Manage sourcing assignments in a spreadsheet

Redwood Platform

You can now use the Edit in Spreadsheet action from a sourcing assignment set to maintain sourcing assignment details in Microsoft Excel spreadsheets. The action supports spreadsheet-based creation, update, and deletion of sourcing assignments through VBCS Excel integration. It processes the sourcing assignment set and displays messages for issues that occur during the edit-in-spreadsheet flow. It also reports the number of records processed, inserted, updated, and deleted.

With this update, you can improve sourcing assignment maintenance by supporting spreadsheet-based create, update, and delete flows. This supports attribute-based sourcing processes and helps you with high-volume sourcing assignment updates.

Edit in Spreadsheet action button
Sourcing Assignments has been enhanced with a new action button, Edit in Spreadsheet.

Edit in Spreadsheet action button in Sourcing Assignments

Edit in Spreadsheet action button in Sourcing Assignments

To access the Edit in Spreadsheet action button:

  1. Navigate to Plan Inputs and select Sourcing Assignment Sets .
  2. Select an existing sourcing assignment set and select Edit.
  3. The selected sourcing assignment set opens and contains a Sourcing Assignments section, listing all the sourcing assignments and values. The Edit in Spreadsheet action button is available at the top of the table.

The Edit in Spreadsheet action is also supported in Sourcing Assignments when you navigate there from supply plans, demand and supply plans, replenishment plans, or sales and operation plans and also from Oracle Order Backlog Management or Oracle Global Order Promising.

Perform edits using Edit in Spreadsheet

  1. In the Sourcing Assignments section, select the Edit in Spreadsheet button.
  2. If this is your first time using Edit in Spreadsheet, you’ll be prompted to install the Oracle ADF Desktop Integration Add-in for Excel. (For details, see the Steps to enable and configure section in this document.) 
  3. You’ll then be prompted to connect to Oracle Fusion Cloud Applications. Enter your login credentials. The spreadsheet linked to the sourcing assignment set opens.
  4. You can now make your desired changes in the spreadsheet. See the following sections for steps to add, update, and delete sourcing assignments.

Sourcing Assignments opened in spreadsheet for edit

Sourcing Assignments opened in spreadsheet for edit

Add sourcing assignments

  1. In the spreadsheet, insert a new row, select an assignment level, and enter details in the cells in the row based on the assignment level.

Select details to insert row in spreadsheet

Select details to insert row in spreadsheet

  1. Repeat the preceding step to insert additional rows as needed.
  2. When done, select Upload from the Sourcing Assignments tab in the spreadsheet. This will insert the new rows in Fusion Applications.

New row inserted in sourcing assignments

New row inserted in sourcing assignments

Update a sourcing assignment

  1. In the spreadsheet, select one or more existing rows.
  2. Update the assignment details directly in the table cells.
  3. Select Upload from the Sourcing Assignments tab in the spreadsheet. This will upload the updates into the rows in Fusion Applications.

Delete a sourcing assignment

  1. In the spreadsheet, select one or more existing rows.
  2. Select Delete Selected Rows.
  3. Select Upload from the Sourcing Assignments tab in the spreadsheet to reflect the changes in Fusion Applications.
  4. When you’re all done making changes, close the spreadsheet and select Save on the Sourcing Assignment Set page.

Steps to enable and configure

You must install Desktop Integration for Excel so that you can use the Edit in Spreadsheet action and edit supported sourcing assignments directly in Microsoft Excel.

  1. In the Navigator, select Tools.
  2. Select Download Desktop Integration Installer.
  3. Open the executable file and follow the prompts to complete the installation of the Oracle ADF Desktop Integration Add-In for Excel.

Tips and considerations

  • Edit in Spreadsheet for a sourcing assignment pulls all the sourcing assignment records, regardless of any filter or search criteria applied on the page by the user.
  • Edit in Spreadsheet is supported for the Windows operating system.
  • Edit in Spreadsheet isn’t supported for Windows Server, macOS, iOS, Linux, or Windows RT operating systems.

Key resources

Refer to the 26A release readiness feature titled Redwood: Manage Sourcing Assignments Using a New User Experience for more details related to the Redwood Sourcing Assignments page.

Access requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

Privilege status

 Privilege name and code
Existing

Monitor Supply Planning Work Area (MSC_MONITOR_SUPPLY_PLANNING_WORK_AREA_PRIV)
Existing Monitor Demand and Supply Planning Work Area (MSC_MONITOR_DEMAND_AND_SUPPLY_PLANNING_WORK_AREA_PRIV)
Existing Manage Replenishment Planning (MSC_MONITOR_REPLENISHMENT_PLANNING_WORK_AREA_PRIV)
Existing Manage Sales and Operations Planning (MSC_MONITOR_SALES_AND_OPERATIONS_PLANNING_WORK_AREA_PRIV)
Existing Monitor Backlog Management Work Area (MSC_MONITOR_BACKLOG_MANAGEMENT_WORK_AREA_PRIV)
Existing Monitor Order Promising Work Area (MSC_MONITOR_ORDER_PROMISING_WORK_AREA_PRIV)
Existing Manage Planning Sourcing Assignment (MSP_MANAGE_PLANNING_SOURCING_ASSIGNMENT_PRIV)