How do I import subscription data?

You can use import management to create or update Subscription records.

To import Subscription 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 results.

How You Map Your Source Data to Target Object Attributes

To import your Subscription data into Oracle Applications Cloud, you need to 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, 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

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 for uniquely identifying 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 Subscription object, the attributes are SubscriptionNumber, ExemptCertificateNumber, and BillToAccountNumber.

Required Attributes and Validations for Subscription 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 importing new Subscription records, required attributes for updating Subscription records, prerequisite setup tasks for the attributes, and specific validations, if any, for Subscription import:

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating a Subscription Record	Updating an Existing Subscription Record
ChargeDefinition	The definition that indicates the purpose of the charge.	This must be setup in Fusion Pricing.	Required	Not Required
DefinitionOrganizationId	The item master organization	This must be a valid ORGANIZATION_ID from the HR_ALL_ORGANIZATION_UNITS_F table.	Not required	Not required
PartialPeriodType	The partial period type. The values might be actual or fixed.	Lookup: ORA_OSS_PERIOD_TYPE	Not required	Not required
PartialPeriodStart	The partial period start. The values might be calendar or service.	Lookup: ORA_OSS_PERIOD_START	Not required	Not required
SubscriptionId	The subscription ID	This is automatically generated when the record is created.	Not required	Not required
BusinessUnitId	The business unit ID	This must be a valid business unit ID.	Required	Not required
LegalEntityId	The legal entity ID	This must be value record as per GL_LEDGER_LE_V.	Required	Not required
SubscriptionProfileId	The subscription profile ID	This must be a valid subscription profile ID - OSS_SUBSCRIPTION_PROFILE.	Required	Not required
PrimaryPartyId	The primary party ID	Lookup: HZ_PARTIES	Required	Not required
Currency	The subscription currency.	This must be a valid currency.	Required	Not required
Status	The subscription status	This must be ORA_DRAFT or ORA_ACTIVE.	Required	Not required
AccountingRuleId	The accounting rule ID	RA_RULES.RULE_ID where TYPE in 'A','ACC_DUR', 'PP_DR_ALL', or 'PP_DR_PP'	Not required	Not required
TransactionTypeName	The accounts receivables transaction type name	This must be a valid transaction type name as per the RA_CUST_TRX_TYPES_ALL table.	Required	Not required
BillToAccountId	The bill-to account ID	HZ_CUST_ACCOUNTS.CUST_ACCOUNT_ID	Required	Not required
BillToSiteUseId	The bill-to site use ID	HZ_CUST_SITE_USES_ALL.SITE_USE_ID	Required	Not required
SubscriptionNumber	The subscription number	This must be a unique number. It can be an alphanumeric value. This serves as the PUID for the subscription.	Required	Required
ShipToPartySiteId	The ship-to part site ID	HZ_CUST_SITE_USES_ALL.SITE_USE_ID	Not required	Not required
ShipToSite	The ship-to site	HZ_CUST_SITE_USES_ALL.SITE_USE_ID	Not required	Not required
PaymentMethod	The payment method	This must be ORA_PURCHASE_ORDER or ORA_WIRE.	Not required	Not required
PaymentMethodName	The payment method name	This must be Purchase Order or Wire.	Not required	Not required
PaymentTermsName	The payment terms name	RA_TERMS_VL.NAME	Not required	Not required
TaxClassificationCode	The tax classification code	LOOKUP_TYPE: ZX_OUTPUT_CLASSIFICATIONS	Not required	Not required
TaxClassificationMeaning	The tax classification meaning	LOOKUP_TYPE: ZX_OUTPUT_CLASSIFICATIONS	Not required	Not required
ExemptCertificateNumber	The tax exempt certificate number	ZX_EXEMPTIONS_V.EXEMPT_CERTIFICATE_NUMBER	Not required	Not required
ExemptReason	The tax exempt reason code	LOOKUP_TYPE: ZX_EXEMPTION_CONTROL	Not required	Not required
