There are two ways to download Cost Rate Overrides from Oracle using the Integrator. More information about downloading can be found here.
Download via Form
When you select ‘Download via Form’ a download form will appear, where you can enter your download criteria.
Once you've entered the desired values into the respective fields, click the 'Download' button to initiate the download process. The Integrator uses the AND operator, which ensures that only records meeting all the specified criteria are included in the downloaded data.
This approach ensures precise data retrieval by matching the combined conditions set in the form.
The following fields are available as download filters in the form:
Project Name - Search enabled
Project Number - Search enabled
Note: If a project name is entered, the corresponding number will default. If no name is entered, and a number is selected, the project name will not default.
Task Number - Manual entry
Task Name - Manual entry
Person Name - Search enabled
Person Number - Search enabled - Defaults from Person Name. If the Person Name is a duplicate, person number must be selected.
Job Name - Search enabled
Job Code - Search enabled - Defaults from Job Name. If the Job Name is a duplicate, job code must be selected.
Expenditure Type - Search enabled.
Currency - Search enabled.
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.
The following fields are available as download filters in the sheet, as illustrated above:
