11g Release 7 (11.1.7)
Part Number E20376-07
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Oracle® Fusion Applications Compensation Management Implementation Guide 11g Release 7 (11.1.7) Part Number E20376-07 |
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This chapter contains the following:
Defining Address Cleansing: Explained
Geography Structure, Hierarchy, and Validation: How They Fit Together
Geography Structures: Explained
Geography Hierarchy: Explained
Geography Validation: Explained
Importing Geographies: Explained
Importing Country Structures Using File-Based Import: Explained
Country Structure Import Objects: How They Work Together
Importing Geographies Using File-Based Import: Explained
Geography Import Objects: How They Work Together
Importing Geographies Using File-based Data Import: Worked Example
Importing and Exporting Territory Geography Zones: Explained
Managing Geography Structures, Hierarchies, and Validation: Worked Example
Address cleansing provides a way to validate, correct, and standardize addresses that are entered in a user interface. Geography validation only validates the geography attributes of an address, for example, State, City, and Postal codes; address cleansing validates both the geography attributes and the address line attributes.
Address cleansing can only be used through the Oracle Fusion Trading Community Data Quality product, because the feature is delivered using Data Quality integration. You need to ensure that you have a license for the countries that will use Trading Community Data Quality data cleansing.
You can specify the real time address cleansing level for each country by choosing either None, meaning that there is no real time address cleansing, or by choosing Optional, meaning that you will have the choice to cleanse addresses. Once you have enabled address cleansing for a country a Verify Address icon appears at address entry points in the application. You can then click the icon to perform address cleansing and receive a corrected, standardized address. If Trading Community Data Quality does not find a matching address the application will alert you.
There are three components that are dependent on each other when defining a country: geography structure, geography hierarchy, and geography validation. Every country has to have the geography structure defined first before the hierarchy can be defined, and the geography hierarchy has to be defined before the validation can be defined.
Firstly, you need to create a geography structure for each country to define which geography types are part of the country structure, and how the geography types are hierarchically related within the country structure. For example, you can create geography types called State, City, and Postal Code. Then you can rank the State geography type as the highest level within the country, the City as the second level, and the Postal Code as the lowest level within the country structure. Geography structure can be defined using the Manage Geographies task, or can be imported using tasks in the Define Geographies activity.
Once the geography structure is defined, the geographies for each geography type can be added to the hierarchy. For example, below the United States you can create a geography called California using a State geography type.
As part of managing the geography hierarchy you can view, create, edit, and delete the geographies for each geography type in the country structure. You can also add a primary and alternate name and code for each geography. A geography hierarchy can be created using the Manage Geographies task, or can be imported using tasks in the Define Geographies activity.
After defining the geography hierarchy, you need to specify the geography validations for the country. You can choose which address style formats you would like to use for the country, and for each selected address style format you can map geography types to address attributes. You can also select which geography types should be included in geography or tax validation, and which geography types will display in a list of values during address entry in other user interfaces. The geography validation level for the country, such as error or warning, can also be selected.
A geography structure is a hierarchical grouping of geography types for a country. For example, the geography structure for the United States is the geography type of State at the top, then followed by the County, then the City, and finally the Postal Code.
You can use the geography structure to establish:
How geographies can be related
The types of geographies you can define for the country
You can determine how a country's geographies are hierarchically related by creating the hierarchy of the geography types in the geography structure. When you define a country's structure the country geography type is implicitly at the top of the geography structure, and the numbering of the subsequent levels start with 1 as the next geography level after country.
You must add a geography type as a level in the country structure before you can define a geography for that geography type in a country. For example, before defining the state of California, the State geography type must be added to the United States country structure. Only one geography type can be used for each level, you cannot define more than one geography type at the same level.
Note
After you first define a country structure you can only add geography types below the current lowest level, and delete geography types without defined geographies.
To simplify the creation of a country structure you can copy a structure from another country, and then amend the geography type hierarchy for the country.
The application provides you with a set of available master reference geography types. If required, you can create a geography type before adding it to the country structure. Each geography type is added below the current lowest level.
Note
If you want to delete a geography type that is not at the lowest level in the country structure, then you have to delete the geography type level and all the levels below it.
A geography type that you create within the country structure can be used for other country structures as well.