ExemptReasonMeaning	The tax exempt reason meaning	LOOKUP_TYPE: ZX_EXEMPTION_CONTROL	Not required	Not required
TaxExemptionHandling	The tax exemption handling code	LOOKUP_TYPE: ZX_EXEMPTION_CONTROL	Not required	Not required
TaxExemptionHandlingName	The tax exemption handling name	LOOKUP_TYPE: ZX_EXEMPTION_CONTROL	Not required	Not required
DocumentFiscalClassification	The document fiscal classification	ZX_FC_DOCUMENT_FISCAL_V.CLASSIFICATION_CODE	Not required	Not required
CustomerAcceptance	The customer acceptance	Lookup: ORA_OSS_CUST_ACCEPTANCE - Values REQUIRED OR NOTREQUIRED	Not required	Not required
InternalApproval	The internal approval	Lookup: ORA_OSS_INT_APPROVAL_OPTIONS	Not required	Not required
LayoutTemplate	The layout template	This must be a valid layout template setup in the BI publisher.	Not required	Not required
CommunicationChannel	The communication channel	Lookup: ORA_OSS_COMM_CHANNEL - Values EMAIL, OFFLINE, ONLINE, CUSTOM	Not required	Not required
PrimarySalesPerson	The primary sales person	This must be a valid sales person.	Not required	Not required
NegotiationLanguage	The negotiation language	fnd_languages_vl.LANGUAGE_CODE	Not required	Not required
QuoteToContactId	The contact ID to which renewal quote is sent to	This must be a valid contact ID.	Not required	Not required
EnableRenewalRemindersFlag	Check box for the enable renewal reminders	Y or N	Not required	Not required
RenewalProcess	Renewal Process	Lookup: ORA_OSS_RENEWAL_TYPE	Not required	Not required
CurrencyConversionRate	The currency conversion rate	This must be valid as per GL_DAILY_CONVERSION_TYPES.	Not required	Not required
CurrencyConversionRateType	The currency conversion rate type	This must be valid as per GL_DAILY_CONVERSION_TYPES.	Not required	Not required
Duration	The subscription duration	This must be an integer.	Not required	Not required
Period	The subscription period	This must be a valid value from OSS_TIME_CODE_UNITS.	Not required	Not required
EndDate	The end date of the subscription	This date must be equal to or later than the start date.	Not required	Not required
CloseReason	The close reason	Lookup: ORA_OSS_CLOSE_REASONS	Not required	Not required
BusinessUnitName	The business unit name	This must be a valid business unit name.	Not required	Not required
LegalEntityName	The legal entity name	This must be valid as per the GL_LEDGER_LE_V table.	Not required	Not required
SubscriptionProfileName	The subscription profile name	This must be a valid subscription profile name. OSS_SUBSCRIPTION_PROFILE	Not required	Not required
PrimaryPartyName	The primary party name	This must be a valid party name.	Not required	Not required
CurrencyName	The name of the subscription currency.	This must be a valid currency name.	Not required	Not required
RenewalSubscriptionProfileId	The renewal subscription profile ID	This must be a valid subscription profile ID - OSS_SUBSCRIPTION_PROFILE.	Not required	Not required
DefaultLanguage	The default language	fnd_languages_vl.LANGUAGE_CODE	Not required	Not required
GenerateBillingSchedule	The check box for generating the billing schedule	Must be Y or N	Not required	Not required
TransactionType	The accounts receivables transaction type	This must be a valid transaction type as per the RA_CUST_TRX_TYPES_ALL table.	Not required	Not required
PricingSystem	The pricing system	ORA_OSS_FUSION, ORA_OSS_THIRD_PARTY	Not required	Not required
RenewalCustomerAcceptance	The renewal customer acceptance	This must either be REQUIRED or NOTREQUIRED.	Not required	Not required
RenewalInternalApproval	The renewal internal approval	This must either be REQUIRED or NOTREQUIRED.	Not required	Not required
RenewalPriceAdjustmentBasis	The renewal price adjustment basis	Lookup: ORA_OSS_RNWL_PRICE_ADJ_BASIS Value - ORA_NET_PRICE	Not required	Not required
RenewalPriceAdjustmentPercent	The renewal price adjustment percentage	This must be a positive integer.	Not required	Not required
RenewalPriceAdjustmentType	The renewal price adjustment type	Lookup: ORA_OSS_RNWL_PRICE_ADJ_TYPE Values - ORA_MARKUP, ORA_MARKDOWN, ORA_REPRICE	Not required	Not required
