Item Cost Wizard User Instructions

7/31/2019 Item Cost Wizard User Instructions

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1. About Item Cost Wizard

Welcome to Item Cost Wizard.

We have developed this tool in response to demand from Oracle StandardCosting users for a user friendly and robust spreadsheet tool to create and

manipulate Item Costs within the Oracle Inventory. This tool was designed toassist with data conversion and to provide an alternative to the Oracle Costs

data-entry form used for maintaining item costs.

Item Cost Wizard is a VBA program embedded in a Microsoft Excel workbook. It

is a close cousin to our other Wizard products and shares the same look andfeel. The Item Cost Wizard uses the standard oracle item cost details interface

table to create or update Standard Item Costs. It does not write to any otherdatabase objects.

This documentation is written with the assumption that the user knows how tocreate Costs with Cost Sub-elements via the Oracle forms. We recommend that

you read this documentation in conjunction with the following:

Oracle Cost Management Users Guide, Chapter 3, Defining Item Costs

Oracle Manufacturing APIs and Open Interfaces Manual, Chapter 4, CostImport Interface.

Features

All options are available on a toolbar. Forms are available or you can simply

type, import, or paste the values into the spreadsheet.

The program is flexible about the spreadsheet layout. You can move or delete

unwanted columns. You can also have multiple sheets or even use sheets inother workbooks.

If you encounter any problems or have any suggestions, please do not hesitateto contact us at http://www.more4apps.com/request-technical-assistance/

Important

Item Cost Wizard supports standard cost update only. If you wish to load

average costs please use the More4Apps Material Transaction Wizard.

Importing costs into frozen cost type is also not supported. The item costs will

have to be imported into another cost type and then the cost update may be runto update to the frozen cost type.

Trial Version

More4Apps Page 1 19 May 2012
http://www.more4apps.com/request-technical-assistance/http://www.more4apps.com/request-technical-assistance/


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The trial version of this program is fully functional. It does however only allowfive records to be uploaded and any time, it ignores the remainder of the line

items. If you wish to test the upload functionality contact us, for a trial licensekey at http://www.more4apps.com/request-technical-assistance/. The forms and

other features are not constrained even in the trial version.
http://www.more4apps.com/request-technical-assistance/http://www.more4apps.com/request-technical-assistance/


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2. Overview Steps to Loading Item Costs

Once Item Cost Wizard has been installed for your instance of Oracle

Applications, the following steps outline the basic procedure for loading ItemCosts information using Item Costs Wizard.

Steps to load Item Cost Information:

1. Open the workbook and log in connect to your Oracle Applications

instance.

Refer to section: Logging In and Out

Refer to section: Security

2. Set up the template (select the relevant sections and fields)

Refer to section: Set up the Template

3. Click on the new sheet icon.

This can be found on the Item Cost Wizard toolbar.

4. Create and/or update the Item Cost information

Refer to section: Entering Item Costs

5. Upload the Item Costs

Refer to section: Uploading Item Costs

Refer to section: Submit Concurrent Program

6. Correct errors after uploading the Item Costs

This step is only required if there are errors.

Refer to section: Error Handling and Validation

There are also several reference sections in this document for furtherinformation:

Item Cost Wizard Toolbar

Set up Toolbar

Descriptive Flexfields


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Profile Options

User Defined Mandatory Fields

Trouble Shooting

License Keys, Named Users & Installation

Release Notes


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3. Logging In and Out

This section is common to all of our tools.

Click on this link to navigate to Common User Instructions: Logging In and Out
http://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/LoggingInandOut.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/LoggingInandOut.html


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4. Security

To be able to create and update Item Costs, you must conform to the

Organization Access Security functionality in Oracle Applications. You can onlycarry out transactions in Organizations you have access too.

To undertake a particular item cost update you must have access to the item

costs form in your selected responsibility. Without access to the form you will notbe able to upload the cost.

Data entered into the database conforms to the standard oracle table audit

standards, showing created by, creation date, last updated date and last updatedby.


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5. Set up the Template

This facility means that you can offer users a customized sheet with a reduced

number of columns displayed in the order that you prefer.

Click on the Show or Hide Template Sheet icon to access the hidden templatesheet (Template123).

This section is common to all of our tools.

