API Wizard for Financial Processes

Oracle EBS financial processes can be performed using Excel in API Wizard in a fraction of the time it takes to perform these processes in Oracle forms.  The benefit is time saved and more accurate data entry, helping organizations be more productive throughout the year and to be particularly efficient at month and year end close. 

 

The following list shows some of the main processes that can be performed in API Wizard Excel for General Ledger and Fixed Assets:

General Ledger

Journal Entries

  • Easily load journal entries across SOBs

  • Supports large volume data loads

  • Load multiple batches and journals at one time

  • Load flexfield info with journal

  • Dynamically checks that journals are in balance

  • Easily add any business specific pre-validation

  • And more!

Budgets

  • Create and update Budgets

  • Run budget reports to see current values

  • Control access by department / cost center manager or other criteria

  • Use formulas to derive budget amounts

  • Spread an annual budget amount across periods

  • Load multi-year budgets

  • And more!

Code Combinations

  • Easily create and update new code combinations

  • Inactivate code combinations that are no longer needed

  • Work across Ledgers

  • Easily extract and review all existing combinations

  • And more!

Accounts

  • Easily create and update new GL Accounts

  • Inactivate accounts that are no longer needed

  • Work across Ledgers

  • Easily extract and review all existing accounts

  • And more!

Exchange Rates

  • Load daily exchange rates

  • Automatically detect invalid entry by comparing to average of preceding days

  • And more!

Even more!

  • API Wizard can work with any process for which Oracle has provided a public API or open interface, in addition to the processes listed here

  • If you have an area of interest not listed here, let us know and we can tell you if it can be done in API Wizard!

Learn more about GL productivity

Fixed Assets

Additions and Mass Additions

  • Create new assets in Additions process

  • Update Mass Additions data before creating assets

  • Set all properties of assets including descriptive, financial, and accounting

  • Work across Asset Books (if allowed)

  • Automatically load assets in tax books (if desired)

  • Copy existing assets using extract feature

  • And more!

Adjustments

  • Adjust asset financial and descriptive values

  • Use extract report to pull existing assets from Oracle into Excel

  • Set tolerances for changes to asset financial info and other control rules

  • Work across Asset Books (if allowed)

  • Granular loaders available for specific changes (like re-categorizing assets)

  • Fully ontrol who can make what changes to assets

  • And more!

Asset Transfers

  • Transfer assets between

    • GL Accounts

    • Employees

    • Locations

  • Easily extract assets based on any criteria

  • Full or partial transfers

  • And more!

Source Line Transfers

  • Transfer invoices and cost from one asset to one or more other assets

  • Transfer individual or multiple invoices at a time

  • Easily extract out existing assets and source information

  • Run asset report to see changes in real time

  • Work across Asset Books (if allowed)

  • And more!

Retirements and Reinstatements

  • Quickly retire one or more assets

  • Extraction report allows you to pull assets based on multiple criteria

  • Supports partial and full retirements

  • Retire across Asset Books (if allowed)

  • Set any required control rules

  • Reinstate assets that have been retired

  • And more!

Depreciation

  • Enter unplanned / unscheduled depreciation for one or more assets

  • Extraction report allows you to pull out existing assets

  • Work across Asset Books (if allowed)

  • Enforce business rules through pre-validations

  • And more!

Even more!

  • API Wizard can work with any process for which Oracle has provided a public API or open interface, in addition to the processes listed here

  • If you have an area of interest not listed here, let us know and we can tell you if it can be done in API Wizard!

Learn more about Fixed Assets Productivity

Other Product Areas

Click on links below for other product areas:

  • EBS Module Categories

    • Finance (e.g. GL Journals, budgets, Asset Additions, Asset Adjustments, etc)

    • Order to Cash (e.g. Orders, AR Invoices, Customers, Adjustments, Credits, etc)

    • Procure to Pay (e.g. Purchase Orders, Requisitions, AP Invoices, Suppliers, etc)

    • Inventory (e.g. Master and child items, categories, costs, forecasts, cross refs, etc)

    • Product (e.g. BOMs, Routings, WIP, Formulas, Recipes, Ingredients, etc)

    • Projects (e.g. Projects, Tasks, Key Members, Events, Budgets, Assets, Deliverables, etc)

    • Human Resources (e.g. People, Assignments, Element Entry, Special Info, Positions, etc)

    • FND / System Admin (e.g. Users, Responsibilities, Menus, Password Resets, etc)

  • Other API Wizard Tools

    • Process Builder - Build your own Loader for any process, even non-Oracle EBS processes

    • Reporting - Report on any Oracle data

    • Audit - Powerful audit tool for tracking changes

    • Middleware - Fully automated data loading, no human involvement

Next Steps 

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