Example of Importing Orders into Order Management
Use this example to get experience using file-based data import (FBDI).
-
Download the SourceSalesOrderImportTemplate.xlsm file.
-
In the Order Management chapter, click Import Sales Orders.
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In the File Links area, click SourceSalesOrderImportTemplate.xlsm.
The page downloads a copy of the file to your computer.
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Use Excel to open the file.
This file contains example data that you can use for this example.
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In the file you downloaded, click Generate CSV File, then save the output file as SourceSalesOrderImport.zip.
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Run the Load Interface File for Import scheduled process.
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Run the Imported Sales Orders scheduled process.
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Go to the Order Management work area, use a fulfillment view to open a sales order that the example file contains, then verify your imported data.
Examine the values in the Source Order, Ordered Date, Source Order System, and Status attributes. Make sure they match the example data you imported.
Here's an example.
Your data might or might not match the data in this screen print, depending on the example data that's available in SourceSalesOrderImportTemplate.xlsm.
Example Sales Order
Here's an example of a sales order that you can import. To get more experience, copy these values into the template, import them, then verify your results.
Assume all other attributes are empty.
DOO_ORDER_HEADERS_ALL_INT
|
Attribute |
Value |
|---|---|
|
SourceTransactionIdentifier |
PMC_IMP_161208 |
|
SourceTransactionSystem |
OPS |
|
SourceTransactionNumber |
PMC_IMP_161208 |
|
SourceTransactionRevisionNumber |
1 |
|
BuyingPartyIdentifier |
300000001469001 |
|
BuyingPartyName |
Computer Service and Rentals |
|
BuyingPartyType |
ORGANIZATION |
|
TransactionalCurrencyCode |
USD |
|
TransactionalCurrencyName |
US Dollar |
|
TransactionOn |
2016/12/08 10:10:10 |
|
RequestingBusinessUnit |
DOO CSPS Business Unit 1 |
|
Comments |
Testing Order Import |
|
BatchName |
10810 |
|
RequestingLegalEntity |
IFU USA Ltd. |
|
PartialShipAllowedFlag |
N |
|
PricedOn |
2016/12/08 10:10:10 |
|
FreezePriceFlag |
N |
|
FreezeShippingChargeFlag |
N |
|
FreezeTaxFlag |
N |
|
CreateCustomerInformationFlag |
N |
DOO_ORDER_LINES_ALL_INT
|
Attribute |
Value |
|---|---|
|
SourceTransactionIdentifier |
PMC_IMP_161208 |
|
SourceTransactionSystem |
OPS |
|
SourceTransactionLineIdentifier |
1 |
|
SourceTransactionScheduleIdentifier |
1011 |
|
SourceTransactionScheduleNumber |
11 |
|
SourceTransactionLineNumber |
1 |
|
ProductNumber |
AS54888 |
|
OrderedQuantity |
3 |
|
OrderedUOMCode |
|
|
OrderedUOM |
Ea |
|
RequestedFulfillmentOrganizationCode |
DOOCSPS1 |
|
BusinessUnitName |
DOO CSPS Business Unit 1 |
|
RequestingBusinessUnitName |
DOO CSPS Business Unit 1 |
|
SubstitutionAllowedFlag |
N |
|
RequestedShipDate |
2016/12/09 |
|
PaymentTerm |
30 Net |
|
TransactionCategoryCode |
ORDER |
|
PartialShipAllowedFlag |
N |
|
ContractStartDate |
2014/09/26 |
|
ContractEndDate |
2019/09/26 |
DOO_ORDER_ADDRESSES_INT
|
Attribute |
Value in Record 1 |
Value in Record 2 |
|---|---|---|
|
SourceTransactionIdentifier |
PMC_IMP_161208 |
PMC_IMP_161208 |
|
SourceTransactionSystem |
OPS |
OPS |
|
SourceTransactionLineIdentifier |
1 |
1 |
|
SourceTransactionScheduleIdentifier |
1011 |
1011 |
|
AddressUseType |
SHIP_TO |
BILL_TO |
|
PartyName |
Computer Service and Rentals |
Not applicable |
|
CustomerName |
Not applicable |
Computer Service and Rentals |
|
PartySiteIdentifier |
300000001469004 |
Not applicable |
|
AccountSiteIdentifier |
Not applicable |
300000001469016 |
|
AddressLine1 |
2164 Broadway |
777 Oracle Blvd |
|
City |
TEMPE |
COLORADO SPRING |
|
PostalCode |
85282 |
80921 |
|
State |
AZ |
CO |
|
Country |
United States |
United States |
|
PartyType |
ORGANIZATION |
ORGANIZATION |