Overview of Import Items

Item Management provides the ability to create and management item data through two methods: the Product Information
Management work area and a process to import items from files located in a specific folder in Oracle WebCenter Content.

The objects listed below are supported through both methods:

• Items
• Item revisions
• Item category assignments
• Item associations
• Item relationships
• Item flexfields
• Item translatable flexfields
• Item revision flexfields
• Item revision translatable flexfields
• Item supplier flexfields
• Item translatable supplier flexfields
• Item style variant attribute value Sets
• Trading partner items
Note: You must license Oracle Product Hub to use certain flexfields.

The following is an overview of the item import process:

1. Download the item import template file from the Oracle Fusion Cloud SCM File-Based Data Import (FBDI) for SCM.
2. Enter data in tabs within the item import template file.
3. Generate CSV (ZIP file).
4. Upload to Oracle WebCenter Content.
 5. Move the data into Item Management interface tables.
6. Import data to Item Management product tables.

Docs.oracle.com

https://docs.oracle.com/en/
Go to All Books
https://docs.oracle.com/middleware/11119/adf/develop-desktop-integration/adf-desktop-config-env.htm

adfdi-excel-addin-installer
Open Excel
Click Install on the ADF Deskstop Integration Installer window.

How to Configure Excel to Allow the ADFdi add-on

1. Open Excel to a new, blank workbook.

2. Open the File menu

3. From the File menu, select Options
4. Within the Options screen that opens: 1) Select the Trust Center section, then 2) Click the Trust Center Settings... button
5. Inside the Trust Center Settings screen, select the Macro Settings section.
6. Ensure that the button next to "Disable all macros with notification" is enabled.

7. Click the checkbox for "Trust access to the VBA project object model"

8. Click OK and OK again to get back to the Excel workbook.

9. Test the ADFdi add-on.

Find Item Class

Template Name = SH Purchased Item

GoTo Manage Item Batches

Save And Close
Delete All Line IN Another Sheet You Don’t Use
Back To First Sheet
Press To Bottom Generate CSV File
Go to Scheduled Processes

Run= Load Interface File For Import

Run= Item Import
Purge Interface Tables
To Get Request ID
EGP_SYSTEM_ITEMS_INTERFACE
Manage Item Imports
You can import items and item-related information using interface tables. This import data is loaded into the production tables using
the Import Item task.

Import Item
The Item Import task creates a scheduled process that takes the data that is loaded in the interface tables and uses the import process
to move the data to the production tables. The import processes will perform all of the validations necessary to ensure the data
imported is correct prior to moving the data into the production tables.

1. Access the Enterprise Storage Server and provide a process name (job definition) such as Item Import Process.
2. Select Setup and Maintenance from the Navigator.
Access the All Tasks tab on the Overview page, and search for the Import Item task with the name of your ESS process definition.
3. Click the Go to Task icon in the search results for that Import Item task.
The parameters for the item import process are:
o Batch ID: Associate the interface table to an item batch definition.
o Organization: Select an organization to be used for the import.
o Process Only: Determines how the data is processed. The choices are:
▪ Create
▪ Sync
▪ Update
o Process All Organizations: Select Yes if the import contains items that will be imported to multiple organizations.
o Delete Processed Rows: Select Yes to delete rows that are imported without errors
4. Click Submit and the Request Number will be displayed.

Delete Values by Import

You can use the import process to delete values of attributes, including individual values of multi-row attributes.
 1. Download the template spreadsheet, ItemImportTemplate.xlsm.
2. Follow the instructions contained in the spreadsheet to modify attribute values. Select the Transaction Type of DELETE for the
values that you want to delete.
3. Follow the instructions contained in the spreadsheet to generate a CSV and Zip file.
4. Select File Import and Export from the Navigator.
5. Create an upload for the template spreadsheet, using the account scm/item/import.
6. Create a scheduled process using the job Load Interface File for Import. In the Process Details, select Item Import for Import
Process and the uploaded Zip file for Data File.

Monitor Import Items

Select Setup and Maintenance from the Navigator, then access Monitor Item Imports to search for specific Enterprise Storage Server
processes and monitor their status in the search results table.

Related Topics

• Overview of Manage Imports

• Overview of Item Batches

Settings That Affect Item Data Conversion

To support data conversion and initial load to Product Hub, the profile option: Item Data Conversion Mode Enabled must be set to
enabled.

When you perform data conversion from your legacy applications into Product Hub, you must set the profile option value to Yes. The
default value is No. Setting the profile value to Yes will have the following effects:

• The Import process ignores all security checks. Data Privilege and Functional privileges are not considered.
• All items will be created as approved items irrespective of whether the item class is enabled for new item request or you select to
Add All Items to a new item request in batch.
• All updates will be directly posted to production by not creating change orders, even if you select the Add All Items to change
order option in the batch.
 • All validation rules of type Needs Approval will be ignored. This means that items are updated in the production tables.

