1. Understanding Import and Export Management for Sales and Fusion Service
  2. Examples of Managing Geography Zone Data

Examples of Managing Geography Zone Data

You can use import management to add master geography to a zone, update zone relationship start or end date, and delete a zone relationship. Zones are geographical boundaries for a zone type, for example, the San Jose Tax zone. Zones are based on the master reference geography hierarchy data. Zone types categorize and group zones together, for example, the zone types of Income Tax and Shipping Regions.

Before You Start

You must do some basic checks before starting your import. For example, make sure that:

  • Your CSV file is ready.
  • You have created the Geography Type in the UI.

Required Attributes and Validations for Input CSV File

To import data successfully into Oracle Applications Cloud, your CSV file must include values for the required attributes. This table lists the required attributes to add master geography to a zone, update zone relationship start or end date, and delete a zone relationship:

Required Attributes and Validations Input CSV File

Attribute Description Add Master Geography to a Zone Update Zone Relationship Start or End Date Delete a Zone
ZoneType The type of the zone. Required Required Required
ZoneGeographyUse The usage of geography zone. Value is from lookup type ORA_HZ_GEO_USAGE. Sample values are TAX, SHIPPING, ORA_COMPENSATION and ORA_SERVICE. Required Required Required
ZoneName The name of the zone. Conditionally Required. Either Zone Name or Zone Geography ID needs to be provided. Conditionally Required. Either Zone Name or Zone Geography ID needs to be provided. Conditionally Required. Either Zone Name or Zone Geography ID needs to be provided.
ZoneGeographyId The unique identifier of the zone geography. Conditionally Required. Either Zone Name or Zone Geography ID needs to be provided. Conditionally Required. Either Zone Name or Zone Geography ID needs to be provided. Conditionally Required. Either Zone Name or Zone Geography ID needs to be provided.
MasterGeoCountryCode The country code of the master geography such as US Required Required Required
MasterGeoType The type of the master geography such as STATE or COUNTY. Required Required Required
MasterGeoName The name of the master geography such as Santa Barbara, TX, CA, and so on. Required Required Required
MasterGeoElement The hierarchy of the geography based on the structure of the country. You can find the structure in hz_geo_structure_levels table. Conditionally Required. Either Master Geography Element or Master Geography ID needs to be provided. Conditionally Required. Either Master Geography Element or Master Geography ID needs to be provided. Conditionally Required. Either Master Geography Element or Master Geography ID needs to be provided.
MasterGeographyId The unique identifier of the master geography. Conditionally Required. Either Master Geography Element or Master Geography ID needs to be provided. Conditionally Required. Either Master Geography Element or Master Geography ID needs to be provided. Conditionally Required. Either Master Geography Element or Master Geography ID needs to be provided.
ZoneRelationshipId The unique identifier of the zone relationship. Not Required Conditionally Required. Either Zone Relationship ID or Master Geography Name + Master Geography Element/Master Geography Id needs to be provided. Conditionally Required. Either Zone Relationship ID or Master Geography Name + Master Geography Element/Master Geography Id needs to be provided.
RelationshipStartDate The date when the zone relationship starts. Not Required Required Not Required
RelationshipEndDate The date when the zone relationship ends. Not Required Required Not Required

You can now create an import activity, enter the import details, and schedule the import.

Create the Import Activity

After you have the CSV file ready, create an import activity to import the information. To create an import activity:

  1. Go to Navigator > Tools > Import Management > Import Queue.

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

  3. In the Enter Import Options page, provide a name for the import activity, and select Geography Zone 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.

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

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