Manage Template Lists of Values

Merchandising provides the capability to configure the templates used for uploading data via spreadsheet by configuring code types that will be used for populating drop down lists in the spreadsheet columns. The code types used refer to those that can be viewed and updated in the "Codes and Descriptions" template (accessed under the Administration template type). Any changes to the codes in the code type, including which are displayed and the descriptions used, should be made in that template. However, if you would like to change the code type used for a template or add a new one, this configuration is also created, maintained, or deleted through spreadsheet upload and download processes. These processes are accessed through the main Merchandising task list under Foundation Data > Download Foundation Data and Foundation Data > Upload Foundation Data.

To add or update code types associated with a template, you will select the template type of Administration from the Download Data screen and then the template Data Loading Configuration. Click the Download button and when prompted, choose to either open the .ods file that is generated or save the file and open it separately in the spreadsheet application of your choice. Once opened, there will be a single sheet that can be modified - S9T Listvals.

Add a Code

To add a code type for a template, start in the S9T Listval tab, and, in a blank line in the template, select the action type of Create. Next, enter a template category to which the spreadsheet belongs to. Valid values for this column are stored under code type S9TC and can be viewed in the Codes and Descriptions template. Next, specify the valid sheet name and column name to which this drop-down mapping belongs to. The valid values used for these two columns must be based on the definitions stored in the S9T_TMPL_COLS_DEF table for the specific template; sheet name uses the value in WKSHT_KEY and column name uses the value in COLUMN_NAME. Finally, enter the code type from which the drop-down values should be obtained from.

Update Induction Configuration

If you would like to change the code type associated with a template, a similar process will be followed as that described above for creating new induction configuration. First, download the spreadsheet, and then navigate to the tab where you would like to make your updates.

In the tab where you are going to make your updates, select the action type of Update, and then correct the value in the spreadsheet. Only the Code column can be updated.

Deleting an Induction Configuration

If you wish to delete an induction configuration, update the action column to select Delete.

Uploading Changes

For all actions defined above, once all the updates have been made to the data in the spreadsheet, save the file and close it. Then, return to the Merchandising screens and select Foundation Data > Upload Foundation Data from the main task list. In this screen, select the template type Administration and the template Induction Configuration. This will generate a process description automatically, but this can be updated if desired. Lastly, select the Browse button and navigate to the directory where you saved the updated spreadsheet.

To review the status of the upload and check whether any errors occurred, select the Foundation Data > Review Status task from the main task list.

For more information, see "Download/Upload Data from Spreadsheets" in the Oracle Retail Merchandising Do the Basics User Guide.