Your Excel Interface for Oracle - 2020 Product Guide www.more4apps.com
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Why consider More4apps? More4apps exists to improve productivity for Organizations and teams using Oracle’s Enterprise Resource Planning (ERP) systems. The tools developed for these systems enable All More4apps tools allow mass uploads of master significant time and cost efficiencies via their data OR transactional data via the spreadsheet unique integration between Microsoft Excel and interface. Data is validated prior to upload, Oracle’s public APIs and Web Services. Users and error rates are significantly lower than the benefit from the ability to manipulate and upload results offered by alternative data ingestion data from within a familiar spreadsheet, and IT methods. Master data can also be downloaded owners can be assured that Oracle remains the FROM the ERP into a spreadsheet for updating or single source of ERP data. It is quite simply the manipulation, making regular maintenance a far ultimate solution for large Organizations who more efficient and achievable process. need accurate and up-to-date data with which to manage their business planning. What More4apps’ customers say. “More4apps fills a niche in the EBS suite space. Oracle forms aren’t efficient for bulk loading – they fill the void via the interface in Excel.” “Massive time saving, what was two weeks for one person plus errors, is now just two days of validating the spreadsheet.” Customer Update: we were able to complete 60 updates in 60 minutes with the More4apps tool – that used to take us approximately three days. What’s more we were able to purge, enrich and add value at the same time. - Customer Testimonials 2 www.more4apps.com
How can More4apps help you? Integrity Most importantly, your single source of data maintains its integrity as users no longer use desktop spreadsheets for data manipulation. Management data is reliable, and decision-making is more robust as a result. Efficiency Many Oracle users are frustrated with double-handling of mundane work such as re-keying data that’s supplied already in a spreadsheet form. Save time by pasting data from existing sheets into the More4apps interface for Oracle, and release your skilled staff for more productive activities. Accuracy Less manual data entry means better accuracy - and more meaningful information for your Organization. In addition, More4apps’ tools pre-validates data before it is sent to Oracle, ensuring it is correct, and in some cases teaching users how to get more from the system as they work. Quick to Implement More4apps tools work straight out of the box - so your implementation process starts at testing. As they’re based on Excel, there’s no training required beyond the standard skills of copying and pasting. Productivity Simple changes in business processes can deliver significant gains in productivity and capability across myriad business functions. When data processing bottlenecks are removed, business units can grow faster than you can imagine. Security More4apps tools' utilize Oracle's secure public Web ADI ( and Cloud Web Services) for all uploads and downloads. This requires end users to authenticate with their Oracle credentials via the standard Single Sign-On mechanisms, so your new data ingestion tools won’t compromise your existing security protocols. Ongoing Support More4apps' class-leading support team solve issues and manage customization requests in record time, and regularly report over 90% complete satisfaction amongst users. When you need to deliver efficiencies in your data processing or IT departments, talk to the leaders in Oracle data integration. inquiry@more4apps.com www.more4apps.com 3
NEW in 2020 Why More4apps are building tools for Oracle ERP Cloud: As our customers have started to migrate towards Oracle’s ERP Cloud, they’ve discovered the pitfalls of Oracle’s inbuilt data loaders and realised they need More4apps more than ever. Now, the wait is over, and our first ERP Cloud Toolbox is available for demonstration and testing! Our pioneering product for Oracle ERP Cloud is the Procurement Module with the highly requested abilities to create, update and cancel purchase orders. Due to popular demand we are releasing parts of the Procurement Modules as we build them so that our customers can start benefiting today. More features will be released as we go on but the wait is over! Ultimately, More4apps have 7 Modules planned with hundreds of features within them, covering the most popular business areas our products service. Seven modules for Oracle ERP Cloud Procurement Projects Finance Inventory • Purchase Orders * • Project • AP Invoices • Material Transactions • Requisitions • Budgets • AR Invoices & Receipts • Discrete Jobs (WIP) • Sourcing • Project Assets • Payments • Costing • Receiving • Project Asset Assignments • Assets • Cycle Count • Transaction Controls • General Ledger • Physical Count • Property Maintenance • Batches • Bank Statements Product Definition Trading Community Sales • Product Structures • Banks • Sales Orders • Routings • Suppliers • Quotes • Items • Customers • Pricing • Recipes • Formulas *Features currently available 4 www.more4apps.com