Geography hierarchy is a data model that lets you establish conceptual parent-child relationships between geographies. A geography, such as Tokyo or Peru, describes a boundary on the surface of the earth. The application can extrapolate information based on this network of hierarchical geographical relationships.
For example, in the geography hierarchy the state of California is defined as the parent of San Mateo county, which is the parent of Redwood City, which is the parent of the postal code 94065. If you enter just 94065, the application can determine that the postal code is in California, or that the corresponding city is Redwood City.
The application leverages geography hierarchy information to facilitate business processes that rely on geography information, for example, tax calculation, order sourcing rules, sales territory definition. The geography hierarchy information is centrally located in the Trading Community Model and shared among other application offerings.
The top level of the geography hierarchy is Country, so the hierarchy essentially contains countries and their child geographies. Other aspects of the geography hierarchy include:
Geography
Geography type
Geography usage
Master reference geography hierarchy
User defined zones
A geography is a boundary such as a country, state, province or city. It is a physical space with boundaries that is a defined instance of a geography type. For example, San Jose is a geography of the City geography type.
Geography types are a divisional grouping of geographies, which can be either geopolitical (for example, City, Province, and District) or user defined (for example, Continent, Country Regions, Tax Regions).
Geography usage indicates how a geography type or geography is used in the application. A master reference geography always has the usage of Master Reference. User defined zones can have the usages of Tax, Shipping, or Territory, based on what is relevant for their purpose.
The geography hierarchy data is considered to be the single source of truth for geographies. It is all the data, including geography types and geographies, that you define and maintain in the Trading Community Model tables.
The geography usage for the entire hierarchy is the master reference, and defined geography types and geographies are considered as master reference geography types and geographies. For example, Country is a universally recognized geography type, and United States is considered a master geography.
User defined zones are a collection of geographical data, created from master reference data for a specific purpose. For example, territory zones are collections of master reference geographies ordered in a hierarchy. Tax and shipping zones are collections of master reference geographies without a hierarchical grouping.
Geography validation determines the geography mapping and validation for a country's address styles, as well as the overall geography validation control for a country.
The No Styles Format address style format is the default address style format for a country. By defining the mapping and validation for this format you will ensure that validations can be performed for any address in the country. After the No Styles Format is defined you can set up additional mapping for specific address styles.
For each address style format, you can define the following:
Map to attribute
Enable list of values
Tax validation
Geography validation
Geography validation control
For every address style format, you can map each geography type to an address attribute. For example, you can map the State geography type to the State address attribute for the United States, or map the State geography type to the County address attribute for the United Kingdom. The geography types that appear are based on how the country structure is defined. The list of address attributes that appear are based on address formats delivered with the application, or your customer defined address formats.
Note
You only need to map geography types that you want to use for geography or tax validation purposes.
Once a geography type is mapped to an attribute, then you can specify whether the geography type will appear in a list of values during address entry in user interfaces. It is very important to review carefully if you want to enable a list of values. You should only enable a list of values if you have sufficient geography data imported or created for that geography. Once you have enabled a list of values for an address attribute, you can only select the geography data available for the geography type. This means that if a specific geography value is not available in the geography hierarchy, you cannot create an address with a different geography value.
You can also specify whether a geography type will be included in tax validation. For example, for the United States North America address style format you specify that County, State, and City are used for tax validation. This will mean that when a transaction involves an address with the North America address style, the address must have the correct county, state, and city combination based on the geography hierarchy data, to be considered valid for tax calculation.
You can specify whether a geography type will be included in geography validation. This will mean that, for example, when the user enters a United States address using the North America address style format, the address must have the correct country, state, and postal code combination based on geography hierarchy data to be considered geographically valid.
If an address element is mapped to a geography type, but not selected for geography validation usage, then during address entry suggested values will be provided for the address element, but the address element will not be validated.
Note
For either the tax or geography validation, do not skip more than one consecutive level unless you are certain that the selected geography types can uniquely identify geographies. For example, the United States country structure is: State, County, City, and Postal Code, and you want to select just State and Postal Code for geography or tax validation. However, for the combination of California and 94065, the city can be either Redwood Shores or Redwood City. In this case, you should also select at least the City geography type for geography or tax validation.
