The Costs Integrator has Multiple Download sources available, where information from different areas of Oracle can be downloaded into the same Integrator. See Download Sources for more information.
The two Download Sources available in the Costs Integrator are:
● Unprocessed Costs: download unprocessed transactions that have not been imported
There are two ways to download the unprocessed project costs from Oracle using the Costs Integrator. More information about downloading can be found here.
When you select either the ‘Download via Form’ or ‘Download via Sheet’ option, you will be prompted with a new window where you can select where you want to download the transactions from. Select the Download Source ‘Unprocessed Costs’ to download unprocessed transactions to the sheet.
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.
There are two statuses that exist as unprocessed project costs:
1. Pending – these are unprocessed project costs that have not been imported.
2. Rejected – these are unprocessed project costs that have been rejected by the import process.
You can use the Download Form to download the unprocessed project costs that are in either of these two statuses:
Data can be entered directly on the download form to be searched. The example below will return all the unprocessed project costs that have a Document Entry value of ‘Miscellaneous’:
More4apps recommend entering more values on the download form to narrow down the search criteria. Some of the fields on the download form have dependent values. A dependent field appears based on the values entered in other fields on the form. The example below shows the List of Values for the Project Number field that match the criteria entered in the previous fields. This is useful when you’re interested in downloading unprocessed project costs for just one project. The Project Number field can be left blank to return all the projects that match the criteria entered in the other fields:
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. Note that not all the columns available on the Download Form are available as values to be used in the Download via Sheet option. Please also note that query conditions on the sheet and in the Download form are treated as AND clauses rather than OR in the download query.
