How do I import subscription product data?

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

To import Subscription Product 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 Target Object Attributes

To import your Subscription Product 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 Product object, the attributes are:

LineNumber
SubscriptionProductPuid
BillToAccountNumber
ExemptCertificateNumber

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

Attribute	Description	Prerequisite Setup Task/ Import Validations	Creating a Subscription Product Record	Updating an Existing Subscription Product Record
LineNumber	The line number	This must not be duplicate within a subscription. Don't pass values in LineNumber column in import file if there is a requirement to generate auto_line_number. Don't enable the auto numbering from subscription profile if values are provided in LineNumber column in import file. Don't enable the check-box for Automate Subscription Line Numbering in Subscription profile if there is requirement to use line number in following format 'xxxxx-xx-xx'	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
InventoryItemId	The inventory item ID	EGP_SYSTEM_ITEMS_B.INVENTORY_ITEM_ID	Required	Not required
StartDate	The start date of the subscription	This must be later than or equal to the subscription start date.	Required	Not required
Currency	The subscription product currency	Do not pass any value.	Not required	Not required
InvoicingRuleId	The invoicing rule ID	RA_RULES.RULE_ID where TYPE ='I'	Not required	Not required
BillingFrequency	The billing frequency	oss_time_code_units.user_uom_code	Not required	Not required
AccountingRuleId	The accounting rule ID	RA_RULES.RULE_ID where TYPE in ('A','ACC_DUR', 'PP_DR_ALL','PP_DR_PP')	Not required	Not required
TransactionTypeName	The transaction type name	This must be a valid transaction type name per RA_CUST_TRX_TYPES_ALL table.	Not required	Not required
BillToAccountId	The bill-to account ID	HZ_CUST_ACCOUNTS.CUST_ACCOUNT_ID	Not required	Not required
BillToSiteUseId	The bill-to site use ID	HZ_CUST_SITE_USES_ALL.SITE_USE_ID	Not required	Not required
PaymentTermsId	The payment terms ID	RA_TERMS_VL.TERM_ID	Not required	Not required
SubscriptionProductId	The subscription product ID	This is auto generated when a record is created.	Not required	Required
Status	The subscription product status	This must be ORA_DRAFT.	Not required	Not required
SubscriptionId	The subscription ID	Do not pass any value.	Not required	Not required
SubscriptionNumber	The subscription number	This must be a valid and existing subscription number.	Required	Not required
SubscriptionProductPuid	The subscription product PUID	This must be a unique subscription product PUID.	Required	Not required
EnablePricingTermsFlag	Option indicating whether the pricing terms are enabled	Y or N	Not required	Not required
SummarizedBillingFlag	Option indicating whether billing is summarized at covered product level	Y or N	Not required	Not required
InterfaceOffsetDays	The interface offset days	This must be a number.	Not required	Not required
CoverageName	The coverage name	OSS_COVEREAGE_HEADERS.COVERAGE_HEADER_ID	Not required	Not required
SuspendReason	The suspend reason	Lookup: ORA_OSS_CLOSE_REASONS	Not required	Not required
SuspendedDate	The date of suspension	This must be between the start date and end date.	Not required	Not required
SuspendCreditMethod	The suspend credit method	Lookup: ORA_OSS_CLOSE_CREDIT_METHOD	Not required	Not required
ResumeDate	The date of resumption of a suspended subscription	This must be a valid date.	Not required	Not required
ResumeDuration	The duration for which the suspended subscription isn't resumed	This must be a positive integer.	Not required	Not required
ResumePeriod	The period for which the suspended subscription isn't resumed	This must be a valid value from OSS_TIME_CODE_UNITS.	Not required	Not required
AutoExtendFlag	Option indicating whether the subscription should be auto extended	Y or N	Not required	Not required
ChurnProbability	The churn probability of the subscription product	Do not pass any value.	Not required	Not required
InvoicedAmount	The invoiced amount	Do not pass any value.	Not required	Not required
CreditedAmount	The credited amount	Do not pass any value.	Not required	Not required
CanceledAmount	The canceled amount	Do not pass any value.	Not required	Not required
ClosedAmount	The closed amount	Do not pass any value.	Not required	Not required
LineNumber	The line number	This must not be duplicate within a subscription.	Required	Not required
Duration	The duration	This must be a positive integer.	Not required	Not required
Period	The subscription product period	This must be a valid value from OSS_TIME_CODE_UNITS.	Not required	Not required
GenerateBillingSchedule	Option indicating whether billing schedule is to be generated	Must be Y or N	Not required	Not required
PriceListName	The price list name	Do not pass any value.	Not required	Not required
