ERP Cloud Toolbox Add-in User Guide

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  • Ribbon Controls

Ribbon Controls

 
A new Excel ribbon tab will be added after installing the More4apps ERP Cloud Toolbox Add-in. The ribbon is used to perform actions within the modules.
 
 
Note - If the module, Oracle ERP Cloud instance and Organization you are using are not already registered with More4apps a registration form will appear when using these controls. For information on registering refer to the Registration section of the Installation guide.
 
The table below describes the functions of each ribbon button.
 
Icon
Functionality
Opens the ERP Cloud login screen to secure a connection to Oracle and create a session in ERP Cloud Toolbox Add-in.
Logs out of Oracle ERP Cloud and the Excel Add-in.
 
Login offers both SSO and basic authentication support.
Provides options to copy the current sheet or create a new sheet.
 
Copy Active Sheet:
Will create a new blank sheet based on your current template you have set up. Note that data won’t be copied across when using this option. 
 
Ideal for retaining an already set up sheet template.
 
Create New Sheet:
Create a completely new sheet for the integrator you select with all available columns. We recommend using this option first to create your template, then use the ‘Copy Active Sheet’ option going forward.
Opens the data entry form for a section selected by the cursor.
Provides formatting options that can be applied to the spreadsheet data.
 
Denormalize formats all sheet data into singular rows for re-ordering.
 
Normalize returns values to its original hierarchical state.
 
Sheet Ordering opens a form to specify columns to reorder sheet values.
 
For more information on formatting refer to the formatting section.
 
Downloads data from Oracle ERP Cloud printing data to the sheet.
 
Clicking the icon will give you two options for downloading:
 
 
 
Validates data within the current spreadsheet.
 
Clicking the icon will give you two options for validation:
Uploads data from the current sheet to Oracle ERP Cloud.
 
Clicking the icon will provide two methods to upload:
 
Note - When an upload is run, Integrator validation will occur first to ensure the data is correct.
Allows you to Submit data to a predefined scheduled process and refreshes and returns schedule process results to the sheet.
 
Note – Only Integrators set up with scheduled process functionality can use this option. Attempting to do so with an incompatible Integrator will provide a message stating the functionality is not available.
 
Logs activity while the Add-in is running. Primarily used for diagnosing issues. More4apps support may request you use this if an issue arises.
Contains Integrator specific settings.
 
Refer to the applicable product guide for information on available options.
Opens a dropdown of help options:
 
 
About:  A form that shows version and licensing information.
 
User Instructions:  Links to the Module user guide currently active in the workbook.
 
Release Notes:  Links to the Release Notes for the module currently active in the workbook.
 
Functional Impact Document:  Links to documentation online, and any functional impacts for the current version of the module installed and active in the current workbook.
 
Product Support:  Links the user to the More4apps Product Support web page for login product issues.