Chart Account Segment Values In Oracle

This bot creates and maintains a chart of account segment values sourced from a CSV file.

Top Benefits

  • Eliminate manual effort
  • Ensure accuracy of COA values
  • Automation is not dependent on a human resource on a daily basis
  • The bot will fetch the requests sent via email attachment in an Excel file. It will process each Segment Value requested within the Excel file.
  • The bot will capture any exceptions encountered while value set validations are performed and will send those exceptions back to the requestor.
  • The bot will send a confirmation email to the requestor for all successfully created segment values.
  • A confirmation email will be sent to the requester stating COA values have been updated into Oracle.
  • Any exceptions seen while updating Oracle are captured and an email is sent out to the requester stating the exception observed by the bot.

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Inputs: Excel files with segment values received via email

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