eBS R12 Templates

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

Total appLOAD Template 179

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
Create GL Code Combinations
GL Balances (Journal import)
GL Budget
Defining Currency
Currency Conversion Daily Rates
Create Supplier, sites and contacts
Append Supplier Sites
Append Supplier Contacts
Update Supplier, sites and contacts
AP Invoice
AP Payments
AP Invoice Creation With Project
AP Invoice Create with PO
AP Invoice Service Tax
AP Distribution Set Creation
AP Financial Options
iExpenses
Create Customer, address and sites
Append Customer Address
AR Invoice, Credit and Debit memos
AR Cash Receipts
AR Cash Remittance
Functional Description Complexity
General Ledger
This template is used for creation of the new general ledger chart of Medium
accounts.
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.
This template is used to load the General Ledger Budgets. Medium
This master template is used to create Currency details in General Medium
Ledger.
This master template is used to create daily Currency conversion Medium
rates.
Payables
This template is used for creation of the supplier, supplier sites and High
supplier contacts.
This template is used for appending data to the existing supplier Medium
Sites.
This template is used for creation of the supplier contacts for the Medium
existing Supplier.
This template is used for Update supplier details and create / High
update supplier sites and supplier contacts.
Accounts Payable Invoices (open and closed) can be imported using High
this template. Both open and historical transactions can be
processed using this template.
This is a custom template made for loading Accounts payable High
payments against the AP invoices.
Accounts Payable Invoices (open and closed) can be imported using High
this template along with Project details.
Accounts Payable Invoices (open and closed) can be imported using High
this template along with Purchase Order details.
Accounts Payable Invoices (open and closed) can be imported using High
this template along with Service Tax - India Localization.
This master template is used for creating Distribution Sets. Medium
This master template is used for creating Financial Options. This Simple
template will be helpful during Migration - one time setup.
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
This template is used for creation of the customer, customer High
address, customer sites and customer contacts.
This template is used for appending new customer addresses to the Medium
existing customer master data.
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.
This template is used for loading Account Receivables Cash Receipts High
partial or complete receipts against 1 or more AR Invoices.
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
Cash Receipts Unapplied
Cash Receipts Updation
Customer Relationships Creation
Customer Contact Creation
AR Lookup Type Creation
AR Payment Terms
AR Transaction Type Creation
AR System Options Creation
Auto Cash Rule Sets Template
FA Mass Addition
FA Mass Transfer
FA Adjustments
FA Location Creation
CE Bank and Branch Creation
CE Bank Accounts Creation
CE Bank Statements
This template is for creating miscellaneous cash receipts Medium
This template is for creating Unapplied cash receipts Medium
This template is for update cash receipts Medium
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.
This template is used for creation of Customer contacts for the Medium
existing Customers.
This master template is used for creating AR Lookup Types and Simple
values. This template will be helpful during Migration - one time
setup.
This master template is used for creating AR Payment Terms Simple
records.
This master template is used for creating AR Transaction Types. This Simple
template will be helpful during Migration - one time setup.
This master template is used for creating AR System Options. This Simple
template will be helpful during Migration - one time setup.
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
This template is used for loading the Fixed Assets. High
This template is used for transferring the Fixed Assets from one High
division to another.
This template is used for updating the Fixed Asset information. High
This template is used for creating the Fixed Asset Locations. Medium
Cash Management
This template allows you to create the bank and branches Medium
This template allows you to create the bank accounts High
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
Item, Item Revisions and Material cost
Item Categories
Item Catalogs
Sub-inventory item assignment
Item Costs (material, material overhead,
resource, resource overhead, outside
processing)
Inventory Transactions (Miscellaneous
Receipt, Miscellaneous Issue, Account Alias
Receipt, Account Alias Issue and Work
order less Completion)
Category Sets
Customer Item Cross Reference
Customer Item
Manufacture part numbers
Organization Parameters
Item On-hand Conversion
Sourcing Rule create and update
Advanced Products Catalog - EGO Item
User Defined Attributes (UDA) creation.
Advanced Products Catalog - EGO BOM
Attribute Update
EGO Item Catalog Categories and
Attributes Creation
Bills of material Creation
Bills of material update
Routing Creation
Functional Description Complexity
Inventory
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.
This template is used for creation and update of item category Medium
assignment against items in Oracle Inventory module.
Assign catalog and catalog values to an item using this template. Medium
This is a functionality in Oracle Inventory Sub-inventory definition. Medium
Items can be assigned to the sub-inventories with or without locator
controls.
This template is used for loading material, material overhead, High
resource, resource overhead and outside processing cost for an item
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.