Click on this link to navigate to Common User Instructions: Customize the

Template

Refer to section: User Defined Mandatory Fields
http://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/CustomizetheTemplatesheet.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/CustomizetheTemplatesheet.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/CustomizetheTemplatesheet.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/CustomizetheTemplatesheet.html


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6. Enter Item Cost Information

There are three ways to populate information in the worksheet:

a) Import a file, type or paste data directly into the cells provided. No

validation is performed until you run the upload or open the data-entryforms.

b) Use the data-entry forms (Item Costs and Sub-Element forms), to enter thedata into the worksheet. Information is validated and lists of values are

available.

The More4Apps Wizard forms function in a similar way. Click on the

following link to navigate to Common User Instructions: Data Entry Forms.

c) Use the Download Form, to download existing Item Costs and Sub-Elements.

You can then use one of the methods above to update information prior to

loading into Oracle.

The following sections will describe how to use each of the forms within thewizard.

Refer to section: Item Cost Header FormRefer to section: Item Cost Elements Form

Refer to section: Download Cost Information

6.1 Item Cost Header Form

This set of columns provides the organization, item and cost control information.You can type or paste in the relevant values straight into excel. No validation is

performed until you run the upload program. Alternatively you can use the ItemCost headers form.

Double-click in one of the cells to contain the values, or alternatively click on the

Standard Cost Header Form icon on the Item Cost Wizard toolbar.

The Item Cost Header Form will display:
http://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/DataEntryForms.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/DataEntryForms.html


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The form functionality mimics that of the standard transaction forms in Oracle

Applications. Use the Up and Down Arrows to the right of the form to togglebetween records.

Data Entry Fields:

Organization CodeThis is the organization code you want to use when loading the header. You

can have multiple organization loads on the one sheet.

Cost Type

This is the cost type you want to create or update.

Default Cost TypeThis is your base cost type

Item

This is the inventory item you are creating or updating the costs for.

Based on RollupIndicate whether costs are based on a roll-up of the items bill of material and

routing. This determines if the structure of the item is exploded during thecost rollup process. Turn this off if the assembly for which you do not want to

change the cost. Generally, assemblies (make items) have this control turnedon, and buy items have this control turned off. You can freeze the cost of an

assembly (for example, for an obsolete item) for the current cost type byturning this off after performing a cost rollup. Future cost rollups do not

change the cost for this item.

Costing Lot SizeUse this to determine the unit cost of sub elements with a basis type of Lot.

The costing lot size is separate from the planning lead time lot size.


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Manufacturing Shrinkage RateThe cost rollup uses the value you enter here to determine the incremental

component requirements due to the assembly shrinkage of the current item.

Display Fields

To make the Item Cost Wizard easier to use More4apps has added the followingColumns to the spreadsheet and the form:

Item Description

Material

Material Overhead

Resource

Outside Processing

Overhead

Unit Cost

COGS Account

Sales Account

Cost Category

Quantity

Extended Value

Last PO Price

Invoice Price

Make Buy

Include In Rollup

These fields are for information purposes only. They are not required,validated or loaded by the wizard. When downloading transactions these fields

(excluding Last PO and Invoice Price, which are optional) are downloaded aswell. If you upload/validate the cost load then the above fields (excluding last

PO and invoice price) are updated on the spreadsheet.

Note: If you enter your own item description it will be over written when

opening the form or validating/creating transaction data.

Once you have entered the information press the OK button to transfer the

information back to excel. Press the cancel button if you wish to revert to thevalues at the time you opened the form.

Refer to section: Item Cost Elements Form


6.2 Item Cost Elements Form

This set of columns provides the cost elements information of an item. You can

type or paste in the relevant values straight into excel. No validation isperformed until you run the upload program. Alternatively you can use the Item

Cost Elements form.

First position your cursor on the row you wish to contain the cost element data.Then double-click in one of the cells to contain the values, or alternatively click

the Standard Cost Details Form icon on the toolbar button.


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The Item Cost Elements Form will display:

The form functionality mimics that of the standard transaction forms in Oracle

Applications. Use the Up and Down Arrows to the right of the form to togglebetween records.

Please note you can upload one item, within an organization at a time, a

selected range of items or your entire worksheet. The Oracle interface does notallow you to update or create just one element if a cost exists, however the

wizard supports this feature by automatically adding the other elements to theinterface (if you choose Create and Update mode from the toolbar).

Data Entry Fields:

Cost ElementThis will give a list of cost elements for an organization. Default sub elements

will be available relating to the option chosen in this field.

Sub Element

Default sub elements for an organization, relating to the cost elementchosen, will be available in a list of values.