Just like our proven Wizards for Oracle EBS, our ERP Cloud Modules allow the use of Excel as your interface to Oracle. Users can download, edit and upload data in a fraction of the time it takes using Oracle’s forms. The More4apps Excel toolbox for Oracle Fusion Cloud utilizes Oracle's secure web services to communicate with your Oracle ERP Cloud for all uploads and downloads. End users authenticate with their Oracle ERP Cloud credentials via the standard Single Sign-On mechanisms. Because we use Oracle's web services our Modules respect all built-in data access rules and roles. Pre-release testing results A pre-release customer of the Procurement Module investigated differences in purchase order processing times between Oracle Cloud manual data entry forms and the More4apps Procurement Module. The end-user found they could save up to 55 minutes processing a 100 line purchase order. That’s a 91% time saving! Previously, it took them 60 minutes to process a 100 line purchase order manually using Oracle Cloud forms, but with More4apps Procurement Modules it took only 5 minutes to process the same data using the familiar Excel interface. 60 50 40 -91% Minutes 30 20 10 0 Oracle Manual More4apps Data Entry Forms Procurement Module Are you using Oracle ERP Cloud? More4apps’ ability to develop the ERP Cloud Toolbox depends on the opportunities we have to work with customers already using Oracle ERP Cloud, as we aim to solve real-life problems experienced by our customers. If you are facing challenges with your ERP Cloud instance, and would like to work with our development team to develop a solution, please contact us on inquiry@more4apps.com. Additionally we are actively building our voice on Oracle’s enhancement forums. If you are willing to lend your voice to our issues, please let us know. www.more4apps.com 5
Wizards and Loaders Data handling tools that work “right out of the box”. Streamline data entry tasks in Oracle EBS with a simple yet powerful Excel-based Wizard, and not only will you save time; you’ll also reduce error rates. Over 20 years, we have created EBS Toolbox - a range of software tools that integrate with Oracle’s E-Business Suite, with the sole objective of releasing talented staff from repetitive data entry tasks for more productive work. The software tools we build do just that: reducing keystrokes, integrating with other areas of EBS, and slicing data entry time by significant factors. More4apps spreadsheets are highly effective end-user products which improve your data entry processing time within Oracle E-Business Suite. EBS Toolbox Products are designed to allow you to: • Prepare and validate the information in Excel • Load it into Oracle via the public Web ADIs • Download existing information into a spreadsheet for maintenance or analysis Nine key functional areas covered Projects Procure to Pay Order to Cash Inventory Product Definition Finance Human Resources System Development Administration Platform 6 www.more4apps.com
Projects Create and maintain Projects, Budgets, Financial Plans, Events, Agreement & Funding lines and Pre-Approved Transactions easily with the help of Excel and More4apps. Project Wizard Labor Cost Rate Loader The one stop shop for keeping all Project and Task level Easily maintain labor cost rates against projects for data master data up to date. maintenance or migration. • Project headers • Planning resources • Tasks (Financial and • Task progress Unassigned Asset Lines Loader Workplan) • Actions Unassigned asset lines can be allocated easily from a • Key members • Billing assignments spreadsheet. • Classifications • Cost codes • Transaction controls • Deliverables • Program links • Deliverable assignments Resource List Members Loader • Billing overrides • Task physical percent Maintain resource lists easily in the projects module. • Project assets complete • Asset assignments • Attachments “Our staff were frustrated with the highly manual Project Transaction Wizard process of managing our contractor payments. Make your pre-approved transaction data entry a breeze. With the More4apps AP Wizard and Project Supports all types of project transactions. Wizard we streamlined the whole