Export Planning Data to CSV Files

You can replicate sourcing rules and assignment set data from your Oracle Fusion Cloud Supply Planning instance to another instance. When exporting data to CSV files, you can export a subset of the measures that are listed in a plan's measure catalog.

Replicate Sourcing Rules and Assignment Set Data

You can replicate sourcing rules and assignment set data from your Oracle Fusion Cloud Supply Planning instance to another instance or application without manually reentering data. For example, you can replicate the sourcing rules in your Oracle Supply Chain Planning production instance into a reporting system or a test instance.

Use the Export Supply Chain Planning Data scheduled process job to extract sourcing rules and assignment set data into a comma-delimited values (CSV) file format. The generated file is in the standard file-based import (FBDI) file format that you can then use to do the following:

• Check for missing or incorrect sourcing rules or sourcing assignments. For example, does a particular item-organization have a valid sourcing assignment?

• Replicate and then modify existing sourcing rules and assignment sets in a spreadsheet. You can then upload the new setups into another instance or application to create new sourcing rule and assignment set setups.

• Copy the sourcing rule and assignment set setups from one instance to another instance or application, such as from a test instance to a production instance.

The format of the CSV files, including the header content, is the same as the format of the corresponding files in the source instance. This enables you to import the same data directly into another production or test instance. Use the Load Planning Data from Files process to upload your imported files to staging tables.

The following steps show you how to export sourcing rules and assignment set data to a CSV file:

1. In the Scheduled Processes work area, click the Schedule New Process button on the Overview page.

2. In the Schedule New Process dialog box, search for and select Export Supply Chain Planning Data and then click OK.

3. In the Process Details dialog box, Basic Options section, select Sourcing Rules and Assignment Sets from the Entities to Export drop down list.

4. Optionally, click the Filter button to filter your export with specific assignment sets. If you don't select any filters, then the process exports all sourcing rules and assignment sets.

5. In the Process Details dialog box, click the Submit button to submit the scheduled process job.

   After you submit your job, you will receive a confirmation with a confirmation number. The planning process appends the confirmation number to the extracted CSV file names, such as AssignmentSets_65960.csv and SourcingRules_65960.csv, where 65960 is the confirmation number.

Export Measures Along With Planning Data

While exporting planning data, you can include a subset of measures that are part of a plan's measure catalog.

You can assign a measure catalog other than a plan’s extract measure catalog defined in Plan options, in the Manage Plans UI. This improves the versatility and quality of data extracts required for planning.

Depending on your planning cycle and data needs, extract only those measures that are most relevant for the planning activity. For example, for a given plan you can export demand related measures early in a planning cycle and supply related measures later in the cycle.

You can also assign a measure catalog when running the Prepare Planning Data for Export scheduled process.