A ctivity

The default activity you associated with the sub element is the default.

BasisThe basis is associated with the sub element.

Rate/Amount

This is the rate or amount for the sub element and the activity.

Once you have entered your data press the OK button to transfer theinformation back to excel. Press the Cancel button if you wish to revert to the

old values.


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Refer to section: Item Cost Header Form


6.3 Download Cost Information

One of the most powerful features of Item Cost Wizard is the ability to

download current item costs data from Oracle or from the interface table. Thedata can then be modified and reloaded into Oracle.

Place your cursor somewhere in the sheet below row 10. Data will bedownloaded at this point, pushing all existing rows downwards. Click on the

Download Item Cost Updates Form icon from the toolbar.

The following form will display, providing you with criteria for the search:

Choose the download source; either Current Item Cost or Interface Table.

Download From Current Item Cost

Choosing this option will download current item costs data from Oracle. You

must enter search criteria to invoke the download.

1.First choose an inventory organization.

2.Optionally enter data into the other fields.

You can choose to download from just the organization however this is notrecommended due to the volume of data.


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Note that the Include Last PO Price and the Include Last Invoice Pricecheck boxes slow the download functionality. If you do not require this

information then we recommend you do not check them for download.

Add a Cost Element constraint from the list of values, this will mean the

wizard will bring back items with a value for the selected Cost Element.

You can aggregate by sub-element by checking the box. When choosing aCost Element Source Type you can select or deselect the User Defined

and Rolled up check boxes.

The download will then take the entire criteria into account and download therelevant costing information.

Download From Interface Table

Choosing this option will download item cost data from the interface table. You

must enter search criteria to invoke the download. When choosing thedownload from of Interface Table the form will change, as displayed here:

You must enter search criteria to invoke the download.

1. Choose an inventory organization.

2. Optionally enter data into the other fields.

You can choose to download from just the organization however this is notrecommended due to the volume of data.

You cannot include a purchase order number in the criteria.


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You can optionally include the upload status and/or group ID.

By choosing the Overwrite Existing Lines check box the download will not

insert new lines, but will overwrite rows in the spreadsheet

The download will then take the entire criteria into account and download the

relevant costing information.

Refer to section: Item Cost Header FormRefer to section: Item Cost Elements Form


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7. Uploading Item Costs

There are two steps that need to be completed before item cost data is available

in Oracle Inventory.

Step One Upload the item costs into the Item Cost Details Interface Table.

Step Two Import the data from the Interface Table into Oracle Inventory.

Once this step is completed successfully then you are able to view the item costs

in Oracle Inventory.

The steps in this section are to upload the item costs into the Item Cost Details

Interface Table.

Refer to section: Upload Options

Refer to section: Uploading a Single of Item CostsRefer to section: Uploading a Range of Item Costs

Refer to section: Uploading All Item Costs

Refer to section: Error Handling and ValidationRefer to section: Submit Item Cost Interface Concurrent Program


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7.1 Upload Options

To upload Item Cost information to the interface table first select a ProcessingOption then Validate Commit from the toolbar. You can choose to upload a

singe, a range or all item costs.

Alternatively you can just validate (and not upload) the data by choosing

Validate Only from the toolbar.

Please note: You cannot upload line items where the item already exists in the

interface table, even if that line has a status of Error, this is a constraint of

Oracles interface functionality. You must delete lines with errors from theinterface table first before reloading the same item again.

Choose Processing Option

When uploading Item Costs choose one of the following options from the Item

Cost Wizard toolbar:

Create - This mode can be used if the user is importing large numbers of itemsand is unsure if Item/Organization/Cost Type combination exists in Oracle

Applications. If it does exist the row in the Wizard will be flagged as an error

and not imported. This would prevent any accidental overwrite of existing data.

Create and Replace - All the previous cost and sub element information forthis item, cost type, organization combination will be deleted from the

production tables and the new information will replace the existing one.

Create and Update Any valid lines are inserted into the interface table, the

wizard also adds the current sub elements (excluding any you are updating) tothe interface table. This circumvents the lack of functionality with this interface

provided by oracle.

In all modes if any sub-element fails validation all sub-elements for that

item/Cost type are not loaded.

