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Excel To CI Utility
®
®
The purpose of this workbook is to upload data from Excel into PeopleSoft using the Component Interface to execute business logic for each
transaction. This source workbook contains both worksheets and Excel VBA code modules. The Worksheets can be copied to other workbooks
for distribution without copying the code modules.
Process:
1)
Connection Information sheet: The information provided on this sheet is required to create a new template or submit data to the database. You will need to
specify environment information as well as information in regard to how each transaction should be handled. The Action will be filled in automatically.
2) Template sheet: Here you create the template that you are going to use. The template is based upon the structure of a Component Interface on the
PeopleSoft database.
2.1. New Template: When prompted, enter the name of your PeopleSoft User ID, password, and the Component Interface you wish to use. The connect
information previously provided is used to retrieve the PeopleSoft Component Interface properties. The Component Interface structure is displayed
graphically.
2.2. Manipulate Template: Here input cells are selected for inclusion on the Data Input and Staging & Submisson sheets. The purpose of each button
provided to allow manipulation of the template is more fully described by mousing over the button on the toolbar.
2.3. New Data Input: This button copies the selected input cells into the Data Input sheet. The Data Input sheet becomes active, and you will be prompted
before the structures and data on that sheet are deleted.
3) Data Input sheet: Here you enter data values for submission to the PeopleSoft database.
3.1. Stage Data for Submission: The data entered on the Data Input sheet is then staged in hierarchical form in preparation for submission to the
database.
4) Staging & Submission sheet: The last step is to format the data and submit to the database.
4.1. Submit Data: This submits the data to the database. Your PeopleSoft User ID and Password will be required. Each row submitted is marked with the
reply from the database which will either be OK, Warning, or Error.
4.2. Post Results: This posts the status for each row submitted to the database on the Data Input sheet so that data in a status of error can be corrected
and resubmitted.
Connect Information > Build Template > Input Data > Stage & Submit Data
Chunking Factor: 40
Error Threshold:
Action: CREATE
plate > Input Data > Stage & Submit Data
outhocean.com
Enter Connect Information > Template > Input Data > Stage & Submit Data
SO_DC_CUSTOMER
Collection SO_DC_CUSTOMER SO_DC_CUSTOMER SO_DC_CUSTOMER
Property SETID CUST_ID CUST_STATUS
Record Type 000 000 000
Field Type CHARACTER CHARACTER CHARACTER
Field Length 5 15 1
Key / Required Y/R Y/R /R
Sequence 1 2 3
Status Line No Record Type SetID Customer ID Customer Status
Template 000
Template 100
Template 200
Template 210
Template 300
ge & Submit Data
