Professional Documents
Culture Documents
Track Count
Oracle Financials (FIN) 39
Oracle Discrete and Process Manufacturing (MFG) 41
Oracle Supply Chain Management (SCM) 17
Oracle Customer Relationship Management (CRM) 4
Oracle Configurator (CZ) 7
Oracle Projects (PROJ) 11
Oracle Human Capital Management (HCM) 29
Oracle Enterprise Asset Management (EAM) 12
Oracle Lease Management (OLM) 13
Oracle Application Object Library (AOL) 6
Note:
Load: All these Loading templates are available for
Oracle E-Business Suite versions 11.5.10, 12.0.6,
12.1.1, 12.1.2, 12.1.3
Extract: We provide Extraction templates for all
these objects for Oracle E-Business Suite versions
10.7, 11.0.3, 11.5.7, 11.5.8, 11.5.9, 11.5.10,
12.0.6, 12.1.1, 12.1.2, 12.1.3
appLOAD FIN Template Name Functional Description Complexity
General Ledger
Create GL Code Combinations This template is used for creation of the new general ledger chart of Medium
accounts.
GL Balances (Journal import) This template is used to import Journals into Oracle General Ledger Medium
module. The opening balances of the GL accounts can be converted
using this template.
GL Budget This template is used to load the General Ledger Budgets. Medium
Defining Currency This master template is used to create Currency details in General Medium
Ledger.
Currency Conversion Daily Rates This master template is used to create daily Currency conversion Medium
rates.
Payables
Create Supplier, sites and contacts This template is used for creation of the supplier, supplier sites and High
supplier contacts.
Append Supplier Sites This template is used for appending data to the existing supplier Medium
Sites.
Append Supplier Contacts This template is used for creation of the supplier contacts for the Medium
existing Supplier.
Update Supplier, sites and contacts This template is used for Update supplier details and create / High
update supplier sites and supplier contacts.
AP Invoice Accounts Payable Invoices (open and closed) can be imported using High
this template. Both open and historical transactions can be
processed using this template.
AP Payments This is a custom template made for loading Accounts payable High
payments against the AP invoices.
AP Invoice Creation With Project Accounts Payable Invoices (open and closed) can be imported using High
this template along with Project details.
AP Invoice Create with PO Accounts Payable Invoices (open and closed) can be imported using High
this template along with Purchase Order details.
AP Invoice Service Tax Accounts Payable Invoices (open and closed) can be imported using High
this template along with Service Tax - India Localization.
AP Distribution Set Creation This master template is used for creating Distribution Sets. Medium
AP Financial Options This master template is used for creating Financial Options. This Simple
template will be helpful during Migration - one time setup.
iExpenses This template helps in loading the iExpense Reports, Approving the High
expense report and interfacing the expense report into Oracle
Payables as an AP Invoice.
Receivables
Create Customer, address and sites This template is used for creation of the customer, customer High
address, customer sites and customer contacts.
Append Customer Address This template is used for appending new customer addresses to the Medium
existing customer master data.
AR Invoice, Credit and Debit memos This template is used for loading Account Receivables Invoice, High
Credit memos and Debit memos. Both open and historical
transactions can be processed using this template.
AR Cash Receipts This template is used for loading Account Receivables Cash Receipts High
partial or complete receipts against 1 or more AR Invoices.
AR Cash Remittance This template is used for recording the Account Receivables Cash High
Remittance transaction which will post the cash received into Oracle
Cash Management module.
Miscellaneous Cash Receipts This template is for creating miscellaneous cash receipts Medium
Cash Receipts Unapplied This template is for creating Unapplied cash receipts Medium
Cash Receipts Updation This template is for update cash receipts Medium
Customer Relationships Creation This template is used for creation of Customer repationships Medium
between Customer Accounts for the existing Customers. Also we
can create relationship between Customers at party level.
Customer Contact Creation This template is used for creation of Customer contacts for the Medium
existing Customers.
AR Lookup Type Creation This master template is used for creating AR Lookup Types and Simple
values. This template will be helpful during Migration - one time
setup.
AR Payment Terms This master template is used for creating AR Payment Terms Simple
records.
AR Transaction Type Creation This master template is used for creating AR Transaction Types. This Simple
template will be helpful during Migration - one time setup.
AR System Options Creation This master template is used for creating AR System Options. This Simple
template will be helpful during Migration - one time setup.
Auto Cash Rule Sets Template This master template is used for creating AR Auto cash rule sets. Simple
This template will be helpful during Migration - one time setup.
Fixed Assets
FA Mass Addition This template is used for loading the Fixed Assets. High
FA Mass Transfer This template is used for transferring the Fixed Assets from one High
division to another.
