Oracle is a platform for ERP and CRM applications, usually implemented in medium to large organizations. The integration between SI and any Oracle-based application allows customers to streamline the quoting process and eliminate double data entry.
You will need to know a few things before using this integration.
If you want to use this integration, email api@d-toolshelp.com requesting access to this particular integration, and we will enable it for you.
You will need to use the custom report provided by D-Tools and run/generate this report to extract project data. You will then need to import the generated report into the Oracle-based application.
You will need an account in the Oracle-based application to view the SI project data.
Oracle Report
We will provide the custom report for Oracle-based applications when you request access to the integration. The report is built based on the following requirements.
Field | Description |
Part Number | Part Number |
Manufacturer | Manufacturer |
Model | Model |
Description | Short Description of the item |
Qty | Quantity |
Item Cost | Unit Cost |
List Price | Unit Price |
The report can be modified to meet your current utilization of Product and Labor custom fields. A development fee may be applicable if you want us to modify the report.
Import Oracle Report
Do the following to import the custom report for Oracle that we provide when you request access to the integration.
1/ In SI, go to Start > Reports, then open Manage Reports.
2/ In the Report Explorer, click on Import > File.
3/ Import the Oracle report you downloaded in step 2.
The Oracle report is now part of your SI reports.
You can click Export > Server to export this report to the server and share it with other users.
Export Projects
To export the data of an SI project, you will need to run the Oracle report for the project, save it as a Comma-Separated Values (CSV) file, and import the CSV file into the Oracle-based application.
1/ In SI, go to Project Explorer, select the project whose data you wish to export, click Run Reports in the Reports tab, then click Client.
This will open a window showing all of your Client reports.
2/ Click on the Oracle Export node and click Run.
A new window will open up showing the report.
3/ Click the Export to CSV icon in the Report Viewer.
The report is downloaded as a CSV file and will open in Microsoft Excel.
4/ You can now import the CSV file into the Oracle-based application.
If you have any additional questions, please send an email to api@d-toolshelp.com.