Thursday, June 30, 2016

Oracle Cloud ERP - Supplier Import Process Throough File Based Data Loader (FBDL) Template

The Supplier Import Programs can be used to import Supplier's information from external systems into Oracle Fusion Applications using Open Interface tables. An organization may need to use the Import Suppliers process under different circumstances:
·         Acquisitions or mergers that necessitate importing suppliers into the organization.
·         Migrating suppliers from legacy systems into Fusion Applications

It is first important to understand the setup of Business Units related to suppliers, as this affects the way the import process works.  Oracle Fusion Applications allows users to define client - service provider relationships between procurement business units. A Procurement Business Unit may act as a service provider offering procurement services for one or more client requisitioning Business Units. Supplier Sites are always setup to be Procurement Business Unit specific. Site Assignments are created to associate the Supplier Site with client Business Units.  These include both requisitioning business units and sold-to (payables) business units

Programs and Interface Tables
The following are the four processes that are used to import Supplier information:
ü  Suppliers
ü  Supplier Address
ü  Supplier Sites
ü  Supplier Site Assignments
ü  Supplier Contacts
ü  Supplier Business Classifications
ü  Supplier Products and Services Categories

Supplier Import functionality validates and imports the information loaded into the Supplier Interface table and reports on any errors for suppliers that cannot be imported. The names of these tables are given below:


Process Flow

Basically there are 3 steps involved if suppliers imports

ü  Download the xlsm template from Repository and prepare the data based on instruction provided.

ü  Upload the data files to respective UCM folder.

ü  Run the Import Process

Suppliers Import
Step 1: Download the file based data loader (FBDL) template from oracle fusion repository. You can access the repository by using below link

Enter the below search details and hit on Search. It will list out all file based data imports for supplier related imports. Please see below screen shot.

Step 2: Click on Suppliers Import, at the bottom section under Overview note down the UCM account
UCM Account : prc/supplier/import

In details table right click on XLSM template link and choose the option “Save link as...”
XLSM Template: SupplierImportTemplate.xlsm

Save it to your local machine.

Step 3: Open the XLSM template from your local machine. DON’T make any changes to the first tab. Follow the instruction and feed data into POZ_SUPPLIERS_INT tab.

Note: While preparing the data make sure verify below
ü  Provide the date format mentioned in instruction sheet for date columns.
ü  Few columns are lookup based, pick the value from them. See below

ü  Verify the comment associated for each column to find the actual values accepted by the import process. See below for Supplier Type column.

Step 4: After entering the data points for the required fields and any additional fields which you want to import, go to Instructions tab and click on Generate CSV File button.

This generates the csv file and zip into a folder. See below


Click on Ok

Note: The filenames generated by the FBDI template (SupplierImportTemplate.xlsm) should NOT be changed for csv files. 

Filenames are of the following format:
ü  Interface table names in bookcase format. For example: POZ_SUPPLIERS_INT will have a csv file with name PozSuppliersInt.csv

ü  You will get below errors if any changes .csv files
Invalid data format
No metadata found
This issue is because of wrong file names of csv files or incorrect contents in the csv files.

Step 5: Use any user related to procurement area to login Fusion application For suppliers import I have used “Calvin.Roth”.

Step 6: Click on navigator as shown below.

Under Tools, select File Import and Export option.

It will open below screen.
Click on upload option to add the zip file to content management server.

It will prompt for File and Account.
Select the zip file generated by previous step and use account “prc/supplier/import” from LOV. The zip file will be placed on content management server in the specified folder.

Note: Make sure you select the correct folder. This information is provided on Overview tab of repository. See below

Click on Save and Close.

Step 7: Load the data into respective interface tables using “Load Interface File for Import” ESS job.
Click on Navigator -> Tools -> Scheduled Process as shown below.

It will open below screen. Click on Schedule New Process as shown below.

It will open Schedule New Process Dialog box. Select Job and expand the LOV and click on the Search link

Enter “Load%Interface%” and hit search button. Select Load Interface File For Import and click OK button.

It will below window. Select the Import Process “Import Supplier” and your zip file uploaded in the previous step in Data File Lov. Click on Submit Button.

Click on Ok

It will submit 2 Child ESS jobs as shown below. Click on the refresh  button to check newly submitted requests
1)       Transfer File
2)       Load File to Interface

Make sure all 3 ESS jobs should complete normal if there are no errors in your data file. In case of any errors, click on error job and check for Log and Out files for errors and fix it. Repeat the above process for uploading and loading the revised data file. See below example

Double click on the program and click on the log file

Step 8: After successfully loading the data file into interface table submit the “Import Supplier” ESS Job. This job will validate the interface data and imports into base tables.
Navigator -> Procurement -> Suppliers

This will open below screen, Click on Import Suppliers under Tasks. Click on the Actions click on the Import Suppliers task page.

It launches the “Import Suppliers” Ess Job. Select the parameters as New and No as shown below.

Monitor the Job and make sure the job is successfully completed in order to import the supplier to the base tables. If any error verify the out/log files and fix them.

Click on the View Output.

Output file gives you the summary of the suppliers import and not import.

Follow the Step 1 to Step 7 for importing Supplier Addresses, Sites, Site Assignments and Supplier Contacts. The only difference is xlsm templates, Import Processes and respective data files.
Please refer the below table for your reference.
XLSM Template Name
Import Process
Import Supplier Addresses
Navigator -> Procurement -> Suppliers
Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Addresses
Import Supplier Sites
Navigator -> Procurement -> Suppliers
Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Sites
Import Supplier Site Assignments
Navigator -> Procurement -> Suppliers
Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Site Assignments
Import Supplier Contacts
Navigator -> Procurement -> Suppliers
Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Contacts
Import Supplier Business Classifications
Navigator -> Procurement -> Suppliers
Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Business Classifications
Import Supplier Products and Services Categories
Navigator -> Procurement -> Suppliers
Click on Import Supplier on Tasks(It opens Import Supplier Page)
Import -> Supplier Products and Services Categories

Please see below screen shot for your reference for navigation of supplier imports.


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