Add or Remove Members

You can add members to or remove members from any level of your user-defined hierarchy.

Note these points about adding members to or deleting members from your user-defined hierarchy:

• At the lowest level (LEVEL_0), you can add only those members that have already been collected from Oracle Fusion Cloud Applications or your third-party source system. When you delete members at the lowest level of your user-defined hierarchy, the deletion is restricted to the user-defined hierarchy, and the members continue to exist in your source system.

  If you're only adding or deleting members at Level_0, you must run the Load Planning Data from Flat Files scheduled process in the Net change mode.

  In the Supply Chain Planning User-Defined Hierarchy import template (ScpUser-DefinedHierarchyImportTemplate.xlsm), you don't need to enter anything on the User-DefinedHierarchyMaster_ worksheet or generate the .csv file for this worksheet. On the User-DefinedHierarchyDetail_ worksheet, you can enter Yes in the Delete Indicator column for the members you're going to delete.

• If you're only adding members to an intermediate level or the top level of your user-defined hierarchy, you must run the Load Planning Data from Flat Files scheduled process in the Net change mode.

  In the Supply Chain Planning User-Defined Hierarchy import template, you don't need to enter anything on the User-DefinedHierarchyMaster_ worksheet or generate the .csv file for this worksheet. On the User-DefinedHierarchyDetail_ worksheet, you need to enter only the details for the new members. If required, for the new members at intermediate levels, you can also enter child members at lower levels.

• If you're only deleting members from an intermediate level or the top level of your user-defined hierarchy, you must run the Load Planning Data from Flat Files scheduled process in the Targeted mode. Effectively, you're going to delete and recreate the user-defined hierarchy.

  In the Supply Chain Planning User-Defined Hierarchy import template, you must enter all the levels on the User-DefinedHierarchyMaster_ worksheet and all the level members on the User-DefinedHierarchyDetail_ worksheet and generate the .csv files for both worksheets.

  You must also delete all members for which you're deleting the parent member. Otherwise, you'll have orphaned members in your user-defined hierarchy. You can delete the members by not including the applicable rows on the User-DefinedHierarchyDetail_ worksheet instead of entering Yes in the Delete Indicator column.

• If your user-defined hierarchy is configured in a planning level profile, and you've used the Load Planning Data from Flat Files scheduled process to add or delete hierarchy members for the Customer dimension, you must manually run the Aggregate Collected Planning Data scheduled process. Then, you must manually run the Create Trees for Dimensions scheduled process in the net change mode for the Customer dimension.

To add members to or remove members from levels of the user-defined hierarchy, do these steps:

1. If you previously imported measure values using the Supply Chain Planning Measures import template (ScpMeasuresImportTemplate.xlsm) for existing members that you’re going to delete, delete the measure data for these members using the same import template.

   On the Measures_ worksheet, for the values that you want to delete, enter Yes in the Delete Indicator column.

2. Generate the .csv file for the import template, and compress it.
3. Click Navigator > Tools > File Import and Export, and import the compressed file.
4. In the Scheduled Processes work area, run the Load Planning Data from Flat Files scheduled process.
   1. In the Process Details dialog box, in Source System, select the source system.
   2. In Collection Type, select Net change.
   3. In Data File, select the compressed file.
   4. Ignore the fields for organization group collection because this functionality isn’t relevant to user-defined hierarchies.
   5. Click Submit.

      Data is removed for the level members that you're going to delete.

5. In the Supply Chain Planning User-Defined Hierarchy import template, enter information as required on the User-DefinedHierarchyMaster_ and User-DefinedHierarchyDetail_ worksheets.
6. Generate the .csv files for the import template, and compress them into a single file.
7. Click Navigator > Tools > File Import and Export, and import the compressed file.
8. In the Scheduled Processes work area, run the Load Planning Data from Flat Files scheduled process.
   1. In the Process Details dialog box, in Source System, select the source system.
   2. In Collection Type, make the required selection.
   3. In Data File, select the compressed file.
   4. Ignore the fields for organization group collection because this functionality isn’t relevant to user-defined hierarchies.
   5. Click Submit.

      The members are created or deleted.

9. Run your plan with the Refresh with current data option selected on the Parameters tab in the Run Plan dialog box.

   Select other options as required.

10. Add members to or remove members from the Selected Members pane on the Members tab in the Selector Tool for the affected tables and graphs.