spreadsheet integration options with ebs

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Spreadsheet Integration with EBSLearn About Some of the Options Available to You

Carlos [email protected]@carlosmore4apps

Data management is a necessity in all organisations. Sometimes Oracle makes it seem like it is a necessary evil. The sheer amount of data that a company needs to process is overwhelming. From invoices and purchase orders that need to be entered to supplier/manufacturer details that need constant editing, to employee information updates or keeping track of movements in company projects and everything in between. Having too much data to be processed is that quiet lurking problem in the background that no one dares talk about until it starts impacting the functions of the business. Thats what were here to talk about today were going to look at all the different data options that are available to you to manage your companys data. Over the course of this afternoon we can take this knowledge and start applying it to your companies to find the best solution for you.

For questions regarding this presentation:Content by Carlos Urtubia. Presentation by Sally Lai.

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Manual Data EntryOracle Web ADI DataLoader Oracle SQL*LoaderMore4Apps Application Interface WizardMore4Apps End User WizardsData Management Options

These are the 6 options we will be investigating today. They are the broad categories of options and of course there are many version of each of these options depending on the micro-needs of your company and how your architecture is constructed.2

Manual Data EntryPros User ControlledNo Dependency on ITNo Dependency on other softwareFully Supported by software vendor

This is the most basic of all the data entry methods. Use a person to enter the data directly into Oracle.

GO THROUGH POINTS - ELABORATE3

Manual Data EntryConsSlow Labor Intensive More data means More Data Quality Issues More resources More time More money

This is the most basic of all the data entry methods. Use a person to enter the data directly into Oracle.

GO THROUGH POINTS - ELABORATE4

DataLoader

File Types

SQL*Loader Control FileThe control file is a text file written in a language that SQL*Loader understands. The control file tells SQL*Loader where to find the data, how to parse and interpret the data, and where to insert the data.Input Data and DatafilesSQL*Loader reads data from one or more files specified in the control file. From SQL*Loader's perspective, the data in the datafile is organized as records. A particular datafile can be in fixed record format, variable record format, or stream record format. The chosen format depends on the data and depends on the flexibility and performance necessary for the job.

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Loader Template

Data File

DataLoader

DataLoader

Professional

Free

File Types


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DataLoader

Data vs Keystrokes

DataLoaderPros Super User FriendlyNon Technical SolutionDoesnt need other tools (e.g. spreadsheet software)Replicates Manual Data EntryFree for basic version

GO THROUGH POINTS - ELABORATE

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DataLoaderConsTies up your PCConvoluted Data LayoutEach load requires configuration demand on a resource that knows the toolHigh failure rate especially on large quantity of data & Complex Data EntryLimited Validation. Easy to lose track and hard to fix errors

Templates not stored or saved in the server


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SQL*Loader & Scripts

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Control File

Input Data File

Discard File

Log File

Bad File

SQL*Loader Executable

PL/SQL Scripts

File Types


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Control File

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Input Data File

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SQL*Loader & ScriptsPros Handles massive data loading Supports fixed format and variable data filesVery fast


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PrepareVerifyLoadFixValidate


This is a lot of to -> Fro Because you need user who understands data, tech person who understands apiVery hard when dealing with issues.Tend to be limited in functionality15

TUAB EF HIJXY$21$10$20$30$20

TUAB EF HIJXY$21$10$20$30$20Wheres My Data Updates?Im up to my eye ballsOh There are all these Data Issues!Every TimeSame StorySQL*Loader & Scripts

Which means people having to communicate.16

SQL*Loader & ScriptsConsInternal Development and testing (never end projects)Highly Technical Resources Required to import dataHigh level of maintenance/Change ControlRisk of staff changeover knowledge transferDefinitions not stored on the databaseRequires functional staff overview of data and ErrorsLikely affected by Oracle patches & upgradesDoesnt support Parent/Child data loadingDirect Database User (APPS). Unaudited, insecureHard to scope lots of people involved(user expectations may be different to IT)Hard to deliver to everyones expectations


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Web ADI Create Integrator


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Framework

Wrapper Packages

Lists of Values

Web ADI

Metadata RepositoryIntegrator Services


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PL/SQL Scripts


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Web ADI Run Integrator

Framework

Web ADI

Metadata RepositoryIntegrator Services


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Web ADIPros Included in Oracle licenceOracle Development Platform SupportedSome prebuilt, supported integratorsSpecific to your needsLoaders kept in Repository


