Loading Data

You should not run reports, books, or batches while data is being loaded.

In the Web, specify the name of the data file to load, and make sure that you set up a directory for the Web log file.

Oracle recommends that you add Financial Management to the exceptions for your Web pop-up blocker. When you perform some Financial Management tasks on the Web, such as loading data, a status window pops up showing the task status. If you have a pop-up blocker enabled on your computer, the status window is not displayed.

Note:

The log file stores information about the load process; for example, syntax errors and invalid records.

Web Procedure

To load data:

Open the application into which to load data.
Select Browser View.
In the view pane, expand Tasks and select Load Tasks.
Select Load Data.

From Delimiter Character , select the default character used to separate the data in the file. Valid characters are as follows: , ~ @ $ % & ^ | : ; ? \

Note:

You can use any of the characters above as long as the character is not used in the file name or in any other way in the file. For example, if you are using the ampersand ( & ) in an entity member name, you cannot use the ampersand as the delimiter character.

From Load Mode, select a default load mode:
- Merge to overwrite data in the application
- Replace to replace data in the application
- Replace by Security to replace data to which you have access, depending on your security rights
- Accumulate to add data to data in the application
  See Load Methods.
Optional: Select Accumulate Within File to add multiple values for the same cells in the load file before loading them into the application.
Select File Contains Ownership Data if the load file contains ownership data, such as shares owned.
Caution!
If ownership data is included in the file, you must select this check box, or an error occurs when you load the file.
Select File Contains Process Management Data if the load file contains process management submission phases.
For File, enter a file name, or click Browse to locate the file.
Note:
By default, data files use the DAT file extension. The load process accepts other file extensions such as TXT or CSV, however, Oracle recommends that you use the DAT file extension.
Optional: To override the default load options for a particular file, select Override, and select a different delimiter, load mode, accumulate, or ownership setting for the file.
Optional: Click Scan to verify that the file format is correct.
Click Load.
The system displays the load task progress, and a log file for each load file when the process is finished. Any data load information, including errors and invalid records, is located in the log file.
To return to the Load Data task, click Back to Load Data.