Create or Validate Your Cost Updates

Item Cost Wizard allows you to validate information or validate and upload the

data into Oracle Inventory interface table. Choose the option you require fromthe Item Cost Wizard toolbar:


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Validate Only Choosing this option will validate the data only and will notupload it to the interface table

Validate and Upload Choosing this option will validate and then upload the

data into the interface

Refer to section: Uploading a Single of Item CostsRefer to section: Uploading a Range of Item Costs

Refer to section: Uploading All Item CostsRefer to section: Error Handling and Validation

Refer to section: Submit Item Cost Interface Concurrent Program

7.2 Uploading a Single Item Cost

Place your cursor anywhere on a row containing the item cost you wish toupload and choose the Validate Commit upload option from the wizard toolbar.

Choose the Upload Selected Cost Updates icon on the Item Cost Wizardtoolbar.

Note: Records with Error and Accepted statuss are ignored and not loaded.

Refer to section: Upload OptionsRefer to section: Uploading a Range of Item Costs

Refer to section: Uploading All Item CostsRefer to section: Error Handling and Validation


7.3 Uploading a Range of Item Costs

Use the cursor to select your range of item costs to upload, making sure you

have included the first line of each item cost to be uploaded. Choose theValidate Commit option from the wizard toolbar.

The columns selected are NOT important.

Choose the Upload Selected Cost Updates icon on the Item Cost Wizard

toolbar.


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Item Cost Wizard looks through the spreadsheet only between the top and

bottom of the range you have indicated.

If you have selected a range and only included the first line of the last itemcosts to be uploaded, Item Cost Wizard will continue past the end of the

selected range if necessary to complete the last item cost.

Note: Records with Error and Accepted statuss are ignored and not loaded.

Refer to section: Upload OptionsRefer to section: Uploading a Single of Item Costs

Refer to section: Uploading All Item Costs



7.4 Uploading All Item Costs

Place the cursor anywhere on the worksheet below row 9 and choose the

Validate Commit option from the wizard toolbar.

Choose the Upload All Cost Updates icon on the Item Cost Wizard toolbar.

This upload option ignores the cursor location and goes straight to row 10 to

begin uploading. It ignores Accepted data.

Refer to section: Upload Options

Refer to section: Uploading a Single of Item Costs

Refer to section: Uploading a Range of Item CostsRefer to section: Error Handling and Validation



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8. Error Handling and Validation

There are two levels of validation:

Spreadsheet Validation - The Item Cost Header and Item Cost

Elements Forms validate the data using lists of values, date formats, fieldlengths and some other field level validation.

Upload Validation - The upload process will perform the

spreadsheet validation above as well as the validation within the Oracle CostImport concurrent program.

Data keyed directly into the worksheet (not via the Item Cost Header and Item

Cost Elements Forms) will be validated when it is uploaded. If you wish tocheck anything before it is uploaded, simply open the form or choose Validate

Only from the Item Cost Wizard toolbar and then click an upload button. Thiswill validate only (and not upload) the data.

Refer to section: Status and Message ColumnsRefer to section: Correcting Errors and Reloading


8.1 Status and Message Columns

Every worksheet will be created with an Upload Result and Item Cost Message

column.

The Upload Result is used to record the overall status for each record to be

uploaded. The Upload Result may be:

Blank prior to running the validate / upload process

Pending all the information for this item cost is uploaded to the interfacetable ready for importing into Oracle Inventory

Validated all the information for this item cost is validated but not loaded

into the interface table. Accepted all the information for this item cost has been successfully loaded

into Oracle Inventory.

Error - all the information for this record has not been successfully loaded.

Please note that if any of the sub elements fail validation the whole row willerror and not be loaded.

Deleted all the information for this record has been deleted from the

interface table. Please note if you wish to update a transaction in theinterface table first delete it, then reload it.


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The Item Cost Message is used to record any warning or error messages

resulting from the validate/upload process e.g. The item you have selected isalready costed for this cost type.

In the following example, one item cost was rejected with the message The item

you have selected is already costed for this cost type. All other item costs weresuccessfully processed.

Refer to section: Correcting Errors and Reloading


8.2 Correcting Errors and Reloading

Correcting Rejected Data

If you have an Error status in the Upload Results column, you need to read the

message in the Item Cost Message column and investigate the data. The error

messages relates to data on the same row in the relevant section.

To correct the information either key directly into the worksheet, or open the

Standard Cost Header Form or the Standard Cost Details Form.

Once the data has been corrected you can choose to either upload one row,

selected rows or the entire worksheet. Refer to Section:Uploading Item Costs.

Item costs that have an existing upload Status of Accepted will not beprocessed again.

