Simplified Loader’s Projects Billing Event Template is a fully integrated Spreadsheet with Oracle Fusion, allowing upload, download, update, and delete Project Billing Events. Using the Project Billing Event Template, the user gets complete control of Billing Events from Spreadsheet.
Users of the Oracle Fusion PPM module can utilize Simplified Loader’s Excel Templates to upload, download, update, or delete Billing Events from Excel to Oracle Fusion. Excel Template provides a feature-rich interface and allows management of all information required for Events creation from within the Spreadsheet. Excel Template provides a list of values for fields like Organization, Event Type, etc.
Project Billing Events Template is best suited for centralized Project Event creation process or Data Migration. For organization using centralized Project Event creation, Simplified Loader Excel Templates can be distributed to the users who wish to create Events. The portable nature of Simplified Loader Excel sheets makes it possible to distribute the file to any user (inside or outside your organization) who wishes to submit Project Billing Events data to a centralized team. The person providing input details can utilize the offline features of the Simplified Loader Template to enter and validate data. When the centralized Event creation team receives Event data, they can use the same file (without a need to copy-paste data from one Excel file to another) to upload Project Billing Events from Excel to Oracle Fusion.
Oracle provides an FBDI sheet for data upload. Compared with FBDI, Simplified loader Templates are 95% more convenient to use in terms of organizing data in Excel, steps involved in data upload, and resolving errors. Please review a detailed comparison with FBDI Template here.
Create Billing Event
The “Create Billing Event” operation allows users to create multiple Billing Events for multiple Customer Contracts from Excel. When performing the upload activity, the data validation is performed in real-time. Any validation errors are reported back to the user in real-time.
Update Billing Event
“Update Billing Event” functionality is used to correct the Billing Events in Oracle Fusion. When performing the upload activity, the data validation is performed in real-time. Any validation errors are reported back to the user in real-time. “Update Billing Event” operation supports processing multiple Events in a single click on a button.
Delete Billing Event
“Delete Billing Event” functionality is used to delete the Billing Events in Oracle Fusion. When performing deletion activity, the data validation is performed in real-time. Any validation errors are reported back to the user in real-time. “Delete Billing Event” operation supports deletion of multiple Events in a single click on a button.
Get Events by Project
Get Event by Project functionality download Events based on Project Number. This functionality is a prerequisite to using Update or Delete Event functionality. Using “Get Events by Project” functionality, first download all Events in the Spreadsheet, and then selectively update or delete the Billing Events.
1) Roles or privileges required for Project Billing Event Template.
The user must have Project Integration Specialist (ORA_PJF_PROJECT_INTEGRATION_SPECIALIST_JOB) role to upload transactions.