FA Adjustments This template is used for updating the Fixed Asset information. High
FA Location Creation This template is used for creating the Fixed Asset Locations. Medium
Cash Management
CE Bank and Branch Creation This template allows you to create the bank and branches Medium
CE Bank Accounts Creation This template allows you to create the bank accounts High
CE Bank Statements This template is used for loading the bank statements from the Bank Medium
into Oracle Cash management for both internal and external banks.
appLOAD MFG Template Name Functional Description Complexity
Inventory
Item, Item Revisions and Material cost This template is used for creation and update of item master in master High
and child organizations including revision control and material /
material overhead cost. Item categories can also be loaded through
this template.
Item Categories This template is used for creation and update of item category Medium
assignment against items in Oracle Inventory module.
Item Catalogs Assign catalog and catalog values to an item using this template. Medium
Sub-inventory item assignment This is a functionality in Oracle Inventory Sub-inventory definition. Medium
Items can be assigned to the sub-inventories with or without locator
controls.
Item Costs (material, material overhead, This template is used for loading material, material overhead, High
resource, resource overhead, outside resource, resource overhead and outside processing cost for an item
processing) against any PENDING cost types. Once the cost is verified and rolled
up, this pending cost type values can be updated to the FROZEN cost
type.
Inventory Transactions (Miscellaneous This template will be very useful to perform any inventory transactions High
Receipt, Miscellaneous Issue, Account Alias from an external system such as: recording the material movements
Receipt, Account Alias Issue and Work from PLC, Scrap management, Work order less completion
order less Completion) transactions for Flow manufacturing scenarios etc.
Category Sets This template allows you to create category sets Medium
Customer Item Cross Reference This template which is used to denotes the item with customer item Medium
Customer Item This template which allows to create the User specific names for item Medium
Manufacture part numbers This template allows you to create Manufacturing part numbers Simple
Organization Parameters This template allows you to create Inventory organization parameters. Medium
Item On-hand Conversion This template helps you to load the quantity on-hand information into Medium
Oracle Inventory module. This template also would load the costing
information if you are following average costing methodology.
Sourcing Rule create and update These templates allows you to create and update the souring rules Medium
Others
MRP Forecasting The MRP forecasting can be created using this template. Forecast High
name should be setup manually and then forecasting entries can be
generated using this template.
Demantra Sales History Demantra is a statistical forecasting solution. This template helps in High
loading the sales history into Demantra. This data can be used for
executing the statistical forecasting engine to get the final forecasting
data which then can be interfaced into Oracle ASCP.
Sourcing List create and update These templates allows you to create and update souring list Medium
appLOAD DIST Template Name Functional Description Complexity
Purchasing
PO Open Interface This template helps in creating Purchase orders. High
Receipts Open Interface This template helps in creating Purchase order receipts. High
PO Blanket Release API This template loads Purchase Order Release using a custom API. High
PO Agents This template will create Purchase Order Agents High
PO Mass Close Documents This template will close an set of PO Documents that we specify. Medium
PO Blanket Agreement - Creation & These templates will be useful to Create/Update Blanket Purchase High
Updation Agreements.
Purchase Receipt This template helps in loading the Purchase order receipt Medium
transaction.
Approved Supplier List This template helps in loading Approved Supplier list. Approved Medium
supplier functionality ties suppliers with items and during purchase
order approval if the ASL flag is turned on for an item, the system will
not allow to buy from any unapproved suppliers.
Requisitions Open Interface This template helps in creating Standard Purchase requisitions in the High
Oracle Purchasing module.
Internal Requisition This template helps in creating the Internal requisitions in the Oracle High
Purchasing module.
Order Management
SO Open Interface This template used the Order import process for loading sales orders High
in Entered, Booked or Closed status.
Process Order API This template is useful for loading Sales order header information. High
This also allows to perform the actions on the sales order headers.
Process Line API This template is useful for loading sales order lines and performing High
several actions on sales order lines.
Item Reservation This template helps in performing Sales order reservation process. Medium
Move Orders This template helps in performing the move orders against the sales High
orders and without the reference to a sales order.
Pick Confirmation Pick confirmation template helps you to allocate the inventory to the Medium
delivery or trip and perform the pick confirmation process in Oracle
Shipping module.
Ship Confirmation This template helps you to ship confirm the deliveries or trips in Medium
Oracle Shipping module. This can trigger the Interface trip stop
process as well.
Interface Trip Stop Closure This template can be used to closing the Trip Stops automatically in Medium
Oracle Shipping module.
Shipping Regions Interface This template will create the WSH regions in Oracle Shipping module. Medium
Shipping In-transit Times This template will associate the in-transit shipping times between the Medium
ship-from location to ship-to region or zones in Oracle Shipping
module.
Advanced Pricing
Price List create and update This template helps in creating Price list header and lines in Oracle High
Advanced Pricing module which is part of Oracle Order Management
Suite.
Price List with Attributes This template helps in loading price list along with Pricing attribute High
information.
Price List Qualifiers This template helps in loading price list header and lines along with High
Price list qualifiers for the pricing lines.
Price List Modifiers This template helps in loading price list Modifiers for the existing High
Price lists.
appLOAD CRM Template Name Functional Description Complexity
Installed Base This template helps in loading the Installed base information in High
Oracle CRM/ Service suite.