process. Key • Timesheets wins included improved staff engagement, a • Usages cleaner budgeting process and no more accruals.” • Inventory and WIP - Shaun Begley, City West Water • Miscellaneous transactions • Vendor invoice transactions • Project journals • Attachments “The seamless two-way interface More4apps Budget Wizard Budget Wizard delivers for PJT budgets and forecasts proved to be a bright spot in a Upload budgets or financial plans, modify existing challenging implementation. More4apps Budget budgets, and incorporate actuals for forecasting. Wizard enabled the client to leverage PJT • Multiple budget entry method forecasting functionality while allowing project • Plan types users to maintain budget spreadsheets. Enterprise • Draft budgets reporting could finally include budgets and Event Wizard forecasts.” - Project Implementation Specialist Create and update Revenue and Billing events straight from an Excel worksheet. • Revenue events • Billing events Agreement & Funding Wizard Efficiently create and update large numbers of agreements and fundings from Excel. www.more4apps.com 7
Procure to Pay Use the power and flexibility of Excel and More4apps to easily validate, create and update your Procurement data in Oracle. AP Invoice Wizard Sourcing Wizard Simplifies payables document management. Create Maintaining Approved Supplier Lists (ASL) and sourcing invoices, credit-memos, debit-memos, prepayments data is convoluted and time-consuming. Speed ASL, and more. sourcing rule and assignment creation. • Multiple invoices and distributions • Approved supplier lists • Project, Receipt, PO and GL account matching • Vendor managed inventory and consignment • Batch controls • Create and update sourcing rules • Additional custom validation • Source at global, Organization, item and category levels • Attachments Supplier Wizard Purchase Order Wizard Oracle Supplier Entry HTML forms are complex and Create, control and maintain your Purchase Orders all from difficult to navigate. It’s so much easier to maintain this within one spreadsheet. information from a spreadsheet. • Blanket purchase • Quotations • Sites and addresses agreements • Contracts • Banking details • Standard POs • Cancel and close • Contacts • Autocreate POs • Modify shipments • Business classifications • Complex POs • Attachments • Approvals process logic available PO Receiving Wizard Create, return and correct receipts against Purchase Banks and Branches Loader Orders and customer returns. Download data from Consolidate banking maintenance functions in one simple Oracle to create your receiving transactions from to use tool. Purchase Orders, Sales Orders, ASN shipment or receiving • Banks, branches and accounts transactions. • Assign accounts to suppliers and customers • Download approved POs and releases • Delivery transactions iSupplier User Loader • Returns and corrections • Advanced shipments The iSupplier User Loader is an essential when setting • Return material Authorizations up a large number of Supplier Users. Providing a fast and reliable way to create users, assign responsibilities and Requisition Wizard restrictions and send notifications all in one load. • Create iSupplier User (generate password) Manage requisitions from Excel. Use requisition templates, • Assign responsibilities existing requisitions, quotations and purchase orders in • Assign supplier site restriction Oracle as a basis for new requisitions. • Send a notification to the external user • Works with Sourcing Rules • Reset user password, deactivate user • Uses Oracle Account Generator workflow • Add more responsibilities or site restrictions (or revoke them) • Create Project based distributions • Search by iProcurement catalog • Attachments “We were able to complete updates to Supplier records that would have taken an estimated 60 Price List Wizard See page 9 hours manually - in a single hour” - Andy, Global Energy Extraction Company Pricing Modifiers Wizard See page 9 8 www.more4apps.com
Order to Cash Use the power and flexibility of Excel and More4apps to create and update, while validating your data before it is uploaded into Oracle. AR Invoice API Wizard Pricing Modifiers Wizard A power tool for Finance/ Accounting teams coping with Modifier creation gets messy quickly. This tool lays the month-end transaction volumes. Load invoices, debit data out so modifiers can be easily understood and memos, credit memos and all receivables commitments updated. directly from one user-friendly spreadsheet. • Pricing modifiers • Pricing limits • Invoices • Qualifiers • Price breaks • Applied and unapplied credit memos • Attributes • Workflow approvals • Respects auto-accounting rules Sales Order Wizard • Attachments