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Canceling Requisition Lines Using a Spreadsheet
Canceling Requisition Lines Using a Spreadsheet
Cancel Requisition Lines
Canceling Requisition Lines Using a
Spreadsheet: Procedure
As an authorized procurement user you can cancel
requisition lines in batches using a spreadsheet. For example, you can review
requisition lines that have been inactive for a long period of time. If they
are overdue for cancellation, you can update their status to free up reserved
funds.
Follow these steps to cancel requisition lines using a
spreadsheet:
- Select and download requisition lines to a spreadsheet.
- Review the lines in the spreadsheet and update their status to canceled.
- Upload the spreadsheet to update the application.
Prerequisite
Before you can cancel requisition lines using a
spreadsheet, you must install the Oracle ADF Desktop Integration client
software on your computer. The add-in enables desktop integration with
Microsoft Excel workbooks. Download the installation files from Navigator > Tools > Download
Desktop Integrator Installer.
Select and Download Requisition Lines
Follow these steps to select and download requisition
lines to a spreadsheet:
- Open the Cancel Requisition Lines in Spreadsheet task. (Navigator > Purchase Requisitions work area > Requisitions page > More Tasks drop-down list > Cancel Requisition Lines in Spreadsheet task).
Note: To see the task
you must have the Cancel Requisition Line in Spreadsheet privilege. This
privilege is not delivered with any standard reference roles. Authorized
procurement users must be assigned the privilege.
- Click Create in Spreadsheet. All requisition lines matching the selection criteria are downloaded to an ADFdi spreadsheet. In addition, the lines downloaded include only those in Approved status, and not placed in any purchase order or transfer order.
Note: Externally
managed requisitions, created using the Purchase Request web service, are not
downloaded to the spreadsheet. They must be canceled using the web service.
- In the Opening CancelRequisitionLines.xlsx dialog, select Open with Microsoft Office Excel, then click OK.
- In the Connect dialog, click Yes.
- In the Oracle Fusion Applications Sign In dialog, enter your User ID and Password, and click Sign In.
Review the Lines and Update Their Status
Follow these steps to use the Cancel Requisition Lines
spreadsheet to review the downloaded requisition lines and update their status:
- In the Cancel Requisition Lines spreadsheet, there are two tabs: Instructions and Cancel Lines. Click the Cancel Lines tab.
- In the Cancel Lines tab, the list of selection criteria used to download the rows of requisition lines is displayed.
- Review the lines in the spreadsheet and determine which to cancel.
- For each line in the spreadsheet you want to cancel, enter a Reason for the cancellation. For each Reason you enter, a triangle icon displays in the Mark for Cancellation column.
Upload the Spreadsheet to Update the
Application
Follow these steps to upload the edited spreadsheet
and update the application.
- In the Cancel Lines tab on the spreadsheet ribbon, click the Upload icon.
- The Status column for each row displays the processing status for the uploaded requisition line.
- Processed rows show the status: Row Updated Successfully. Click the Status Viewer icon on the spreadsheet ribbon. In the Status Viewer pane you can see the message: No Error.
- Rows with an upload error show the status: Update Failed. Click the Status Viewer icon on the spreadsheet ribbon. In the Status Viewer pane you can examine the error details.
You can work in small batches. Take action on a few
rows and upload them. After successful processing, you can click the Download
icon in the spreadsheet ribbon to download the updated lines. The same
combination of selection criteria used to create the original spreadsheet are
used to retrieve the lines. Any lines that were updated to Canceled status are
removed from the results. When all processing is complete and you are done
canceling lines, close the spreadsheet.