1. Using Customer Channel Management
  2. Import Product Rules Using Oracle Visual Builder Excel Add-in

Import Product Rules Using Oracle Visual Builder Excel Add-in

You can use the Oracle Visual Builder Excel Add-in to import and export product rules for customer annual volume programs.

This feature is supported in the Windows operating system only. Use the Oracle Visual Builder Excel Add-in, which you must install once before use.

  1. Click Manage in Excel in the Products region to save the program and download the spreadsheet.
  2. Follow the Instructions tab on how to install the add-in and use the spreadsheet.
  3. Download the volume rule to the spreadsheet. The Volume Rule tab is read-only. Use this to identify and copy the name of the volume rule for the product rule.
  4. In the Product Rules tab, enter your product rules, and upload them via Oracle Visual Builder > Upload Changes​​​​​​​. The status of the upload is displayed in Excel, along with any validation errors that you need to address.
  5. Click Refresh Program After Excel to view the uploaded products in the program UI.

It is a good practice to use a new spreadsheet each time with each new release to ensure the REST services being invoked are in sync. If you don't downloading the spreadsheet each time, you must save the volume rule before creating product rules via Excel. Each spreadsheet session requires authentication via login.

Product Rule Level Required Fields with Examples
All Items
  • Volume Rule: 2024 Sales
  • Line: <null>
  • Level: All items
  • Category: <null> (Category Code)
  • Item: <null> (Item Number)
  • Include Volume Exclude Discount: FALSE
Category
  • Volume Rule: 2024 Sales
  • Line: <null>
  • Level: Category
  • Category: LAPTOP (Category Code)
  • Item: <null> (Item Number)
  • Include Volume Exclude Discount: FALSE
Item
  • Volume Rule: 2024 Sales
  • Line: <null>
  • Level: Item
  • Category: <null> (Category Code)
  • Item: AS54888 (Item Number)
  • Include Volume Exclude Discount: FALSE