You can select the geography validation level for a country. Validation will check if the entered address maps to the geography hierarchy data available for the country, and the geography validation control determines whether you can save an address that did not pass validation during address entry. For example, if the validation level is Error, then an address cannot be saved if the values do not match the geography hierarchy data.
These are the geography validation levels you can choose:
Error - only completely valid addresses can be saved, with all mandatory address elements entered.
No Validation - all addresses can be saved including incomplete and invalid addresses.
Regardless of the result of validation, the validation process will try to map any address attribute to a geography of the country, and store any mapping it could establish based on the available data. This is called Geography Name Referencing and it is executed as part of validation. The result of this referencing is used in several business processes in the application to map an address to a specific geography or zone.
Note
The Geography Dimension value in territories is derived from sell-to addresses of sales accounts. To use geography dimensions in territories, ensure that the geography elements in addresses, such as state, city, and postal code, are validated. You can do so by enabling geography validation for each country using the Manage Geographies task. While doing so, ensure that at least one level in the geography hierarchy is enabled for geography validation. It is recommended that you enable geography validation for all geography levels that you intend to use for territory definition for each country. You can enable a list of values containing specific geography elements. This will help users search and select appropriate geography values during addresses entry and eliminate all possibilities of wrong address entry. You can also set geography validation control to Error in the Manage Geography Validation page. This ensures that users can only use valid geography elements in addresses. If you have already created addresses before setting up geography validation for a country, you must execute the Run Maintain Geography Name Referencing task for that country after enabling geography validation to ensure that all your geography elements are validated.
A geography, such as Tokyo or Peru, describes a boundary on the surface of the earth. You can create new geographies by importing data through interface tables. There are two options for populating the interface tables: using the tool of your preference to load the data or using file-based data import. If you plan to provide the data details in a source file, use the file-based import feature. If you will populate the interface table directly, run the geography loader process to import the data. Having a good understanding of the import entity, interface table, and destination table will help you prepare your import data.
Consider the following when importing geographies:
File-based import option
Geography loader process option
Import object entity, interface table, and destination tables
The file-based import process reads the data included in your XML or text file, populates the interface tables, and imports the data into the application destination tables. The File-Based Data Import Setup and Maintenance task list includes the tasks needed to configure the geography import object, create source file mappings, and schedule the import activities.
Populate the interface table with your import data, then navigate to the Run Geography Loader Setup and Maintenance task to schedule the import of data from the interface table to the destination table.
The geography import object consists of one entity and interface table that forms the geography. If you are using file-based import, you can map your source file data to import entity attributes that correspond to the interface table columns. The import activity process populates the interface table based on the mapping and your source file. If using the geography loader scheduled process, populate the interface table directly using your preferred tool. If you need the unique IDs of existing application data for your import data, use the Define Data Export Setup and Maintenance task list to export the information.
Note
Spreadsheets containing detailed information about each interface table, including the import attributes, corresponding interface table columns, defaults, and validations, are available from the Oracle Enterprise Repository by searching on a specific interface table name or initiating a search using the FusionApps: Interface Table asset type.
The following lists the object entity, tables, and resulting application object:
|
File-Based Import Entities |
Interface Tables |
Destination Tables |
Application Object |
|---|---|---|---|
|
ImpGeography |
HZ_IMP_GEOGRAPHIES_T |
HZ_GEOGRAPHIES HZ_GEOGRAPHY_IDENTIFIERS HZ_GEOGRAPHY_TYPES_B HZ_HIERARCHY_NODES |
Geography |
This topic explains how to prepare and import country structure data from an external data source into Oracle Fusion Applications using the File-Based Data Import feature. A country structure is a hierarchical grouping of geography types for a country. For example, the geography structure for the United States has the geography type of State at the top, followed by the County, then the City, and finally the Postal Code.
You can use the country structure to set up the following:
The relationships between geographies within a country
The types of geographies that you can define for a country
Consider the following questions when importing your data:
How does your legacy system or source system represent the country structure compared to how Oracle Fusion Applications represent the same data?
Do you have to configure values in Oracle Fusion Applications to map to your data values?
Do you have to customize Oracle Fusion Applications to capture additional attributes that are critical to the way you do business?
What import features are available for importing your business object?
How do you verify your imported data?