SO_DC_CUSTOMER
Record Type 000 Record Type 000 Record Type 000 Record Type 000 Record Type 000 Record Type 000 Record Type 000
SetID Customer ID Customer Status Customer Since Customer Added On Name 1 Short Name
SO001 AVERYD-14 A 12/31/1899 12/31/1899 AVERY DENNISON RETAIL INFORMATION AVERYD-14
SO001 LIBRAL-01 A 12/31/1899 12/31/1899 LIBRA LEATHER INC. LIBRAL-01
SO001 NANJIN-08 A 12/31/1899 12/31/1899 南京上明鈕扣有限公司 NANJIN-08
SO001 SHANGH-7Z A 12/31/1899 12/31/1899 上海協沃實業有限公司 SHANGH-7Z
SO001 WINTEX-13 A 12/31/1899 12/31/1899 WINTEX INTERNATIONAL DEVELOPMENT LTD. WINTEX-13
SO001 ZHANGJ-31 A 12/31/1899 12/31/1899 ZHANGJIAGANG HUALU IMPORT AND EXPORT ZHANGJ-31
Record Type 000 Record Type 000 Record Type 000 Record Type 000 Record Type 000 Record Type 000 Record Type 000 Record Type 000
Name 2 Address Sequence Number Exchange Rate Type Currency Code Ship To Customer Bill To Customer Sold To Customer Broker Customer
SERVICES LLC CRRNT USD Y Y Y N
CRRNT USD Y Y Y N
CRRNT CNY Y Y Y N
CRRNT CNY Y Y Y N
CRRNT USD Y Y Y N
CO., LTD. CRRNT USD Y Y Y N
Record Type 000 Record Type 000 Record Type 000 Record Type 100 Record Type 100 Record Type 200 Record Type 200
Primary Address - Sold To Primary Address - Ship To Primary Address - Broker Support Team Code Default Address Sequence Number Description
1 1 0 DF Y SHIPPING
1 1 0 DF Y SHIPPING
1 1 0 DF Y SHIPPING
1 1 0 DF Y SHIPPING
1 1 0 DF Y SHIPPING
1 1 0 DF Y SHIPPING
Record Type 200 Record Type 200 Record Type 200 Record Type 200 Record Type 200 Record Type 200 Record Type 200 Record Type 200
Bill To Address Ship To Address Sold To Address Correspondence Address Broker Address Primary Bill To Primary Ship To Primary Sold To
Y Y Y Y N Y Y Y
Y Y Y Y N Y Y Y
Y Y Y Y N Y Y Y
Y Y Y Y N Y Y Y
Y Y Y Y N Y Y Y
Y Y Y Y N Y Y Y
Record Type 200 Record Type 210 Record Type 210 Record Type 210 Record Type 210 Record Type 210 Record Type 210 Record Type 210 Record Type 210
Primary Broker Address Effective Date Status as of Effective Date Country Address Line 1 Address Line 2 Address Line 3 Address Line 4 City
N 12/31/1899 A USA 950 GERMAN STREET,LENOIR, NC 28645,
U.S.A. LENOIR
N 12/31/1899 A USA 259 W. 30TH STREET,
NEW YORK, NY 10001,
U.S.A. NEW YORK
N 12/31/1899 A CHN 南京市鼓樓區定滙門大街 NANJING
N 12/31/1899 A CHN 上海市延安西路2299 SHANGHAI
N 12/31/1899 A HKG UNIT 04, 7/F., BRIGH
33 MONG KOK ROAD,
MONG KOK, KOWLOON,
HONG KONG HONG KONG
N 12/31/1899 A CHN 21/F., HUACHANGNO. ORI11 RENMIN ROAD,
ZHANGJIAGANG, CHINA,
JIANGS P.R.C. ZHANGJIAGANG
Record Type 210 Record Type 210 Record Type 210 Record Type 210 Record Type 210 Record Type 210 Record Type 210 Record Type 300 Record Type 300
State Postal Code In City Limit Int'l Prefix Telephone Phone Extension Fax Number Effective Date Status as of Effective Date
NC 12/31/1899 A
212-6953114 212-6295346 12/31/1899 A
025-86210033 025-86214440 12/31/1899 A
021-32120266 021-32120210 12/31/1899 A
12/31/1899 A
512-35007916 512-35007926 12/31/1899 A
Record Type 300 Record Type 300 Record Type 300 Record Type 300 Record Type 300 Record Type 300 Record Type 300 Record Type 300
