• Simplified Loader templates work independently of ADFdi plugin. Users don’t need to install ADFdi plugin on their machine for Simplified Loader templates to work.

  • Simplified Loader templates currently do not support SSO login. To use Simplified Loader templates, user account needs to have non-SSO (local user) login. System Administrators can enable non-SSO login for the user by resetting user password using Security Console.

  • Email details of the new DFF to Support@SimplifiedLoader.com. We will update the template with new DFF and email you the revised template.

  • Values in the Lookup sheet are used when entering data in the DataSheet. Follow steps below to use Lookup value in DataSheet

    1. In DataSheet, double-click on the cell where you want to make use of a lookup table
    2. Lookup sheet will open with a form to search relevant values
    3. Enter search criteria and press the “Filter (Ent)” button. This will filter records in the Lookup table
    4. Once you are satisfied with the search results, close the dialog box by clicking the “Close (Esc)” button
    5. Double-click on the value that you want to use
    6. Lookup value gets copied to the DataSheet
  • In some cases, Fusion ERP returns ID of the value instead of the actual field value. To see value for the ID, store ID and Value fields in Lookup sheet and use VLOOKUP formula in DataSheet.

    NOTE: You will need SQL knowledge to retrieve ID and Values from Fusion ERP.

  • The following steps will guide you through the setup of a new lookup column:

    1. In the Lookup sheet, insert a new column(s) to store lookup values that you want to use. For example: Supplier Name, Supplier Type, City.
    2. In the About sheet, unhide columns “Lookup Column (Primary)” and “Lookup Column (Secondary)”, these are columns E & F in the About sheet. In “Lookup Column (Primary)” enter column name of the lookup column whose value you want to select and return to the DataSheet. Column names entered in DataSheet must be exactly same as defined in Lookup sheet. You cannot specify more than one primary column. For example: Supplier.Supplier Name. In this example Supplier is the lookup section name entered in row 1 of Lookup sheet, and Supplier Name is lookup field name entered in row 3 of Lookup sheet.
    3. In the About sheet, in “Lookup Columns (Supporting)” enter field names that would help you search the value in the lookup table. The columns in the supporting field get displayed in “Filter Lookup value” dialog box. Example: Supplier.Supplier Type; Supplier.City.
      NOTE: Use a semi-colon as a separator between columns.
    4. To default an existing value from DataSheet into “Filter Lookup value” form, simply enter DataSheet field name in square brackets. Example: Supplier.Supplier Type [Supplier Type]; Supplier.City [City]. Entering DataSheet field name will automatically look for the value in the Supplier Type column in DataSheet and filter data in Lookup sheet.
    5. Save the workbook.
    6. The user can now use Lookup functionality from the DataSheet.
  • To selectively upload data, highlight row(s) before acting. The user needs to highlight the entire row by clicking row number in the Spreadsheet. Highlighting rows, processes only selected records. When no rows are highlighted, the user receives a pop-up message to confirm if they want to act on all rows in the sheet.

  • Simplified Loader templates use the clipboard to process data. Any information stored in the clipboard will be lost when you act using Simplified Loader menu.

  • Until instructed, adding additional columns, changing column data type, or changing relevant fields in About sheet is not permitted. The user is only allowed to alter lookup columns information in the About sheet. Please refer: “How to add a new lookup column in Simplified Loader templates?” for more details.

  • Email the environment URL and Alias to Support@SimplifiedLoader.com. We will set up the environment and email the revised template.

  • Email the new username and the username that needs swapping to Support@SimplifiedLoader.com. We will end date licence for existing user and replace it with the new user.

  • Sample sheets are there to give a basic understanding of the data that the template need. If the user feels that they do not require sample sheets, then sample sheets can be deleted.

  • The number of rows available in DownloadCriteria is fixed. The user cannot insert more rows in “DownloadCriteria” sheet.

  • To correct the password, click the Logout button and then Log in again.

    NOTE: The password is not validated until data from the Excel sheet is sent to Fusion Cloud. The user receives an incorrect password error only when the data is sent to Fusion ERP.

  • The user gets this error when the user enters an incorrect password, or the user does not have the privilege to perform the action. Refer “What privileges does user need to use Simplified Loader templates?” section to find out right privilege related to the functionality. Assign the privilege to the user and retest the issue.

  • Every template supplied by Simplified Loader contains an About sheet with “Menu Actions” section. Menu Action section contains all the buttons available in the Simplified Loader menu. Look for “Relevant Field” text, to find out if the button considers data entered in the field.

  • Simplified Loader templates can be used in either TRIAL mode or LICENCED mode. TRIAL mode allows connection to DEV or TEST environments only. After purchasing the template, the user gets additional access to the LIVE environment.

  • The user needs access to following privileges (custom role) to use Simplified Loader templates. Follow the steps documented here to add required privileges to the user.

    Required Privileges
    Template Name Functionality Name Code
    Requisitions Download Requisitions Search Purchase Request by Web Service PO_SEARCH_PURCHASE_REQUEST_WEB_SERVICE_PRIV
    Requisitions ALL functionalities except Download Requisitions Manage Purchase Request by Web Service PO_MANAGE_PURCHASE_REQUEST_WEB_SERVICE_PRIV
    Projects ALL Project Integration Specialist ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB
    Budgets ALL Manage Project Financial Plans Service PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV
    Forecasts ALL Manage Project Financial Plans Service PJO_MANAGE_PROJECT_FINANCIAL_PLANS_SERVICE_PRIV
    Events ALL Manage Project Billing Event PJB_MANAGE_PROJECT_BILLING_EVENT_PRIV
    Contracts ALL Create Contract OKC_CREATE_CONTRACT_PRIV