2. The above image shows the navigation to open the Import form in Oracle PDH.
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3. The above screens are the first two screen you see in the process. In the first screen, you would
select Items in order to begin the item import process. In the second screen, you will need to
select the ICC you wish to import the items under. An ICC is “NOT” required but it is
recommended if you wish to take advantage of the capabilities an ICC affords you.
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4. Choose the Excel version you have on your client PC. In the following screen, choose
OPEN in order for the Excel application to launch.
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5. The series of screens above allow you to enable editing and macros for the file you need to
update.
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6. Once the download has completed, you will see a conformation page like the one above.
You can now go into the Excel spreadsheet and begin your editing process.
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7. Here you will insert the data needed to import the items into Oracle. You can also use this
template to update item attribute data as well. That information is for another
presentation.
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8. You can also use this opportunity to save the worksheet as a template. You just need to
make sure you save it as a macro-enabled workbook.
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9. You will use the Add-ins menu to access the menu options to allow you to upload the data to
the Oracle Application. I don’t know the exact details behind the process but I suspect it is
uploading the data to an API in order to import it to the Data Base. It is interesting you don’t
have to have any of the usual linkage and access to the server like you do with SQL Navigator
and TOAD. It really works like the Web ADI process in finance.
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10. The process is handled with a batch process. You can schedule the load process at a
future date and time or process it immediately. You can also link it to a change order and
a new item request if you wish, however it is not required and it is up to your business to
determine the change management processes.
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11. If everything was done correctly, you will see something like the image above. This
provides you with a request ID and the number of rows processed.
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12. You can now go an validate the load process. The items are now available in your item
catalog and you can use the simple search to view them. It is important to note the items
in EBS as engineering items. If you wish to convert them to production, you will have to
transfer them as with any other engineering item.
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14. The above image shows the navigation to open the Import Format form in
Oracle PDH.
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15. The above image shows how you would copy the seeded System Item Import
Format to create a new one.
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16. In this case the new import format is linked to the ICC, Fastener. Here you
need to rename the Import Format and select any new attributes to include
in it’s columns. Here we will select the Engineering Item.
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17. Now you can navigate back to the Item Import form and proceed as you
would with a normal import but this time using the new import format.
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18. Here, we see the item import spreadsheet with the additional column for
Engineering Item. With their values set to “No”, we can now run the
import process and bring them in as manufacturing items. You just need to
run the process as shows in previous presentations.
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