Order Data Loading Configuration

There are several parameters that impact the upload of orders via spreadsheets or using the supported integration methods, as well as the download of orders into spreadsheets. These parameters are managed via the Foundation Data Upload and Download Tasks via the Order Data Loading Configuration template listed under the Administration template type. This template when downloaded comprises of two worksheets, Purchase Order Induction Configuration and Svc Order Parameter Configuration. Each of these worksheets carries a single row of information and supports only updates. The parameters contained in each of these worksheets are described below. To make updates to either set of attributes, select the action type of Update in the appropriate tab and apply your changes.

Purchase Order Induction Configuration

This worksheet contains parameters that specify upper bounds on file size and the number of records that can be uploaded or downloaded.

System Options	Description
Maximum PO for Download	Specifies the maximum number of orders that can be downloaded at a time. The value in this parameter is compared to the number of order header level records would be extracted based on the criteria used in the Merchandising screen to initiate the extract. It is recommended that this be set to 1,000 or lower for best performance.
Maximum PO for Synchronized Download	Specifies the maximum number of orders, based on order header records, that can be downloaded while the user waits before switching to asynchronous processing.
Maximum File Size for Upload	Specifies the maximum size of the file (XML or .ods) that can be processed for upload at a time, measured in bytes. It is intended to be set based on a typical file sizes and processing time considerations. It is recommended that this be set to 500MB or lower for best performance.
Maximum File Size for Synch Download	Specifies the maximum size of the file (XML or .ods) that can be processed for an upload in synchronous mode. This value should be set based on acceptable wait times. If the file size exceeds this value, the process request will be queued for asynchronous processing.

Order Parameter Configuration

This worksheet contains parameters that capture the default set of choices to be used while creating or updating of Purchase Orders via the upload process.

System Options	Description
Maximum Chunk Size	This indicates the maximum number of orders, based on order header rows, that should be processed in one chunk.
Maximum Number of Threads	This indicates the maximum number of concurrent threads for processing orders.
Waiting time between Threads (milliseconds)	This parameter holds the number of milliseconds between the submissions of two threads.
Maximum Order No Quantity	Contains the maximum number of order numbers that can be pre-issued in one request via the Order Management Service API. As part of the service call, the request contains the number of order numbers that the external system is requesting. This would limit how large that number can be.
Maximum Order Expiry Days	Contains the maximum number of days from today that order numbers can be reserved when requested via the Order Management Service API. If the numbers are requested for a date longer than this, then an error will be raised.
Scaling on PO Quantity Indicator	Indicates whether or not scaling is to be performed on the quantities in the purchase order when uploaded. If not done as part of the upload, scaling can still be performed in the ordering screens manually after they are uploaded. Valid values are Yes or No.
Deals on PO Indicator	Indicates whether or not deals are to be applied on the purchase order on upload. If not done as part of the upload, deals can still be applied using the ordering screens manually after they are uploaded. Valid values are Yes or No.
Brackets on PO Indicator	Indicates whether or not bracket costing related brackets are to be applied to the purchase order, when applicable. If bracket costing is not used, this can be set to No. Valid values are Yes or No.
PO Approval on OTB Limit Exceed Indicator	Indicates whether or not PO approval via induction will be allowed if OTB limits have been exceeded for an order. If Yes, this will raise a warning only and the order will be able to be created in Approved status. If No, then it will raise an error with the order and it will remain in Worksheet status. Valid values are Yes (Y) or No (N). This check will only be performed if the system option for OTB is set to Yes.
Replenishment Recalculation Indicator	Indicates whether or not replenishment results are to be recalculated based on uploaded order updates. Valid values are Yes or No.
PO Linked Allocation Cancel Indicator	Indicates whether or not PO linked allocations will be cancelled when the order is cancelled or set back to worksheet status. If yes, then in order to re-allocate based on any updates to the order made while it is in worksheet status, the allocation will need to be re-created. Valid values are Yes or No.
PO Linked Open Shipment Cancel Indicator	Indicates whether or not open shipments linked to the PO will be cancelled when the order is cancelled. Cancelled shipments cannot be reinstated. Valid values are Yes or No.
Manual Cost Override Indicator	Indicates whether or not manual costs will be overridden when deals are applied. If not, then when deals are applied to the order, the item/location combinations with a manual cost will be ignored. Valid values are Yes or No.

Uploading Changes

For the attributes 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 Order Data Loading 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.