How to use Microsoft Excel spreadsheets to create or modify Oracle EBS Purchase Order Lines?

Starting with Oracle EBS release 12.2.4 users may use Microsoft Excel (WebADI) functionality to create or modify Purchase Order Lines, Schedules and Distributions.

This information is from Oracle Procurement Releases 12.1 and 12.2 (inclusive of 12.0.2 – 12.0.7) document version 5.1 published on July 28, 2014.

At the PO Header level users can create or update lines, schedules and distributions in Excel and import these additions into the document. This feature may also be used at the line, schedule, pay item and distribution levels.

In this video I'm demonstrating how to use Microsoft Excel (Office 365) to create a new line for an existing Purchase Order (PO) and also to change price and quantity for existing PO lines.

This option is accessible only under Buyer Work Center (BWC) - Purchasing responsibility for all PO levels - header, lines, schedules and distributions. Based on the level you access "Update with Excel" option a different Excel template will be downloaded and displayed fields will be specific to each level (line, schedule, distribution).

PO lines before update

Microsoft Excel (Office 365) template automatically generated by Oracle EBS

 PO lines after update

View end to end demo about Microsoft Excel (WebADI) functionality to create or modify Purchase Order Lines.

For this demonstration I have used the E-Business Suite 12.2.4 VM Virtual Appliances provided by Oracle Software Delivery Cloud

If you liked this article feel free to share it with your fellows. Thank you! 

For some other helpful videos check my YouTube Channel. 

To receive notifications for new articles follow me

Or subscribe by email

Email Address