Templates Used to Create CSV Files

You can use the Microsoft Excel templates (XLSM files) to prepare the data for the supported collection entities.

The templates are listed in the following guide: File-Based Data Import (FBDI) for SCM. Extract the templates to a local drive, enter appropriate data as described in the template, and generate CSV files. Compress the CSV files to a zipped file format and upload the .zip file to the Universal Content Manager using the File Import and Export utility. The data is then loaded from the Universal Content Manager to the planning data repository.

Collect Data from the Oracle Fusion Source

The following table lists the collections entities that can be loaded into the planning data repository for the Oracle Fusion source. The Collection Entity column provides the name of the entities for which you can collect the data. The XLSM File Name column provides the template name that you will download for the respective collection entity. Download the XLSM template from the File-Based Data Import (FBDI) for SCM guide. The Link in Data Import Guide column provides the name of the topic in the FBDI guide from where you will download the template. For example, to collect data for the Item Costs collection entity, refer to the Item Cost Import topic in the FBDI guide.

Collections Entity

Link in Data Import Guide

XLSM File Name

Item Costs

Supply Chain Planning Item Cost

ScpItemCostImportTemplate.xlsm

Customer Specific Item Relationships

Supply Chain Planning Item Substitute

ScpItemSubstituteImportTemplate.xlsm

Planners

Supply Chain Planning Planners

ScpPlannersImportTemplate.xlsm

Item Suppliers

Supply Chain Planning Approved Supplier List

ScpApprovedSupplierListImportTemplate.xlsm

Demand Classes

Supply Chain Planning Demand Classes

ScpDemandClassImportTemplate.xlsm

Allocation Assignments and Allocation Rules

Supply Chain Planning Planning Allocation Rules

ScpPlanningAllocationRulesImportTemplate.xlsm

ATP Assignments and ATP Rules

Supply Chain Planning Available-to-Promise Rules

ScpATPRulesImportTemplate.xlsm

Supply Update Rules

Supply Chain Planning Real Time Supply Updates

ScpRealTimeSupplyUpdatesImportTemplate.xlsm

Measures

Supply Chain Planning Measures

ScpMeasuresImportTemplate.xlsm

Note:

You must use separate CSV files to collect measure data for measures with different dimensional granularity.

Booking History

Supply Chain Planning Bookings History

ScpBookingHistoryImportTemplate.xlsm

Option Booking History

Supply Chain Planning Option Bookings History

ScpOptionBookingHistoryImportTemplate.xlsm

Shipment History

Supply Chain Planning Shipments History

ScpShipmentHistoryImportTemplate.xlsm

Option Shipment History

Supply Chain Planning Option Shipments History

ScpOptionShipmentHistoryImportTemplate.xlsm

Price Lists

Supply Chain Planning Price List

ScpPriceListImportTemplate.xlsm

Causal Factors

Supply Chain Planning Causal Factors

ScpCausalFactorsImportTemplate.xlsm

Forecast Measures

Supply Chain Planning Forecast Measures

ScpForecastMeasureImportTemplate.xlsm

Note:

This template has been superseded by the generic template ScpMeasuresImportTemplate.xlsm, but will continue to be supported. Future enhancements will be made only to the generic measures template.

Fiscal Calendars

Supply Chain Planning Fiscal Calendars

ScpFiscalCalendarImportTemplate.xlsm

Forecasts

Supply Chain Planning External Forecasts

ScpExternalForecastImportTemplate.xlsm

Safety Stock Levels

Supply Chain Planning Safety Stock Levels

ScpSafetyStockLevelImportTemplate.xlsm

Supplier Capacity

Supply Chain Planning Approved Supplier Capacity

ScpApprovedSupplierCapacityImportTemplate.xlsm

Planned Order Supplies

Supply Chain Planning Planned Order Supply

ScpPlannedOrderSupplyImportTemplate.xlsm

Note:

This template is only used to load planned order supply to Global Order Promising.

