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Icon
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Description/Functionality
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Log In/Log Out
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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’.
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About
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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’.
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Show/Hide Login Info
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This icon toggles the display of the ‘Login Info’ information on the ribbon.
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New Sheet
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A new sheet will be created based on the master template sheet.
If you have not modified the master template (using the ‘Edit Template’ icon) all columns available will be displayed. If you have modified the master template, your new worksheets will include these changes.
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Batch Header Settings
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A form to enter the batch header 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.
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Transaction Details
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A form to enter the transaction information will display. You do not have to use this form, you can copy and paste or key directly into the cells 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.
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Expenditure Attachments
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A form will open to enable an attachment to be entered against the current record.
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DFF Form
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A form will open to enable the flexfield information to be entered against the fields.
You do not have to use this form, you can copy and paste or key directly into the fields if you prefer.
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Validate Option
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Choose one of two methods for uploading transactions:
Validate and Upload – Enables you to validate and load the records into Oracle.
Validate only – This option will validate the records but not load them into Oracle.
This selection is used in conjunction with the ‘Upload selected Transactions’ icon, the ‘Upload all Transactions on current Sheet’ icon and ‘Upload all Transactions on selected Sheets’ icon (below).
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WorkSheet Option
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Choose one of two methods for uploading worksheet data:
Multi Sheet – Will upload to the interface table, all worksheets in workbook.
Single Sheet – Will upload to the interface table, only the active worksheet.
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Employee Preference
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Choose one of two methods for displaying employee details in the ‘Transaction Details’ form:
Use Employee Name – Will show employee name on the spreadsheet and form.
Use Employee Number – Will show employee number on the spreadsheet and form.
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Upload selected Transactions
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The selected transactions (as indicated by the cursor) will be validated/loaded into the interface table.
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Upload all Transactions on current Sheet
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All transactions on the current sheet (that have not already been processed) will be validated/loaded into the interface table.
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Upload all Transactions on selected Sheets
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This option allows the user to upload data on selected sheet/s to the interface table. This selection is used in conjunction with the ‘Multi and Single Sheet’ option (above).
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Attachments
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Allows users to Upload All Attachments or Upload Selected Attachments to Oracle.
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Clear Status Column
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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.
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Delete Selected Transaction
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This button will enable you to delete selected row(s) from the interface table.
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Control Transaction Batches
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This screen controls Transaction Batches.
The user can submit a concurrent program which imports transactions from the interface table into the Projects application tables. Once this action is performed, data can then be viewed in Oracle Projects.
The user can also delete batches from this screen.
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View Concurrent Requests
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This icon allows you to view a concurrent request after an upload is submitted (using the Wizard) from Project Transaction Wizard.
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Refresh
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This will refresh the line status of the records in the spreadsheet after an upload is completed. It will show error or warning messages as applicable. When the concurrent process has completed you should refresh the worksheet to see the results.
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Logging
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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.
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Help
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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.
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