1. Implementing Order Management
  2. Import Customer Items Into Order Management

Import Customer Items Into Order Management

Import customer items into Order Management so you can use them throughout the order lifecycle.

  • Use file-based data import, a web service, or REST API. For details and examples, go to REST API for Oracle Supply Chain Management Cloud, expand Order Management, then click Sales Orders for Order Hub.

  • You can't automatically determine the customer item during the import. Your import payload must include a value for the customer item.

Scenario

In this example, assume you must.

  • Import a record that includes customer item DESK-COMP-10 and customer Computer Service and Rentals.

  • Create a relationship between DESK-COMP-10 and inventory item AS54888 (Standard Desktop).

  • Create a relationship between DESK-COMP-10 and inventory item AS54600 (Standard 9000-S Desktop).

  • Rank AS54888 higher than AS54600 so Order Management uses AS54888 first to fulfill the item, then uses AS54600 only if AS54888 isn't available in inventory.

You can create a relationship between the AS54888 and DESK-COMP-10 when you import.

  • The customer item relationship sets up a relationship between the customer item that you import, and the item in inventory that you use to fulfill the customer item.

  • Order Management uses the customer item and sold-to customer details to identify the inventory item to use during order import.

  • If you set up more than one customer item relationship for a customer item, then Order Management uses the customer item relationship that has the lowest rank.

Order import will fail in these situations.

  • You don't set up a customer item relationship for the customer item in the Product Information Management work area.

  • More than one customer item relationship specifies the lowest rank.

Summary of the Setup

  1. Set up customer item relationships.

  2. Import the customer item.

Set Up Customer Item Relationships

Set up customer item relationships so they support order import.

  1. Make sure you have the privileges that you need to administer Product Information Management.

    If you don't sign in with these privileges, then the Product Information Management work area won't display your product details and you won't be able to do this procedure. For details, see Privileges That You Need to Implement Order Management.

  2. Go to the Product Information Management work area, then click Tasks > Manage Trading Partner Items.

  3. On the Manage Trading Partner Items page, click Create Trading Partner Item (the plus icon).

  4. In the Create Trading Partner area, set the values.

    Attribute

    Value

    Trading Partner Item

    DESK-COMP-10

    Type

    Customer

    Trading Partner

    Computer Service and Rentals

    Status

    Active

    Start Date

    End Date

    Set the time frame when you want Order Management to use this partner item.

    The import validates these dates. If the dates in your import don't match the dates that you set on the Create Trading Partner Items page, then the import will fail.

  5. In the Relationships area, click Actions > Create.

  6. In the Create Customer Item Relationship dialog, set the values, then click OK > Save.

    Attribute

    Value

    Organization

    Vision Manufacturing

    Set it to the inventory organization that maintains inventory for the AS54888.

    Item

    AS54888

    Rank

    1

    Enter any numeric value.

    • Enter a value. If you don't enter a value, then Order Management can't identify the inventory item to use during order import, and your import will fail.

    • Make sure the value that you enter is unique across the customer item relationships that you set up for this customer item.

      For example, if you set up a rank of 5 for AS54888, and a rank of 5 for AS54600, then the import will fail because Order Management can't determine which customer item relationship takes precedence.

  7. In the Relationships area, click Actions > Create.

  8. In the Create Customer Item Relationship dialog, set the values, then click OK.

    Attribute

    Value

    Organization

    Vision Manufacturing

    Item

    AS54600

    Rank

    2

  9. Click Save > Done.

As an option, you can use file-based data import to import the relationship instead. If you do, set the values in the EGP_ITEM_RELATIONSHIPS_INTF worksheet when you import inventory items.

Attribute

Value

Item Relationship Type

CUSTOMER_ITEM_XREF

Item Number

AS54888

Trading Partner Item Number

DESK-COMP-10

Description

Customer's part number for the AS54888.
Note: Make sure you include a value in all other required attributes.

Import the Customer Item

If you're importing source orders through file-based data import, set the values on the DOO_ORDER_LINES_ALL_INT worksheet of the PriceListImportTemplate.xlsm file.

Attribute

Value

Product Number

AS54888

Customer Product Identifier

DESK-COMP-10

If you're importing through a web service or REST API, set the values in the payload.

Attribute

Value

ProductNumber

AS54888

CustomerItemId

DESK-COMP-10

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