Sourcing Rule and Assignments

Supply Chain Planning Sourcing Rules

ScpSourcingImportTemplate.xlsm

Cross-Reference Mapping Information

Supply Chain Planning Cross-Reference Data

ScpCrossReferenceDataImportTemplate.xlsm

Collect Data from External Source - Version Others

The following table lists the collections entities that can be loaded into the planning data repository from an external source, where the version is Others. The Collection Entity column provides the name of the entities for which you can collect the data. The XLSM File Name column provides the template name that you will download for the respective collection entity. Download the XLSM template from the File-Based Data Import (FBDI) for SCM guide. The Link in Data Import Guide column provides the name of the topic in the FBDI guide from where you will download the template. For example, to collect data for the Items and Item Costs collection entities, refer to the Item Cost Import topic in the FBDI guide.

Collections Entity

Link in Data Import Guide

XLSM File Name

Item Costs

Supply Chain Planning Item Cost

ScpItemCostImportTemplate.xlsm

Customer Specific Item Relationships

Supply Chain Planning Item Substitute

ScpItemSubstituteImportTemplate.xlsm

Planners

Supply Chain Planning Planners

ScpPlannersImportTemplate.xlsm

Organizations (Warehouses) and Organization Site (Including Organization Site - Internal Location Mapping)

Supply Chain Planning Organizations

ScpOrganizationImportTemplate.xlsm

Subinventories

Supply Chain Planning Subinventories

ScpSubInventoryImportTemplate.xlsm

Suppliers and Supplier Sites

Supply Chain Planning Suppliers

ScpPlanningSupplierImportTemplate.xlsm

Item Suppliers

Supply Chain Planning Approved Supplier List

ScpApprovedSupplierListImportTemplate.xlsm

Interlocation Shipping Networks

Supply Chain Planning Interlocation Shipping Methods

ScpInterLocationShipMethodsImportTemplate.xlsm

Currencies, Currency Conversion Types, and Currency Conversion Rates

Supply Chain Planning Currencies

ScpCurrencyImportTemplate.xlsm

Units of Measure, Units of Measure Conversions, and Units of Measure Class Conversions

Supply Chain Planning Units of Measure

ScpUOMImportTemplate.xlsm

Calendars, Calendar Exceptions, Calendar Shifts, Week Start Dates, Period Start Dates, and Calendar Shift Workday Pattern

Supply Chain Planning Calendars

ScpCalendarImportTemplate.xlsm

Calendar Associations

Supply Chain Planning Calendar Assignments

ScpCalendarAssignmentsImportTemplate.xlsm

Demand Classes

Supply Chain Planning Demand Classes

ScpDemandClassImportTemplate.xlsm

Ship Mode of Transport, Ship Class of Service, and Carrier

Supply Chain Planning Carriers

ScpCarrierImportTemplate.xlsm

Allocation Assignments and Allocation Rules

Supply Chain Planning Planning Allocation Rules

ScpPlanningAllocationRulesImportTemplate.xlsm

ATP Assignments and ATP Rules

Supply Chain Planning Available-to-Promise Rules

ScpATPRulesImportTemplate.xlsm

Supply Update Rule

Supply Chain Planning Real Time Supply Updates

ScpRealTimeSupplyUpdatesImportTemplate.xlsm

Freight Terms, FOB Points, Invoicing and Accounting Rules, Shipment Priorities, Payment Terms, Return Reason, Tax Classification Code, Tax Exemption Reason, Sales Credit Type, Activity Type, Document Categories, Payment Methods, and Receipt Methods

Supply Chain Planning Order Orchestration

ScpOrderOrchestrationImportTemplate.xlsm

Measures

Supply Chain Planning Measures

ScpMeasuresImportTemplate.xlsm

Note:

You must use separate CSV files to collect measure data for measures with different dimensional granularity.