Reduce order entry workload with this tool that processes Customer Wizard many types of orders including returns with serials, service orders and configured item orders. Manage customer data and avoid the cumbersome • Copy and replicate existing orders and quotes Oracle HTML forms. Perfect for migrations and on-going • Order-date, price and quantity changes maintenance. • Assemble-to-order Items • Sites and site uses • Return material Authorizations • Classifications • Blanket sales agreements • Profiles • Price book reports • Contacts • Quote future-dated discounts and promotions • Communication methods • Banking details CE Bank Statement Loader • Credit and debit cards Loading bank statements can be time consuming and • Attachments energy-sapping. Validate and reconcile your statements AR Receipt Wizard quickly and efficiently from Excel. Automate the process of creating and allocating receipts. AR Notes Loader Eliminate the time spent manually checking a remittance against the allocation. Avoid the labor-intensive task of navigating through screen after screen to enter notes against customers using • Invoice allocation to existing receipts a spreadsheet to load via Oracle’s public APIs. • Adjustments and unapplied receipts • Calculated discounts based on discount rules • Multiple GL distributions for Misc. receipts “We had several cumbersome processes in order Price List Wizard to get and maintain data in Oracle. We have been able to utilize a third-party tool by More4apps in Easily perform hundreds of price list updates in Excel. order to easily cleanse data, make data changes Create and update Price Lists at the click of a button. and create new customers in our system, and are • One step price changes now in the process of creating a new customer • Qualifiers creation form that will streamline our customer • Attributes • Secondary price lists creation process. All of these tools have, or will, • Item updates for multiple price lists make our system much more user friendly” • Download by date range, item and qualifier - Matt Lechner, Centric Group • Pricing agreements www.more4apps.com 9
Inventory Stay on top of your inventory, stock costing and manufacturing processes by enabling your team to create and update data quickly and efficiently. Item Cost Wizard Stocktake Loader Effortlessly create and update cost information for Supports all the key physical stocktake tasks, all count Discrete Standard and Process Manufacturing. options and approvals. • OPM Actual cost adjustments • Counts • OPM Standard costs • New tags • Discrete standard costs • Count approvals • Rollup and lot multipliers • Upgrade Header Level EAM Work Management Loader • Resource rates Manage your work orders and prepare your maintenance • Overheads schedules with a completely integrated set of templates • Overhead assignments for your maintenance processes. Material Transaction Wizard • Create and Update Work Orders including Operations, Resources and Materials Download transaction history, on hand quantities and • Attach additional work order information more to build your material transactions. Use the custom • Create and maintain preventive maintenance schedules package to default subinventories, locators and accounts to really speed up your data entry. WIP Loader • Pre-defined and user-defined inventory transactions Control Discrete Work in Process from one place. • Discrete Manufacturing Average Cost updates • Project borrow/payback and transfers • Discrete jobs • Lot and Serial Numbers • Material requirements • LPN’s • Move, completion and return transactions • Secondary quantities and units of measure • Over-complete transactions • Inter-Organization transfers (Issues Only) • LPN transactions 10 www.more4apps.com
Product Definition Accurate and effective tools for document controllers, product owners and production staff that help ensure your supply chain is moving. Bill of Materials Wizard (BOM) Routing Wizard Mass update component data including supply types and Time critical changes and improvements to the sub-inventories all from Excel. Consolidate data from manufacturing process can be implemented quickly. multiple engineering systems to create and update BOM Create and modify Routings, Operations, Resources and data easily. Resource usage. • Manufacturing BOMs • Alternate and common routings • Engineering BOMs • Routing revisions • EAM Assets and activity BOMs • Alternate resources • Alternative and common BOMs • Assign to delete-groups • Component details • Engineering change orders • Substitute components • Attachments • Reference designators • Assigned operations OPM Master Data Loader • Delete groups Process manufacturing data creation and maintenance