Continuing the previous example, after correcting the data and re-running the

upload process, all records are successfully transferred into Oracle Inventory.


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Deleting and Updating Item Costs in the Interface Table

You can delete an item cost or all item costs from the interface table. The itemsare deleted from the Interface tables only. The data can then be changed and

reloaded if required.

Deleting and Updating a Single Item Cost

Place the cursor on any column on the row that contains the item cost you wishto delete. Click on the Delete Selected Costs from the Interface Table icon.

You can now change the data for that record and reload the item cost. Onlyyour changed item costs will be uploaded, with a new ID.

Deleting and Updating a Range of Item Costs

You cannot update interfaced records, however you can delete the records andthen reload them.

Please note: You cannot upload line items where the item already exists in theinterface table, even if that line has an Error status, this is a constraint of

Oracles interface functionality. We recommend you delete lines with errors fromthe interface table first before reloading the same item again.

Highlight the rows of records you wish to delete. Click on the Delete SelectedCosts from the Interface Table icon.

You can now change the data for that record and reload the item cost. Onlyyour changed item costs will be uploaded, with a new ID.


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Deleting a ll Item Costs from the Interface Table

Place the cursor on any row below row 9 and click on the Delete ALL Costs from

the Interface Table icon.

You will be prompted to confirm.

You can now change the data for these item costs, so long as you have not

altered the Group ID and Item Cost Interface ID columns.

Item Cost Wizard will ignore any other lines already marked Accepted. Your

changed item costs will be uploaded, with a new ID.

Refer to section: Status and Message ColumnsRefer to section: Submit Item Cost Interface Concurrent Program


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9. Submit Interface Concurrent Program

Once you have loaded your data into the interface table successfully, you are

ready to import the item costs into Oracle Inventory. Click the SubmitConcurrent Program icon from the Item Cost Wizard toolbar.

The following form will display:

Click on the arrow and choose the option you wish. Choose one of the following

options:

1. Import Standard Costs. This will import the costs, into Oracle

Inventory from the interface table, for a group id including the cost types

and items loaded against that group id. When choosing Import StandardCosts the following screen will display:

Choose the criteria required and click Submit.

2. Standard Cost Update. The standard cost update procedure updates

pending costs to the Frozen standard cost type.

When choosing Standard Cost Update the following form displays:


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Choose the required criteria and click Submit.

The Interface Concurrent program will now run and it will advise you of theconcurrent program request number. To check the status of your concurrent

program, click on the View Concurrent Requests icon on the Item Cost Wizardtoolbar.

A view of the Oracle Concurrent Request screen will display:


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Once the import has Completed you can close the screen and click RefreshInterface Status from the toolbar.

This will show the successfully Accepted records as green and Error records as

red with the line error message as appropriate, as shown below:

Refer to section: Entering Item Cost Information

Refer to section: Uploading item Cost Information



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10. Toolbars

There are two toolbars for Item Cost Wizard. The ICW Setup Toolbar is used to

help set up the Wizard. The Item Cost Wizard Toolbar is used to carry outfunctions when working in your workbook.

The menus are also available using the right mouse click functionality within

excel. If you press the right mouse button you will see the Item Cost Wizardtoolbar options.

Refer to section: ICW Setup ToolbarRefer to section: Item Cost Wizard Toolbar


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10.1 Setup Toolbar

The following table provides a quick reference to the ICW Setup Toolbar and itsfunctions.

ICW Setup Toolbar

The appearance of custom toolbars is slightly different between versions of Excel.

Excel 2003

Excel 2007

Icon Description / Functionality

Show / Hide Toolbar Once your set-up is done you may not want your usersto change the set-up so you can hide the setup toolbar.

There are three options:

Show at Start-up the setup menu always appears.

Hide at Start-up the setup menu is hidden but can

be found using:

Excel 2003 - Tools > Macro > Macros >

Show_ICW_Wizard_Toolbars and click Run.

Excel 2007 - View > Macro > View Macro >

Show_ICW_Wizard_Toolbars and click Run

Hide Permanently the setup menu is hidden and

cannot be displayed. Revert back to a copy of theoriginal workbook to display the menu.


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Choose Login Method Choose one of two methods for logging in:

Standard Login will use single sign-on whereavailable

Alternative Login will use application level

sign-on

Show / Hide TemplateWorksheet

Show or Hide Template worksheet. If you modify thetemplate worksheet, subsequent worksheets created

using the New Sheet icon will be based on thistemplate.

