Import Your Sales Territory Coverage Data

How You Map Your Source Data to Object Attributes

To import your Sales Territory Coverage data into Oracle Applications Cloud, you must populate a .csv file with your source data and map that source data to target object attributes in Oracle Applications Cloud.

You need to do the following before creating the CSV file for data import:

Identify how your source data attributes map to the target object attributes in Oracle Applications Cloud.
Ensure prerequisite setups are done, if applicable.
Understand your options for uniquely identifying the records.
Ensure parent records exist before importing child records.
- When creating a territory, the sales territory import file must be imported before importing the sales territory resource, sales territory coverage or sales territory line of business import files.
Identify the target object attributes that are required in the CSV file for a successful import.

Before You Start

You must do some basic checks before starting your import. For example, make sure that:

You have completed all the prerequisites for importing each attribute in your source data.
You have all parent records in place before importing child records.

Select a Unique Identifier for Your Records

To import data into Oracle Applications Cloud, your CSV file must include some specific attributes that enable the import process to uniquely identify the records. The file import process uses the attribute values to automatically map your source data to the target object attributes in Oracle Applications Cloud.

The preferred option to uniquely identify an object record is through the Public unique identifier. If you're creating new records, then you can provide the appropriate user-friendly public unique identifiers (attributes denoted with 'Number' and usually visible in the business object's UI). For the Sales Territory Coverage object, the attributes are UniqueTerritoryNumber, CoverageTypeCode and DimensionCode. If you delete a sales territory resource record, you can use a combination of the UniqueTerritoryNumber and CoverageNumber attributes to identify the record. Oracle recommends that you don't update the Sales Territory Coverage object. For example, to update the AddressCity of the Addr (DimensionCode) coverage record, delete the record and create a new record with the correct AddressCity value.

Required Attributes and Validations for Sales Territory Coverage Object

To import data successfully into Oracle Applications Cloud, your CSV file must include the required attributes. Ensure that you provide valid values for the attributes. The following table lists the required attributes for importing new Sales Territory Coverage records, required attributes for deleting Sales Territory Coverage records, prerequisite setup tasks for the attributes, and specific validations, if any, for Sales Territory Coverage import:

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
UniqueTerritoryNumber	The public unique identifier number of the territory	Text	Not applicable	Required
CoverageNumber	The public unique identifier number of the territory coverage	Text	Not applicable	Don't provide a value.
CoverageTypeCode	The code of the territory coverage type	Text	Not applicable	Required Values are REGULAR, INCLUSION, and EXCLUSION
TerrDimensionCode	The code of the dimension	Text	Not applicable	Required if passing the related dimension member information. The values are: `Acct` AcTyp `Addr` Aux1 Aux2 Aux3 `Bunit` `CSize` Geo Indst Prtnr Prod OrgTp Schnl don't provide a value, if creating a dimensional coverage of Any (for every dimension including Address)

Depending on the dimension coverage there may be additional required attributes for importing new Sales Territory Coverage records. The following tables list the required attributes for importing new Sales Territory Coverage records, prerequisite setup tasks for the attributes, and specific validations, if any, for Sales Territory Coverage import:

If the DimensionCode = Acct

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
RegistryId	The public unique identifier number of the account	Text	Not applicable	Either the RegistryID or the OriginalReference is Required.
OriginalReference	The original system / original system reference of the account.	Text	Not applicable	Either the RegistryID or the OriginalReference is Required.
CoverageTypeCode	The code of the territory coverage type	Text	Not applicable	Required Values are REGULAR, INCLUSION, and EXCLUSION
IncludeHierarchyFlag	An indicator of whether the account hierarchy is included	Text	Not applicable	Optional. Applicable values Y or N.

Note: During import, the application attempts to lookup the account using RegistryId, but if not found it uses OriginalReference. If values for both RegistryID and OriginalReference are passed, then the RegistryID is used first.

If the DimensionCode = Geo

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
GeographyName	The geography name including the hierarchy	Text	Not applicable	Required
GeographyHighName	The upper level of the geography name range including the hierarchy	Text	Not applicable	Required only if defining a range of geography dimension members

If the DimensionCode = Addr

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
AddressCountry	The code of the address country	Text	Not applicable	Required
AddressState	The address state	Text	Not applicable	Optional
AddressProvince	The address province	Text	Not applicable	Optional
AddressCounty	The address county	Text	Not applicable	Optional
AddressCity	The address city	Text	Not applicable	Optional
AddressPostalCode	The address postal code	Text	Not applicable	Optional
AddressElementAttribute1	The additional address element 1	Text	Not applicable	Optional
AddressElementAttribute2	The additional address element 2	Text	Not applicable	Optional
AddressElementAttribute3	The additional address element 3	Text	Not applicable	Optional
AddressElementAttribute4	The additional address element 4	Text	Not applicable	Optional
AddressElementAttribute5	The additional address element 5	Text	Not applicable	Optional

If the DimensionCode = OrgTp

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
OrganizationTypeCode	The code of the organization type	Text	Not applicable	Required

If the DimensionCode = Indst

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
IndustryCode	The code of the industry	Text	Not applicable	Required

If the DimensionCode = Csize

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
CustomerSizeCode	The code of the customer size	Text	Not applicable	Required

If the DimensionCode = AcTyp

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
AccountTypeCode	The named account code	Text	Not applicable	Required

If the DimensionCode = Prod

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
ProductGroupNumber	The public unique identifier number of the product group	Text	Not applicable	Required if creating a sales territory coverage for a product group
ItemNumber	The public unique identifier number of the item	Text	Not applicable	Required if creating a sales territory coverage for an item
InventoryOrgId	The identifier of the inventory organization	Number	Not applicable	Required if creating a sales territory coverage for an item, but only when the value is different from the default inventory organization identifier specified in the profile option QSC_SALES_PRODUCTS_INVENTORY_ORG_ID.