can • Assembly and component costing be time consuming tasks, but not any more! Easily create • BOM Cost rollups and update the following formulas and recipe elements. • Attachments • Products Item Wizard • By-products • Ingredients Take the pain and frustration out of item creation, • Plant/Laboratory maintenance and data conversion with this indispensable • Customers tool. • Steps • Item Master • Validity Rules • Categories • Catalogs • ABC Assignment “The uptake of the Wizards by my team has been • Container items amazing. They are simple to use and we are using • Cross references them on a daily basis. Issues such as updating • Customer item XRefs the WIP supply type on Bills of Materials are • Pending item statuses handled in minutes rather than hours. Ultimately • Quality specifications updating item categories is now a simple process. • Related item Data improvements are that great, that other • Safety stock • Sourcing assignment improvement programs such as Cycle Counting • Sub-inventory assignment and min/max levels have been introduced to our 70 retail stores.“ • Transaction default -Joseph Reif, Production Scheduler, James Avery • Intra and Interclass UOMs • Attachments www.more4apps.com 11
Finance This collection of useful tools are designed to reduce the workload caused by a few common data entry tasks in the Finance area. Asset Wizard General Ledger Wizard Avoid Oracle’s complex forms. Perform mass additions in a Use Excel to create multiple journals across various single worksheet with full visibility of the asset. ledgers, periods, categories, sources and batches all at • Additions and mass • Retirements once within the same spreadsheet. No WebADI objects or additions • Reinstatements patches required. • Tax additions • Revaluations • One spreadsheet for multiple ledgers periods categories and • Adjustments • Transfers sources • Capitalizations • Units of Production • Actuals journals • Depreciation • Categories • Encumbrance journals • Reclassifications • Budget journals • Budget amounts GL Daily Rates Loader • Attachments The GL Daily Rates Loader allows you to update daily rates quickly into one simple spreadsheet. • Create and Update daily currency exchange rates • Maintain consistency of your data and re-evaluations Human Resources More4apps tools enable the loading and maintenance of core HR information, increasing confidence in the accuracy of your employee information. Employee Wizard Special Information Wizard Employee on-boarding, maintenance and terminations Reduce data-entry time maintaining Employee Special are a breeze. Reduce processing time per employee from Information quickly and easily from a spreadsheet. minutes to seconds. • Employees, applicants and non-payroll workers Job and Position Loader • Address, phone and contact details Manage your Organizations Jobs and Positions from one • Terminations and absences simple to use tool. • Salary, costing, payment and budget information • Qualifications, performance and reviews • Grade steps “Our HR/Payroll department used one of your • Extra information Wizards to update employee data (labor rates, • US federal and state tax etc.) this Spring. What normally took 5 hours per Element Entry Wizard employee (their estimate, not mine), took 5 hours Significantly reduce data-entry time keying-in element to do the entire company! Now that more people entries in one place from a single spreadsheet. Supports have succeeded using More4apps, maybe we can recurring and non-recurring elements. expand the use of your excellent tools.“ - Lamar, IT and Manufacturing Systems Support 12 www.more4apps.com
System Administration More4apps enables your system administrators to create and maintain the key parts of Oracle Foundation. System Administration Loader • Create and update users, maintain passwords • Assign or deactivate responsibilities against users • Assign roles to users • Enter, activate or deactivate justifications • Set up user’s responsibility and access • Set up and maintain Oracle menus and menu structuring • Assign profiles or remove them from users, sites, or responsibility levels. • Update and maintain Flex values Custom Queries Design and implement your own download logic and selection filters using More4apps’ powerful Custom-Query functionality. There’s no need to rely on your end users’ knowledge to ensure the right records are brought down for updates; you can define your own selection rules and filter logic right from within your More4apps Wizard. Create simple or complex download queries including parent/child dependent sub-queries, and build your own validation or look up translations directly into the query logic. You can also build hard-coded restrictions to filter data sets or allow the end user the power to filter by any column in the worksheet. All queries are stored on the database and are assigned to responsibilities, making them available to multiple users. www.more4apps.com 13