Payment Terms ID Billing Specialist Collector Credit Analyst Payment Method Direct Invoicing InterUnit AR Specialist
IME DEFAULT DEFAULT Y N DEFAULT
IME DEFAULT DEFAULT Y N DEFAULT
IME DEFAULT DEFAULT Y N DEFAULT
IME DEFAULT DEFAULT Y N DEFAULT
IME DEFAULT DEFAULT Y N DEFAULT
IME DEFAULT DEFAULT Y N DEFAULT
Enter Connect Information > Build Template > Input Data > Staging & Submission
SO_DC_CUSTOMER
Status Line No Record Type SetID Customer ID Customer Status Customer Status Date Customer Since Customer Added On
5 000 SO001 CHINAE-02 A 12/31/1899 12/31/1899
5 100
5 200
5 210
5 300
6 000 SO001 CIRELL-01 A 12/31/1899 12/31/1899
6 100
6 200
6 210
6 300
7 000 SO001 FUWATR-01 A 12/31/1899 12/31/1899
7 100
7 200
7 210
7 300
8 000 SO001 JIANGS-42 A 12/31/1899 12/31/1899
8 100
8 200
8 210
8 300
9 000 SO001 JIAXIN-10 A 12/31/1899 12/31/1899
9 100
9 200
9 210
9 300
10 000 SO001 KASUNC-01 A 12/31/1899 12/31/1899
10 100
10 200
10 210
10 300
11 000 SO001 KWONGY-04 A 12/31/1899 12/31/1899
11 100
11 200
11 210
11 300
12 000 SO001 LKBENN-01 A 12/31/1899 12/31/1899
12 100
12 200
12 210
12 300
13 000 SO001 MANWAI-02 A 12/31/1899 12/31/1899
13 100
13 200
13 210
13 300
14 000 SO001 MENATW-01 A 12/31/1899 12/31/1899
14 100
14 200
14 210
14 300
15 000 SO001 ROYALE-01 A 12/31/1899 12/31/1899
15 100
15 200
15 210
15 300
16 000 SO001 ROYALM-02 A 12/31/1899 12/31/1899
16 100
16 200
16 210
16 300
17 000 SO001 SHANGH-7Y A 12/31/1899 12/31/1899
17 100
17 200
17 210
17 300
18 000 SO001 SHAOXI-12 A 12/31/1899 12/31/1899
18 100
18 200
18 210
18 300
19 000 SO001 SHENZH-57 I 12/31/1899 12/31/1899
19 100
19 200
19 210
19 300
20 000 SO001 SHERPL-02 A 12/31/1899 12/31/1899
20 100
20 200
20 210
20 300
21 000 SO001 SHUNSH-02 A 12/31/1899 12/31/1899
21 100
21 200
21 210
21 300
22 000 SO001 SHUNSI-02 I 12/31/1899 12/31/1899
22 100
22 200
22 210
22 300
23 000 SO001 SLTGMB-01 A 12/31/1899 12/31/1899
23 100
23 200
23 210
23 300
24 000 SO001 SUPERD-01 A 12/31/1899 12/31/1899
24 100
24 200
24 210
24 300
25 000 SO001 TERPAC-01 A 12/31/1899 12/31/1899
25 100
25 200
25 210
25 300
26 000 SO001 TIGERL-02 A 12/31/1899 12/31/1899
26 100
26 200
26 210
26 300
27 000 SO001 WONDER-08 A 12/31/1899 12/31/1899
27 100
27 200
27 210
27 300
28 000 SO001 YOSHIO-02 A 12/31/1899 12/31/1899
28 100
28 200
28 210
28 300
29 000 SO001 ZHANGJ-30 A 12/31/1899 12/31/1899
29 100
29 200
29 210
29 300
STOP
n
Name 1 Short Name Name 2 Address Sequence Number Exchange Rate Type Currency Code
CHINA EAST SOUTH TEXTILES (H.K.) CO., LT CHINAE-02 D. CRRNT HKD
SLT GMBH SERVICE & LOGISTIK FUR TEXTILIE SLTGMB-01 N CRRNT EUR
ZHANGJIAGANG FREE TRADE ZONE, ZHANGJ-30 SUMMER TRADING CO., LTD. CRRNT HKD
Ship To Customer Bill To Customer Sold To Customer Broker Customer Primary Address - Sold To Primary Address - Ship To Primary Address - Broker
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Y Y Y N 1 1 0
Support Team Code Default Address Sequence Number Description Bill To Address Ship To Address Sold To Address Correspondence Address
