‘Attachments’ icon on the Project Transaction Wizard ribbon and select ‘Upload All Attachments’ or ‘Upload Selected Attachments’ from the LOVs:
