You can enter and upload pre-approved expenditure batches using Microsoft Excel spreadsheets. You can validate records during entry by connecting to the database or you can create the spreadsheet offline and allow validation to occur during the transaction upload.
When cost breakdown planning is enabled for a project, then you cannot upload pre-approved expenditure batches using Microsoft Excel spreadsheets.
Note: If you choose to create the spreadsheet offline, only mandatory fields associated with a list of values are validated during transaction upload. The transaction upload calls the Transaction Import process where additional transaction validations take place.
Using Microsoft Internet Explorer, log into Oracle Self-Service Applications.
Select the Project Super User Responsibility or a user-defined responsibility that includes the Microsoft entry options.
Use the scroll bar on the right to access the Expenditure Entry Using Microsoft Excel menu options.
Select a template.
Enter data in the spreadsheet.
All fields marked with an asterisk are mandatory. If List-text appears under the column name, then a list of values is available. To access the list of values, double-click in the column or select List of Values from the Oracle menu option located at the top of the spreadsheet template.
Select Upload from the Oracle menu option located at the top of the spreadsheet template.
Optionally, select the Parameters button to select upload options. After viewing the Parameters window, you must select Close or Proceed to Upload to return to the Upload window.
Select Upload to launch the upload process. The upload process updates the message column for each record in the spreadsheet to indicate whether the upload was successful.
Note: The upload process populates the transaction import table. You can optionally use the upload parameter to run the transaction import process automatically.
Note: The profile option BNE Upload Batch Size determines the number of records Oracle Applications Desktop Integrator sends to the database at one time when you upload records. The default value is 100. Your System Administrator can update this value to the batch size that optimizes upload time for your environment.