Download and Manage UEI-EFT Indicator Data

The downloaded spreadsheets include all the information for the SAM trading partner. For fields that contain a list of values, the list of values is also available in the spreadsheets.

Tip: If you don’t see the complete list of values for a particular field in the spreadsheet, you might need to clear the cache in the spreadsheet. To do so, click the Oracle Visual Builder menu and select Advanced, Clear List of Values cache.

In the spreadsheet, you can edit only the fields and perform only the actions that are supported on the corresponding page for a particular record. For example, in the spreadsheet, on the SAM Business Unit Assignments worksheet, you can:

• Override or change only the values that you're allowed to change on the Manage Business Unit Assignments page. For example, you can update the Supplier Site and Main Address Site values.
• Add a new record to assign a business unit to a trading partner.

The spreadsheets include three more columns, two in the beginning (Change and Status) and one at the end (Key). The Change and Status columns indicate whether a row was changed, created, and whether the action on the row was successful.

The following steps illustrate how to download data to a spreadsheet using business unit assignments data as an example:

1. On the Home page, select U.S. Federal Financials and then click SAM Trading Partners.
2. On Manage SAM Trading Partners, click Manage in Excel from the Actions menu.
3. On the downloaded spreadsheet template, select the SAM Business Unit Assignments worksheet to add or update business unit assignments.
4. Click the Oracle Visual Builder menu and click Download Data.
   If you're not logged in to an environment, you'll be prompted to sign in to the environment that this spreadsheet was downloaded from.
5. In the Search page that appears, enter your selection criteria and click OK. If the number of records selected for download is more than 499, a message appears asking whether you want to download all the records or only 499.
   The records are downloaded into the worksheet based on your selection.
6. Click Clear if you need to clear the data in the worksheet. You can then download data using different selection criteria if needed.
7. Update the fields in the spreadsheet as needed. "Update" is displayed in the Change column of any updated rows.
8. To add a new business unit assignment record:
   1. Click a row in the spreadsheet.
   2. Click Table Row Changes and select Insert Rows.
   3. Complete the columns in the new row as necessary.
   "Create" is displayed in the Change column of newly added rows.
9. To delete a row in the spreadsheet:
   1. Click a row.
   2. Click Table Row Changes and select Mark for Delete.
   "Delete" is displayed in the Change column for the rows to be deleted.