How You Import Contracts

You can use the information in this topic to import contracts.

You will also learn how to:

• Identify and associate records

• Access and use reference files to evaluate attributes

Use the Import Management objects and target objects in this table to import contracts.

Import Object	Target Object
Contract	ImportContractHeader1
Contract Party	ImportContractParty1
Contract Party Contact	ImportContractPartyContact1
Contract Lines	ImportContractLines1
Associated Projects	ContractProjectLinkageImport1
Bill Plans	BillPlanImport1
Billing Controls	BillingControlImport1
Contract Sales Credit	ImportContractSalesCredit1
Contract with no lines (Non-Hierarchical)	ImportContractHeader1

Use the Import Management objects and target objects in this table to import service contracts.

Import Object	Target Object
Contract	ImportContractHeader1
Contract Bill Line	ImportContractBillLine1
Contract Charge	ImportContractCharge1
Contract Charge Component	ImportContractChargeComponent1
Contract Covered Asset	ImportContractCoveredAsset1
Contract Line	ImportContractLine1
Contract Manual Adjustment	ImportContractManualAdjustment1
Contract Party	ImportContractParty1
Contract Party Contact	ImportContractPartyContact1
Contract Relationship	ImportContractRelObject1

Note: In the Contracts.csv file, the Auto Generate Billing option is set to N. If you need to generate the invoice bills, then change the Interfaced option to Y.

Contract Target Import Objects

You use the Contract import objects to import basic contract information and party information about the customer or supplier, the organization or business unit, and party contacts. The Contract target import object organizes the individual attributes of the contract such as the contract number and contract type. The Contract Party target import object includes the individual attributes of the party information such as the business unit, contract owner, and the primary party. The Contract Party Contact target import object includes the primary party contact information. You use the contract header attributes to import contract headers.

The employee of the associated business unit is the contract owner. The external party can be the customer, the supplier, or the partner. The contract type determines the properties of the contract. For example, the type of permitted contract lines, contract validation checks, and contract acceptance signature requirements.

Note: Line auto-numbering wasn't enabled for contracts imported in older versions of Oracle Applications Cloud. You need to enable Line auto-numbering only for new contracts. Contracts that already exist will continue to require manual line numbering.

Identify and Associate Records with Each Other

To create or update existing contracts using Import Management, your source file must contain information about the contract and the associated business unit and contract owner, and external party and external party contact. When you import the data, a record is created for each contract. Each contract record in the application has a unique ID. This ID is often referred to as the internal ID or object key. You can use these IDs to uniquely identify the records when importing updates.

When the source of your data isn't an external application and you don't plan to regularly update the data, you don't need the source record information such as the contract number and the contract type. To import updates to your existing data, you can export the Oracle record ID and add it to your source file. The import process uses the record ID to identify the existing record. This image shows how you can import contracts.

Before You Start

The minimum data required to import contract information depends on:

• The purpose of the import. The data is different when you create both the party and the contract in the same import batch, add new contracts to an existing party, or update a contract record.

• Identifying records. You can select the attributes you need for the import process when identifying and associating records. The values provided in your source file may require a setup task or manual step to ensure that they're validated at the time of import. Before preparing the source file, complete the prerequisite steps to determine the data values and then include those values in your source file.

Evaluate Attributes with Reference Files

For more information about import attributes, see the Oracle CX Understanding Import and Export Management for CX Sales and Fusion Service guide available on the Oracle Help Center. See the topic for your import object, which includes links to reference files for target import objects.

Review a reference file to see attributes that are available to import and information for each attribute, including requirement for inclusion in an import, validation requirements, default value, data type, data length, and description.

Additional Tips

You can explore related topics by entering the following keywords in the Oracle Help Application search. The Help Application is available from any Oracle Application page by clicking Applications Help from the Settings and Actions menu.

• Importing customers

• Importing suppliers

• Importing partners

• Importing contacts