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1
Create and Update Purchase Orders using the
Oracle Visual Builder Add-in for Excel
Oracle Procurement Cloud

Swati Gupta
Kim Powell
Alex Davis

April 1, 2021
Safe harbor statement

The following is intended to outline our general product direction. It is intended for information
purposes only, and may not be incorporated into any contract. It is not a commitment to deliver
any material, code, or functionality, and should not be relied upon in making purchasing
decisions.

The development, release, timing, and pricing of any features or functionality described for
Oracle’s products may change and remains at the sole discretion of Oracle Corporation.

3 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Agenda

• Overview
• Review Draft Purchase Orders REST Service
• Demonstration
• References
• Q&A
• Reference slides to build a workbook

4 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Overview
Oracle Visual Builder Add-in for Excel

§ The add-in is installed within Microsoft

Excel and allows Excel worksheets that are
enabled to work with the add-in to
interact with backend REST services.
§ Using the Oracle Visual Builder Add-in for
Excel customers can:
§ Develop Excel workbooks that can retrieve
and modify data exposed by a REST service

§ Develop Excel workbooks that can create

data using the REST service

§ Develop Excel workbooks that can perform

custom actions using the REST service

6 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Download and Install - Oracle Visual Builder Add-in for Excel

• Download Visual Builder Add-in for

Excel:
https://www.oracle.com/downloads
/cloud/visual-builder-addin-
downloads.html
• After you install the add-in, a new
ribbon tab (Oracle Visual Builder)
appears in Microsoft Excel
• This ribbon tab provides buttons to
configure a worksheet to integrate
with a REST service to download
data to a data table that you create
in the worksheet

7 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Create/ Change a Purchase Order Using Excel Template – Customer
Connect

§ For 21A Purchasing Cloud, two templates are published on customer connect

§ Create a purchase order: https://cloudcustomerconnect.oracle.com/posts/09d0e99050

§ Create a change order: https://cloudcustomerconnect.oracle.com/posts/d32c9942f5

8 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Draft Purchase Orders REST Service
Draft Purchase Orders REST

What does it do?

§ Allows you to access, update purchase order lines, schedules and distributions and submit these
changes for approval

§ Operations supported: GET, POST, PATCH, Custom Actions (Cancel Change Order, Submit)

10 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Draft Purchase Orders REST Security
You can assign the following functional privileges, data security and job roles to view, update and
perform custom actions

11 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Suppliers List of Values REST Security
You can assign the following privilege to job roles

12 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Useful Links for the Draft Purchase Orders REST

• 21A Documentation on Draft Purchase Orders REST API:

https://docs.oracle.com/en/cloud/saas/procurement/21a/fapra/api-draft-purchase-orders.html

• Security access for Draft Purchase Orders and Suppliers List of Values REST API:
https://docs.oracle.com/en/cloud/saas/procurement/21a/fapra/Roles_and_Privileges.html

13 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Demonstration
References
Ideas

• Default Requested Delivery Date or Promised delivery date in all Purchase order lines:
https://cloudcustomerconnect.oracle.com/posts/c7b97cd167
• Buyer ability to upload PO/PR lines through excel sheet same like BA functionality to upload BA
lines through excel sheet:
https://cloudcustomerconnect.oracle.com/posts/d6c1490ae3
• Ability to Mass update PO lines from the application and not through an FBDI:
https://cloudcustomerconnect.oracle.com/posts/c7bc341382
• Purchase Order (PO) visual builder template for updating draft PO:
https://cloudcustomerconnect.oracle.com/posts/fe121e746c

16 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Additional References for Oracle Visual Builder Add-in for Excel

• Download Visual Builder Add-in for Excel:

https://www.oracle.com/downloads/cloud/visual-builder-addin-downloads.html
• Documentation Guide on Visual Builder Add-in for Excel:
https://docs.oracle.com/en/cloud/paas/app-builder-cloud/visual-builder-excel/toc.htm
• Documentation Tutorial on Visual Builder Add-in for Excel:
https://docs.oracle.com/en/cloud/paas/app-builder-cloud/tutorial-excel-add-in/index.html
• Troubleshooting Guide for the Visual Builder Add-in for Excel (Doc ID 2485062.1)
https://support.oracle.com/epmos/faces/DocumentDisplay?id=2485062.1

17 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Q&A
Build Workbook to Update an Open Purchase
Order using Excel Template
Specify Draft Purchase Orders REST Endpoint

• Open the example template to create a

change order from customer connect
• Edit the business object catalog from
Manage Catalogs
• In the Business Object Catalog Editor,
provide the host to run the service

20 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Configure the Layout

• Use the Layout Designer to add or remove columns, change display names, or change the order in
which columns appear

21 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Configure Search Options

• In the Layout Designer use Query tab to provide

an order number

22 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Make Changes

• Select Download Data

• Make Changes to
editable fields
• Select Upload
Changes

23 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Publish Excel Workbook

• Once the configuration of Excel workbook is complete, you can publish it for users to do data entry
work
• Publishing creates a copy of the workbook with the design tools hidden and worksheet protection
turned on for each worksheet with a layout
• The design tools do not appear in the Oracle Visual Builder tab of the Excel ribbon (Designer, Delete
Layout, and Publish buttons)

24 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Thank you

25 Confidential – © 2020 Oracle and/or its affiliates. All rights reserved.

Our mission is to help people see
data in new ways, discover insights,
unlock endless possibilities.