You must understand how your country structure data corresponds with the data in Oracle Fusion Applications in order to be able to map your legacy data to the data needed by Oracle Fusion Applications. First, you must understand how Oracle Fusion Applications represent the structure of the data for a country structure.
You must import a separate country structure import object for each country. Each of these import objects must contain the geography types that are used in the country's structure, organized in a hierarchy using geography level numbers. For example, if you are importing the country structure of Australia, the country structure could be the following: 1: Country, 2: State, 3: County, 4: Town, 5: ZIP.
To facilitate the import of country structures, Oracle Fusion Applications incorporate the structure of the country structure into import objects. The import object for country structures is GeoStructureLevel.
Each import object is a collection of attributes that helps to map your data to the Oracle Fusion Applications data and to support one-to-many relationships between the structural components that make up the country structure.
A good understanding of the attribute details of the import objects is critical to preparing your import data. For information about the Oracle Fusion Applications attributes, see the Oracle Enterprise Repository. The reference files contain descriptions, logic used to choose default values, and validation information for each of the Oracle Fusion Applications attributes. The validation information includes the navigation to the task where you can define values in Oracle Fusion Applications. For example, if you have values in your data that correlate to a choice list in Oracle Fusion Applications, then the validation information for that attribute provides the task name in the Setup and Maintenance work area where you can define your values. For additional information, including a list of reference file names and locations that you need to complete this task, see the following table.
|
Import Object |
Related Import Object Topic |
|---|---|
|
Country Structure |
Country Structure Import Objects: How They Work Together |
If you need to extend the Oracle Fusion Applications object to import your legacy or source data, you must use Oracle Fusion CRM Application Composer to design your object model extensions and to generate the required artifacts to register your extensions and make them available for importing. The corresponding import object is updated with the extensible attributes, which can then be mapped to your source file data. You can use the same source file to import both extensible custom attributes and the standard import object attributes.
For the country structure business object, you must use the File-Based Data Import feature. You prepare XML or text source data files in a form that is suitable for file-based import. The file-based import process reads the data included in your source file, populates the interface tables according to your mapping, and imports the data into the application destination tables.
The Define File-Based Data Import Setup and Maintenance task list includes the tasks needed to configure the import objects, to create source-file mappings, and to schedule the import activities. You submit file-based import activities for each import object. When creating a new country structure, you import the Country Structure object.
You must be assigned the Master Data Management Administrator job role to access and submit the import activities for country structures.
You can view the list of import activities from the Manage Import Activities page. You can verify your imported data by clicking the Status column for your import activity.
This topic describes the Country Structure import object. You use the Country Structure import object when you submit a file-based import activity to import your country structure information. This topic introduces the following:
Target import object concepts
Target objects for the Country Structure import object
Target import object attributes
Target object attribute reference guide files
The Country Structure import object is used to import a country structure hierarchy, including details, such as geography type, geography type name, parent geography type, geography level numbers, and so on. To map the source data in your import file to the target attributes in Oracle Fusion Applications, you must understand how the target objects are related and what attributes are included in each target object.
The Country Structure import object contains one target import object that organizes the individual attributes of the different aspects of the geography structure. When updating an existing country structure, you must provide the parent reference information of the existing country structure. This reference information connects the imported geography structure to the existing one. Use the ImpGeoStructureLevel target import object to create and update country structure information.
You must compare the attributes that you want to import with the target object attributes that are available and their valid values. To evaluate your source data and Oracle Fusion Applications attributes for mapping and validation, you use an Oracle Enterprise Repository reference guide, which is available for each target import object. The reference guide file includes attribute descriptions, default values, and validations performed by the import process. Review the validation for each attribute to determine whether there are functional prerequisites or setup tasks that are required.
To import your source file data, you define a mapping between your source file data and the combination of the target object and target object attribute. You can predefine and manage import mappings using the File-Based Import Mapping task, or you can define the mapping when you define the import activity using the File-Based Import Activity task. Both tasks are available in the Setup and Maintenance work area.
Note
If any of the attributes you want to import does not have an equivalent target object attribute, then review the Oracle Fusion CRM Application Composer extensibility features for country structures.
To access the reference guide files for the country code's target import objects, see the File-Based Data Import assets in Oracle Enterprise Repository for Oracle Fusion Applications (http://fusionappsoer.oracle.com).
