Manage Standard Costs in a Spreadsheet

If you need to work offline, then manage your standard costs using a Microsoft Excel spreadsheet. You can mass create and update the material standard costs by using the Oracle Application Development Framework Desktop Integration (ADFdi).

Here's how the ADFdi feature benefits you:

• After you download the standard costs to a spreadsheet, you can modify it even when you're disconnected from the application.

• You can perform bulk entry and update of data with ease through a spreadsheet.

• You can upload the data and review the errors when you're online and connected to the costing application.

To manage standard costs in spreadsheet, you must first download and run the ADFdi Installer:

1. Click Navigator > Tools > Download Desktop Integration Installer.

2. Click Save File to download the desktop integration installer.

3. Double-click the executable file to install the ADF Desktop Integration Installer.

4. Click Install to proceed with the installation process.

5. Click Close to complete the installation process.

Then, download the standard costs data:

1. In the Cost Accounting work area, click the Manage Cost Scenarios task.

2. Search for and open the required cost scenario.

3. Select Manage Standard Costs from the Actions menu.

4. Click Manage in Spreadsheet to download the standard cost definitions spreadsheet.

5. Select the Open with option to open the standard cost definitions Excel file.

   The file contains two worksheets, Create Standard Costs and Import Standard Costs.

6. Click Yes to connect to the application.

7. Login with your credentials and start working.

To upload a small batch of standard costs, up to 20 records, use the Create Standard Costs worksheet and to upload higher volumes of standard costs, use the Import Standard Costs worksheet. Here's how you manage the standard costs in a spreadsheet:

• To modify existing data, update the appropriate cells in each row that you want to update.

• To add new standard costs, add rows in the worksheet and enter the values in the respective cells. Or, you can copy and paste existing populated rows into the worksheet and then modify the necessary cells.

Note: You can only modify the values in the Item, Valuation Unit, Cost Element, Expense Pool, and Unit Cost columns. All editable columns are mandatory, except Expense Pool.

When you update the information in a row, the Changed column of that row is automatically updated with a change indicator icon. The inactive cells are read only fields and aren't included in the upload process.

After you have updated the worksheet, click Upload to synchronize the data in Cost Accounting. When you click Upload, the Interface Standard Cost process in submitted. You can check the status of the process on the Scheduled Processes page.

The Row Status column in the worksheet is updated with a success or error message for each changed row. In case of errors, you can either rectify the rows that have errors and again upload the data, or delete the erroneous information from the application by running the Delete Standard Costs from Interface process.