Using MS Excel to validate & load your data into Oracle EBS

1. Using MS Excel to validate & load your data into Oracle EBS

2. Introduction • More4Apps specializes in data loading tools for the Oracle E-Business Suite • Formed in 2000 by a group of experienced Oracle Applications technical and functional consultants • Sarah Conzemius will be today’s session leader Contact Info: • Sarah.conzemius@more4apps.com • 310-430-0245

3. Issues Definition • Is your Invoice Entry for Accounts Payables / Receivables • time consuming • laborious • error prone? • Imagine how much easier it would be if you could prepare or import your data into Excel and load it into Oracle at a click of a button.

4. Why the world likes Excel...... • The Tool of Choice for Accountants • Highly Productive User Interface • Easy to Extend • Efficiencies achieved through use of Cut/Copy & Paste, Formulas, Macros, Lookups, Links to other workbooks etc

5. The Ideal Data Loading Tool… • Enter single or multiple transactions just as • easily • Fast and accurate uploads • Instant feedback to users for errors, requires less IT involvement • Single point of entry and validation - able to • correct errors in the same tool using LOV's • Flexible/customizable • Designed for End Users

6. Keyboard Macros Or Custom Development • There are 150 APIs in AMG alone! • Using them requires extensive knowledge • Will require lots of testing & constant maintenance keeping up with Oracle patches and releases • How do you connect to Oracle? • Slow & Frustrating • Must baby-sit execution • Error handling crashes the upload

7. Custom Process Oracle Oracle Apps Server CSV file FTP Access Sql Loader, PL Sql programs etc. Data imported and validated using Oracle open interface’s CSV file FTP Access Sql Loader, PL Sql programs etc. User Validate Database server Open Interfaces or API’s are used to import the data CSV file Results Report DBA Fixes the issue Data entry manual or electronic csv file etc.

8. More4Apps Wizards Oracle Oracle Apps Server Is used for connection but no code is installed here Data imported and validated using Oracle open interface’s User Validate Open Interfaces or API’s are used to import the data Data submitted Results returned Data entry manual or electronic csv file etc.

9. Customer Benefits • Eliminates keying errors increasing accuracy • Reduces human resource requirements • Improves timeliness of processing • Speed up repetitive tasks • Feedback /errors sent to the user’s spreadsheet to correct • Secure - Uses Oracle EBS usernames & password and enforces Oracle’s security rules

10. Why More4Apps • 1) Easy to install and use.Developed for Oracle EBS customers only. Simple Central profile options in Oracle. Detects your GL setup including your existing segment hierarchies. • 2) Feedback is to the spreadsheet.More4Apps is easy to use and provides feedback to the user in the spreadsheet. • 3) Common look and feel across all products. • 4) Lower cost of ownership.No components installed on the PC with modern Http architecture. No odbc connections, no TNS names, no Sql Net. Automatic version upgrades via internet. • 5) Secure.More4Apps uses Oracle EBS usernames & password and enforces Oracle’s security rules. No separate desktop components to maintain security and user license keys. Supports HTTPS. • 6) Proven global product support.Many Oracle customers on More4Apps around the globe. Multiple timezones / languages supported. • 7) Try before you buy.Due to the simple installation process, it is possible to be up and running in trial mode in minutes.

11. Solution Footprint