Load Planning Data from Files for a Selected Group of Organizations

When you load planning data from files for the net change or targeted collection type, you can enable organization group collection and then select an organization group.

Data is collected for only the organizations in the organization group, and the purge of data before the load of the new data is also done for only the organizations in the organization group. That is, previously collected data for organizations that aren't included in the organization group is retained when you're doing collections using the file-based data import (FBDI) process.

Note: Enabling organization group collection isn't applicable to reference entities and entities for Oracle Demand Management, such as history, measures, and price lists.

Parameters for the Load Planning Data from Flat Files Scheduled Process

These are the parameters for the Load Planning Data from Flat Files scheduled process:

Source System: The source system for the data determines which organization groups are applicable.
Collection Type: You must select Net change or Targeted.
Data File: The file previously uploaded to the Oracle WebCenter Content server.
Enable Organization Group Collection: Select Yes for this parameter.
Organization Group: Select an organization group.

Organization Groups

The organization group you can select for the Organization Group parameter is determined by:

Which source system you select for the Source System parameter
What organization groups are set up for that source system

You set up organization groups in the Manage Organization Groups dialog box that you open from the Organizations tab on the Maintain Supply Network Model page.

Example

Here's an example that shows how data is retained for organizations in other organization groups when you load planning data for a selected organization group.

For this example, let's say you've three organizations and two organization groups, and the source for your data is the EX1 source system.

Organization group OG1 includes organization M1.
Organization group OG2 includes organizations B1 and B2.

First, you load planning data for the OG1 organization group for the Work Order Supplies entity. Two rows of data are collected for the OG1 organization group.

Item	Organization	Order Type	Order Quantity	Suggested Due Date
Item 1	EX1:M1	Work order	10	2/14/22
Item 2	EX1:M1	Work order	15	2/11/22

Then, you load planning data for the OG2 organization group for the Work Order Supplies entity.

Three rows of data are collected for the OG2 organization group.
The two rows that were previously collected for the OG1 organization group are retained.

Item	Organization	Order Type	Order Quantity	Suggested Due Date
Item 1	EX1:M1	Work order	10	2/14/22
Item 2	EX1:M1	Work order	15	2/11/22
Item 1	EX1:B1	Work order	11	2/09/22
Item 1	EX1:B2	Work order	16	1/31/22
Item 2	EX1:B2	Work order	10	2/09/22

Applicable Entities

You can use FBDI templates to load data for organization groups for these entities:

Source	Entities
From an Oracle Fusion Cloud SCM source	External Forecasts Planned Order Supply Safety Stock Levels
From an Oracle Fusion Cloud SCM source for which you've selected the Enable external data check box and other check boxes in the Select Data Sources dialog box that you open from the Setup and Maintenance work area, Supply Chain Planning Configuration functional area, Manage Planning Source Systems page	On Hand Transfer Orders Purchase Orders and Purchase Requisitions Sales Order and Associated Reservations Work Order Component Demands Work Order Supplies, Work Order By-Product and Co-Product Supplies, Work Order Operation Resources Resource Availability Note: These entities are in addition to those mentioned in the previous row for the Oracle Fusion Cloud SCM source.
From an external source	External Forecasts Movement Requests Planned Order Supply Purchase Orders and Purchase Requisitions Reservations Safety Stock Levels Sales Orders Transfer Orders On Hand Work Order Component Demands Work Order Supplies, Work Order By-Product and Co-Product Supplies, Work Order Operation Resources Resource Availability

More Details About Using Organization Groups for Loading Data

Here are a few more details to know about loading planning data from files for a selected group of organizations:

If you've included the history, measures, or price list entities in a data file used during collections with organization group collection enabled, collections will be done for these entities for all organizations and not just the organizations in the groups.
If you've included reference data entities in a data file used during collections with organization group collection enabled, these entities will be ignored.
Data security created and enabled at the organization level for any role isn't applied to organization groups.
You can submit the Load Planning Data from Flat Files scheduled process multiple times to specify a different organization group for each submission. The submissions are processed in the order of submission.
You can specify an organization group when you submit the Load Planning Data from Flat Files scheduled process or when using a scheduled process job set.
You can specify an organization group when you submit the Load Planning Data from Flat Files scheduled process using the ERP Integrations REST resource.
If you use the Collect Planning Data page to collect some of your data, note that you can use organization groups for only the net change collection type. For the targeted collection type, you must use the collection filter named Organizations Filter for Transaction Data.