1. Understanding Import and Export Management for Sales and Fusion Service
  2. Import Your Performance Measure Rate Dimensional Input Data

Import Your Performance Measure Rate Dimensional Input Data

You can use Import Management to update Performance Measure Rate Dimensional Input records.

To import Performance Measure Rate Dimensional Input records, perform the following tasks:

  1. Map your source data to Oracle Applications Cloud object attributes.

  2. Create source Comma Separated Values (.csv) file for import.

  3. Create the import activity.

  4. Review the import activity.

How You Map Your Source Data to Target Object Attributes

You import Performance Measure Rate Dimensional Input Record data into Oracle Applications Cloud from a CSV file containing your source data that's mapped to target Oracle Applications Cloud object attributes.

You must 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 steps are complete, such as understanding what attributes are required for importing your objects.

  • 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, make sure that:

  • You have completed all the prerequisites for importing each attribute in your source data.

  • You have all parent records in place before importing child records.

Required Attributes and Validations for the Performance Measure Rate Dimensional Input 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. This table lists the required attributes for updating Performance Measure Rate Dimensional Input records, prerequisite setup tasks for the attributes, and specific validations, if any, for Performance Measure Rate Dimensional Input import:

Attribute

Description

Prerequisite Setup Task/ Import Validations

Updating an Existing Performance Measure Rate Dimensional Input record

PlanComponentInputExpressionId

The unique identifier of the input expression record for the plan component.

This gets created when the rate table is assigned to the plan component. So it has to be an existing value.

Required

IncentiveFormulaId

The unique identifier of the incentive formula record. There can be only one incentive formula for one plan component.

None

Required

RateDimSequence

The order of the input expressions for the rate table.

None

Required
InputExpressionName The name of the input expression for the rate dimension of a rate table used in the plan component. The expression name must exist. Conditionally Required. Provide a value if InputExpressionId isn’t populated.
InputExpressionId The unique identifier of the input expression for the rate dimension of a rate table. The expression id must exist. Conditonally Required. Provide a value if InputExpressionName isn’t populated.
SplitFlag When splitting the rate across tiers, the split option can apply to only one rate dimension input expression. This specifies which rate dimension input expression (rate dimension) to use. Possible values are Y or N Not Required

You can view the Performance Measure Rate Dimensional Input object with its 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 templates available in the Import Objects UI page to create the source CSV file. To download a template:

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

  2. Select the Performance Measure Rate Dimensional Input object in the table and click Download.

You can now edit the downloaded file and provide valid values for the required attributes.

Note: For help in populating the CSV file and to avoid any issues in entering values, see the topic Potential Issues When Opening CSV Files With Excel in Related Topics section.

Create the Import Activity

After you have the CSV file ready, create an import activity to import the Performance Measure Rate Dimensional Input 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 Performance Measure Rate Dimensional Input from the Object drop-down list.

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

  5. You would see that 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.

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:

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

  2. Click All Imports and search for the import activity that you created earlier.

  3. 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.

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