>>Transaction Wizard

“Like the other tools, Transaction Wizard provides a fast and convenient way to load our legacy data. With over 50,000 transactions to convert, Transaction Wizard has met all of our requirements. Additionally, the functionality to enter employee number or employee name has allowed us to match our legacy data with Oracle’s requirements. Thanks More4Apps.”
AL Keller, Metric Systems Corp.

Transaction Wizard allows you to upload your Oracle Projects transactions directly from an Excel spreadsheet. It uses the standard API for Projects Transactions, the Transaction Interface table.

This program is very easy to use, and is designed to assist in loading transactions that come from spreadsheets or other sources.  Just about anything can be loaded into Excel, then formatted and loaded using this product.

Features

  • All types of PA Transaction are catered for; Usages, Miscellaneous Transaction, Timesheets, Project Journals, Vendor Invoices, Inventory, WIP
  • Optional Data Entry forms
  • Load one, a range, or all transactions on worksheet
  • One sheet equals one batch
  • Can have multiple sheets
  • Full validation before upload
  • Submit Transaction Import from the toolbar
  • Refresh option for feedback from Oracle
  • Can delete and re-upload corrected records
  • Can use formulas in place of values
  • Users can delete loaded batches (provided they haven't been imported) and submit loaded batches to transaction import.
  • Error messages are clear and marked against each record.

Database setup is performed by your DBA by simply running two scripts. There is no client install.

Runs on Win 9x, NT4, Win 2000, Win XP and is certified with Oracle Financials Release R11i, on any platform.