ExcelToCI Example

Introduction

This document details the minimal details used by an Excel To CI template for loading Vendor Information into Peoplesoft Financials.

Tables Populated
The comment  "has rows" indicate the minimal set of tables that will be populated through the ExcelToCI interface.



Excel To CI Template File
Clone the ExcelToCI template file from the %PS_HOME%\excel folder . 
Connect Information Tab
Give Web server machine name something like  hostname.domainsuffix name as configured in the web server domain menu . Then give other details as per the example below .


Template Tab
This is the template tab that has details of the tables involved for which we are going to provide input. 
There will be lot of fields but we will choose which fields we will provide input for.



Data Input Tab
This is the tab where we should do data entry 



Staging &submission
Click Submit button . After processing, the OK button will appear when the rows are successfully loaded . If there is an error, instead of Green colour, the RED colour will appear with the error details in the tooltip.




Comments

Post a Comment

Popular posts from this blog

Component Interface Example

Component Interface Example This is an example of a CI code written in AE program for a CI with 2 scroll levels. =========================================================== Local ApiObject &MYSESSION; Local ApiObject &MYCI; &MYSESSION = %Session; &MYCI = &MYSESSION.GetCompIntfc(CompIntfc.STUDENT_CI); &MYCI.STUDENT_ID = "213"; rem &MYCI.STUDENT_NAME = "fald"; If Not &MYCI.get() Then    &MYCI.Create(); End-If; &MYCI.STUDENT_NAME = "fald,robert jam"; &MYLEVEL1 = &MYCI.STUDENT_COU; For &I = 1 To &MYLEVEL1.Count    &ITEM = &MYLEVEL1.Item(&I);    &ITEM.COURSE = "ORACLE";       &MYLEVEL2 = &ITEM.STUD_ADDR;    &COUNT = &MYLEVEL2.Count;       For &J = 1 To &COUNT       &LVL2ITEM = &MYLEVEL2.Item(&J);    ...
Read more

PeopleSoft workflow

Image
Requirement To implement custom workflow to approve Course Addition in an Educational training centre. Approach Define the required components needed to create the workflow – The Rules, Roles, Routings and the Business Process Maps and code logic to route the worklist to the approver. Sl. No Test Scenario Expected Results 1 Create a course in the Courses page and try to approve the course with the role of “CENTRE CLERK” The page should not allow the user with the role of CENTRE CLERK to approve the course. The course should be forced to be saved in Pending Approval status 2 Navigate to the Course Approvals page as user with “CENTRE CLERK” role and try to approve the transaction. The page should not allow the user with the role of CENTRE CLERK to approve the course. The course should be forced to be saved in Pending Approval status 3 Navigate to the Course Approvals through clic...
Read more