If the DimensionCode = BUnit

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
BusinessUnitName	The name of the business unit	Text	Not applicable	Required

If the DimensionCode = Aux1

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
Auxiliary1Code	The code of the auxiliary classification 1	Text	Not applicable	Required

If the DimensionCode = Aux2

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
Auxiliary2Code	The code of the auxiliary classification 2	Text	Not applicable	Required

If the DimensionCode = Aux3

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
Auxiliary3Code	The code of the auxiliary classification 3	Text	Not applicable	Required

If the DimensionCode = Schnl

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
SalesChannelCode	The code of the sales channel	Text	Not applicable	Required
SubSalesChannelCode	The code of the sub sales channel	Text	Not applicable	Optional

If the DimensionCode = Prtnr

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Creating a Sales Territory Coverage Record
PartnerNumber	The public unique identifier number (or company number) of the partner	Text	Not applicable	Required

You can view the Sales Territory Coverage object and attributes in the Manage Import Objects page of the Import Management flow. You can find attribute information like type, length, description, and so on, on this page.

Required Attributes and Validations for Deleting Sales Territory Coverage Object

You can delete a sales territory coverage record using Unique Territory Number, Dimension Code and other attributes or Unique Territory Number and Coverage Number.

Delete a Sales Territory Coverage using Attribute and Dimension Code

A Sales Territory Coverage record can be deleted using the following fields:

Unique territory number (UniqueTerritoryNumber): The public unique identifier number of the territory
Coverage type code (CoverageTypeCode): The coverage type code. Possible values are REGULAR, INCLUSION, or EXCLUSION
Dimension code (TerrDimensionCode) : The possible values are listed in the table below:

Dimension Field(s)

Dimension	Dimension Code	Dimension Field
Sales Channel		Either SalesChannelCode or SubSalesChannelCode
Product	Prod	ProductGroupNumber or ProductGroupId OR ItemNumber or InventoryItemId
Account Type	AccTp	AccountTypeCode
Address	Addr	AddressCountry and (optionally) one or more of the following: AddressState AddressProvince AddressCounty AddressCity AddressPostalCode AddressElementAttribute1 AddressElementAttribute2 AddressElementAttribute3 AddressElementAttribute4 AddressElementAttribute5
Auxiliary 3	Aux3	Auiliary3Code
Auxiliary 1	Aux1	Auiliary1Code
Auxiliary 2	Aux2	Auiliary2Code
Business Unit	BUnit	BusinessUnitName or BusinessUnitId
Customer Size	CSize	CustomerSizeCode
Geography	Geo	GeographyId or GeographyName (the full path needs to be provided e.g. >United States>CA or ~Global~North America) For Geo ranges, also provide GeographyHighId or GeoHighName - the full path needs to be provided (optional)
Industry	Indst	IndustryCode
Organization Size	OrgTp	OrganizationTypeCode
Partner	Prtnr	PartnerNumber or PartnerId
Account	Acct	RegistryId or OriginalReference or AccountId

Delete a Sales Territory Coverage using Unique Territory Number and Coverage Number

A Sales Territory Coverage record can be deleted using the Unique Territory Number and Coverage Number.

Required Attributes to Delete a Sales Territory Coverage

Attribute	Description	Data Type	Prerequisite Setup Task/ Import Validations	Deleting an Existing Sales Territory Coverage Record
UniqueTerritoryNumber	The public unique identifier number of the territory.	Text	Not applicable	Required
CoverageNumber	The public unique identifier number of the territory coverage.	Text	Not applicable	Required

Create the Source CSV File

You include the data that you want to import into Sales and Fusion Service in a source CSV file.

You can use the templates available in the Import Objects UI page to create the source CSV file. To download a template:

Go to Navigator > Tools > Import Management > Import Objects.
Select the Standard Text object in the table and click Download.

You can now edit the downloaded file and provide valid values for the required attributes.

Note: For help in populating the CSV file and to avoid any issues in entering values, see the topic Potential Issues When Opening CSV Files With Excel in Related Topics section.

Create the Import Activity

After you have the CSV file ready, create an import activity to import the information. To create an import activity:

Go to Navigator > Tools > Import Management > Import Queue.
Click Create Import Activity in the Manage Imports page.
In the Enter Import Options page, provide a name for the import activity, and select Sales Territory Coverage from the Object drop-down list.
Select the CSV file in the File Name field, and click Next.
Under Advanced options, select the Import Mode as Create records or Delete Records.
You would see that the source and target attributes are automatically mapped in the Map Fields page. Review and edit the mappings if required.
Check the file for unmapped columns or data format issues by clicking Validate Data. Click Next.
Review the import details on the Review and Submit page, and click Submit when you're ready.

Review the Import Results

Check if your import succeeded on the Manage Imports page. This page shows the status of all active, completed, and unsuccessful imports. To check the status of the import activity:

Go to Navigator > Tools > Import Management > Import Queue.
Click All Imports and search for the import activity that you created earlier.
Check the Status column for the import activity. The import is successful if the status displays as Completed. You can drill down on the import activity to go to the Import Status page which provides the status details of the import activity.