Create CSV Files to Load Planning Data

To perform the Load Planning Data from Files task in one of the Supply Chain Planning work areas or Setup and Maintenance work area, you must prepare the data you want to load.

You must create the necessary CSV files used to create files for import. This procedure explains how to create CSV files to prepare planning data for loading.

Locate the applicable file import templates (XLSM files) in the following guide: File-Based Data Import (FBDI) for SCM. Extract the templates to a local space.

For additional information about creating and importing CSV files, see the following section in the Implementing Common Features for SCM guide: External Integration chapter, External Data Integration Services for Oracle Cloud section.
Open the template file for the entity you are preparing and complete the file import template worksheet.

You must enable the macros in the template file before generating the CSV file.

Caution: For the cells that contain dates, ensure that the data is set to the correct format in the data type. For example, date must be set to YYYY/MM/DD.
After you finish preparing the data in the worksheet, generate the CSV file. The Generate CSV File button is located in the Instructions and CSV Generation worksheet of the workbook.
When you save the generated CSV file, you must use the suggested name of the entity. You can add underscore and add additional characters to the file name. For example, you can name the CSV file as ShipmentHistory_abc.csv and you can name the file as LoadingCSV.zip.
Compress the CSV file into a zipped file format using a compression utility. You can provide any name to the zipped file.

Note: You can include multiple CSV files in a single compressed file for a source system. The load process uploads them in a sequential order. Select the CSV files and compress them directly. Do not compress the parent folder that contains the files.

This completes the preparation of a file that you will upload to collect planning data.