Import Installed Base Assets
Oracle Fusion Cloud Maintenance enables you to create and update assets in bulk using a File-Based Data Import (FBDI).
The Import Installed Base Assets scheduled process is used to:
- Create and update an asset record and its core attributes. This includes values of asset definable flexfields.
- Create, update, and delete the asset parts list.
- Create, update, and delete asset charges.
- Create, update, and delete asset associations to a group.
When to Use
The process is used to create and update assets in bulk using the File-Based Data Import. Therefore, the process is only run after you have uploaded the file using the Load Interface File for Import scheduled process.
The following are the major steps involved in an asset import process:
- Download and update the latest spreadsheet for your update.
- Transfer data to the interface tables.
- Run the import assets scheduled process.
- Verify the process output logs.
Download and Update the Spreadsheet
Download the spreadsheet template that's available in the File-Based Data Import for Oracle SCM guide. Update the spreadsheet with the import data.
The spreadsheet template organizes the asset information in the following tabs:
- General Instructions: Contains a brief procedure to import assets using the spreadsheet.
- Batch Information: Enables you to create a unique import batch number in which the asset records are grouped for processing.
- Asset Details: Enables you to provide the details of the assets that you want to create or update. Use the Action column to specify whether you want to create a new asset or update an existing asset.
- Asset Parts List: Enables you to provide the details of the asset parts list that you want to create, delete, or update. Use the Action column to specify whether you want to create a new parts list, or delete or update an existing parts list.
- Asset Charges: Enables you to define asset charges, which provide pricing details for a flow such as billing or contract renewal.
- Asset Groups: Enables you to assign or remove an asset from an asset group.
Transfer Data to the Interface Tables
On the General Instructions tab, click the Generate CSV File button to transfer the data into a .zip file with one or more .csv files. Use the Load Interface File for Import scheduled process to upload the .ZIP file to the server for transferring the data to the interface tables. The scheduled process is also accessible from the Tasks pane on the Maintenance Management landing page.
Run the Import Assets Scheduled Process
The next step is to run the Import Installed Base Assets scheduled process to transfer the data from interface tables to the production tables. The process will reference the import batch number defined in the uploaded spreadsheet. The scheduled process is also accessible from the Tasks pane on the Maintenance Management landing page.
Review the output logs from the import process. If any errors where encountered, they will be contained in a separate log file.
Privileges Required
- Privileges:
- FUN_FSCM_FILE_TO_INTERFACE_PRIV
- FUN_FSCM_LOAD_INTERFACES_PRIV
- FND_MANAGE_FILE_IMPORT_AND_EXPORT_PRIV
- FUN_FSCM_TRANSFER_FILE_PRIV
Verify that you have the following privileges for the Import Installed Base Assets scheduled process:
- Privileges:
- CSE_IMPORT_ENTERPRISE_ASSETS_PRIV
- MNT_IMPORT_MAINTAINABLE_ASSETS_PRIV
- CSE_EXPORT_ASSET_DETAILS_PRIV
Specifications
Use these specifications when you run the scheduled process.
| Specification | Description |
|---|---|
| Job Type | Adhoc, you only run after importing an FBDI file for a unique import batch number. |
| Frequency | As needed after importing the FBDI file. |
| Time of Day | Anytime during work or after hours. |
| Duration | Typically, less than a few minutes, depending on the volume of data being created or updated. |
| Compatibility | There should be only one instance of the job running at any one time for a unique import batch number. There should not be any current functional need to be able to run multiple instances of this process at the same time. A new job should only be submitted for another unique batch number after the previous one has completed, and the output logs have been reviewed. |
Parameters
The process will typically be run adhoc by selecting the batch number.
| Parameter | Optional or Required | Description | Parameter Value | Special Combinations Required |
|---|---|---|---|---|
| Batch (number) | Required | The unique import batch number in which the meter readings records are grouped for processing in the interface tables. | A list of values will display all batch numbers that are ready for import. | None |
Troubleshooting Information
Try this:
- Import file creation:
- You must create the file directly from the source Excel template by following the instructions on the first tab of the file. This will create a .ZIP file that is used for import.
- File import using the Load Interface File for Import scheduled process:
- Schedule a new adhoc process to select and load the file into the interface tables.
- View the status of the Load Interface File for Import job on the Scheduled Processes UI.
- The process will spawn multiple child processes to transfer the .ZIP file and load data from each of the .CSV files contained in the .ZIP file.
- If any of the processes end in Warning or Error status, review their output logs. You may need to correct the data in the import file, define a new unique batch number, and start the process again by uploading the new .ZIP file.
- File processing using the Import Installed Base Asset schedule process:
- Schedule a new adhoc process to select and load the file into the interface tables.
- You can view the status of the Import Installed Base Assets job on the Scheduled Processes UI.
- The process will spawn a child process to import the data and process it from the interface tables.
- If any of the processes end in Warning or Error status, review their output logs. You may need to correct the data in the import file, define a new unique batch number, and start the process again by uploading the new .ZIP file and then processing the file,