1. Implementing Product Management
  2. Import Change Orders

Import Change Orders

As part of data migration, you can use File-Based Data Import (FBDI) to import change orders in the Completed status. Be sure to import change orders only after you have imported the item revisions.

You use the Item Import Template to import item revisions, and the Change Order Import Template to import change orders.

Here's what you need to know before you import change orders:

Import Change Order Without Revision Control as the First Change Order

We suggest that you import a change order without revision control as the first change order for an item. Be sure that there are no changes to the item structure or attachments.

Day-to-day Import Tasks

For your day-to-day import tasks, use the item batch import feature. In the Item Import data file, don't specify any new revision for affected items.

Import Change Orders from a Legacy System

You can import change orders from a legacy system to the latest version.

To import redlines:

  • Extract redlines in a PDF or a document.

  • Add the redlined document to the import spreadsheet as an attachment.

Sequence of Import

You can import change orders in any sequence. Note that in releases prior to 19C, you had to import change orders in chronological sequence. This is no longer required.

Import Change Orders for Previous Item Revisions

You can import change orders for previous revisions of an item, even if later revisions exist in Product Development. For example:

  • You imported item revisions A, B, and C, using FBDI, but didn't import the change order.

  • You then created a new change order on this item from the Product Development work area, creating a new revision D.

  • You can migrate the change orders for the previous revisions A to B, and B to C, although revision C to D (or more) have already been created in Product Development.

  • Additionally, if you have modified the status name in the change order, you can include that name in the spreadsheet.

Steps to Import Change Orders

  1. Download the latest ChangeOrderImportTemplate.xlsm spreadsheet.

    • First download the Oracle Fusion Cloud SCM: File-Based Data Import (FBDI) for SCM Guide.

    • In Change Orders, click ChangeOrderImportTemplate.xlsm.
      Note:
      • ChangeOrderImportTemplate.xlsm supports import of trading partner reference attributes like Customer, Supplier, Manufacturer, and Source.
      • ChangeOrderImportTemplate.xlsm supports import of completed problem reports and corrective actions.

  2. Follow the instructions provided in the spreadsheet to enter details of the change orders you would like to import.

  3. Generate a CSV (.zip) file.

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

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

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

  5. Upload the spreadsheet from the Process Details dialog.

    • In the Import Process list, select Import Change Orders.

    • In the Data File list, select the .zip file that you generated in a previous step. Note that the search is case sensitive

    • Enter the corresponding batch ID and submit the process.

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