Booking History

Supply Chain Planning Bookings History

ScpBookingHistoryImportTemplate.xlsm

Option Booking History

Supply Chain Planning Option Bookings History

ScpOptionBookingHistoryImportTemplate.xlsm

Shipment History

Supply Chain Planning Shipments History

ScpShipmentHistoryImportTemplate.xlsm

Option Shipment History

Supply Chain Planning Option Shipments History

ScpOptionShipmentHistoryImportTemplate.xlsm

Price Lists

Supply Chain Planning Price Lists

ScpPriceListImportTemplate.xlsm

Causal Factors

Supply Chain Planning Causal Factors

ScpCausalFactorsImportTemplate.xlsm

Forecasts Measures

Supply Chain Planning Forecast Measures

ScpForecastMeasureImportTemplate.xlsm

Note:

This template has been superseded by the generic template ScpMeasuresImportTemplate.xlsm, but will continue to be supported. Future enhancements will be made only to the generic measures template.

Fiscal Calendars

Supply Chain Planning Fiscal Calendars

ScpFiscalCalendarImportTemplate.xlsm

Forecasts

Supply Chain Planning External Forecast

ScpExternalForecastImportTemplate.xlsm

User-Defined Hierarchies

Supply Chain Planning User-Defined Hierarchies

ScpUser-DefinedHierarchyImportTemplate.xlsm

Safety Stock Levels

Supply Chain Planning Safety Stock Levels

ScpSafetyStockLevelImportTemplate.xlsm

Supply Reservations to Sales Orders

Supply Chain Planning Reservations

ScpReservationImportTemplate.xlsm

On Hand

Supply Chain Planning Supply On Hand

ScpOnhandImportTemplate.xlsm

Purchase Orders, Purchase Requisitions, PO in Receiving, and In Transits

Supply Chain Planning Purchase Order Requisitions

ScpPurchaseOrderRequisitionImportTemplate.xlsm

Transfer Orders

Supply Chain Planning Transfer Orders

ScpTransferOrderImportTemplate.xlsm

Supplier Capacity

Supply Chain Planning Approved Supplier Capacity

ScpApprovedSupplierCapacityImportTemplate.xlsm

Resources and Resource Shifts

Supply Chain Planning Resources

ScpResourcesImportTemplate.xlsm

Resource Availability

Supply Chain Planning Resource Availability

ScpResourceAvailabilityImportTemplate.xlsm

Work Definition (Including mapping between Item Structures and Work Definitions), Work Definition Operations, and Work Definition Operation Resources

Supply Chain Planning Routings

ScpRoutingsImportTemplate.xlsm

Work Order Supply

Supply Chain Planning Work Order Supplies

ScpWorkOrderSuppliesImportTemplate.xlsm

Work Order Material Requirements

Supply Chain Planning Work Order Component Demands

ScpWIPComponentDemandsImportTemplate.xlsm

Work Order Resource Requirements

Supply Chain Planning Work Order Operation Resources

ScpWIPOperationResourceImportTemplate.xlsm

Planned Order Supplies

Supply Chain Planning Planned Order Supply

ScpPlannedOrderSupplyImportTemplate.xlsm

Note:

This template is only used to load planned order supply to Global Order Promising.

Sourcing Rule and Assignments

Supply Chain Planning Sourcing Rules

ScpSourcingImportTemplate.xlsm

Cross Reference Mapping Information

Supply Chain Planning Cross-Reference Data

ScpCrossReferenceDataImportTemplate.xlsm

Key Customer Options

Supply Chain Planning Key Customer Options

ScpKeyCustomerOptionsImportTemplate.xlsm

Collect Data from External Source - Version External

The following table lists the collections entities that can be loaded into the planning data repository from an external source, where the version is External. The Collection Entity column provides the name of the entities for which you can collect the data. The XLSM File Name column provides the template name that you will download for the respective collection entity. Download the XLSM template from the File-Based Data Import (FBDI) for SCM guide. The Link in Data Import Guide column provides the name of the topic in the File-Based Data Import (FBDI) for SCM guide from where you will download the template. For example, to collect data for the Items and Item Costs collection entities, refer to the Item Cost Import topic in the File-Based Data Import (FBDI) for SCM guide. All the planning-related entity names are prefixed with Supply Chain Planning in the FBDI guide.