Customize MandatoryFields

This icon will allow you to customize mandatory fields.

Export Login Config Export Login Configuration Settings to New Sheet.

The login configuration allows you to store links to

multiple instances of Oracle Applications. Create a newblank sheet (insert worksheet) and click on this icon.

The current login configuration will be copied into cellA1. This can then be copied into another workbook (into

cell A1) and imported using the option below.

Import Login Config Import Login Configuration Setting from Current Sheet.

The login configuration that has been copied into cell A1

of the current sheet will be used to set up the list ofinstances available in this workbook.

Refer to section: Item Cost Wizard Toolbar


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10.2 Item Cost Wizard Toolbar

The following table provides a quick reference to the Item Cost Wizard Toolbar

and its functions.

Item Cost Wizard Toolbar

The appearance of custom toolbars is slightly different between versions of Excel.

Excel 2003

Excel 2007

Icon Description / Functionality

New Sheet A new worksheet will be created based on the mastertemplate sheet.

If you have not modified the master template (using the

Show / Hide Template icon above) all columns availablewill be displayed. If you have modified the master

template, your new worksheets will include thesechanges.

Standard Cost HeaderForm

A form to enter the Standard Cost Header informationwill display. You do not have to use this form, you can

copy and paste or key directly into the cells of the

worksheet if you prefer.

If you do use this form, you can make use the Lists of

Values and other validation as you are entering data.

Double click in the worksheet in the first data entrysection will give same result.


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Standard Cost Details

FormA form to enter the Standard Cost Details information

will display. You do not have to use this form, you cancopy and paste or key directly into the cells of the

worksheet if you prefer.

If you do use this form, you can make use the Lists ofValues and other validation as you are entering data.

Double click in the worksheet in the cost information

section will give same result.

Choose Processing

OptionChoose whether to Create only, Create and Replace or

Create and Update when uploading lines into the ItemCost Details Interface Table.

This selection is used in conjunction with the Upload

Selected Cost Updates icon and the Upload all Cost

Updates icon (below).

Create or Validateyour Cost Updates

Choose whether to Validate Only or Validate Commitwhen validating against or uploading lines into the

interface table.

This selection is used in conjunction with the Upload

Selected Rows icon and the Upload all rows icon(below).

Upload Selected CostUpdates

The selected rows (as indicated by the cursor) will bevalidated/loaded into the interface table.

Upload All Cost

UpdatesAll rows in the worksheet (that have not already been

processed) will be validated/loaded into the interfacetable.

Submit ConcurrentProgram

Submits a concurrent program. This is used to importitem cost records from the interface table into Oracle

Inventory and can then be viewed in the Oracle module.


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Refresh Status This will refresh the line status of the records in thespreadsheet. It will show error or warning messages as

applicable. This is particularly useful when a concurrentprocess is run to import transactions from an interface

table. When the concurrent process has completed youshould refresh the worksheet to see the results.

View ConcurrentRequests

This will enable you to view your concurrent requests onthe Oracle Concurrent Manager.

Delete Selected Costs

from Interface TableThis option will delete selected costs from the interface

table.

Delete All Costs from

Interface TableThis option will delete all costs from the interface table.

Download CostUpdates Form

A form will open that will enable you to download itemcost information into the worksheet.

Click to Hidden Pop upError Messages

Click to Show Pop up

Error Messages

This button is designed to allow uploads to be executedwithout popping up the error message window/s.

Instead the error will only show on the row of theworksheet with the error.

To turn messages on or off just press this icon. If youchose the Hidden Pop Up Error Messages when

uploading it will automatically toggle the button off

when the upload is completed.

Logout from Database This will log you out of the Application (terminate youroracle database connection).


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About this Program Displays version and licensing information.

You need to click on this icon to load a new license key

or modify the list of named users.

Refer to section: Setup Toolbar


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11. Descriptive Flexfields

This wizard is designed to accommodate descriptive flexfields for the cost

elements. The flexfield icon is found on Cost Elements Form (Surrounded byred in the screen shot below).

This functionality is common to all our tools.

Click on this link to navigate to Common User Instructions: Descriptive

Flexfields
http://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/DescriptiveFlexfieldsDFFs.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/DescriptiveFlexfieldsDFFs.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/DescriptiveFlexfieldsDFFs.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/DescriptiveFlexfieldsDFFs.html


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12. Profile Options

Profile options are common to all of our tools. To find the profile optionsapplicable for this wizard, navigate to System Profile and enter More% IW% as

shown in the screen shot below. Select the Find button.