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Web ADIVery Basic User InterfaceEach data element is a separate spreadsheetLimited download functionality

ConsConvoluted Development & Design ProcessRequires Maintenance/PatchingRequires Technical ExpertiseAffected by Patches & UpgradesComplex knowledge transferWrapper packages normally requiredLOVs difficult to buildHard to deliver to everyones expectationsInternal Development & testingDifficult to debug


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More4Apps Application Interface Wizard


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More4Apps Application Interface Wizard

Wrapper Packages


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Application Interface Wizard Define Template


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Application Interface Wizard Edit by sheet


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Application Interface Wizard Runtime PL/SQL


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Application Interface Wizard Debugging


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Application Interface Wizard - Downloader


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Application Interface Wizard Download Filter


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Application Interface Wizard Data Entry Forms


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Application Interface Wizard


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More4Apps Application Interface WizardPros Can build many loaders for End UsersDevelopment tool where the platform is supported by More4AppsStandardization with a template libraryEasier transfer of knowledge because development is all in ExcelEmbedded PL/SQL at run time for complex validationEmbedded PL/SQL to reduce custom database objectsSupports DBMS_OUTPUTSupports copy code to Toad/SQL Developer to help understand API

Supports AttachmentsHandles multilevel PL/SQL packagesEasy implementation of FlexfieldsUser form with all data elements per sectionFlexible sheet design, users can move columnsEmbedded downloader to make data updates easy


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More4Apps Application Interface WizardCons Requires technical expertise May be affected by patches/changes from OracleHard to deliver to everyones expectationsInternal Development & testing


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More4Apps End User Wizards

We have solutions for most Oracle EBS applications. All the details of these products can be found on our website.

ELABORATE IF YOU WANT TO USING YOUR OWN SALES PITCH

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Procure to PayOrder to CashProjectsManufacturing & InventoryFinance

AP Invoice (with automation)SuppliersPurchase OrdersRequisitionsPO ReceiptsPrice ListsPricing Modifiers

CustomersAR InvoicesAR ReceiptsSales OrdersSales QuotesPrice ListsPricing ModifiersProjectsBudgetsTransactionsEvents

Agreements & Funding

Labor Cost RatesItemsItem ExtensionItem CostsBills of MaterialRoutingsMaterial TransactionsAssetsGL JournalHuman ResourcesEmployeesSpecial InfoElementsMore4Apps End User Wizards



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Designed for the task at hand



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More4Apps End User WizardsNeed to understand the APIs?

But these wizards do more, for example if you wanted to match on PO or Receipt, simply download the PO or Receipt information and create an invoice! We have examples of this sort of end user driven software throughout our products.44

More4Apps End User WizardsCons Not built to be a complex reporting toolDesigned for specific function

ProsDesigned for the End userWork out of the boxValidates before data before uploadingTested and supported by More4Apps Consistently enhanced and improvedUses Oracle Public APIs and/or open Interfaces**Same tool works in Oracle EBS 11i and R12*Controlled and predictable cost (can anticipate annual support cost and the need for additional users)Supported by Oracle**

* Some exceptions apply. Support for Oracle Cloud development is underway.** Some products use custom API or insert scripts. Use is controlled by profile options.

GO THROUGH POINTS ELABORATE The cons are useful for lead qualifying and give show an honest and balanced evaluation of our product compared to other options.

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Manual Data EntryWeb ADI Data Loader Oracle SQL*LoaderMore4Apps Application Interface WizardMore4Apps End User WizardsWhat is your company structure? How many developers do you have?How many people would be involved in deciding on a solution?Do you already have an expert accessible or do you need to outsource one?How much data needs to be processed?Considerations

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What are the cost over time?Do you have a planned Oracle upgrade?How much do Oracle patches influence your business?What will the data needs be as the business grows?How fast will the business grow?

ConsiderationsManual Data EntryWeb ADI Data Loader Oracle SQL*LoaderMore4Apps Application Interface WizardMore4Apps End User Wizards

Go through points47

Spreadsheet Integration with EBSLearn About Some of the Options Available to You

spreadsheet integration options with ebs

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