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Administering Oracle CRM On Demand > Data Management Tools > Import and Export Tools > Preparing for Data Importing > Sample Transaction Fields: Import Preparation
Sample Transaction Fields: Import Preparation
The following table contains specific information about setting up your CSV file before importing sample transactions into Oracle CRM On Demand. This information supplements the guidelines given in the topic Field Type Guidelines for Importing Data. First, you must review the following import information before performing an import.
If you want to use a workflow action to automatically submit a number of sample transactions during import, then use a custom field, for example, set Mark for Submit to Y, to indicate that the sample transactions are ready to be submitted after the import completes. For more information on using the submit workflow action to submit sample transactions, see Setting Up the Automatic Submission of Sample Transactions.
NOTE: The Default Field column in this table contains only the initial (default) name for each field. It does not contain any names that have been changed for your company in Oracle CRM On Demand. Therefore, if you do not see a specific field when you try to import your data, check with your administrator to determine the new name for the field.
Default Sample Transaction Field Name
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Data Type
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Maximum Length
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Comments
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# of Packages Sent
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Number
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22
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The number of packages being sent when sample transactions are transferred out.
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# of Packages Received
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Number
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22
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The number of packages that were received when sample transactions were transferred in.
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Adjustment Reason
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Picklist
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30
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The default values for this field are: Human Error, Theft, Initial Count, Lost, Found and Request.
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Comments
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Text
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255
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The description field.
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Date
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Date/Time
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7
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The date of the transaction.
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Division
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Text
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50
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None
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Expected Arrival Date
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Date/Time
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7
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None
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Expected Delivery Date
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Date/Time
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7
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None
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From Transaction
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Text
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15
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None
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Inventory Period: Start Date
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Date/Time
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7
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None
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Inventory Period: End Date
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Date/Time
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7
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None
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Invoice #
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Text
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15
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None
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Name
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Text
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50
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None
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ParentTxn
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Text
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15
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None
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Picklist Value Group
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Text
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50
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None
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Received Date
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Date/Time
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7
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None
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Root Transaction
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Text
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15
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None
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Status
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Picklist
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30
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The default values are: In Progress, In Transit, Adjusted, Processed, and Processed with Discrepancies.
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Sent Date
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Date/Time
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7
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None
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Tracking #
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Text
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15
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None
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Transfer To
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Text
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15
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None
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Type
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Picklist
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30
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The default values are: Transfer In, Transfer Out, Sample Lost, Inventory Adjustment, and Disbursement.
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Related Topics
See the following topics for related information:
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