This template will be very useful to perform any inventory transactions High
from an external system such as: recording the material movements
from PLC, Scrap management, Work order less completion
transactions for Flow manufacturing scenarios etc.
This template allows you to create category sets Medium
This template which is used to denotes the item with customer item Medium
This template which allows to create the User specific names for item Medium
This template allows you to create Manufacturing part numbers Simple
This template allows you to create Inventory organization parameters. Medium
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.
These templates allows you to create and update the souring rules Medium
Advanced Products Catalog
This template helps to load the additional custom item attributes High
created in the Oracle Product Lifecycle management module using the
Advanced products catalog functionality.
This template helps to create / update the additional BOM attributes High
using the Advanced products catalog functionality.
This template helps to create Item Catalog Categories, attribute groups High
and attributes using the Advanced products catalog functionality.
Bills of Material (BOM) & Work in Progress (WIP)
Bills of material Primary, Alternate and Common BOMs can be High
created using this template. The data loaded through this template
includes: Assembly, components, revisions, reference designators and
substitute components.
This template is used for updating the Bills of material data and Medium
appending components to an existing Bills of material structure.
This template is used for creating Routing information. The data High
loaded includes: Routing Header, Operation details, Resource details,
Alternate Resources and Item revision details.
BOM with component item creation
WIP Mass load
WIP Move Transactions
BOM Departments
BOM Department Overheads
BOM Resources
BOM Shifts Creation
BOM Routing Attachment
Flow Routing
OPM Item Creation
OPM Create Item LOT/ SUB LOTs
OPM Create Immediate
OPM Transfer to warehouse
OPM Adjust Immediate
OPM Recipe and validity rules
OPM Formulas
OPM Item Specifications
OPM Batch
QA Collection Plan
MRP Forecasting
Demantra Sales History
Sourcing List create and update
This template is used when you want to create new items from the High
component listing which are not currently available and then create
the Bills of material assembly and component structure. This can
minimize the time in creating the items and bills of material in
separate loads.
This template helps you to load the Work in process Discrete Jobs and High
Schedules.
This template helps you to record the movement of Work in process Medium
(WIP) stock from one operation to another. Also this template can be
used for moving the work in process stock from one status (IN-QUEUE,
RUNNING, REJECT, REWORK, COMPLETE) to another in the same
operation.
This templates allows you to create department Medium
This template allows you to maintain overheads associated with Medium
department
This template allows you to create the resources Medium
This template allows you to create Shift details Medium
This template is used to attach documents associated with entity Medium
This template is used to create the flows for the routing Medium
Oracle Process Manufacturing (OPM)
Oracle process manufacturing Item creation can be automated using Medium
this XML template.
Oracle process manufacturing stores the LOT and SUBLOT information Medium
for an item and this template can be used for loading the LOT and
SUBLOT information for the items created in OPM.
Initial stock for OPM items can be created using the Create Immediate Medium
transaction. This template helps you perform the create immediate
transaction.
This template can be used for recording all the material movement Medium
from one warehouse to another in OPM environment.
This template is used for making any material stock adjustments to the Medium
OPM items.
This templates allows you to create recipe along with validity rules High
This template allows you to configure the formula High
This template allows you to enter all the quality data related to items High
This template allows you to create OPM batchs High
Oracle Qualitys Collection Plan data can be loaded through this Medium
template. This is a very useful functionality to maintain all the quality
data collected from the Inbound and shop floor transactions and also
maintain any custom collection plan data.
Others
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 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.
These templates allows you to create and update souring list Medium
appLOAD DIST Template Name
PO Open Interface
Receipts Open Interface
PO Blanket Release API
PO Agents
PO Mass Close Documents
PO Blanket Agreement - Creation &
Updation
Purchase Receipt
Approved Supplier List
Requisitions Open Interface
Internal Requisition
SO Open Interface
Process Order API
Process Line API
Item Reservation
Move Orders
Pick Confirmation
Ship Confirmation
Interface Trip Stop Closure
Shipping Regions Interface
Shipping In-transit Times
Price List create and update
Price List with Attributes
Price List Qualifiers
Price List Modifiers
Functional Description Complexity
Purchasing
This template helps in creating Purchase orders. High
This template helps in creating Purchase order receipts. High
This template loads Purchase Order Release using a custom API. High
This template will create Purchase Order Agents High
This template will close an set of PO Documents that we specify. Medium
These templates will be useful to Create/Update Blanket Purchase High
Agreements.
This template helps in loading the Purchase order receipt Medium
transaction.
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.
This template helps in creating Standard Purchase requisitions in the High
Oracle Purchasing module.
This template helps in creating the Internal requisitions in the Oracle High
Purchasing module.