For detailed information on importing geographies using file-based import, refer to Document No. 1481758.1, Importing Master Reference Geography Data, on the Oracle Support site.
The following table lists the reference guide files that are available from the Documentation tab for the Country Code File-Based Data Import asset.
|
Target Import Object |
Description |
Reference Guide File Names |
|---|---|---|
|
ImpGeoStructureLevel |
Contains information that specifies a country's geography structure. Sample attributes: GeographyType, GeographyTypeName, LevelNumber, and ParentGeographyType. Reference attribute: CountryCode |
HZ_IMP_GEO_STRUCTURE_LEVELS_Reference |
This topic describes the tasks you must perform to import geography information. A geography is any region with a boundary around it, regardless of its size. It might be a state, a country, a city, a county, or a ward. You must create or import geographies before you can associate them with custom zones and addresses.
Consider the following questions when importing your data:
How does your legacy system or source system represent the geography compared to how Oracle Fusion Applications represent the same data?
Do you have to configure values in Oracle Fusion Applications to map to your data values?
What import features are available for importing your business object?
How do you verify your imported data?
You must understand how your geography data corresponds with the data in Oracle Fusion Applications in order to be able to map your legacy data to the data needed by Oracle Fusion Applications. First, you must understand how Oracle Fusion Applications represent the structure of the data for a geography.
You must import a separate country structure import object for each country. Each of these import objects must contain the geography types that are used in the country's structure, organized in a hierarchy using geography level numbers. For example, if you are importing the country structure of Australia, the country structure could be the following: 1: Country, 2: State, 3: County, 4: Town, 5: ZIP.
To facilitate the import of geographies, Oracle Fusion Applications incorporate the structure of the geography into import objects. The import object for the geography is ImpGeography.
Each import object is a collection of attributes that helps to map your data to the Oracle Fusion Applications data and to support one-to-many relationships between the structural components that make up the geography.
A good understanding of the attribute details of the import objects is critical to preparing your import data. For information about the Oracle Fusion Applications attributes, see the Oracle Enterprise Repository. The reference files contain descriptions, logic used to choose default values, and validation information for each of the Oracle Fusion Applications attributes. The validation information includes the navigation to the task where you can define values in Oracle Fusion Applications. For example, if you have values in your data that correlate to a choice list in Oracle Fusion Applications, then the validation information for that attribute provides the task name in the Setup and Maintenance work area where you can define your values. For additional information, including a list of reference file names and locations that you need to complete this task, see the following table.
|
Import Object |
Related Import Object Topic |
|---|---|
|
ImpGeography |
Geography Import Objects: How They Work Together |
Hint: You can use the keyword importing geographies to search for related topics in Oracle Fusion Applications Help.
Oracle Fusion Applications do not support extensible attributes for geographies. You can only import data for attributes provided by Oracle Fusion Applications.
For the geography business object, you must use the File-Based Data Import feature. You prepare XML or text source data files in a form that is suitable for file-based import. The file-based import process reads the data included in your source file, populates the interface tables according to your mapping, and imports the data into the application destination tables.
The Define File-Based Data Import Setup and Maintenance task list includes the tasks needed to configure the import objects, to create source-file mappings, and to schedule the import activities. You submit file-based import activities for each import object. When creating a new geography, you import the Geography object. You must be assigned the Master Data Management Administrator job role to access and submit the import activities for geographies.
When importing geography information, you must provide the parent reference information for all parent levels for the entity.
Oracle Fusion Applications provide File-Based Import activity reports, which can be used to verify imported data. Users with the Master Data Management Administrator job role can also navigate to the Manage Geographies work area to view the imported geographies.
This topic describes the Geography import object. You use the Geography import object to import geography information.
This topic introduces the following:
Target import object concepts
Target objects for the Geography import object
Target import object attributes
Target import object attribute reference guide files
The Geography import object is used to import geography hierarchy information to create or update the geography data of a country. To map the source data in your import file to the target attributes in Oracle Fusion Applications, you must understand how the target objects are related and what attributes are included in each target object.
The target import objects in the Geography import object contain information about the geography hierarchy. When updating an existing geography, you must provide the parent reference information of the existing geography, which connects the geography to the country of which it is a part.
