Import Batches of Discount Lists

Use an Excel spreadsheet to import a batch of discount lists into Oracle Pricing.

In this example, you import two discount lists in one batch. Each list contains one item.

List	Item
DISCOUNT_LIST_1	AS54888
DISCOUNT_LIST_2	CN92777

You use the same procedure that you use when you import a price list, but with a few important differences. For details, see Import Price Lists.

Summary of the Setup

1. Prepare your data.

2. Upload your data.

3. Import your data.

4. Verify your import.

You can use FBDI to import pricing details on the Microsoft Windows or on the Apple macOS operating systems.

Prepare Your Data

1. Download the DiscountListImportTemplate.xlsm file.

   • Go to File-Based Data Import (FBDI) for Oracle SCM.

   • Select your update and click Books.

   • In the Development area, under File Based Data Import for Oracle Supply Chain Management Cloud, click HTML.

   • Expand Order Management, then click Discount List Import.

   • In the Discount List Import area, click DiscountListImportTemplate.xlsm.

   To get a file that already includes the values that you use in this example, go to Technical Reference for Order Management (Doc ID 2051639.1), download the Payloads and Files attachment, open it, then open DiscountListImportTemplate_example_1.xlsm.

   You must download and use DiscountListImportTemplate.xlsm from File-Based Data Import (FBDI) for Oracle SCM. Don't use ManageDiscountLists.xlsx that you can download from the Pricing Administration work area.

2. Add discount lists.

   Click QP_DISCOUNT_LISTS_INT, then add your discount lists to the template. Add two rows, one row for each discount list.

   BATCH_NAME	OPERATION_CODE	SOURCE_DISCOUNT_LIST_ID	NAME	DESCRIPTION	BUSINESS_UNIT_ID	BUSINESS_UNIT_NAME	CURRENCY_CODE	START_DATE	STATUS_CODE
   DL_IMPORT_1	CREATE	1001	DISCOUNT_LIST_1	DISCOUNT_LIST_1	204	Vision Operations	USD	1/15/2019 10:10:10 AM	APPROVED
   DL_IMPORT_1	CREATE	1002	DISCOUNT_LIST_2	DISCOUNT_LIST_2	204	Vision Operations	USD	1/15/2019 10:10:10 AM	IN_PROGRESS

   Here's more detail.

   Attribute	Value
   Batch Name	The example uses DL_IMPORT_1 as the Batch Name in rows 5, and 6, so the batch will include two different discount lists. DISCOUNT_LIST_1 DISCOUNT_LIST_2
   Operation Code	CREATE
   SOURCE_DISCOUNT_LIST_ID	Enter: 1001 for DISCOUNT_LIST_1 1002 for DISCOUNT_LIST_2
   NAME DESCRIPTION	Enter: DISCOUNT_LIST_1 DISCOUNT_LIST_2 The Pricing Administration work area will display these values.
   BUSINESS_UNIT_ID	204 204 is the Business Unit ID for Vision Operations.
   BUSINESS_UNIT_NAME	Vision Operations
   CURRENCY_CODE	USD
   START_DATE	2019/01/15 10:15:20
   STATUS_CODE	Enter two different values: APPROVED for DISCOUNT_LIST_1 IN_PROGRESS for DISCOUNT_LIST_2

   Leave all other columns empty.

3. Add access sets.

   Click QP_DISCOUNT_LIST_SETS_INT, then add one access set for each discount list.

   OPERATION_CODE	SOURCE_DISCOUNT_LIST_ID	SOURCE_DISCOUNT_LIST_SET_ID	SET_ID	SET_CODE
   CREATE	1001	100	Leave this empty	COMMON
   CREATE	1002	101	Leave this empty	COMMON

4. Add items.

   Click QP_DISCOUNT_LIST_ITEMS_INT, then add your items. Add two rows, one row for each item.

   OPERATION_CODE	SOURCE_DISCOUNT_LIST_ID	SOURCE_DISCOUNT_LIST_ITEM_ID	ITEM_LEVEL_CODE	ITEM_NUMBER	ITEM_ID	PRICING_UOM	PRICING_UOM_CODE	LINE_TYPE_CODE
   CREATE	1001	10001	ITEM	AS54888	Leave this empty	Each	Ea	ORA_BUY
   CREATE	1002	10002	ITEM	CN92777	Leave this empty	Each	Ea	ORA_BUY

5. Add a discount rule.

   Click QP_PRICING_TERMS_INT, then add a rule.

   OPERATION_CODE	SOURCE_ROOT_PARENT_ID	SOURCE_PARENT_ID	SOURCE_TERM_ID	NAME	PRICE_TYPE_CODE	CHARGE_TYPE_CODE	CHARGE_SUBTYPE_CODE	ADJUSTMENT_TYPE_CODE	ADJUSTMENT_AMOUNT	ADJUSTMENT_BASIS	APPLY_TO_ROLLUP_FLAG	START_DATE
   CREATE	1001	10001	100001	AS54888-SR1	ONE_TIME	ORA_SALE	ORA_PRICE	DISCOUNT_PERCENT	5	QP_AdjBasisforBaseListPrc	N	2019/01/15 10:15:20

You aren't adding a pricing matrix, so leave these worksheets empty.

• QP_MATRIX_DIMENSIONS_INT

• QP_MATRIX_RULES_INT

How to Set the Value for SOURCE_DISCOUNT_LIST_ID

Create a relationship.

Note

• Use SOURCE_DISCOUNT_LIST_ID to create a relationship between the parent discount list and other child entities. For example:

  • Set SOURCE_DISCOUNT_LIST_ID to 1001 on the parent QP_DISCOUNT_LISTS_INT sheet.