UsageCapture	The usage capture mode for the subscription	ORA_FUSION, ORA_THIRD_PARTY	Not required	Not required
ClosedDate	The date on which the subscription was closed.	This date must be later than the start date.	Not required	Not required
CloseCreditMethod	The close credit method	Lookup: ORA_OSS_CLOSE_CREDIT_METHOD	Not required	Not required
CancelReason	The reason for canceling the subscription	This must be a valid reason. Lookup: ORA_OSS_CANCEL_REASONS	Not required	Not required
CanceledDate	The date on which the subscription was canceled	This must be between the start date and the end date.	Not required	Not required
BillService	The bill service code	Lookup: ORA_OSS_BILL_SERVICE. Values could be ORA_DO_NOT_BILL, ORA_BILL, or ORA_BILL_ON_RENEWAL.	Not required	Not required
BillServiceName	The bill service option	Lookup: ORA_OSS_BILL_SERVICE. The values might be Do not bill, Bill, or Bill on renewal.	Not required	Not required
InvoicingRuleId	The invoicing rule ID	RA_RULES.RULE_ID where TYPE ='I'	Not required	Not required
InvoicingRuleName	The invoicing rule name	RA_RULES.NAME where TYPE ='I'	Not required	Not required
BillingDateCode	The billing date code	Lookup: ORA_OSS_BILLING_DATE	Not required	Not required
BillingDateName	The billing date name	Lookup: ORA_OSS_BILLING_DATE	Not required	Not required
BillingFrequency	The billing frequency code	oss_time_code_units.user_uom_code	Not required	Not required
BillingFrequencyName	The billing frequency name	oss_time_code_units.user_uom_code	Not required	Not required
AccountingRuleName	The accounting rule name	RA_RULES.NAME where TYPE in ('A','ACC_DUR', 'PP_DR_ALL','PP_DR_PP')	Not required	Not required
BillingSystem	The billing system	Lookup: ORA_OSS_BILLING_SYSTEM	Not required	Not required
BillToAccountNumber	The bill-to account number	HZ_CUST_ACCOUNTS.ACCOUNT_NUMBER	Not required	Not required
BillToAccountDescription	The bill-to account description	Lookup: HZ_CUST_ACCOUNTS	Not required	Not required
BillToAddress	The bill-to address	Lookup: HZ_CUST_SITE_USES_ALL	Not required	Not required
ShipToParty	The ship-to party	Lookup: HZ_PARTIES	Not required	Not required
ShipToPartyName	The ship-to party name	Lookup: HZ_PARTIES	Not required	Not required

You can view the Subscription 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.

Note:

• To generate the billing schedule based on your pricing, set the GenerateBillingSchedule option to Yes and re-import the Subscription.csv file after all files have been imported. Also, to activate your subscription, you need to re-import the Subscription.csv file after importing all required files.

  Before generating the billing schedule through import make sure the imported subscription has charges in product's pricing tab. If there isn't any charge then you need to import the subscription product charge first and then generate the billing schedule.

• You can DELETE records for Subscription management while in DRAFT status.

• To create an included warranty, you need to set the value of WarrantyYN to Y. Included warranty can be imported only if the subscription is in Active status.

• To import subscription contracts and supporting documents see Import Your Attachment Data in the Related Topics section. The codes for attachment categories are OSS_SUBCSRIPTION_AGREEMENT for supporting documents and OSS_SUPPORTING_DOCUMENTS for subscription primary contract attachment.
• You can update usage quantity through import by passing UsageAcquiredFlag as Y. Don't pass ListPrice, Amount, and UsagePricedFlag attributes in your CSV file.
• When a Subscription is activated using Import management, the approval rules aren't triggered. You can trigger the approval rules in the UI.

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 Subscription 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 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 Subscription 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.