Import Templates Used to Create CSV Files for Oracle Supply Chain Planning
You can use the file-based data import (FBDI) templates (.xlsm files) to prepare data for the supported collection entities for Oracle Fusion Cloud Supply Chain Planning.
The import templates are listed in the File-Based Data Import (FBDI) for SCM guide. Extract the import templates to a local drive, enter data as described in the import templates, and generate comma-separated values (CSV) files. Compress the CSV files to a .zip file, and upload it to the WebCenter Content server using the File Import and Export utility. The data is then loaded to the planning data repository.
Load 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 Collections Entity column provides the names of the entities for which you can load data. The Topic Name column provides the names of the topics in the FBDI guide from where you'll download the import templates. The Import Template column provides the file names of the import templates that you'll download for the collections entities.
| Collections Entity | Topic Name | Import Template |
|---|---|---|
|
Aggregation levels for customer data |
Supply Chain Planning Key Customer Options |
ScpKeyCustomerOptionsImportTemplate.xlsm |
|
Allocation assignments and allocation rules |
Supply Chain Planning Planning Allocation Rules |
ScpPlanningAllocationRulesImportTemplate.xlsm |
|
Available to promise (ATP) assignments and ATP rules |
Supply Chain Planning Available-to-Promise Rules |
ScpATPRulesImportTemplate.xlsm |
|
Booking history |
Supply Chain Planning Bookings History |
ScpBookingHistoryImportTemplate.xlsm |
|
Causal factors |
Supply Chain Planning Causal Factors |
ScpCausalFactorsImportTemplate.xlsm |
|
Cross-reference data |
Cross-Reference Data |
CrossReferenceDataImportTemplate.xlsm |
|
Customer-specific item relationships |
Supply Chain Planning Item Substitute |
ScpItemSubstituteImportTemplate.xlsm |
|
Demand classes |
Supply Chain Planning Demand Classes |
ScpDemandClassImportTemplate.xlsm |
|
Fiscal calendars |
Supply Chain Planning Fiscal Calendars |
ScpFiscalCalendarImportTemplate.xlsm |
|
Forecast measures |
Supply Chain Planning Forecast Measures |
ScpForecastMeasureImportTemplate.xlsm Note:
This template has been superseded by the generic import template ScpMeasuresImportTemplate.xlsm but will continue to be supported. Future enhancements will be made only to the generic import template. |
|
Forecasts |
Supply Chain Planning External Forecasts |
ScpExternalForecastImportTemplate.xlsm |
|
Item costs |
Supply Chain Planning Item Cost |
ScpItemCostImportTemplate.xlsm |
|
Item suppliers (approved suppliers list) |
Supply Chain Planning Approved Supplier List |
ScpApprovedSupplierListImportTemplate.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. |
|
Option bookings history |
Supply Chain Planning Option Bookings History |
ScpOptionBookingHistoryImportTemplate.xlsm |
|
Option shipments history |
Supply Chain Planning Option Shipments History |
ScpOptionShipmentHistoryImportTemplate.xlsm |
|
Planned order supplies |
Supply Chain Planning Planned Order Supply |
ScpPlannedOrderSupplyImportTemplate.xlsm Note:
This template is used only to load planned order supplies to Oracle Global Order Promising. |
|
Planners |
Supply Chain Planning Planners |
ScpPlannersImportTemplate.xlsm |
|
Price lists |
Supply Chain Planning Price Lists |
ScpPriceListImportTemplate.xlsm |
|
Safety stock levels |
Supply Chain Planning Safety Stock Levels |
ScpSafetyStockLevelImportTemplate.xlsm |
|
Shipments history |
Supply Chain Planning Shipments History |
ScpShipmentHistoryImportTemplate.xlsm |
|
Sourcing rules and assignments |
Supply Chain Planning Sourcing Rules |
ScpSourcingImportTemplate.xlsm |
|
Supplier capacity |
Supply Chain Planning Approved Supplier Capacity |
ScpApprovedSupplierCapacityImportTemplate.xlsm |
|
Supply update rules |
Supply Chain Planning Real Time Supply Updates |
ScpRealTimeSupplyUpdatesImportTemplate.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 Collections Entity column provides the names of the entities for which you can load data. The Topic Name column provides the names of the topics in the FBDI guide from where you'll download the import templates. The Import Template column provides the file names of the import templates that you'll download for the collections entities.
