Load Aggregated Customer Data from Oracle E-Business Suite

This topic explains the procedure you follow to load aggregated customer data from an Oracle E-Business Suite source system into your Oracle Fusion Cloud Supply Chain Planning destination system.

The procedure is composed of the following steps:

1. Extract data from your Oracle E-Business Suite source system.

2. Prepare the Supply Chain Planning Key Customer Options file if you have defined key customers in your Oracle E-Business Suite source system.

3. Add the files to your desktop or local hard drive.

4. Import data into your Oracle Supply Chain Planning destination system.

Additional details for each step are provided in this topic.

Prerequisites

To perform the process that extracts data from your Oracle E-Business Suite source system, you must be assigned a configured, administrator-level role that’s similar to either the Advanced Planning Administrator role or the Advanced Supply Chain Planner role.

Your source system must be set up as one of the Trading Community Source Systems for Oracle Supply Chain Planning.

You can perform the steps to import data into your Oracle Supply Chain Planning destination system from one of the Supply Chain Planning work areas. You don't need an administrator role to perform these steps.

Extract Data

To extract the data from your Oracle E-Business Suite source system, run the Extract Data for Oracle Supply Chain Planning process.

Consider the following conditions for the MSD_DEM_CUSTOMER attribute when you run the process:

• If the MSD_DEM_CUSTOMER_ATTRIBUTE is set to null, then all sites are extracted.

• If the MSD_DEM_CUSTOMER_ATTRIBUTE is set to none, then all records are aggregated to Default Customer Site.

• If the MSD_DEM_CUSTOMER_ATTRIBUTE is set to a valid customer attribute, then all sites are extracted.

The extracted data is stored in a file in the zipped file format in the middle tier of your source system.

Prepare the Key Customer Options File

If you have defined key customers in your Oracle E-Business Suite source system, then perform these steps to prepare the Supply Chain Planning Key Customer Option file:

1. Download the template for file-based data loads for the Supply Chain Planning Key Customer Options object.

2. Add your data to the file.

3. Generate the CSV file.

For details on preparing files for loading planning data, refer to these help topics: Loading Planning Data from Files: Overview and Creating CSV Files Used to Load Planning Data: Procedure.

Add the Files to Your Desktop or Local Hard Drive

Locate the extracted Zip file on your Oracle E-Business Suite middle tier, and download or transfer the file to your desktop or local hard drive.

If you have defined key customers in the Oracle E-Business Suites source system, then include the Key Customer Options file in the Zip file.

Import Data into Your Oracle Supply Chain Planning Destination System

To import the data into your Oracle Supply Chain Planning destination system, perform these steps:

1. From the Navigator, click File Import and Export.

2. On the File Import and Export page, perform the upload action using these values:

   • File: The file you created

   • Account: scm/planning DataLoader/Import

3. From one of the Supply Chain Planning work areas, perform the Manage Planning Source Systems task to check if your source system is already created. If your source system is not already created, then create it with the following values:

   • Version: External.

   • Code: Must be the same as the one used for your Oracle E-Business Suite source system.

4. From a Supply Chain Planning work area, perform the Load Planning Data from Files task.