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Upload/Download Data

To retrieve a specific record of a business object (e.g. to retrieve a specific Purchase Requisition or Invoice), you use the Download Data button.

To upload changes you've made (e.g. after entering data for a new Purchase Requisition or Invoice), you use the Upload Data button.

To execute other actions on a business object, select the relevant action from the Other Actions drop down and then click the Execute Action button

Configure query/download parameters​

Before you can download data (search for), you have to configure attributes against which your query will be run. For example, to download invoice data, you have to first setup a query parameter with invoice number as the query attribute.

You can either specify search parameters or pick a finder.

  1. Click on the Select Attributes for Display icon (the red angled brackets on the right hand side of the screen)

  2. Select Query Parameters > Manage Query Attributes

    a. Pick between Search Attributes and Row Finder

    i. You can specify multiple Search Attributes

    ii. To provide the value of an attribute at runtime (so that you can execute different searches), pick the attribute and leave it blank

    iii. For example to search for different requisitions which all belong to the same requisitioning BU, pick the Requisitioning BU Id and provide a value, then pick Requisition Number and leave it blank

    b. [optional] Repeat the above step for each child resource you wish to download data for

  3. When you're done, click the Save button

Manage Query Attributes UI

Download data​

  1. Select a business object and click on the appropriate tab

  2. Click the Download Data button

  3. Enter the neccessary information and click on OK

In the image below, 2 query parameters have been configured

  • RequisitioningBUId with a value of 101

  • Requisition Number which user will enter at run time

Sample Download Data UI

Upload data​

  1. After you're done making changes, you can upload your changes by clicking the Upload Data button

    Use this option if you

    a. made changes to multiple resources or rows e.g. you changed data in both the parent and child resource, you added new rows, etc

    b. created a new record e.g. you'creating a new Invoice or Purchase Requisition

  2. Alternatively, you can select the specific rows of data that you've changed, select the Update action from the list of Other Actions and click on the Execute Action button

  3. To see what is happening or view any errors, click on View Logs icon