Order Management
This template used the Order import process for loading sales orders High
in Entered, Booked or Closed status.
This template is useful for loading Sales order header information. High
This also allows to perform the actions on the sales order headers.
This template is useful for loading sales order lines and performing High
several actions on sales order lines.
This template helps in performing Sales order reservation process. Medium
This template helps in performing the move orders against the sales High
orders and without the reference to a sales order.
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.
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.
This template can be used to closing the Trip Stops automatically in Medium
Oracle Shipping module.
This template will create the WSH regions in Oracle Shipping module. Medium
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
This template helps in creating Price list header and lines in Oracle High
Advanced Pricing module which is part of Oracle Order Management
Suite.
This template helps in loading price list along with Pricing attribute High
information.
This template helps in loading price list header and lines along with High
Price list qualifiers for the pricing lines.
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
CZ Item, Item type, Property and prop values
creation
CZ Item, Item type, Property and prop values
update
CZ Non BOM Model Structure creation
CZ Non BOM Model Structure update
CZ Property assignments
CZ Rules Import
CZ BOM Model Structure update
Functional Description Complexity
This template helps in creating the Oracle Configurator data High
such as: items, item types, item type property and item type
property values.
This template helps in updating the Oracle Configurator data High
such as: items, item types, item type property and item type
property values.
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.
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.
This template helps in updating the Oracle Configurator data for High
Property Assignments
This template helps us to create Rules. Medium
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
Create Location API
Create Organization API
Create Job API
Create Position API
Create Applicant
Create Employee API
Create Person Address API
Create Phone API
Create Contract API
Create Previous Employer API
Create Previous Job API
Create Previous Job Usage API
Create Previous Job extra information
Create Employee History Summary
Create Employee Assignment
Employee Grade
Employee Grade Rate API
Employee Grade rate values API
Employee Qualification
Employee Qualification Type
HR Appraisals
Competency Assignment
Absence Information
Employee Salary
Employee Batch Element Entry
HR Bank Account
HR Medical Insurance
HR Vacancy
HR Vacation
Functional Description Complexity
This template helps to create HR Locations. Locations are used in Medium
creation of HR Organizations.
This template is used for creating the HR Organizations Business Medium
Units, Legal Entities, Operating Units and Inventory Organizations.
This template is used for creating the Jobs data into the Job Key Medium
Flexfield.
This template is used for creating the Position data into the Position Medium
Key Flexfield.
This template is used for creating the applicant in Oracle HRMS High
module.
This template is used for creating the employee master details: All High
Basic Information about employee.
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.
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.
This template is used for creating the employment contract. Medium
This template is used for creating the employees history details Medium
related to the previous employers.
This template is used for creating the employees history details Medium
related to the previous jobs.
This template is used for creating the employees history details Medium
related to the previous job usage.
This template is used for creating the employees history details Medium
related to the previous job extra information.
All History related to the employee can be loaded using this template. Medium
This helps in loading all current employment (date tracked history).
This template helps in loading the Employee assignments to an Medium
organization, job, position, payroll, grade, supervisor assignments,
salary basis etc.
This template is used for creating and updating the Employees grade Medium
information.
This template is used for creating the pay scale rate for the grade. Medium
This template helps in creating grade rate values. Medium
This template is used to create the employees qualification. Medium
This is a quick code. This data can be loaded using Medium
This template helps to upload employee appraisal values and results. Medium
Creating and updating competency profiles to the employees Medium
This template is used for uploading the various absence information Medium
(paid time-offs, sick leaves etc)
Uploading the proposed and approved salary or increase for the Medium
employee.
Mass upload of various element entries. Any element such as: earning, Medium
deductions and information can be uploaded.
This template is used to Create Bank Account Medium
This template is used to maintain the Medical Insurance for Employees Medium
This template is used to Create Vacancy details Medium
This template is used to Create Vacation details Medium
appLOAD EAM Template Name
EAM Asset Group Creation
EAM Asset Attribute Group Creation
EAM Asset Number Creation
EAM Asset Attribution Creation
EAM Asset Meter Creation
EAM Asset Number creation with
Attribute, Meter and Activity
EAM Area Creation
EAM Maintenance BOM creation
EAM Maintenance Routing creation
EAM Rebuildable Item Creation
EAM Resource Creation
EAM Standard Operations
Functional Description Complexity
Asset Grouping should be based on Similar Type of Assets Medium
Asset Attributes are linked to the Asset Groups only and gets defaulted Medium
from the Asset Group to Asset Number.
Asset Number becomes easy as assets are grouped in proper High
logical Asset Group
Asset Attributes are linked to the Asset Groups only and gets defaulted Medium
from the Asset Group to Asset Number.