PricingTermsPricingMethod	The pricing terms pricing method	ORA_MARKUP_AMOUNT, ORA_MARKUP_PERCENT, ORA_REPRICE	Not required	Not required
PricingTermsPeriod	The pricing terms period	This must be a valid value from OSS_TIME_CODE_UNITS.	Not required	Not required
PricingTermsDuration	The pricing terms duration	This must be a positive integer.	Not required	Not required
PricingTermsAdjustmentPCT	The pricing terms adjustment	This must be a positive integer. Lookup:	Not required	Not required
AmendCreditMethod	The amend credit method	ORA_OSS_CLOSE_CREDIT_METHOD	Not required	Not required
AmendCreditMethodName	The amend credit method name	Lookup: ORA_OSS_CLOSE_CREDIT_METHOD	Not required	Not required
AmendEffectiveDate	The amend effective date	This date must be between the start and the end dates.	Not required	Not required
AmendReason	The amend reason	Lookup: ORA_OSS_CLOSE_REASONS	Not required	Not required
AmendReasonName	The amend reason name	Lookup: ORA_OSS_CLOSE_REASONS	Not required	Not required
SalesProductType	The sales product type	SUBSCRIPTION, COVERAGE	Not required	Not required
ItemUnitOfMeasure	The item unit of measure	INV_UNITS_OF_MEASURE_B.UOM_CODE	Not required	Not required
ProductName	The product name	This must be a valid item description.	Not required	Not required
Quantity	The quantity	This must be a positive integer.	Not required	Not required
CloseReason	The reason why the product was closed	Lookup: ORA_OSS_CLOSE_REASONS	Not required	Not required
CloseCreditMethod	The close credit method	Lookup: ORA_OSS_CLOSE_CREDIT_METHOD	Not required	Not required
CancelReason	The reason why the product was canceled	This must be a valid reason. Lookup: ORA_OSS_CANCEL_REASONS	Not required	Not required
ClosedDate	The date on which the product was closed	This must be later than the start date.	Not required	Not required
CanceledDate	The date on which the product was canceled	This must be between the start and end dates.	Not required	Not required
RenewedDate	The date on which the product was renewed	Do not pass any value.	Not required	Not required
PriceListId	The price list ID	Do not pass any value.	Not required	Not required
UnitPrice	The unit price	This must be a positive integer.	Not required	Not required
InvoicingRuleName	The invoice rule name.	RA_RULES.NAME where TYPE ='I'	Not required	Not required
BillingFrequencyName	The billing frequency name	oss_time_code_units.base_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
BillToAccountNumber	The bill-to account number	HZ_CUST_ACCOUNTS.ACCOUNT_NUMBER	Not required	Not required
BillToAccountDescription	The bill-to account description	HZ_CUST_ACCOUNTS	Not required	Not required
BillToAddress	The bill-to address	Lookup: HZ_CUST_SITE_USES_ALL	Not required	Not required
ShipToPartyId	The ship-to party ID	Lookup: HZ_PARTIES	Not required	Not required
ShipToPartyName	The ship-to party name	Lookup: HZ_PARTIES	Not required	Not required
ShipToPartySiteId	The ship-to party site ID	Lookup: HZ_CUST_SITE_USES_ALL	Not required	Not required
ShipToPartySiteName	The ship-to party site name	Lookup: HZ_CUST_SITE_USES_ALL	Not required	Not required
PaymentMethod	The payment method ID	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
TaxExemptionHandling	The tax exemption handling	LOOKUP_TYPE: ZX_EXEMPTION_CONTROL	Not required	Not required
TaxExemptionHandlingName	The tax exemption handling name	LOOKUP_TYPE: ZX_EXEMPTION_CONTROL	Not required	Not required
ExemptCertificateNumber	The exempt certificate number	ZX_EXEMPTIONS_V.EXEMPT_CERTIFICATE_NUMBER	Not required	Not required
ExemptReason	The exempt reason	LOOKUP_TYPE: ZX_EXEMPTION_CONTROL	Not required	Not required
OutputTaxClassification	The output tax classification	LOOKUP_TYPE: ZX_OUTPUT_CLASSIFICATIONS	Not required	Not required
TaxError	The tax error	Do not pass any value.	Not required	Not required
CoverageScheduleId	The coverage schedule ID	Do not pass any value.	Not required	Not required
RenewalType	The renewal type	Lookup: ORA_OSS_RENEWAL_ACTION	Not required	Not required
BillingDateCode	The billing date code	ORA_DAY, ORA_OFFSET, ORA_PERIOD_END, ORA_PERIOD_START	Not required	Not required
BillingDateName	The billing date name	Day, Offset, Period end, Period start	Not required	Not required
TotalContractValue	The total contract value	Do not pass any value.	Not required	Not required
EstimatedTax	Estimated Tax	Do not pass any value.	Not required	Not required
PricingError	The pricing error	Do not pass any value.	Not required	Not required

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. You should not provide the GenerateBillingSchedule option in the Subscription Product CSV file but only in the Subscription CSV file.

You can view the Subscription Product 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 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:

Go to Navigator > Tools > Import Management > Import Objects.
Select the Subscription Product 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:

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 Subscription Product 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.