1. Understanding Import and Export Management for Sales and Fusion Service
  2. Example of Updating the Status of an Asset

Example of Updating the Status of an Asset

You can change the status of an asset by updating its end-date and setting the status to 'EXPIRED'. To update an asset, your source file must include the values that let the import process identify the existing records.

Before You Begin

The scenario in this example assumes that the following prerequisites have already been set up.

  • Assets must exist in the application.

  • User accounts are set up for the already existing assets.

  • Appropriate business units are set up using the Manage Business Unit task.

    To find the business unit, navigate to the following in the Setup and Maintenance work area:

    • Offering: Sales

    • Function Area: Data Import and Export

    • Task: Manage Business Units

  • Appropriate legal entities are set up using the Manage Legal Entities task. To find the legal entity, navigate to the following in the Setup and Maintenance work area:

    • Offering: Sales

    • Function Area: Data Import and Export

    • Task: Manage Legal Entities

Scenario

In this scenario, AssetNumber for the given asset is 782400089. Note the name of this asset, say 'Green Server 5000'. You must create a source file (CSV) with the attributes and import it using import management as shown in this table.

Attribute Name

Value

AssetNumber

782400089

EndDate

6/1/2005

StatusCode

'EXPIRED'

You can import the source data file as explained below:

  1. Navigate to Tools > Import Management.

  2. Click Create Import Activity on the Manage Imports page.

  3. In the Enter Import Options page, provide a name for the import activity, and select Assets from the Object drop-down list.

  4. Select the CSV file in the File Name field, and click Next.

  5. The source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.

  6. Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.

    Note: Validation errors, if any, are displayed on the Mapping Validation screen. If you get warnings about unmapped columns, then you can ignore these columns and proceed to submit the import job. Validations are for informational purposes and applicable only for low-volume imports.

  7. Review the import details on the Review and Submit page, and click Submit when you're ready.

  8. You can navigate to Workspace and search for the asset name 'Green Server 5000' to verify the updated status.