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
DF Y
SHIPPING Y Y Y Y
Broker Address Primary Bill To Primary Ship To Primary Sold To Primary Broker Address Effective Date Status as of Effective Date Country
N Y Y Y N
12/31/1899 A HKG
N Y Y Y N
12/31/1899 A HKG
N Y Y Y N
12/31/1899 A HKG
N Y Y Y N
12/31/1899 A CHN
N Y Y Y N
12/31/1899 A CHN
N Y Y Y N
12/31/1899 A HKG
N Y Y Y N
12/31/1899 A HKG
N Y Y Y N
12/31/1899 A GBR
N Y Y Y N
12/31/1899 A HKG
N Y Y Y N
12/31/1899 A NLD
N Y Y Y N
12/31/1899 A HKG
N Y Y Y N
12/31/1899 A FRA
N Y Y Y N
12/31/1899 A CHN
N Y Y Y N
12/31/1899 A CHN
N Y Y Y N
12/31/1899 A HKG
N Y Y Y N
12/31/1899 A USA
N Y Y Y N
12/31/1899 A HKG
N Y Y Y N
12/31/1899 A HKG
N Y Y Y N
12/31/1899 A DEU
N Y Y Y N
12/31/1899 A CHN
N Y Y Y N
12/31/1899 A CHN
N Y Y Y N
12/31/1899 A AUS
N Y Y Y N
12/31/1899 A HKG
N Y Y Y N
12/31/1899 A JPN
N Y Y Y N
12/31/1899 A HKG
Address Line 1 Address Line 2 Address Line 3
UNIT 2001, 20/F., MONGKOK COMMERCIAL CENTRE, 16 ARGYLE STREET, MONGKOK, KOWLOON,
RM. 609A, 6/F., FOOK CHEONG BUILDING, 63 HOI YUEN ROAD, KWUN TONG, KOWLOON,
FLAT 10, 11/F., PENINSULA TOWER, 538 CASTLE PEAK ROAD, LAI CHI KOK, KOWLOON,
9-15/F., GUOTAI NEW CENTURY PLAZA, NO. 125 RENMIN ROAD, ZHANGJIAGANG, JIANGSU,
浙江省嘉興市南湖區新豐工業園雙龍路2398號
FLAT A8, 9/F., FRONT BLK., MING SANG IND. BLD 19-21 HING YIP STREET, KWUN TONG, KOWLOON,
UNIT 01-02, 26/F., ONE KOWLOON, 1 WANG YUEN STREET, KOWLOON BAY, KOWLOON,
ROOM 826-827 LOGISTICS BUILDING, NO. 1906, JINGSHUI ROAD, KEQIAO, SHAOXING, ZHEJIANG,
UNIT 2507, 25/F., LAFORD CENTRE, 838 LAI CHI KOK ROAD, CHEUNG SHA WAN, KOWLOON,
UNIT 1813B, 18/F., WELL FUNG INDUSTRIAL CENTR 68 TA CHUEN PING STREET, KWAI CHUNG, N.T.,
UNIT 1813B, 18/F., WELL FUNG INDUSTRIAL CENTR 68 TA CHUEN PING STREET, KWAI CHUNG, N.T.,
BUILDING 3, EXPRESS LUCK INDUSTRIAL PARK, NO. 88 BAOTONGNAN ROAD, XIKENG, HENG GANG TOWN, LONG GANG DIST., SHENZHEN,
#15, BUILDING 12, #13, GUANG YUAN ROAD, SHILONG TOWN, DONGGUAN, GUANGDONG,
FLAT A, 15/F., ROOM 20A, PRINCE INDUSTRIAL BLDG., 106 KING FUK STREET, SAN PO KONG, KOWLOON,
FLAT C, 8/F., GRANDION PLAZA, 932 CHEUNG SHA WAN ROAD, CHEUNG SHA WAN, KOWLOON,
Address Line 4 City State Postal Code In City Limit Int'l Prefix Telephone Phone Extension
JIAXING 57383128899
LONDON GT LO
HONG KONG HONG KONG 23982657
CS BEST
CEDEX
CHIEMGAU
JAPAN NAGOYA 23
30056056
12/31/1899 A IME DEFAULT DEFAULT Y
27864777
12/31/1899 A IME DEFAULT DEFAULT Y
512-58674022
12/31/1899 A IME DEFAULT DEFAULT Y
35832096
12/31/1899 A IME DEFAULT DEFAULT Y
27873731
12/31/1899 A IME DEFAULT DEFAULT Y
12/31/1899 A IME DEFAULT DEFAULT Y
23933108
12/31/1899 A IME DEFAULT DEFAULT Y
29593070
12/31/1899 A IME DEFAULT DEFAULT Y
212-7609217
12/31/1899 A IME DEFAULT DEFAULT Y
26910020
12/31/1899 A IME DEFAULT DEFAULT Y
26910020
12/31/1899 A IME DEFAULT DEFAULT Y
755-89737601
12/31/1899 A IME DEFAULT DEFAULT Y
27863622
12/31/1899 A IME DEFAULT DEFAULT Y
InterUnit AR Specialist
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT
N DEFAULT