ERP Cloud Finance Module User Guide

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Downloading

 
Information can be downloaded via the sheet fields or alternatively through using the Download form. We recommend downloading data into the worksheet before attempting to update any records to ensure accurate information exists prior to validation and upload.
 
Payables Invoices Integrator - When downloading existing Payables invoices with tax lines, the tax lines will download into the sheet. Currently we are unable to upload these Tax lines due to an Oracle limitation so you will need to remove them before using the same invoice data to upload.
 
Receivables Invoices Integrator - This integrator does not download tax or distribution information due to the way the Oracle REST web service is structured.
 
On-Account Credit Memos Integrator - This integrator does not download tax or distribution information due to the way the Oracle REST web service is structured.
 
Two download sources are available:
On-Account Credit Memos                 Downloads existing On-Account Credit Memos
Open Invoices                                    Downloads existing Open Invoices
 
You will be asked which one you want to download from when you perform the download.
 
Holds and Releases Integrator - There are two download sources in the Holds and Releases Integrator; Invoice source and Holds source.
The Invoice download source is used to download invoice information only to then apply Holds to.
The Holds download source will download invoice information and any active Holds applied to those invoices.
You will be asked which one you want to download from when you perform the download.
 
Suppliers Integrator - This integrator does not download attachment information due to an Oracle error in the web service. More4apps will monitor Fusion releases as this may be resolved in versions later than 23B.
 
Customers Integrator - Download parent and child filtering is available in the Download Form and Download via Sheet.  Specify the criteria in the predefined fields in the Download Form or columns in the sheet indicated with an arrow (▼).
 
Asset Additions Integrator - Download is available using the Download Form and Download via Sheet options. Only the Assets within the Corporate Book that you have access to will be downloaded.
 
Asset Adjustments Integrator -Download is available using the Download Form and Download via Sheet options. Only the Assets within the Books that you have access to will be downloaded.
 
Asset Assignment Transfers Integrator - Download is available using the Download Form and Download via Sheet options. Only the Assets within the Books that you have access to will be downloaded.
 
More information on downloading can be found here.