Upload Validated Adjustment Data

Oracle Revenue Management and Billing until now provided you with an ability to upload adjustment data received from an external source system and create adjustments using the C1-ADUP1 and C1-ADUP2 batches. However, there was no user interface available through which you can upload an adjustment data file and create adjustments from the adjustment records. Now, the system provides a user interface which helps you to upload an adjustment data file.

You can upload an adjustment data file in the CSV format. You need to ensure that the CSV file is in the required format; otherwise the file will not be uploaded in the system. At present, the system supports only the CSV file format. For more information about the CSV file format, see CSV File Format.

While uploading an adjustment data file, you need to specify the upload request type using which you want to upload the adjustment data file. It is the upload request type which helps the system to determine:

• Whether adjustments must be created in the real time (i.e. immediately) or in the deferred mode (i.e. in the background)

• Whether the size of the adjustment data file exceeds the maximum file size defined in the upload request type

• Whether the adjustment data file must be approved by the approver before creating adjustments

All records are validated before uploading an adjustment data file. During the validation process, the system and custom validations (if any) are executed. If there is any invalid record, the system does not allow you to upload the adjustment data file. The system indicates the reason why the adjustment record could not pass through the validation process. You need to first correct the adjustment record in the CSV file and then upload the adjustment data file.

An upload request of the specified upload request type is created when an adjustment data file is successfully uploaded in the system. You can track an adjustment data file through an upload request. During the adjustment upload process, an adjustment upload request goes through various statuses in its lifecycle. For more information about the adjustment upload request statuses, see Adjustment Upload Request (Without Approval) Status Transition and Adjustment Upload Request (With Approval) Status Transition.

Note that the lifecycle of an adjustment upload request is driven by the business object using which the adjustment upload request is created. An adjustment upload request business object named C1-ADJUPLD is shipped with the product. The adjustment upload feature explained in this section is documented based on the lifecycle and logic defined in the C1-ADJUPLD business object. If required, the implementation team can create a custom adjustment upload request business object.

Once the adjustment upload request is created, you can perform various tasks, such as:

• Track the status of an adjustment upload request

• View the details of an adjustment upload request

• View all records of an adjustment data file

• Cancel an adjustment data file

• Create adjustments for an adjustment data file

• Submit the adjustment data file for approval

• Approve or reject an adjustment data file based on the observations

Related Topics

Parent Topic: Oracle Revenue Management and Billing Generic Business Processes