Development Platform With such a range of products it’s tempting to think there’s an off-the-shelf solution for every type of data element - and for core functionality that’s accurate. However, every Organization has specific needs, so Application Interface Wizard provides you with a platform to build the solutions you need, when you need them. Application Interface Wizard • Basic SQL knowledge is all that’s required • Multi-language enabled • Automatically generated end user forms • Pre/Post PL/SQL calls to reduce API wrappers and provide • Control your data quality with LOV’s, datatypes and low level data validation additional rules • Column Level PL/SQL • Descriptive and Key Flexfield support • All PL/SQL called in validation mode • Parent-child data upload and download functionality • User friendly configuration and debugging • Works with any EBS table or PL/SQL package • Concurrent program submission support • Secure loader templates to responsibilities • Refresh Interface table results • Download data using your own predefined queries With a few mouse-clicks and “copy and pastes” a developer can be up and running, building your Organization specific loaders with very little training and just some basic SQL knowledge. Once built they can be imported and exported between your instances, so there’s never a need to reinvent the wheel. As always, More4apps’ highly regarded support team are on-hand to provide guidance and expert advice to help you through the process and get you going as quickly and easily as possible. 14 www.more4apps.com
Customer Testimonials Gabriel Stern - Experian In terms of enhancements and support, More4apps has been a strategic partner for Experian as we operate in several countries, each with its own features. We no longer spend development time in many of these business areas. Support also has been a good experience for us. More4apps acknowledges the incidents within the hour, and the average resolution time tends not to exceed one week. The DBAs install the wizards quickly in minutes. Named users assignments sit with a key user. More4apps has been a significant contributor to reducing costs at Experian. It has had a very positive impact on implementation cycles, on data entry standardization and data processing errors. Tony Maschinot - Toyota Boshoku At Toyota Boshoku, the manufacturing landscape is a complex web of interactions. We have commenced production at our first plant using the BOM Wizard and it has proven to be well worth the small expense. With the introduction of the More4apps BOM Wizard, our users reported that we could reduce the amount of time required to enter these BOMs manually, from 3-4 weeks down to 3-4 days! The success we are already seeing has led us to evaluating other Wizards from More4apps. www.more4apps.com 15
Projects Order to Cash Finance Agreement & Funding Wizard AR Invoice-API Wizard Asset Wizard Budget Wizard AR Receipt Wizard General Ledger Wizard Event Wizard Customer Wizard GL Daily Rates Loader Project Wizard Price List Wizard Project Transaction Wizard Pricing Modifiers Wizard Labor Cost Rate Loader Sales Order Wizard Human Resources Unassigned Asset Lines Loader AR Notes Loader Element Entry Wizard Resource List Members Loader CE Bank Statement Loader Employee Wizard Special Information Wizard Job and Position Loader Procure to Pay Inventory AP Invoice Wizard Item Cost Wizard Purchase Order Wizard Material Transaction Wizard System Administration PO Receiving Wizard EAM Work Management Loader System Administration Loader Price List Wizard Stocktake Loader Pricing Modifiers Wizard WIP Loader Development Platform Requisition Wizard Sourcing Wizard Application Interface Wizard Supplier Wizard Product Definition Banks and Branches Loader Routing Wizard iSupplier User Loader Bill of Materials Wizard Item Wizard OPM Master Data Loader NEW in 2020 Contact Details - inquiry@more4apps.com | www.more4apps.com United States of America United Kingdom New Zealand (Head Office) APAC/MEA 4695 MacArthur Ct. 2 Guildford Business Park Road Waikato Innovation Park Brisbane 11th Floor Guildford Business Park 1 Melody Lane, Hamilton East Australia Newport Beach Guildford Hamilton, 3216 +61 487 765 973 CA 92660 GU2 8XG New Zealand +1 949 423 3456 +44 1483 243508 +64 7 959 7160 The product information within this guide is subject to change, please refer to the More4apps website for the current product list.
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