| Collections Entity | Topic Name | Import Template |
|---|---|---|
|
Aggregation levels for customer data |
Supply Chain Planning Key Customer Options |
ScpKeyCustomerOptionsImportTemplate.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 |
|
Bookings history |
Supply Chain Planning Bookings History |
ScpBookingHistoryImportTemplate.xlsm |
|
Calendar associations |
Supply Chain Planning Calendar Assignments |
ScpCalendarAssignmentsImportTemplate.xlsm |
|
Calendars, calendar shifts, calendar exceptions, calendar week start days, calendar workday patterns, and calendar period start dates |
Supply Chain Planning Calendars |
ScpCalendarImportTemplate.xlsm |
|
Carriers, ship modes of transport, and ship classes of service |
Supply Chain Planning Carriers |
ScpCarrierImportTemplate.xlsm |
|
Causal factors |
Supply Chain Planning Causal Factors |
ScpCausalFactorsImportTemplate.xlsm |
|
Cross-reference data |
Cross-Reference Data |
CrossReferenceDataImportTemplate.xlsm |
|
Currencies, currency conversion types, and currency conversion rates |
Supply Chain Planning Currencies |
ScpCurrencyImportTemplate.xlsm |
|
Customer-specific item relationships |
Supply Chain Planning Item Substitute |
ScpItemSubstituteImportTemplate.xlsm |
|
Demand classes |
Supply Chain Planning Demand Classes |
ScpDemandClassImportTemplate.xlsm |
|
Fiscal calendars |
Supply Chain Planning Fiscal Calendars |
ScpFiscalCalendarImportTemplate.xlsm |
|
Forecast measures |
Supply Chain Planning Forecast Measures |
ScpForecastMeasureImportTemplate.xlsm Note:
This template has been superseded by the generic import template ScpMeasuresImportTemplate.xlsm but will continue to be supported. Future enhancements will be made only to the generic import template. |
|
Forecasts |
Supply Chain Planning External Forecasts |
ScpExternalForecastImportTemplate.xlsm |
| Historical receipt transactions | Supply Chain Planning Measures | ScpMeasuresImportTemplate.xlsm |
|
Interlocation shipping networks and transit times |
Supply Chain Planning Interlocation Shipping Methods |
ScpInterLocationShipMethodsImportTemplate.xlsm |
|
Item costs |
Supply Chain Planning Item Cost |
ScpItemCostImportTemplate.xlsm |
|
Item suppliers (approved suppliers list) |
Supply Chain Planning Approved Supplier List |
ScpApprovedSupplierListImportTemplate.xlsm |
|
Lookup codes, document categories, invoicing and accounting rules, payment terms, receipt methods, and sales credit types for Oracle Order Management |
Order Orchestration |
OrderOrchestrationImportTemplate.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. |
|
On hand |
Supply Chain Planning Supply On Hand |
ScpOnhandImportTemplate.xlsm |
|
Option bookings history |
Supply Chain Planning Option Bookings History |
ScpOptionBookingHistoryImportTemplate.xlsm |
|
Option shipments history |
Supply Chain Planning Option Shipments History |
ScpOptionShipmentHistoryImportTemplate.xlsm |
|
Organizations (warehouses) and organization sites (including organization site-internal location mappings) |
Supply Chain Planning Organizations |
ScpOrganizationImportTemplate.xlsm |
|
Planned order supplies |
Supply Chain Planning Planned Order Supply |
ScpPlannedOrderSupplyImportTemplate.xlsm Note:
This template is only used to load planned order supplies to Global Order Promising. |
|
Planners |
Supply Chain Planning Planners |
ScpPlannersImportTemplate.xlsm |
|
Price lists |
Supply Chain Planning Price Lists |
ScpPriceListImportTemplate.xlsm |
|
Purchase orders (POs), purchase requisitions, POs in receiving, and POs in transit |
Supply Chain Planning Purchase Order Requisitions |
ScpPurchaseOrderRequisitionImportTemplate.xlsm |
|
Resource availability |
Supply Chain Planning Resource Availability |
ScpResourceAvailabilityImportTemplate.xlsm |
|
Resources and resource shifts |
Supply Chain Planning Resources |
ScpResourcesImportTemplate.xlsm |
|
Safety stock levels |
Supply Chain Planning Safety Stock Levels |
ScpSafetyStockLevelImportTemplate.xlsm |
|
Shipments history |
Supply Chain Planning Shipments History |
ScpShipmentHistoryImportTemplate.xlsm |
|