Collection Entities

Link in FBDI Guide

XLSM File Name

Items

Supply Chain Planning Items

ScpItemImportTemplate.xlsm

Item Costs

Supply Chain Planning Item Cost

ScpItemCostImportTemplate.xlsm

Item Relationships

Supply Chain Planning Item Substitute

ScpItemSubstituteImportTemplate.xlsm

Catalogs, Categories, and Item Categories

Supply Chain Planning Catalogs

ScpCatalogImportTemplate.xlsm.xlsm

Item Structures

Supply Chain Planning Item Structures

ScpBillofMaterialImportTemplate.xlsm

Bill of Resources

Supply Chain Planning Bill of Resources

ScpBillOfResourcesImportTemplate.xlsm

Planners

Supply Chain Planning Planners

ScpPlannersImportTemplate.xlsm

Customers and Customer Sites

Supply Chain Planning Customers

ScpCustomerImportTemplate.xlsm

Regions

Supply Chain Planning Regions

ScpRegionsImportTemplate.xlsm

Zones

Supply Chain Planning Zones

ScpZonesImportTemplate.xlsm

Region-Zone Mapping

Supply Chain Planning Region Zone Mappings

ScpRegionZoneMappingImportTemplate.xlsm

Locations and Region-Location Mapping

Supply Chain Planning Locations

ScpLocationsImportTemplate.xlsm

Organizations and Organization Sites

Supply Chain Planning Organizations

ScpOrganizationImportTemplate.xlsm

Subinventories

Supply Chain Planning Subinventories

ScpSubInventoryImportTemplate.xlsm

Suppliers and Supplier Sites

Supply Chain Planning Suppliers

ScpSupplierImportTemplate.xlsm

Item Suppliers (Approved Supplier List)

Supply Chain Planning Approved Supplier List

ScpApprovedSupplierListImportTemplate.xlsm

Interlocation Shipping Networks and Transit Times

Supply Chain Planning Interlocation Shipping Methods

ScpInterLocationShipMethodsImportTemplate.xlsm

Currencies and Currency Conversions

Supply Chain Planning Currencies

ScpCurrencyImportTemplate.xlsm

Units of Measure, Units of Measure Conversions, and Units of Measure Class Conversions

Supply Chain Planning Units of Measure

ScpUOMImportTemplate.xlsm

Calendars, Calendar Exceptions, Shifts, Shift Workday Pattern, Week Start Dates, and Period Start Dates

Supply Chain Planning Calendars

ScpCalendarImportTemplate.xlsm

Calendar Associations

Supply Chain Planning Calendar Assignments

ScpCalendarAssignmentsImportTemplate.xlsm

Demand Classes

Supply Chain Planning Demand Classes

ScpDemandClassImportTemplate.xlsm

Carrier, Ship Mode of Transport, and Ship Class of Service

Supply Chain Planning Carriers

ScpCarrierImportTemplate.xlsm

GOP Allocation Rules and Rule Assignments

Supply Chain Planning Planning Allocation Rules

ScpPlanningAllocationRulesImportTemplate.xlsm

GOP ATP Rules and Rule Assignments

Supply Chain Planning Available-to-Promise Rules

ScpATPRulesImportTemplate.xlsm

GOP Supply Update Rules

Supply Chain Planning Real Time Supply Updates

ScpRealTimeSupplyUpdatesImportTemplate.xlsm

Order Orchestration Reference Objects: Freight Terms, FOB Points, Invoicing and Accounting Rules, Shipment Priorities, Payment Terms, Return Reason, Tax Classification Code, Tax Exemption Reason, Sales Credit Type, Activity Type, Document Categories, Payment Methods, and Receipt Methods

Supply Chain Planning Order Orchestration

ScpOrderOrchestrationImportTemplate.xlsm

Cross Reference Mapping Information

Supply Chain Planning Cross-Reference Data

ScpCrossReferenceDataImportTemplate.xlsm

Measures

Supply Chain Planning Measures

ScpMeasuresImportTemplate.xlsm

Note:

You must use separate CSV files to collect measure data for measures with different dimensional granularity.