Use the ImpGeography target import object to create and update geography information.
Note
Before you import geography data for a country, you must define the country's geography structure.
You must compare the attributes that you want to import with the target object attributes that are available and their valid values. To evaluate your source data and Oracle Fusion Applications attributes for mapping and validation, you use an Oracle Enterprise Repository reference guide, which is available for each target import object. The reference guide file includes attribute descriptions, default values, and validations performed by the import process. Review the validation for each attribute to determine whether there are functional prerequisites or setup tasks that are required.
To import your source file data, you define a mapping between your source file data and the combination of the target object and target object attribute. You can predefine and manage import mappings using the File-Based Import Mapping task, or you can define the mapping when you define the import activity using the File-Based Import Activity task. Both tasks are available in the Setup and Maintenance work area.
To access the reference guide files for the geography's target import objects, see the File-Based Data Import assets in Oracle Enterprise Repository for Oracle Fusion Applications (http://fusionappsoer.oracle.com).
For detailed information on importing geographies using file-based import, refer to Document No. 1481758.1, Importing Master Reference Geography Data, on the Oracle Support site.
The following table lists the reference guide files that are available from the Documentation tab for the Geography File-Based Data Import asset.
|
Target Import Object |
Description |
Attribute Reference Guide File Names |
|---|---|---|
|
ImpGeography |
Contains information that captures a country's geography hierarchy details. Sample attributes: CountryCode, GeoDataProvider, GeographyType, PrimaryGeographyCode, PrimaryGeographyCodeType, and PrimaryGeographyName. Reference attribute: CountryCode |
HZ_IMP_GEOGRAPHIES_T_Reference |
This example demonstrates how to import data using the File-Based Data Import tool. In this particular example you have a source file containing geography data that you want to import into the application, so that the geography data can be used for uses related to locations, such as real time address validation and tax purposes.
The following table summarizes the key decisions for this scenario:
|
Decisions to Consider |
In This Example |
|---|---|
|
What type of object are you importing? |
Geography |
|
What file type are you using for your source data? |
Text file |
|
Where are you uploading your source data file from? |
Your desktop |
|
What data type is your source data file? |
Comma separated |
|
Which fields are you importing into Oracle Fusion applications? |
All, except for the RecordTypeCode field |
|
When do you want to process the import? |
Immediately |
These are the steps that are required to create an import activity and submit the import:
Determine what information is in the source file.
Create and schedule the import activity.
Monitor the import results.
|
Geography Level |
Name |
Source ID |
Parent Source ID |
|---|---|---|---|
|
1 (Country) |
US |
1 |
|
|
2 (State) |
CA |
11 |
1 |
|
3 (County) |
Alameda |
111 |
11 |
|
4 (City) |
Pleasanton |
1111 |
111 |
|
4 (City) |
Dublin |
1112 |
111 |
You create an import activity, enter the import details, and schedule the import. An import activity definition provides the instructions for the import processing - this includes selecting the source file, or file location; mapping fields from the source file to the Oracle Fusion object and attribute; and scheduling the import.
|
Field |
Value |
|---|---|
|
Name |
Master Reference Geographies |
|
Object |
Geography |
|
File Type |
Text File |
|
File Selection |
Specific file |
|
Upload From |
Desktop |
|
File Name |
Choose relevant file from desktop |
|
Data Type |
Comma separated |
Note
Ensure that the file type that you select in the Create Import Activity: Set Up page matches the file type of the source data file.
|
Column Header |
Example Value |
Ignore |
Object |
Attribute |
|---|---|---|---|---|
|
Primary Geography Name |
Primary Geography Name |
United States |
Imp Geography |
Primary Geography Name |
|
Country Code |
US |
No |
Imp Geography |
Country Code |
|
Record Type Code |
0 |
Yes |
Imp Geography |
Record Type Code |
|
Source ID |
10265 |
No |
Imp Geography |
Source ID |
|
Parent Source ID |
1053 |
No |
Imp Geography |
Parent Source ID |
If you do not want to import a column in the text file you can select Ignore.
Note
If you have any difficulties mapping the fields from your source file to the relevant Oracle Fusion applications object, you can use the import object spreadsheets for reference.
