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Download Revenue Plan Schedule Overrides
There are two ways to download Revenue Plan Schedules 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. It's important to note that each field operates independently, unless otherwise mentioned, meaning there is no interdependence between them. This design allows for flexibility in defining your search parameters.
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.
Only Contracts with Version Type ‘C’ (Current) will be downloaded as these are the only contracts eligible for schedule overrides.
The following fields have a loose dependency on another field, meaning that entering a value in one field will limit the available options in the related field:
· Contract Name → Limits the Contract Number field to contracts matching the provided name.
· Expenditure Type → Limits the Nonlabor Resource field to resources matching the selected Expenditure Type.
· Nonlabor Resource → Limits the Organization field to organizations associated with the selected Nonlabor Resource.
In some cases, certain fields on the Download Form do not have List of Values (LOV) support. These fields include:
· Version Number
· Contract Line Number
This limitation exists because there are too many duplicate values to populate the LOV. As a result, when using these fields as filters for downloads, you must manually enter the exact value to ensure accurate filtering.
The Download Form will always display all available sections for download, regardless of whether they exist on the sheet.
Download via Sheet
Note that query conditions on the sheet and in the Download Form are treated as AND clauses rather than OR in the download query.
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.
This Integrator supports child-level filtering, allowing you to refine search results using searchable fields within each schedule override section. Example below shows Person Name used as one of the filters when downloading a contract Revenue Plan.
Important Note on Downloading Revenue Plans
When downloading Revenue Plans for a contract, the Integrator retrieves all Revenue Plans associated with that contract, not just those that have rate schedules against them. This means that some Revenue Plans in the download may not have any associated Rate Schedules.
To apply schedule overrides, ensure that the Revenue Plan has Rate Schedules assigned. Only Revenue Plans with existing Rate Schedules are eligible for schedule overrides.
Use filtering options when downloading to narrow the results and avoid unnecessary data. See the Limitations for more information.
The example below shows three Revenue Plans downloaded for a contract, but only one (highlighted) is eligible for schedule overrides. To keep the sheet clear and avoid confusion, it is recommended to delete any Revenue Plans that do not have Rate Schedules.
Sections:
