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19 Define Common SCM Configuration: Manage SCM Common Customers

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This chapter contains the following:

Import Person and Organization

Import Person and Organization

Trading Community Model Data Import Objects: Explained

Import objects are business entities that can be imported into the trading community model registry, for example, competitors, partners or resource teams. When you create a data import batch you should choose which business entity, or object, you are importing from the batch into the trading community model registry. For example, if you are responsible for resource management, you might want to import objects such as employee resource and resource team.

The import process flow will change according to which object you have selected. There are two import process flows for the following sets of objects:

  1. Customer, reference, competitor, and custom party.

  2. Employee resource, resource team, partner, and partner contact.

Customer, Reference, Competitor, and Custom Party

When you select these objects you will receive the option to check for duplicates within the import batch before the import, and the option to check for duplicates between the import batch and the trading community model registry before import. You will also be able to choose to preview data before it is imported, specify if addresses will be cleansed before import, and set how many errors you will allow before the import is terminated.

Employee Resource, Resource Team, Partner, and Partner Contact

If you choose to import these objects you will not be able to deduplicate the batch or registry data. However, you will be able to choose to preview data before it is imported, specify if addresses will be cleansed before import, and set how many errors you will allow before the import is terminated.

Defining the Import Process for Customers and Consumers: Points to Consider

Oracle Fusion Applications provides two utilities to import data, File-Based Import and Data Import. File-based Import allows you to import data directly from a CSV or XML file. Data Import imports data from interface tables once the tables are populated by an external process. Data Import cannot be used in a Cloud deployment, because you cannot populate interface tables using an external process in a Cloud deployment. In Cloud deployments, you can only use File-based import to import data. However, even if you are using File-based Import, you can use the Data Import dashboard to monitor the import job and view reports and statistics. You can choose to pause a File-Import batch, and use Data Import work area to configure data quality services, monitor import jobs, view errors, and view batch statistics. Import activities are paused if the HZ_IMP_PAUSE_FILE_IMPORT profile option is set to Yes in the Manage Import Profile Options page. If the profile option is set to Yes, all submitted import activities are sent for administrator review and appear in the Data Import Batches Overview page.

Before importing data into the registry, you need to decide if you want to use the data quality services and if so, how you want to configure the data quality services.

The data quality services are:

  • Batch deduplication

  • Registry deduplication

  • Import to registry options

Batch Deduplication

Within the batch deduplication page you can decide if you want to identify and resolve duplicates within the batch that you are importing from the interface tables. If you want to check for duplicates you need to choose what match configuration rule you want to use to identify duplicates for each entity. Then you need to specify what action will be taken on the persons, organizations, and address duplicates found within the batch. Your specified actions will be performed on the batch before the data is imported into the registry.

Registry Deduplication

Similar to batch deduplication, registry deduplication identifies duplicates between the data in the batch and the data in the registry before the data is imported into the registry. If you want to check for duplicates you need to choose what match configuration rule you want to use to identify duplicates for each entity. Then you need to specify what action will be taken on the persons, organizations, and address duplicates found in the registry deduplication check. Your specified actions will be performed when you import the batch into the registry.

Import to Registry Options

When defining an import process you can decide whether to run the import process in preview mode, or you can choose to load the data directly into the registry without previewing the data. You can also choose to cleanse addresses prior to import, validate addresses in an import batch against geography data, and define an error limit for the batch.

Import Process Mode

You can choose to run the import batch in preview mode, or you can skip the preview and load the data directly into the registry.

If you select to run the batch in preview mode you will be able to review information about the level of duplicates or incorrect addresses in the batch data before the data is actually imported. You will also be able to preview how many records will be created and how many records will be updated for each entity. You can then continue to import the batch, or you can amend the match configuration rules and actions to be taken on the identified duplicates and then rerun the batch to review the data again.

If you do not want to review the batch data before it is imported into the registry, then you can choose to skip the preview and allow the data to be loaded into the registry as soon as preprocessing is complete. You may prefer not to preview the batch data if the data source is frequently used.

Note

The Define Import: Import to Registry page is the only place that you can specify if you want to run the batch in preview mode. Once the option to skip the preview mode is selected, and you submit the batch for processing, you will not be able to review the batch data before it is imported.

Cleanse Addresses

You can choose to validate the addresses in the interface tables before importing them into the registry. The addresses are validated using an integrated third party service that verifies addresses and corrects them if they are incorrect.

Geography Validation

You can choose to validate the addresses in an import batch against geography data before importing them into registry. The addresses are validated against the master reference geography data, according to the geography-based address validation settings for each country. The addresses with validation errors are not imported. However, Geography Name Referencing is run on all imported addresses regardless of this profile option setting.

Error Handling Limit

You can define how many process errors can be generated by the import batch process before the process terminates automatically. Error reports are generated by the application for you to review.

Defining the Import Process for Customers and Consumers: Worked Example

This example demonstrates how to create an import batch, and how to define the import process data quality services you want to use on the data prior to completing the import.

Note

Once an import is completed, the data is loaded into the Trading Community Model registry.

Create an import batch containing customer and consumer objects, load the import data into the interface tables, and configure the data import process so that you can view the batch in preview mode to check that all duplicate data are removed.

Creating an import batch

  1. On the Data Import Batches Overview page, click on the Create Data Import Batch task located in the task pane.
  2. On the Create Data Import Batch page, complete the fields as shown in this table:

    Field

    Value

    Batch Name

    Customer Import Batch

    Source System

    Comma separated values

    Object

    Customer and Consumer

    Estimated Number of Records

    300

    Batch Description

    Import of customer data


  3. Click Save and Close
  4. After creating the import batch, load your data into the interface tables using a standard ETL tool.

Defining the Data Import Process: Batch Deduplication

You want to check the batch for address, organization, and person duplicates; you also want to remove all of these duplicates from the batch.

  1. On the Data Import Batches Overview page, highlight the Batch Name, but do not click on the Batch ID URL.
  2. Click Actions and then click Import.
  3. On the Define Import: Batch Deduplication page, select the Check for duplicates within the batch before import.
  4. Complete the fields in the Select match configuration to determine duplicates within the import batch section, as shown in this table:

    Field

    Value

    Addresses

    Batch Location Basic Duplicate Identification

    Organizations

    Batch Organization Basic Duplicate Identification

    Persons

    Batch Person Basic Duplicate Identification


  5. Complete the fields in the Override Default Actions section, as shown in this table:

    Field

    Value

    Select Action for Persons and Organizations

    Remove all duplicates

    Select Action for Addresses

    Remove all duplicates


  6. Click Next.

Defining the Data Import Process: Registry Deduplication

You want to check for address, organization, and person duplicates between the import batch and the Trading Community Model registry; you also do not want to import duplicate records.

  1. On the Define Import: Registry Deduplication page, select the Check for duplicates between the import batch and the registry before import.
  2. Complete the fields in the Select match configuration to determine duplicates within the import batch section, as shown in this table:

    Field

    Value

    Addresses

    Batch Location Basic Duplicate Identification

    Organizations

    Batch Organization Basic Duplicate Identification

    Persons

    Batch Person Basic Duplicate Identification


  3. Complete the fields in the Override Default Actions section, as shown in this table:

    Field

    Value

    Select Action for Persons and Organizations

    Do not import duplicate records

    Select Action for Addresses

    Do not import duplicate records


  4. Click Next.

Defining the Data Import Process: Import to Registry

You want to configure the data import process so that you can view the batch in preview mode, enabling you to review the data after preprocessing. You want to cleanse addresses before they are imported, and specify an error limit for the batch. You also want to validate all addresses in the import batch against geography data. This validates all incoming addresses as per the geography structure and validation level setup in Manage Geographies task. The addresses that are reported as Error during validation are not imported.

  1. On the Define Import: Import to Registry page, select Run the batch in preview mode.
  2. Select Cleanse addresses before import.
  3. Select Validate address against geography.
  4. In the Error Limit field, enter 200.
  5. Click Submit.

Performing What-If Analysis on Data Import Batches: Worked Example

This example demonstrates how to perform What-If analysis on a data import batch that has been processed and has completed with a status of pre-import completed. The match configuration is redefined and the import process is resubmitted. The batch deduplication actions are then amended, and the batch import is completed.

The following table summarizes key decisions for this scenario.


Decisions to Consider

In This Example

Do you want to redefine batch deduplication match configuration?

Yes, a different match configuration is selected for the organizations entity.

Do you want to redefine registry deduplication match configuration?

Yes, a different match configuration is selected for the persons entity.

What actions do you want to take on Persons, Organizations, and Addresses duplicates?

  • Within registry deduplication, choose Do not import duplicate records for Persons and Organizations.

  • Within registry deduplication, choose Import duplicate records for Addresses.

Prerequisites

  1. The data import batch has been created.
  2. The data is uploaded into the interface tables.
  3. The batch is imported and has completed with a status of pre-import completed.

Viewing the What-If Analysis

  1. On the Data Import Batches Overview page, click on the batch ID URL.
  2. On the Edit Data Import Batch page, review the summary and import process performance information. Click Import Details to open the What-If analysis page.
  3. On the Import Process Details page, click the Batch Deduplication tab. Check that you are satisfied with the batch deduplication results.
  4. On the Import Process Details page, click the Registry Deduplication tab. Check that you are satisfied with the registry deduplication results.
  5. On the Import Process Details page, click the Address Cleansing tab. Check that you are satisfied with the address cleansing results.

Redefining the Match Configuration and Resubmitting the Import Process

The results of the batch and registry deduplication are not as expected and so the match configurations need to be redefined.

  1. On the Import Process Details page, click Cancel.
  2. On the Data Import Batches Overview page, click on the batch name. Click Actions and then click Import.
  3. On the Define Import: Batch Deduplication page, choose a different match configuration for the organizations entity. Click Next.
  4. On the Define Import: Registry Deduplication page, choose a different match configuration for the persons entity. Click Next.
  5. On the Define Import: Import Registry page, click Submit

Changing the Action for Duplicates within the What-If Analysis

You want to view the What-If analysis for the new match configurations that you selected for the batch.

  1. On the Data Import Batches Overview page, click on the batch ID URL.
  2. On the Edit Data Import Batch page, review the summary and import process performance information. Click Import Details to open the What-If analysis page.
  3. The new match configurations have produced satisfactory results, but you would like to change the actions that will be carried out on the duplicates. On the Import Process Details page, click the Registry Deduplication tab.
  4. For the Persons and Organizations duplicates, choose Do not import duplicate records from the choice list.
  5. For the possible duplicates for Addresses, choose Import duplicate records from the choice list.
  6. Click Complete Import.

FAQs for Define Trading Community Import

Can I redefine the data import process for an already imported batch and reimport it?

Yes. If the data is still available in the interface tables and the batch status is Preimport Completed, Completed with Errors, Error, or Terminated when Error Limit Reached, then you can redefine the data import process and reimport the batch. However, once a batch has been successfully imported then you will not able to reimport the batch, even if the data is present in the interface tables.

How can I view the errors that occurred during preimport processing?

You can view any errors that occurred after submitting the batch for import by selecting the batch in the data import batches Overview page, and then click Report.

What happens if I purge a data import batch?

You permanently remove all records in the batch from the import interface tables. You should purge batches after the batch has been imported successfully and you are sure that the data in the interface tables is no longer required.

Purging the interface tables improves import performance. To archive imported data, you should copy the data to a set of custom tables.

Why can't I purge a data import batch?

Data import batches cannot be purged when they have a status of Processing. Purging a batch purges the batch data in the interface tables and so cannot be carried out while the batch is importing the data from the interface tables into the registry.

Why did I receive a message that the data enrichment process was declined?

The Oracle Fusion Trading Community Data Quality service may be unavailable, or you may not have the necessary licenses for the Data Quality service.

Can I try and import a batch again?

Yes. You can reimport a batch to correct validation errors if the import process status is either Preimport Completed, Completed With Errors, Error, or Terminated When Error Limit Reached.

Why can't I view the import process details?

The import process details are only available when you have selected to run the batch in preview mode, and you have submitted the batch for import.


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