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Import new general spends records

You can export a CSV template that includes the upper form and detail form fields as columns. These fields include the header fields from the upper form and the line item SOV fields from the detail form, including the detail line item fields defined in Integration. These fields are always exported in the template as well:

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Reference Number

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Description

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WBS Code

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Breakdown

You can then modify the exported template and import it to create a the upper form header information and the detail form line items for the new business process.

To export a copy of the general spends business process template

Navigate to the General Spends business process log.

Choose File > Export Template > CSV.

Click Open to open the file in Excel, or click Save to save the file to your local drive. The template exports with no data in it, and contains only the column headings.

To modify the exported general spends business process template

Open the CSV file in Microsoft Excel.

Enter the business process information into the spreadsheet. Each upper form header record must begin with an “H”. Each line item must begin with a “D”. Add a new “D” line for each line item in the business process. For multiple tabs, you must enter appropriate tab name in the Tab Name column.

Ensure that you enter the required values for the Amount, WBS Code, and Short Description columns.

Note the following:

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Data for formula-based columns is ignored.

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If auto-populated data is provided, the system will import the value, and will not override the imported values except for fields auto-populated by Base Commit, Change Commit, or Unit Cost Control.

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Any line items with the Amount equal to zero will not be imported.

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Use to add new business process records only, not to modify existing business processes.

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You might find that you have to change some of the cells in the CSV file to Text type in order for data to import correctly. For example, if you have a WBS code of 1-1, Microsoft Excel can interpret this entry as a month-day combination and reformat it to Jan-1. In this case, your data import will fail because this data is now an invalid WBS code.

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If the Integration design for the business process includes a Description field for line items, and the associated SOV sheet also contains a Description field, the description from the SOV sheet is imported, and the line item description is not imported.

To import the general spends business process template

Navigate to the General Spends business process log.

Choose File > Import.

Browse to select the file to import.

Click OK. If the import is successful, you receive the message Record Creation is in Progress. When the record is created, it is listed in the log.

If there are any import errors, you can open the CSV file to view and correct the errors. No records are imported if any row in the CSV file contains an import error.

Oracle Corporation