Service Contracts This template helps in loading the Service Contracts in Oracle High
CRM/ Service suite.
Service Request Creation This template helps in loading the Service Requests in Oracle CRM/ High
Service suite.
Service Request Update This template helps in updating the Service Requests in Oracle High
CRM/ Service suite.
appLOAD CZ Template Name Functional Description Complexity
CZ Item, Item type, Property and prop values This template helps in creating the Oracle Configurator data High
creation such as: items, item types, item type property and item type
property values.
CZ Item, Item type, Property and prop values This template helps in updating the Oracle Configurator data High
update such as: items, item types, item type property and item type
property values.
CZ Non BOM Model Structure creation This template helps in creating the Oracle Configurator data High
such as: Non BOM model structure with Components linked with
ATO/PTO items, Boolean Features and values, Text features and
values, Option Features and values, Property and Property
values assignment for each node.
CZ Non BOM Model Structure update This template helps in updating the Oracle Configurator data High
such as: Non BOM model structure with Components linked with
ATO/PTO items, Boolean Features and values, Text features and
values, Option Features and values, Property and Property
values assignment for each node.
CZ Property assignments This template helps in updating the Oracle Configurator data for High
Property Assignments
CZ Rules Import This template helps us to create Rules. Medium
CZ BOM Model Structure update This template helps in update and append the Oracle High
Configurator data such as: BOM model structure with
Components linked with ATO/PTO items, Boolean Features and
values, Text features and values, Option Features and values,
Property and Property values assignment for each node.
appLOAD PROJECTS Template Name Functional Description Complexity
Create Resources This template helps in loading the Project Resources. Resources are Medium
also employees.
Create Projects and Tasks This template helps in loading Project, Tasks and Key member High
information.
Create Agreement This template helps in loading the Project agreements. High
Cost Conversion The Project Cost can be loaded using this template. High
Revenue Conversion The Project Revenue can be converted using this template. High
Project Budget conversion The Project Budgets can be loaded using this template. High
Project Billing The Project Billing information can be loaded using this template. High
Material issue to Project and task Any material inbound and outbound transactions can be recorded Medium
with project and task reference. This template is used for loading the
material transactions with project and task information.
Mass update to key members This template is used for updating the key members on the Project or Medium
the task.
Project Expenditure This template is used for creating the project expenditure. Manual High
expenditures, expense reports, time and labor charges and any other
expenses can be charged against any project and task using this
template.
Create Events Using this template you can create events with Billing and revenue High
information.
appLOAD HRMS Template Name Functional Description Complexity
Create Location API This template helps to create HR Locations. Locations are used in Medium
creation of HR Organizations.
Create Organization API This template is used for creating the HR Organizations Business Medium
Units, Legal Entities, Operating Units and Inventory Organizations.
Create Job API This template is used for creating the Jobs data into the Job Key Medium
Flexfield.
Create Position API This template is used for creating the Position data into the Position Medium
Key Flexfield.
Create Applicant This template is used for creating the applicant in Oracle HRMS High
module.
Create Employee API This template is used for creating the employee master details: All High
Basic Information about employee.
Create Person Address API This template is used for creating the employees address (Home, Medium
Work and Any other details). This can also be used for updating the
employees address whenever it changes.
Create Phone API This template is used for creating the employees phone (Home, Work Medium
and Any other details). This can also be used for updating the
employees phone whenever it changes.
Create Contract API This template is used for creating the employment contract. Medium
Create Previous Employer API This template is used for creating the employees history details Medium
related to the previous employers.
Create Previous Job API This template is used for creating the employees history details Medium
related to the previous jobs.
Create Previous Job Usage API This template is used for creating the employees history details Medium
related to the previous job usage.
Create Previous Job extra information This template is used for creating the employees history details Medium
related to the previous job extra information.
Create Employee History Summary All History related to the employee can be loaded using this template. Medium
This helps in loading all current employment (date tracked history).
Create Employee Assignment This template helps in loading the Employee assignments to an Medium
organization, job, position, payroll, grade, supervisor assignments,
salary basis etc.
Employee Grade This template is used for creating and updating the Employees grade Medium
information.
Employee Grade Rate API This template is used for creating the pay scale rate for the grade. Medium
Employee Grade rate values API This template helps in creating grade rate values. Medium
Employee Qualification This template is used to create the employees qualification. Medium
Employee Qualification Type This is a quick code. This data can be loaded using Medium
HR Appraisals This template helps to upload employee appraisal values and results. Medium
Competency Assignment Creating and updating competency profiles to the employees Medium
Absence Information This template is used for uploading the various absence information Medium
(paid time-offs, sick leaves etc)
Employee Salary Uploading the proposed and approved salary or increase for the Medium
employee.
Employee Batch Element Entry Mass upload of various element entries. Any element such as: earning, Medium
deductions and information can be uploaded.
HR Bank Account This template is used to Create Bank Account Medium
HR Medical Insurance This template is used to maintain the Medical Insurance for Employees Medium