If the profile option values are incorrect, it can adversely affect performance. You should evaluate carefully before setting these options.

Key Points to Update the CSV File

After downloading the template, enter data into the item import template file and generate the CSV file.

The first tab in the file contains the instructions for using the template and generating the CSV ZIP file. The other tabs, also called
Control Files, correspond to each of the item interface tables.

Keep these tips in mind when entering data into the template:

• The first row in each sheet contains column headers that represent the interface table columns. The columns are in the order that
the control file expects them to be in the data file.
• Do not change the order of the columns in the Excel sheets. Changing the order of the columns will cause the load process to
fail.
• You can hide columns that you do not intend to use, but you cannot delete columns. Deleting columns will cause the load
process to fail.
• You must enter data that conforms to what the control file can accept and process for the associated database column.
o Date fields must be entered in YYYY/MM/DD format.
o Amount columns must not contain a thousands separator and must use a period (.) as the decimal separator.
o Columns that must be whole numbers have data validation to allow only whole numbers to be entered.
• Refer to the bubble text on each column header for information on the data and data type the column requires.
• The provided source system code, PIMDH, is used for imports. The source system represent external systems to Product Hub.
• The provided item class is called Root Item Class, this item class will be used for imports.
• Items are always created in a master organization. Organizations are created during initial setup of the environment using the
Setup and Maintenance task.
• Provide a numeric Batch ID. Non-Product Hub customers don't have access to create batches, so any ID is sufficient.
Generate the CSV ZIP file
After you complete entering data in the item import template file, you next generate a .CSV file to be used for importing the data.

Click the Generate .CSV button on the Instruction and .CSV Generation tab to generate the file. This will create a .ZIP file containing a
CSV file for each tab completed in the item import template file.

You will be prompted to save the file to the desktop location several times. The first is to save the file, the second will ask the folder
where the .ZIP file will be saved and the next set of save requests will be for each of the tabs.

Related Topics

• Overview of Import Items

Upload the CSV File to Oracle WebCenter Content

After you have created the CSV file, the next step in the Import process will upload the CSV Zip file to the designated location within the
Oracle Universal Content Management system.

UCM is an enterprise content management system that manages web content, documents, imaging management, and digital assets for
Oracle Fusion applications.

Note: You must have the correct functional privileges to support the upload of the CSV Zip file to UCM and have access to the UCM account
scm/item/import.

Perform these steps to upload to the UCM:

1. From the Navigator link, select the File Import and Export action link in the Tools region.
2. On the File Import and Export page, click the Create icon in the Search Results table header.
a. Click on the Browse button and select the Zip file that you created for the import.
b. Select the account from the choice list. The account used for item import is scm/item/import.
c. Click the Save and Close button to initiate the uploading of the file.
Related Topics

• Overview of Import Items

Import Data from the Item Management Interface Tables
Once the CSV file is uploaded to UCM, you use the Load Interface File for Import scheduled process to move the data from the UCM
folder to the interface tables.

Perform these steps to move the data into the interface tables:

1. From the Navigator link, select the Scheduled Process link.

2. Click the Scheduled New Process button in the Search Result table header.
3. In the Schedule New Process dialog select the following:
o Type: Job
o Name: Load Interface File for Import
4. Click the OK button.
5. In the Process Details dialog, enter the following parameters:
o Import Process: Item Import
o Data File: the name of the ZIP file you uploaded to UCM
6. Click the Submit button to start the process.
7. Monitor the status of the scheduled process for moving the data from the Item Management interface tables to the Item
Management production tables by entering the process ID in the Search region in the scheduled processes user interface.

Import the Data from Item Management Interface Tables

At this point in the import process, the data is now loaded into the Item Management interface tables and is ready to be imported into
the Item Management production tables. The next process will perform the item import process that will validate the data for import
and move the data into the Item Management production tables. After successful completion of this job, the data will be available in the
user interface.

1. From the Navigator link, select the Scheduled Processes action in the Tools section.
2. Click the Schedule New Process button in the Search Result table header.
3. In the Schedule New Process dialog select the following:
o Type: Job
o Name: Item Import
4. Click the OK button.
 5. In the Process Details dialog, enter item import for the import process.
6. Enter the following information in the Process Details dialog:
o Batch ID: enter a unique identifier of the batch used to import the items.
o Process All Organizations: Select Yes to import items from all organizations. Select No to not import items from all
organizations.
o Process only: Indicate which transaction-type records need to be processed for an item batch. Values are Create, Sync,
Update.
o Delete Processed Rows: Indicates if the rows in the interface tables are to be deleted after the processing of an item
batch. Values are Yes or No.
7. Click the Submit button to start the process.
8. After you click the Submit button a Configuration dialog is launched with the process ID. Note the ID.
9. Multiple processes are created for all of the steps in importing the item. The child processes are: Item Import Preprocessing, Item
Import Data Quality, and Item Import.
10. View the log file for any errors (if applicable), by selecting the row in the Search Results table and clicking the View Log button.

