Run the Import SAM Trading Partner Information Process

Use the Import SAM Trading Partner Information process to import the SAM data that's available in the FV_SAM_TRADING_PARTNER_INT interface table to Oracle U.S. Federal Financials.

This process also causes the Process SAM Trading Partner Information process to run automatically. Therefore, if there are any new or updated SAM data that needs to be synced in Oracle Procurement, and if you're running this process, you don't need to run the Process SAM Trading Partner Information process separately. For example, if you make updates to the SAM business unit assignments, and if you run the Import SAM Trading Partner Information process, those updates to the business unit assignments will be processed and synced in Procurement when the process completes successfully.

Important:

If there are new business classification codes associated with a SAM supplier, you must manually add them as lookup codes for the ORA_FV_SAM_BUSINESS_TYPE lookup type before you run the Import SAM Trading Partner Information process. When you run the Import SAM Trading Partner Information process, the new lookup codes will be added to the POZ_BUSINESS_CLASSIFICATIONS lookup type.

The new business classification codes will be processed in Oracle Procurement if either of these conditions is met:

• The Process SAM Trading Partner Information process completed successfully.
• After you click Submit on the Manage Business Unit Assignments page, the supplier site details are created or updated successfully.

1. On the Home page, select U.S. Federal Financials and then click Import SAM Trading Partner Information from the Quick Actions list.

   You can also access Scheduled Processes from the Tools menu in the Navigator, and then search for the process by job.

2. In Process Details, identify when you want to run the process:

   • As soon as possible: This is the default.

   • On a schedule: Click Advanced to set up a schedule for running the process. This displays the Advanced Options page where you can create a schedule and set up a notification to notify you about the process.

3. In the Basic Options section, identify what data needs to be imported:

   1. Update Type: Select one of the following options:

      • Complete file: Select this option to import the SAM data for all of the UEI (unique entity identifier) records that are available in the interface table.

      • All: Select this option to import only the SAM data for all of the UEI records that exist in Federal Financials. For example, if the interface table has SAM data for 1 million UEI records and Federal Financials has SAM data for 1000 UEI records, selecting this option imports the SAM data for only the 1000 UEI records that exist in Federal Financials.

      • Single: Select this option to import the SAM data for a specific UEI.

   2. Unique Entity Identifier: Select the UEI for which you want to import SAM information. This is a required field if you select Single as the update type. This field isn't applicable for other update types.

   3. CAGE Code: Enter the CAGE Code for the trading partner for which you want to import SAM information.
      Note: You can enter the CAGE Code only if the update type is Single. This field isn’t applicable for other update types.

4. Click Submit.

   A confirmation message appears, indicating that the process has been submitted.

5. Click OK in the Confirmation dialog box.

   This process imports the SAM data to Federal Financials when it completes successfully without warnings or errors.

6. Click the attachment in the Log and Output section to verify the SAM data that's imported to Federal Financials.