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

Benefits

  • Increases productivity and accuracy
  • Fast, easy to use and flexible
  • Harness the full power of Microsoft Excel to make Project Transactions data entry tasks a breeze
  • Configures itself to your system set up
  • Easy to customize
  • Cuts down data entry time
  • Eliminates re-keying errors
  • Lets you automate transaction preparation
  • Robust integration between Excel and Oracle
  • Control the entire process from the spreadsheet
  • Close to zero implementation effort

Features

  • All types of Project Transactions are catered for; Usages, Timesheets, Vendor Invoices, Inventory, WIP and/or Miscellaneous Transactions. 
  • 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 spreadsheet and refresh the spreadsheet to view the result
  • Invalid data can be corrected and reloaded in minimal time
  • Can use formulas in place of values  
  • Messages are returned to the worksheet

This program uses the standard Oracle Transaction Interface Table for Oracle Projects.  Installation can be performed in minutes by your DBA.

Compatible with Microsoft Excel 2000 and later versions, on any operating system. 

Connects to Oracle E-Business Suite from Release 11i onwards, on any platform.