EAM offers unique capabilities to define multiple meters for assets and Medium
allows multiple assets to share these meters. Any readings for a meter
are immediately updated to all associated assets
Oracle eAM uses templates, associated with Asset Groups, to store asset Medium
attributes and asset-related information such as activities, meters, and
preventive maintenance schedules.
Areas to logically sort assets by the zones in which they reside. Areas Medium
divide the maintenance plant or facility into zones, which help to track
and account for assets. Areas later are associated with an asset.
EAM Maintenance Bills of Material creation template is used to create Medium
Bills of Material for an assembly item with multiple component items.
And Maintenance BOMs are created, they are associated to an Activity.
A Maintenance Route is the set of operations or jobs necessary to Medium
perform an Activity.Maintenance Routes are not Asset Routes.
Enterprise Asset Management operations differ from manufacturing
operations
Rebuildable Items may need to be removed or refurbished while a Medium
parent Asset is maintained. Rebuildable Items are inventory items; you
have the option to serialize them.
A resource and usage rate for all scheduled activities is required in a Medium
routing.
Standard Operations may be useful for creating Activity Routings. Medium
appLOAD OLM Template Name
Accounting Set and Template Creation
Dependent Stream Name Creation
Products Creation
Product Pricing Creation
Products Accrual Stream Creation
Stream Template List
Stream Validate Templates Creation
Products Quality Values
Validate Products
End of Term Options Creation
Invoice Group Creation
Lease Application Template Creation
Lease Contract Creation
Functional Description Complexity
An accounting template set is a group of accounting templates. Each accounting High
template and its associated template lines specify the accounts. A stream
generation template must be added to each accounting template set. Accounting
Template is used to generate default account codes (CCID) for Lease Management
transactions. The account codes are derived from the associated template lines
setup.
The stream generation template contains all possible streams to be used for Medium
contracts with the financial product associated to the template. Each stream
generation template must include at least one of each type of the mandatory
seeded stream purposes
OLM Product Creation template is used to generate Quality values and used the Medium
Accruals Stream Types page to search for a Product. We can search using the
parameters of Quality Name, Quality values, Name, Purpose, Accrue Flag and
Finally Validate the Product.
In complex pricing scenarios, you can use lease price modeling software to Medium
generate streams, which evaluate thousands of pricing parameters.
Template accrual stream are used when you define product templates and the Medium
values associated with the template accrual stream are mandatory and become
fixed at the time you define your product template. The purpose of these accrual
streams is to allow you to define a host of product templates that share a common
set of accrual stream.
OLM Stream template is used to generate streams and used the Stream Types page Medium
to search for a stream type. We can search using the parameters of Name, Purpose,
Effective Dates and the attributes of Billable, Taxable, and Capitalize.
OLM Validate Stream template is used to validate the Stream after creating the Medium
Dependent Stream type for the particular Stream.
Template qualities are used when you define product templates and the values Medium
associated with the template qualities are mandatory and become fixed at the time
you define your product template. The purpose of these qualities is to allow you to
define a host of product templates that share a common set of qualities.
OLM Validate products template is used to validate the products after creating the Medium
quality values and accrual streams for the particular product.
End of term options are used as the future value in all pricing calculations for lease Medium
sales quotes. You can create end of term options and assign inventory items or
categories to the option with a value for each item/category associated. If you use
item residuals as the basis for end of term values, you can associate the end of term
option to an item residual to derive values during quoting.
An invoice group is a grouping of the parameters which determine exactly what Medium
appears on an Oracle Lease Management invoice. Every invoice in Oracle Lease
Management uses a particular invoice group, which impacts the invoice's
appearance.
Lease applications are created and managed in Lease and Finance Management for Medium
the purpose of obtaining credit approval from Oracle Credit Management. A lease
application contains both a lease sales quote and a credit application. Once a
prospect has accepted a lease sales quote, you can convert the lease quote into a
lease application, add customer credit data and pricing information and submit it
for approval. You can also create a lease application without converting a lease
sales quote.
OLM Lease Contract template is used to create the contracts Medium
appLOAD AOL Template Name
Lookup Creation
Valueset Creation
Value Set Values Creation
Concurrent Program Creation
Responsibility Creation
Menu group and Entries Creation
Functional Description Complexity
This template helps in loading FND lookup types and values. Simple
This template helps in creating FND Value sets. Medium
This template helps in creating FND Value set Values of type Medium
Independent and Dependent.
This template helps in creating Concurrent Programs that includes High
defining Execution and Definition setups.
This template helps in defining Responsibilities. Medium
This template helps to create Menu groups and Menu entries. Medium