Import Your Contract Manual Adjustments Data
You can use Import Management to create or update Contract Manual Adjustments records.
To import Contract Manual Adjustments records, perform the following tasks:
-
Map your source data to Oracle Applications Cloud object attributes.
-
Create source Comma Separated Values (CSV) file for import.
-
Create the import activity.
-
Review the import results.
How You Map Your Source Data to Object Attributes
To import your Contract Manual Adjustments data into Oracle Applications Cloud, you must populate a .csv file with your source data and map that source data to target object attributes in Oracle Applications Cloud.
You need to do the following before creating the CSV file for data import:
-
Identify how your source data attributes map to the target object attributes in Oracle Applications Cloud.
-
Ensure prerequisite setups are done, if applicable.
-
Understand your options for uniquely identifying the records.
-
Ensure parent records exist before importing child records.
-
Identify the target object attributes that are required in the CSV file for a successful import.
Before You Start
You must do some basic checks before starting your import. For example:
-
Complete all the prerequisites for importing each attribute in your source data.
-
Have all parent records in place before importing child records.
Select a Unique Identifier for Your Records
To import data into Oracle Applications Cloud, your CSV file must include some specific attributes that enable the import process to uniquely identify the records. The file import process uses the attribute values to automatically map your source data to the target object attributes in Oracle Applications Cloud.
The preferred option to uniquely identify an object record is through the public unique identifier. If you're creating new records, then you can provide a user-friendly public unique identifier (attributes denoted with 'Number' and usually visible in the business object's UI). If you update a record for which you have previously provided a Number attribute, or for which a Number attribute is visible in the object's UI, you can use the Number attribute to identify the record. For the Contract Manual Adjustments object, the attribute is SequenceNumber.
Required Attributes and Validations for the Contract Manual Adjustments Object
To import data successfully into Oracle Applications Cloud, your CSV file must include the required attributes. Ensure that you provide valid values for the attributes. The following table lists the required attributes for importing new Contract Manual Adjustments records, prerequisite setup tasks for the attributes, and specific validations, if any, for Contract Manual Adjustments import:
Attribute |
Description |
Prerequisite Setup Task/ Import Validations |
Creating a Contract Manual Adjustments Record |
Updating an Existing Contract Manual Adjustments Record |
---|---|---|---|---|
ExtSource |
The external source identifying a manual adjustment |
This must be a unique value across the Adjustments table. |
Required |
Required |
ExtKey |
The external key identifying a manual adjustment |
This must be a unique value across the Adjustments table. |
Required |
Required |
ChargeExtSource |
The external source of a charge |
This must be a valid charge external source. |
Required |
Not required |
ChargeExtKey |
The external key of the charge |
This must be a valid charge external key. |
Required |
Not required |
SequenceNumber |
The sequence number of the adjustment |
No validation |
Not required |
Not required |
AdjustmentTypeCode |
The adjustment type code |
This must be a valid adjustment code. |
A value is required if the adjustment type isn't passed. |
Not required |
AdjustmentType |
The adjustment type |
This must be a valid adjustment name. |
A value is required if the adjustment type code isn't passed. |
Not required |
AdjustmentValue |
The adjustment value |
No validation |
Required |
Not required |
ReasonCode |
The code representing the reason for the adjustment |
This must be a valid reason code. |
A value is required if the reason in not passed. |
Not required |
Reason |
The reason for the adjustment |
This must be a valid reason name. |
A value is required if the reason code isn't passed. |
Not required |
ChargePeriodFrom |
The charge period from which the adjustment is effective |
This must be within the line start and end dates. |
Not required |
Not required |
ChargePeriodUntil |
The charge period until which the adjustment is effective |
This must be within the line start and end dates. |
Not required |
Not required |
You can view the Contract Manual Adjustments object and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this page.
Create the Source CSV File
You include the data that you want to import into Sales and Fusion Service in a source CSV file.
You can use the CSV templates available in the Import Objects UI page to create the source CSV file. To download a CSV template:
-
Go to
. -
Select the Contract Manual Adjustments object in the table and click Download.
You can now edit the downloaded file and provide valid values for the required attributes.
Create the Import Activity
After you have the CSV file ready, create an import activity to import the information. To create an import activity:
-
Go to
. -
Click Create Import Activity in the Manage Imports page.
-
In the Enter Import Options page, provide a name for the import activity, and select Contract Manual Adjustments from the Object drop-down list.
-
Select the CSV file in the File Name field, and click Next.
-
The source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.
-
Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.
-
Review the import details on the Review and Submit page, and click Submit when you're ready.
Review the Import Results
Check if your import succeeded on the Manage Imports page. This page shows the status of all active, completed, and unsuccessful imports. To check the status of the import activity:
-
Go to
. -
Click All Imports and search for the import activity that you created earlier.
-
Check the Status column for the import activity. The import is successful if the status displays as Completed. You can drill down on the import activity to go to the Import Status page which provides the status details of the import activity.