Booking History

Supply Chain Planning Bookings History

ScpBookingHistoryImportTemplate.xlsm

Option Booking History

Supply Chain Planning Option Bookings History

ScpOptionBookingHistoryImportTemplate.xlsm

Shipment History

Supply Chain Planning Shipments History

ScpShipmentHistoryImportTemplate.xlsm

Option Shipment History

Supply Chain Planning Option Shipments History

ScpOptionShipmentHistoryImportTemplate.xlsm

Price Lists

Supply Chain Planning Price Lists

ScpPriceListImportTemplate.xlsm

Causal Factors

Supply Chain Planning Causal Factors

ScpCausalFactorsImportTemplate.xlsm

Forecast Measures

Supply Chain Planning Forecast Measures

ScpForecastMeasureImportTemplate.xlsm

Note:

This template has been superseded by the generic template ScpMeasuresImportTemplate.xlsm, but will continue to be supported. Future enhancements will be made only to the generic measures template.

Fiscal Calendars

Supply Chain Planning Fiscal Calendars

ScpFiscalCalendarImportTemplate.xlsm

Measures, Sales and Operations Planning Backlog, Inventory, and Production History

Supply Chain Planning Measures

ScpMeasuresImportTemplate.xlsm

Note:

You must use separate CSV files to collect measure data for measures with different dimensional granularity.

User-Defined Hierarchies

Supply Chain Planning User-Defined Hierarchies

ScpUser-DefinedHierarchyImportTemplate.xlsm

Forecasts

Supply Chain Planning External Forecasts

ScpExternalForecastImportTemplate.xlsm

Sales Orders

Supply Chain Planning Sales Orders

ScpSalesOrderImportTemplate.xlsm

Safety Stock Levels

Supply Chain Planning Safety Stock Levels

ScpSafetyStockLevelImportTemplate.xlsm

Supply Reservations to Sales Orders

Supply Chain Planning Reservations

ScpReservationImportTemplate.xlsm

On Hand

Supply Chain Planning Supply On Hand

ScpOnhandImportTemplate.xlsm

Purchase Orders, Purchase Requisitions, PO in Receiving, In Transits

Supply Chain Planning Purchase Order Requisitions

ScpPurchaseOrderRequisitionImportTemplate.xlsm

Transfer Orders (including expense type transfers)

Supply Chain Planning Transfer Orders

ScpTransferOrderImportTemplate.xlsm

Supplier Capacity

Supply Chain Planning Approved Supplier Capacity

ScpApprovedSupplierCapacityImportTemplate.xlsm

Resources, Resource Shifts

Supply Chain Planning Resources

ScpResourcesImportTemplate.xlsm

Resource Availability

Supply Chain Planning Resource Availability

ScpResourceAvailabilityImportTemplate.xlsm

Work Definition (including mapping between Item Structures and Work Definitions), Work Definition Operations, Work Definition Operation Resources

Supply Chain Planning Routings

ScpRoutingsImportTemplate.xlsm

Work Order Supply

Supply Chain Planning Work Order Supplies

ScpWorkOrderSuppliesImportTemplate.xlsm

Work Order Material Requirements

Supply Chain Planning Work Order Component Demands

ScpWIPComponentDemandsImportTemplate.xlsm

Work Order Resource Requirements

Supply Chain Planning Work Order Operation Resources

ScpWIPOperationResourceImportTemplate.xlsm

Planned Order Supplies

Supply Chain Planning Planned Order Supply

ScpPlannedOrderSupplyImportTemplate.xlsm

Note:

This template is only used to load planned order supply to Global Order Promising.

Sourcing Rule and Assignments

Supply Chain Planning Sourcing Rules

ScpSourcingImportTemplate.xlsm

Key Customer Options

Supply Chain Planning Key Customer Options

ScpKeyCustomerOptionsImportTemplate.xlsm