Run the Load Planning Data from Files Process

To load planning data from files, first you must prepare the data you want to load.

To prepare the data, download the relevant XLSM template, update the XLSM template with required data, and create the necessary CSV files for upload. This procedure explains how to load planning data from files after you have prepared the data and created CSV files.

  1. From the Navigator, use the File Import and Export page to upload the previously prepared and zipped CSV files to the Universal Content Manager. Use the account scm/planningDataLoader/Import to upload the zipped file.

    Note: For more information about uploading files to the Universal Content Manager server, see the following section in the Implementing Common Features for SCM guide: External Integration chapter, External Data Integration Services for Oracle Cloud section.
  2. From one of the Supply Chain Planning work areas or Setup and Maintenance work area, Supply Chain Planning offering, select the Load Planning Data from Files task.

  3. Complete the following parameters on the Load Planning Data from Files page:

    1. Select the source system.

    2. Select Collection Type: Net change or Target.

    3. Select the .zip file you previously imported into the Universal Content Manager.

  4. Click Submit. Make a note of the process ID. You will need this process ID to review the status of the process.