Import Your Sales Forecast Quota Data

You can import Sales Forecast Quota records using these steps:

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 Target Object Attributes

You import Sales Forecast Quota data into Oracle Applications Cloud from a CSV file containing your source data that's mapped to target Oracle Applications Cloud object attributes.

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 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.

Select a Unique Identifier for Your Records

All records must be unique in the application. You can use one of these to identify records:

Public unique identifiers: If you're creating records, then you can provide an easily understandable public unique identifier. These are, usually, denoted with 'Number' and visible in the business object's UI. PUID attributes are usually named <object> Number. If you're updating a record with a Number attribute, then use the Number attribute to identify the record. For more information about public unique identifiers, see the topic "How You Use Alternate Keys to Import Records" in Related Topics section.
Source system and source system reference: Source system is an identifier for the external system, and source system reference is a unique identifier within the external system. If you're importing new action plans or are updating action plans that have source system reference data, then provide the source system and source system reference values.

Review Required Attributes and Validations for Sales Forecast Quota Object

To import data successfully into Oracle Applications Cloud, your CSV file must include the required attributes. Make sure that you provide valid values for these attributes so that they pass import validations inbuilt into the application.

This table lists the required attributes for Sales Forecast Quota records, prerequisite setup tasks and specific validations, if any:

Attribute	Description	Prerequisite Setup Tasks or Import Validations	Creating an Sales Forecast Quota Record	Updating an Existing Sales Forecast Quota Record	Deleting an Existing Sales Forecast Quota Record
ResourceQuotaEffectiveDate	The resource quota effective date is used to identify the period for the sales forecast quota.	A value must be provided. The date format must be in mm/dd/yy.	Required	Not Required	Not Required
MetricCode	The metric code for the sales forecast quota.	Value should match with RESOURCE_QUOTA.	Required	Not Required	Not Required
CorporateMetricValue	The corporate metric value for the sales forecast quota.	A value must be provided.	Required	Not Required	Not Required
MetricValue	The metric value in the entered currency for the sales forecast quota.	A value must be provided.	Required	Not Required	Not Required
CurrencyCode	The currency code entered for the sales forecast quota.	A value must be provided	Required	Not Required	Not Required
CurrencyConversionRate	The currency conversion rate from entered currency to corporate currency for the sales forecast quota.	A value must be provided.	Required	Not Required	Not Required
QuotaNumber	Finds the sales forecast quota by primary by PUID.	None	Not Required	Required	Required

You can view the Sales Forecast Quota object along with all its child objects 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 Import Activity

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

Go to Navigator > Tools > Import Management > Import Queue.
Click Create Import Activity in the Manage Imports page.
In the Enter Import Options page, provide a name for the import activity, and select Sales Forecast Quota from the Object drop-down list.
Select the CSV file in the File Name field, and click Next.
You would see that 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 Navigator > Tools > Import Management > Import Queue.
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.