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 |