There are two ways to download contracts from Oracle using the integrator. More information about downloading can be found here.
A contract can have multiple versions over its lifecycle. You can use the integrator to download all versions of a contract. Some contracts that have had multiple amendments carried out may have numerous historic versions. Please make sure that you download the version that is eligible for updates/amendments. Using ‘Version Type’ = ‘C’ as a download filter will ensure that only the current versions of the contract are downloaded. If you don’t specify the Version Type, all versions of a contract will be downloaded.
Download via Form
The Download Form will be displayed when the ‘Download via Form’ is selected. Here, you can enter values into the available fields to set the download criteria. Click the ‘Download’ button to download data onto the sheet.
Version Type uses codes instead of their actual names. This is due to a limitation in the SOAP web services.
If you use the Data Form to search by this value, the List of Values will display both the code and its meaning.
Download via Sheet
When the option to ‘Download via Sheet’ is selected, the Integrator will use the data entered in the columns that allow sheet values to be used as the download criteria to download data to the sheet. These columns are indicated by a white triangle above the column name.
Download via Sheet using wildcard value %
Utilize the wildcard % for Download via Sheet to retrieve data that partially matches your search criteria. For example, entering 'Demo%' will download all contracts starting with 'Demo.'
Note that query conditions on the sheet and in the Download form are treated as AND clauses rather than OR in the download query.
Download Examples
Here are some download examples to illustrate how downloading works in the integrator.
Example 1
Search criteria using ‘Download via Sheet’ option: Return all contracts that match the contract number starting with ‘WT’, version type of C (Current), and status that starts with ‘UNDER’.
Search result: 1 contract returned that matches the search criteria.
Example 2
Search criteria using ‘Download via Form’ option: Return all versions of the Contract Number ‘Pinnacle Technologies SLSA’.
Search result: Contract Number ‘Pinnacle Technologies SLSA’ returned with multiple versions returned to the sheet. Only Version Type of ‘C’ with status ‘UNDER_AMENDMENT’ is the most current version to be updated.
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