1. Implementing Product Management
  2. Import an Item Structure

Import an Item Structure

In these procedures, you are an administrator importing item structures.

Here's an overview:

  1. Download the Item Structure Import template file from the following guide:

    Oracle Fusion Cloud SCM File-Based Data Import (FBDI) for SCM. This guide contains information about the template.

  2. Enter data in tabs within the Item Structure Import template file.

  3. Generate a CSV (.zip) file.

  4. Upload the .zip file to your Oracle Fusion Cloud SCM application.

  5. Move the data into Item Management interface tables.

  6. Import items, then import item structures to Item Management product tables.

Preliminary

When you intend to collect items in a structure and you want to import that structure, the regular items must first exist in the application. If some or all items going into the structure do not exist already in the application, these items must be created or imported before you design and import the structure.

Use the Excel spreadsheet named Item Structure Import template.xlsm.

The tabs (or pages or sheets) in the spreadsheet are as follows:

  • Instructions and CSV Generation - use for reference

  • EGP_STRUCTURES_INTERFACE

  • EGP_COMPONENTS_INTERFACE

  • EGP_SUB_COMPS_INTERFACE

  • EGP_REF_DESGS_INTERFACE

On the functional sheets, the key column heads are:

  • Transaction Type

  • Batch ID

  • Batch Number

  • Structure Name

  • Organization Code

  • Item Name

  • Component Item Name

Set Up the Spreadsheet to Design the New Structure

You must plan and decide exactly which items shall become structures, as well as quantities of each item that shall be required on any specific structure.

  1. Open the Item Structure Import spreadsheet template.

  2. Use the EGP_STRUCTURES_INTERFACE tab to designate which items will be included in the structure.

  3. On the EGP_COMPONENTS_INTERFACE tab:

    • Designate the Relationships that each item has with any other item in the structure, parent-to-child or child-to-parent.

    • List the child items in the Component Item Name column.

    • List the respective parent items in the Structure Item Name column.

    • Use the Sequence column, to define the order in which the items will be listed in the structure.

      If this column is blank or includes a duplicate value, the sequence in the new structure is automatically calculated by the application. The new sequence number is calculated by retrieving the highest existing sequence number and adding the predefined increment to this value.

Upload Spreadsheet Data to Interface Tables

Now that you have set up the spreadsheet for the import, generate a CSV file and upload the spreadsheet data to the interface tables.

  1. In the Instructions and CSV Generation tab of the spreadsheet, click Generate CSV File.

  2. Save the .zip file. If you have more than one CSV files, save all CSV files in a single .zip file.

  3. Upload the CSV file:

    • Use Navigator to open Tools > File Import and Export.

    • Click the Upload File + icon.

    • In the Upload File dialog, select the .zip file.

    • Set SCM/Item/Import as the account.

    • Click Save and Close.

  4. Schedule the import process to copy the data from the .zip file to the interface table.

    • In the Navigator, click Tools > Scheduled Processes.

    • In the Scheduled Processes page, click the Schedule New Process button.

    • In the Schedule New Process dialog, search for Load Interface File for Import and click OK. In the Schedule New Processes dialog, click OK.

  5. On the Process Details dialog:

    • In the Import Process list, select Item Import. Note that the search is case sensitive.

    • In the Data File list, select the .zip file.

  6. Click Submit. Note the process number in the confirmation message, and click OK.

  7. On the Scheduled Processes page, click Refresh to view the process status. Ensure that the data upload is complete.

Complete the Import

Now the data must be imported from the interface tables into the item structure tables.

  1. On the Scheduled Processes page, click Schedule New Process.

    The Schedule New Process dialog appears.
  2. In the Name list, search for Item Import. Note that the search is case sensitive. Ensure that you select Item Import and click OK.The Process Details dialog appears.
  3. Enter the Batch ID for which you want to import transactions.The Batch ID you enter here must match the ID you entered in the spreadsheet. If you have other transactions with a different ID, they are not imported.

  4. Click Submit and note the process ID.

  5. After some time, click Refresh to review the process status.

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