Successfully imported items and related child entities can be queried, modified and validated.

Related Topics

• Overview of Import Items

Monitor Item Imports

The Monitor Item Imports task is used to monitor the Item Import process.

Navigate to the Monitor Item Imports task in the Setup and Maintenance work area, to search for specific schedule processes and
monitor their status in the search results table.

Import an Item Structure

In these procedures, you are an administrator importing item structures.
Here is an overview

1. Download the Item Structure Import template file from the File-Based Data Import (FBDI) for Oracle Supply Chain Management
Cloud.
For information about the template, see the File-Based Data Import for Oracle Supply Chain Management Cloud guide.
2. Enter data in tabs within the Item Structure Import template file.
3. Generate a CSV (.zip) file.
4. Upload the .zip file to your Oracle SCM Cloud application.
5. Move the data into Item Management interface tables.
6. Import items, then import item structures to Item Management product tables.

Preliminary

When you intend to collect items in a structure and you want to import that structure, the regular items must first exist in the
application. If some or all items going into the structure do not exist already in the application, these items must be created or imported
before you design and import the structure.

Use the Excel spreadsheet named Item Structure Import template.xlsm.

The tabs (or pages or sheets) in the spreadsheet are as follows:

• Instructions and CSV Generation - use for reference

• EGP_STRUCTURES_INTERFACE
• EGP_COMPONENTS_INTERFACE
• EGP_SUB_COMPS_INTERFACE
• EGP_REF_DESGS_INTERFACE

On the functional sheets, the key column heads are:

• Transaction Type
• Batch ID
• Batch Number
• Structure Name
• Organization Code
 • Item Name
• Component Item Name

Set Up the Spreadsheet to Design the New Structure

You must plan and decide exactly which items shall become structures, as well as quantities of each item that shall be required on any specific
structure.

1. Open the Item Structure Import spreadsheet template.

2. Use the EGP_STRUCTURES_INTERFACE tab to designate which items will be included in the structure.
3. On the EGP_COMPONENTS_INTERFACE tab:
o Designate the Relationships that each item has with any other item in the structure, parent-to-child or child-to-parent.
o List the child items in the Component Item Name column.
o List the respective parent items in the Structure Item Name column.
o Use the Sequence column, to define the order in which the items will be listed in the structure.
If this column is blank or includes a duplicate value, the sequence in the new structure is automatically calculated by the
application. The new sequence number is calculated by retrieving the highest existing sequence number and adding the
predefined increment to this value.

Upload Spreadsheet Data to Interface Tables

Now that you have set up the spreadsheet for the import, generate a CSV file and upload the spreadsheet data to the interface tables.

1. In the Instructions and CSV Generation tab of the spreadsheet, click Generate CSV File.
2. Save the .zip file. If you have more than one CSV files, save all CSV files in a single .zip file.
3. Upload the CSV file:
o Use Navigator to open Tools > File Import and Export.
o Click the Upload File + icon.
o In the Upload File dialog, select the .zip file.
o Set SCM/Item/Import as the account.
o Click Save and Close.
4. Schedule the import process to copy the data from the .zip file to the interface table.
o In the Navigator, click Tools > Scheduled Processes.
 o In the Scheduled Processes page, click the Schedule New Process button.
o In the Schedule New Process dialog, search for Load Interface File for Import and click OK. In the Schedule New Processes
dialog, click OK.
5. On the Process Details dialog:
o In the Import Process list, select Item Import. Note that the search is case sensitive.
o In the Data File list, select the .zip file.
6. Click Submit. Note the process number in the confirmation message, and click OK.
7. On the Scheduled Processes page, click Refresh to view the process status. Ensure that the data upload is complete.

Complete the Import

Now the data must be imported from the interface tables into the item structure tables.

1. On the Scheduled Processes page, click Schedule New Process.

The Schedule New Process dialog appears.
2. In the Name list, search for Item Import. Note that the search is case sensitive. Ensure that you select Item Import and click OK.
The Process Details dialog appears.
3. Enter the Batch ID for which you want to import transactions.
The Batch ID you enter here must match the ID you entered in the spreadsheet. If you have other transactions with a different ID,
they are not imported.
4. Click Submit and note the process ID.
5. After some time, click Refresh to review the process status.