How You Aggregate Customer Data in Oracle E-Business Suite Before Extraction

This topic provides a high-level overview of how you aggregate your customer data in Oracle E-Business Suite before extracting your data for loading in Oracle Fusion Cloud Supply Chain Planning.

In Oracle E-Business Suite, you must run the concurrent program named Extract data for Oracle Supply Chain Planning Cloud for extracting your data. In Oracle Supply Chain Planning, you must run the scheduled process named Load Planning Data from Flat Files to load the extracted data.

Information about the concurrent program, the installation and configuration of the functionality for integration between Oracle E-Business Suite and Oracle Supply Chain Planning, and the extraction process is available on My Oracle Support:

• Doc ID 2339436.1: Integration For EBS 12.1.3 to Fusion Cloud Planning Applications - Release 11.13.17.11 or Later
• Doc ID 2388134.1: Integration For EBS 12.2.x to Fusion Cloud Planning Applications - Release 13 update 18A or later (equivalent of 11.13.18.02.0)

You must set up the concurrent program before you can run it. Specifically, you must set up how customer data is aggregated before extraction.

• For Oracle E-Business Suite 12.1.3, you must set the profile option named MSD_DEM: Customer Attribute to 1 or the null value to extract data with customer and customer site information. If you set the profile option to none, data is aggregated to a customer named Default Customer and a customer site named Default Customer Site and then extracted. The aggregation is according to the Product, Organization, Time, and Demand Class dimensions.

  To get to the profile option in Oracle E-Business Suite 12.1.3, follow these steps:

  1. On the Oracle Applications Home Page, click System Administrator > Define Profile Options.
  2. In the navigation tree, click Profile > System.
  3. In the Find System Profile Values dialog box, search for the profile option named MSD_DEM: Customer Attribute.

     The profile option is displayed in the System Profile Values dialog box.

• For Oracle E-Business Suite 12.2.x, you must set the Key Customer Attribute parameter to 1 or the null value to extract data with customer and customer site information. If you set the parameter to none, data is aggregated to a customer named Default Customer and a customer site named Default Customer Site and then extracted. The aggregation is according to the Product, Organization, Time, and Demand Class dimensions.

  To get to the parameter in Oracle E-Business Suite 12.2.x, follow these steps:

  1. On the Home page, in the Navigator, click Advanced Planning Administrator, Standard > Collections > Supply Chain Planning Cloud > Configuration.
  2. On the Configure Supply Chain Planning Cloud page, in the Supply Chain Planning Cloud Instance field, select your instance, and click Go.
  3. Expand the Parameters section.

If you're aggregating your data to the Default Customer and Default Customer Site, you don't need to use the functionality for aggregating data for non-key customers in Oracle Supply Chain Planning. In this case, you should ensure that you've set up a customer called Default Customer and a customer site called Default Customer Site in Oracle Supply Chain Planning so that the aggregated and extracted data is loaded under these entities. The records for this customer and customer site need to exist in the MSC_CUSTOMERS and MSC_CUSTOMER_SITES tables respectively.

If you're not aggregating your data to the Default Customer and Default Customer Site, you can use the functionality for aggregating data for non-key customers in Oracle Supply Chain Planning. In this case, you can configure the file-based data import (FBDI) template named Supply Chain Planning Key Customer Options (ScpKeyCustomerOptionsImportTemplate.xlsm). For information, see the topic titled How You Use the Import Template Named Supply Chain Planning Key Customer Options.