The profile option applicable for this wizard will show on the System Profile

Values form as shown below.


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Many profile options can be set at the Site, Application, Responsibility or Userlevel. Modify your search in the Find System Profile Options form to set options

at the appropriate level.

Profile Options are installed when you log into an instance (from the Wizard) for

the first time. If a profile option is not available then you will need to re installyour profile options. To do this refer to the Re Install Profile options available in

the Common User Topics documentation.

Common Profile Options

The following profile options are created for each of our products:

More4Apps: ICW License Key- This profile holds the license key for the

Wizard. If you have no license key then this field will hold Trial as thelicense key and some functionality will be limited. For more details on

license keys refer to the following Installation and Configuration Guide:

Enter the License Key.

More4Apps: ICW Load Counter- This profile is used when the wizard is intrial mode and counts the number of transactions completed before the

wizard logs out of your Oracle instance. This functionality will be obsoleteas wizards are upgraded.

More4Apps: ICW Named User - This profile enables you to control the

named users for Project Wizard and is set at the User level in Oracle. Formore details on how to set up named users refer to the following

Installation and Configuration Guide: Add Named Users.

More4Apps: ICWMinimum version This option allows you to enter thespreadsheet version number into this profile option. If the spreadsheet

version does not match this then the wizard will not operate.

More4Apps: ICW Banned If this profile option is set to Yes the wizardwill not operate. This can be set at the site, responsibility or user level.

More4Apps: ICW Automatically Assign User If this is set to Yes Oracle

will assign new users automatically up the maximum allowed by thelicense key.
http://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/ReInstallProfileOptions.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/InstallationSetup/output/index.htm?sync&page=html/Steps-InstallationandConfiguration.html?sync&page=html/EntertheLicenseKey.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/InstallationSetup/output/index.htm?sync&page=html/Steps-InstallationandConfiguration.html?sync&page=html/EntertheLicenseKey.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/InstallationSetup/output/index.htm?sync&page=html/Steps-InstallationandConfiguration.html?sync&page=html/AddNamedUsers.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/CommonUserTopics/output/index.htm?sync&page=html/ReInstallProfileOptions.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/InstallationSetup/output/index.htm?sync&page=html/Steps-InstallationandConfiguration.html?sync&page=html/EntertheLicenseKey.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/InstallationSetup/output/index.htm?sync&page=html/Steps-InstallationandConfiguration.html?sync&page=html/EntertheLicenseKey.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/InstallationSetup/output/index.htm?sync&page=html/Steps-InstallationandConfiguration.html?sync&page=html/AddNamedUsers.html


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13. User Defined Mandatory Fields

To set optional fields to mandatory click on the customize mandatory fields

button:

A form is displayed showing the list of optional fields that can be changed tomandatory.

These fields can be made mandatory by checking the corresponding box and

clicking Ok.


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14. Trouble Shooting

If you are having any problems using the wizard, click on this link to search our

Solutions. This link can also be found on our website under the Support tab.

If you are unable to find a solution or have any suggestions, please contact usat http://www.more4apps.com/request-technical-assistance/.
http://www.more4apps.com/search-knowledgebase/http://www.more4apps.com/request-technical-assistance/http://www.more4apps.com/search-knowledgebase/http://www.more4apps.com/request-technical-assistance/


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15. License Keys, Named Users & Installation

The instructions for product installation, setting up the list of instances, using

license keys and adding named users are in the Installation and ConfigurationGuide.
http://horizon.more4apps.com/doco/GeneralDocs/InstallationSetup/output/index.htm?sync&page=html/Steps-InstallationandConfiguration.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/InstallationSetup/output/index.htm?sync&page=html/Steps-InstallationandConfiguration.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/InstallationSetup/output/index.htm?sync&page=html/Steps-InstallationandConfiguration.htmlhttp://horizon.more4apps.com/doco/GeneralDocs/InstallationSetup/output/index.htm?sync&page=html/Steps-InstallationandConfiguration.html


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16. Release Notes

Click on this link to navigate to the ICW Release Notes

This link is also available from the Product page on the website.
http://www.more4apps.com/ICW-release-notes/http://www.more4apps.com/ICW-release-notes/

Item Cost Wizard User Instructions

Documents

Transcript of Item Cost Wizard User Instructions