  • Set SOURCE_DISCOUNT_LIST_ID to 1001 on the child QP_DISCOUNT_LIST_ITEMS_INT sheet.

A discount list contains entities, such as items. The worksheet uses this reference to create a relationship between each child entity and the parent discount list.

The example includes items AS54888 and CN92777. Each of them reference list 1001. You can use 1001 or whatever numeric value you prefer. It doesn't have to be 1001, but you must use the same number across worksheets. For example, if you use 1001 on QP_DISCOUNT_LISTS_INT, then you must use 1001 on QP_DISCOUNT_LIST_ITEMS_INT.

Upload Your Data

1. Click the Instructions and CSV Generation tab, then click Generate CSV File.

2. In the dialog that displays, save the file as DiscountListInterface.zip.

3. Sign into Oracle Applications. Make sure you have the Import Price Lists privilege or the Import Approved Price Lists privilege.

4. Go to the Scheduled Processes work area, then run the Load Interface File for Import scheduled process to upload the zip file.

   Parameter	Value
   Import Process	Import Discount Lists
   Data File	Click Upload a New File, browse to the DiscountListInterface.zip file that you saved earlier, then click OK.

5. Click Submit, then notice the process number that the dialog displays, such as 163199.

6. Click Actions > Refresh on the Overview page until you can see that the status for your scheduled process is Succeeded.

Import Your Data

1. Click Schedule New Process, then run the Import Discount Lists scheduled process.

   Parameter	Description
   Batch Name	Select the same value that you entered in the Batch Name column of sheet QP_DISCOUNT_LISTS_INT in the import template. For example, DL_IMPORT_1.
   Commit Point	Optional. Specify at what point to commit data to the transaction tables while the scheduled process processes your records. If you leave this parameter empty, then the scheduled process will automatically commit data after it processes 1,000 records, but you can specify when to do it. For example, if you specify 1 as the commit point, then the scheduled process will commit data after it processes one record. If you specify 50, then the scheduled process doesn't commit data until after it processes the 50th record. Each discount list is one record. Set the commit point to improve performance. Each commit requires a round trip to the database. Each round trip takes time and consumes computing resources. If you import 2,000 records and you set Commit Point to 1, that's 2,000 round trips, but if you set it to 100, that's only 20 round trips. If you set a high commit point, then make sure your server has sufficient cache. The import uses the cache until the next commit point. For example, if you set Commit Point to 2,000, then the import will load data into the cache until it processes 2,000 records. If you set a high commit point and find that the import fails during testing because of a processing error or resources not available error, then reduce the commit point.
   Number of Child Processes	Optional. Specify how many child scheduled processes to run for the items and rules that each discount list contains. The scheduled process automatically creates the optimal number of child scheduled processes that it needs for each batch, but you can specify how many. For example, if you specify 16, then the scheduled process will create no more than 16 child processes. The child processes run in parallel with each other. The typical range of values is 1 through 16. The scheduled process typically uses 4, by default. Assume you need to process 100 records. If you set Number of Child Processes to: 1. One child process will process all 100 records consecutively. It takes a lot longer. 10. Ten child processes will process 10 records each, and each of the 10 child processes run concurrently. Its a lot faster, but make sure you have sufficient computing power and the servers that you need to accommodate this parallel processing. Adjust Commit Point and Number of Child Processes during testing until you find the optimal balance between speed and your investment in computing resources.

   Batch Name is required. The other parameters are optional.

   For important details, see Guidelines for Using Scheduled Processes in Order Management.

2. Click Submit, then notice the process number that the dialog displays.

   The parent Import Discount Lists scheduled process creates child scheduled processes.

   Child Scheduled Process	Description
   Import Discount List Headers and Access Sets	Processes the headers and the access set for each discount list.
   Import Discount List Items and Rules	Processes the items, pricing terms, and matrix rules for each discount list.

   Use the search result area of the Overview page to refresh the page and monitor your parent and child processes. Continue to refresh until the status for each process is Succeeded.

3. Click View Log to examine the log and verify the records that you imported.

Verify Your Import

1. Go to the Pricing Administration work area.

2. Click Tasks > Manage Discount Lists.

3. On the Manage Discount Lists page, search for the first list that you imported.

   Attribute	Value
   Name	DISCOUNT_LIST_1

4. Click DISCOUNT_LIST_1 in the Name column of the search results.

5. On the Edit Discount List page, verify that the header attributes match the values from your worksheet.

   Attribute	Value
   Status	Approved
   Currency	USD
   Business Unit	Vision Operations

6. Verify the item that you imported for the DISCOUNT_LIST_1 list.

   • On the Discount Lines tab, search for the item.

     Attribute	Value
     Name	AS54888

   • On the Discount Rules area, verify the rule that you imported.

     Attribute	Value
     Rule Name	AS54888-SR1
     Rule Type	Simple
     Rule Start Date	1/15/19 10:10 AM
     Rule End Date	Empty
     Price Type	One Time
     Charge Type	Sale
     Charge Subtype	Price
     Price Periodicity	Empty
     Adjustment Type	Discount Percent
     Adjustment Basis	QP_AdjBasisforBaseListPrc
     Adjustment Amount	5

   • Click Access Sets, then verify the access set that you imported.

     Attribute	Value
     Set Code	COMMON
     Set Name	Common Set

7. Repeat these steps for the DISCOUNT_LIST_2 discount list.

   Verify that the values for DISCOUNT_LIST_2 are the same as DISCOUNT_LIST_1 but with these differences.

   • Status is In Progress.

   • The item is CN92777.

   • The Discount Rules area doesn't contain a rule.

Troubleshoot

See:

• Guidelines for Importing Batches of Discount Lists
• Troubleshoot Importing Batches of Discount Lists