Sourcing rules and assignments |
Supply Chain Planning Sourcing Rules |
ScpSourcingImportTemplate.xlsm |
|
Subinventories |
Supply Chain Planning Subinventories |
ScpSubInventoryImportTemplate.xlsm |
|
Supplier capacity |
Supply Chain Planning Approved Supplier Capacity |
ScpApprovedSupplierCapacityImportTemplate.xlsm |
|
Suppliers and supplier sites |
Supply Chain Planning Suppliers |
ScpSupplierImportTemplate.xlsm |
|
Supply reservations for sales orders |
Supply Chain Planning Reservations |
ScpReservationImportTemplate.xlsm |
|
Supply update rules |
Supply Chain Planning Real Time Supply Updates |
ScpRealTimeSupplyUpdatesImportTemplate.xlsm |
|
Transfer orders (including expense-type transfers) |
Supply Chain Planning Transfer Orders |
ScpTransferOrderImportTemplate.xlsm |
|
Units of Measure (UOMs), UOM conversions, and UOM class conversions |
Supply Chain Planning Units of Measure |
ScpUOMImportTemplate.xlsm |
|
User-defined hierarchies |
Supply Chain Planning User-Defined Hierarchy |
ScpUser-DefinedHierarchyImportTemplate.xlsm |
|
Work definitions (including mappings between item structures and work definitions), work definition operations, and work definition operation resources |
Supply Chain Planning Routings |
ScpRoutingsImportTemplate.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 |
|
Work order supplies |
Supply Chain Planning Work Order Supplies |
ScpWorkOrderSuppliesImportTemplate.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 Collections Entity column provides the names of the entities for which you can load data. The Topic Name column provides the names of the topics in the FDBI guide from where you'll download the import templates. The Import Template column provides the file names of the import templates that you'll download for the collections entities.
| Collections Entity | Topic Name | Import Template |
|---|---|---|
|
Aggregation levels for customer data |
Supply Chain Planning Key Customer Options |
ScpKeyCustomerOptionsImportTemplate.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 |
|
Bill of resources |
Supply Chain Planning Bill of Resources |
ScpBillOfResourcesImportTemplate.xlsm |
|
Bookings history |
Supply Chain Planning Bookings History |
ScpBookingHistoryImportTemplate.xlsm |
|
Calendar associations |
Supply Chain Planning Calendar Assignments |
ScpCalendarAssignmentsImportTemplate.xlsm |
|
Calendars, calendar shifts, calendar exceptions, calendar week start days, calendar workday patterns, and calendar period start dates |
Supply Chain Planning Calendars |
ScpCalendarImportTemplate.xlsm |
|
Carriers, ship modes of transport, and ship classes of service |
Supply Chain Planning Carriers |
ScpCarrierImportTemplate.xlsm |
|
Catalogs, categories, and item categories |
Supply Chain Planning Catalogs |
ScpCatalogImportTemplate.xlsm |
|
Causal factors |
Supply Chain Planning Causal Factors |
ScpCausalFactorsImportTemplate.xlsm |
|
Cross-reference data |
Cross-Reference Data |
CrossReferenceDataImportTemplate.xlsm |
|
Currencies, currency conversion types, and currency conversion rates |
Supply Chain Planning Currencies |
ScpCurrencyImportTemplate.xlsm |
|
Customer-specific item relationships |
Supply Chain Planning Item Substitute |
ScpItemSubstituteImportTemplate.xlsm |
|
Customers and customer sites |
Supply Chain Planning Customers |
ScpCustomerImportTemplate.xlsm |
|
Demand classes |
Supply Chain Planning Demand Classes |
ScpDemandClassImportTemplate.xlsm |
|
Fiscal calendars |
Supply Chain Planning Fiscal Calendars |
ScpFiscalCalendarImportTemplate.xlsm |
|
Forecast measures |
Supply Chain Planning Forecast Measures |
ScpForecastMeasureImportTemplate.xlsm Note:
This template has been superseded by the generic import template ScpMeasuresImportTemplate.xlsm but will continue to be supported. Future enhancements will be made only to the generic import template. |
|
Forecasts |
Supply Chain Planning External Forecasts |
ScpExternalForecastImportTemplate.xlsm |
| Historical receipt transactions | Supply Chain Planning Measures | ScpMeasuresImportTemplate.xlsm |
|
Interlocation shipping networks and transit times |
