ERP Cloud Toolbox

Excel add-in that lets Oracle Fusion Cloud ERP business users download, edit, validate and upload data in bulk without FBDI templates.

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Overview

ERP Cloud Toolbox is a Microsoft Excel add-in for Oracle Fusion Cloud ERP. Users download live Oracle data into a spreadsheet, edit it with Excel functions, validate it against their Oracle instance with errors shown next to the data, and upload changes in one click, including attachments. Four modules cover Finance (customers, suppliers, fixed assets, general ledger, payables, receivables, banking), Projects, Procurement (purchase orders, requisitions, purchase agreements, order receiving) and Product Definition (product management, order management, inventory management). It uses Oracle login and SSO, connects through Oracle REST and SOAP web services, and respects Oracle security roles. It requires desktop Excel 2007 or later; browser-based Excel is not supported.
More product details

Product

Solution Kind
Plugin

Features

Data Capture and Transfer

Download live Oracle data into Excel with one click

Upload new and updated records to Oracle with attachments in one click

Categories: Data Management

Data Migration

Download data from Oracle EBS or Fusion Cloud into Excel for cleansing

Find and fix duplicates and missing values with Excel formulas

More details & conditions: Data Migration

Validate row by row against the live target instance

Bulk insert or update into Oracle in one click

Categories: Data Management

Data Integration

Connect Excel to Oracle Fusion Cloud ERP through Oracle REST and SOAP web services for two-way download and upload

Authenticate with Oracle login and SSO while respecting Oracle security roles

Categories: Data Management

Data Quality Control

Validate all or selected spreadsheet data against the Oracle instance at any stage before upload

Show errors inline next to the data with highlighted messages

Categories: Data Management

Vendor Management

Update large numbers of supplier and vendor records in bulk from Excel

Maintain supplier contacts, sites, tax and banking details

Categories: Procure to Pay

Procurement Management

Create and maintain standard purchase orders in one sheet, with attachments at header, line and schedule level

Close and cancel purchase orders in bulk, including close for invoicing, close for receipting and final close

More details & conditions: Procurement Management

Modify items and price breaks on blanket agreements and adjust or end-date contract agreements in bulk

Create direct and standard delivery purchase order receipts

Categories: Procure to Pay

Requisition Management

Produce large numbers of purchase requisitions with sourcing, line and distribution data in one sheet

Submit requisitions for approval at creation or later

More details & conditions: Requisition Management

Attach documents to requisitions

Create missing purchase orders directly from requisitions with Document Builder

Categories: Procure to Pay

Supplier Management

Manage supplier setup in one sheet, including contacts, addresses, sites and tax

Maintain supplier banking and payment details

More details & conditions: Supplier Management

Bulk upload supplier attachments

Categories: Procure to Pay

Invoice Processing

Create, manage and submit Payables invoices for validation in a single worksheet, with attachments

Create an invoice header first and add lines later

More details & conditions: Invoice Processing

Manage installments and pre-payment invoice applications

Apply or release holds in bulk

Generate manual payments for externally processed transactions

Categories: Procure to Pay

Technical details

Deployment

Client Channels
  • Desktop app
Client OS
  • Platform
    Windows
    Limitations
    • Requires desktop Excel 2007 or later or the Office 365 desktop version; browser-based Excel is not supported

Data

Export Formats
  • Excel workbook
Import Formats
  • Excel workbook

Customization

Skill Level
  • No code
Supported Scopes
  • Templates

Implementation

Typical Duration
Unit
Days
Scope
Time to go live
Maximum
2
Minimum
1
Estimate kind
Vendor estimate

Security

Access Models
  • Role based
Encryption In Transit
Yes

Support

Channels
  • Email
  • Ticket
  • Community
  • Knowledge base
Training Formats
  • Documentation
  • Video

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