Modifying the Excel File for Bulk Update

To prepare your file for an import, modify the business process records in the following tabs of the Microsoft Excel file (.xlsx. or .xls):

Main Form tab
Relevant Line Item tabs

Ensure the Microsoft Excel file (.xlsx. or .xls) adheres to the Microsoft Excel File Format For Bulk Update Export/Import Process.

Main Form Worksheet

For Workflow BPs, modify the records in the Main Form tab as follows:

Select a record and modify the data.
In the Workflow Action field, select any of the following actions:
- Blank: This is the default action selected for the current step in the workflow
- <Workflow Action Name>: Select the next action to move the business process from the current step in the workflow. For example, select Approve, Approve without Review, or Cancel.
  Notes:
  - The list of actions available for you select vary with each workflow.
  - Only assignees can perform a bulk update of your workflow actions provided you have Bulk Edit privilege.
  - If records of different workflows are selected for bulk update, the Workflow Action field displays the actions available across all workflows.
  - The Assignment Policy specified for a workflow is ignored for performing bulk workflow actions.
Save the Excel file.

Line Item Tab Worksheets

To modify line item records in the relevant Line Item tab:

Select a line item record, and modify the data.
In the Action field, select any of the following actions:
- Update: Select this action if you modify field values for existing line items such as:
  - CBS Codes of inflight Base Commit or Change commit line items
  - CBS Codes (with SOV Reference picker) values of inflight General Spends line items. For workflow and non-workflow records, the cost sheet will reflect the updated amounts for the CBS code.
  - Commit line item picker(reference picker) values of inflight Change Commit line items,
  - Ref commit picker values in Change commit line items
  - System data elements for referenced unit cost contract in change commit (SOV Type as Payment Applications) business process line items: uuu_quantity and Amount (if not formula)
  - Route Base Commit or Change Commit BP records to the next step in the workflow, or to the terminal step
  - Work Package picker values in line items of workflow and non-workflow Generic Cost BPs having Line items with CBS Code
  - CBS codes of inflight General Spends line item records
  Otherwise, by default, the line item will not be updated when set to a Blank value.
- Add: Select this action to:
  - Add line items that have CBS codes for inflight Base Commit records
  - Add the following types of picker values to new line items in workflow and non-workflow Generic Cost BPs having Line items with CBS Code:
    - Work Package picker values
    - BPO picker values
    - BPO Line Item picker values
- Delete: Select this action to:
  - Delete existing line items of inflight Base Commit records.
  - Delete the following types of picker values from new line items of workflow and non-workflow Generic Cost BPs having line items with CBS Code:
    - Work Package picker values
    - BPO picker values
    - BPO Line Item picker values
  When you delete a line item, data elements that are set to receive values from line items in the Main Form tab are recalculated, any linked records associated with the deleted line item are removed from the Main Form Linked Records tab, attachments associated with the deleted line item are removed, and the audit log is correspondingly updated.
Save the Excel file.

When BP records and line items, that have auto-populate data elements defined from pickers (all data pickers, BP picker), are updated through Excel update, the auto-populate data elements from the picker are not updated when the picker value is not included.

Note: Auto-population is also not triggered if the picker element is in the Main form of the record, when the Excel update includes the same value for the picker.

Additionally, when a picker (destination picker) in a detail form is designed to be is auto-populated from another picker (source picker) from the Upper form, the system auto-populates the data elements from the former picker (destination picker) when a line item is created, only if a picker value (from the source picker) exists in the Upper form.

Main Form Worksheet

Line Item Tab Worksheets

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