Supply Chain Planning Interlocation Shipping Methods |
ScpInterLocationShipMethodsImportTemplate.xlsm |
|
Item costs |
Supply Chain Planning Item Cost |
ScpItemCostImportTemplate.xlsm |
|
Item structures |
Supply Chain Planning Item Structures |
ScpBillofMaterialImportTemplate.xlsm |
|
Item suppliers (approved suppliers list) |
Supply Chain Planning Approved Supplier List |
ScpApprovedSupplierListImportTemplate.xlsm |
|
Items |
Supply Chain Planning Items |
ScpItemImportTemplate.xlsm |
|
Locations and region-location mappings |
Supply Chain Planning Locations |
ScpLocationsImportTemplate.xlsm |
|
Lookup codes, document categories, invoicing and accounting rules, payment terms, receipt methods, and sales credit types for Order Management |
Order Orchestration |
OrderOrchestrationImportTemplate.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. |
|
On hand |
Supply Chain Planning Supply On Hand |
ScpOnhandImportTemplate.xlsm |
|
Option bookings history |
Supply Chain Planning Option Bookings History |
ScpOptionBookingHistoryImportTemplate.xlsm |
|
Option shipments history |
Supply Chain Planning Option Shipments History |
ScpOptionShipmentHistoryImportTemplate.xlsm |
| Organizations (warehouses) and organization sites (including organization site-internal location mappings) |
Supply Chain Planning Organizations |
ScpOrganizationImportTemplate.xlsm |
|
Planned order supplies |
Supply Chain Planning Planned Order Supply |
ScpPlannedOrderSupplyImportTemplate.xlsm Note:
This template is only used to load planned order supplies to Global Order Promising. |
|
Planners |
Supply Chain Planning Planners |
ScpPlannersImportTemplate.xlsm |
|
POs, purchase requisitions, POs in receiving, and POs in transit |
Supply Chain Planning Purchase Order Requisitions |
ScpPurchaseOrderRequisitionImportTemplate.xlsm |
|
Price lists |
Supply Chain Planning Price Lists |
ScpPriceListImportTemplate.xlsm |
|
Region-zone mappings |
Supply Chain Planning Region Zone Mappings |
ScpRegionZoneMappingImportTemplate.xlsm |
|
Regions |
Supply Chain Planning Regions |
ScpRegionsImportTemplate.xlsm |
|
Resource availability |
Supply Chain Planning Resource Availability |
ScpResourceAvailabilityImportTemplate.xlsm |
|
Resources and resource shifts |
Supply Chain Planning Resources |
ScpResourcesImportTemplate.xlsm |
|
Safety stock levels |
Supply Chain Planning Safety Stock Levels |
ScpSafetyStockLevelImportTemplate.xlsm |
|
Sales orders |
Supply Chain Planning Sales Orders |
ScpSalesOrderImportTemplate.xlsm |
|
Shipments history |
Supply Chain Planning Shipments History |
ScpShipmentHistoryImportTemplate.xlsm |
|
Sourcing rules and assignments |
Supply Chain Planning Sourcing Rules |
ScpSourcingImportTemplate.xlsm |
|
Subinventories |
Supply Chain Planning Subinventories |
ScpSubInventoryImportTemplate.xlsm |
|
Supplier capacity |
Supply Chain Planning Approved Supplier Capacity |
ScpApprovedSupplierCapacityImportTemplate.xlsm |
|
Suppliers and supplier sites |
Supply Chain Planning Suppliers |
ScpSupplierImportTemplate.xlsm |
|
Supply reservations for sales orders |
Supply Chain Planning Reservations |
ScpReservationImportTemplate.xlsm |
|
Supply update rules |
Supply Chain Planning Real Time Supply Updates |
ScpRealTimeSupplyUpdatesImportTemplate.xlsm |
|
Transfer orders (including expense-type transfers) |
Supply Chain Planning Transfer Orders |
ScpTransferOrderImportTemplate.xlsm |
|
UOMs, UOM conversions, and UOM class conversions |
Supply Chain Planning Units of Measure |
ScpUOMImportTemplate.xlsm |
|
User-defined hierarchies |
Supply Chain Planning User-Defined Hierarchies |
ScpUser-DefinedHierarchyImportTemplate.xlsm |
|
Work definitions (including mappings between item structures and work definitions), work definition operations, and work definition operation resources |
Supply Chain Planning Routings |
ScpRoutingsImportTemplate.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 |
|
Work order supplies |
Supply Chain Planning Work Order Supplies |
ScpWorkOrderSuppliesImportTemplate.xlsm |
|
Zones |
Supply Chain Planning Zones |
ScpZonesImportTemplate.xlsm |