Instead of immediately importing the data, you can choose a date and time to start the import. You can also specify if the import will be repeated, and the frequency of the repeated import.
You monitor the progress of the Import Activity processing, and view completion reports for both successful records and errors.
Once the import activity has completed, the Status field value will change to Completed.
Territory geography zones are geographical boundaries that you can set up to replicate your organization's regions, such as a Pacific Northwest sales region.You can set up territory geography zones in one Oracle Fusion applications instance, and then after the territory geography zones are defined you can export the territory zones and import them into another Oracle Fusion applications instance.
To define your territory geography zones and then import your territory zones into another Oracle Fusion applications instance, you need to complete the following steps:
Import the master reference geography data into the Oracle Fusion application.
Define your territory geography zones using the Manage Territory Geographies task.
Export the territory geography zones.
Import the territory geography zones into another Oracle Fusion applications instance.
Firstly, you need to import the master reference geography data. Master reference geography data consists of geography elements such as country, state, and city, and is required for any geographical information you store in the application, such as address information used in customer and sales records. For more information, refer to the Geography Hierarchy: Explained topic listed in the related topics section. Master reference geography data can be imported into the application using the Manage File Import Activities task in Setup and Maintenance - refer to the Importing Master Reference Geography Data: Worked Example topic listed in the related topics section for more information.
Once the master reference geography data has been imported, you can then create your territory geography zones in the application using the Manage Territory Geographies task in Setup and Maintenance. For more information, refer to the Managing Territory Geographies: Worked Example topic listed in the related topics section.
Once you have completed importing the master reference geography data and defining your territory geography zone tasks, you can create a configuration package to export the territory zone data. For more information, refer to the Exporting Setup Data demo listed in the related topics section.
Once you have downloaded your configuration package for your territory geography zone setup, you can import the territory zones into another Oracle Fusion application instance. For more information, refer to the Importing Setup Data listed in the related topics section.
Note
Ensure that you import your master reference geography data into the new Oracle Fusion instance before you import the configuration package.
This example shows how to configure the geography structure, hierarchy, and validation for a country geography, using the United Kingdom country geography as an illustration.
The following table summarizes the key decisions for this scenario.
|
Decisions to Consider |
In This Example |
|---|---|
|
Copy an existing country structure? |
No, create a new country structure. |
|
What is the structure of the geography types? |
Create geography types with the following ranking structure:
|
|
What is the geography hierarchy? |
Create the following hierarchy:
|
|
Which address style format will you use when mapping geography validations? |
The default address style format, called the No Styles Format. |
|
Are you using Oracle Fusion Tax for tax purposes? |
No, do not select Tax Validation for the geography types. |
Add the County and Post Town geography types to the geography structure. Next, add the geographies for the County and Post Town geography types to define the geography hierarchy. Finally, specify the geography validations for the geography types you have added to the geography structure.
Add the County and Post Town geography types to the United Kingdom geography structure.
To begin creating the geography hierarchy for the United Kingdom, you add the geographies for the County and Post Town geography types using the geography hierarchy user interfaces. You can also use the Manage File Import Activities task to import geography hierarchies using a csv or xml file.
Now you want to specify the geography validations for the geography types you have added to the United Kingdom. Define the geography mapping and validation for the United Kingdom default address style format. Then map the geography types to attributes, enable the geography types for Lists of Values and Geography validation, and set the geography validation level.
When address data entered into the application needs to conform to a particular format, in order to achieve consistency in the representation of addresses. For example, making sure that the incoming data is stored following the correct postal address format.
You can only update a geography structure by adding existing geography types, or by creating new geography types and then adding them to the geography structure. You can only copy an existing country structure when you are defining a new country structure.
If a geography exists for a country geography structure level then you cannot delete the level. For example, if a state geography has been created for the United States country geography structure, then the State level cannot be deleted in the country geography structure.
Yes. However, the geography type for the geography that you want to add must be already added to the country geography structure.
Yes. In the Manage Geography Hierarchy page you can edit details such as the geography's date range, primary and alternate names and codes, and parent geographies.
Select the geography that you want your geography to be created below, and then click the Create icon. This will allow you to create a geography for a geography type that is the level below the geography type you selected. The structure of the country's geography types are defined in the Manage Geography Structure page.
