Refer to the sections below on methods to populate the sheet.
Data Entry Forms
Every section of each integrator worksheet has a data entry form associated with it. These forms can be optionally used to help users select valid data.
Position the cursor in the relevant section below row 10 in the worksheet and click the Data Forms icon on the More4apps ribbon.
Example Payables Invoices Header form:
More information on the use of data entry forms is explained here.
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. You will be asked which one you want to download from when you perform the download:
· 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.
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.
Supplier Payment Details Integrator - Supplier Payment Details are available at Supplier Profile, Address and Site level. A user can choose from four download methods, Supplier, Address, Site, or all levels, so the appropriate levels data is downloaded.
Supplier Bank Accounts Integrator - The Supplier Bank Accounts download source will download bank account information, associated bank account owners, bank account assignments at supplier, address and site levels, and intermediary account details.
More information on downloading can be found here.
Manual Data Entry
As More4apps modules work within Excel, all standard Microsoft Excel functions are available for use to assist with populating the worksheet manually.
For example:
● Standard text entry
● Formulas
● Filters
● Copy and Paste
● Macros
Sections:
Restriction of Integrators (Optional)
