Order Import Process

Order Import imports sales orders from other sales order systems and updates them in Oracle Order Entry/Shipping. With Order Import, you can centralize your information by importing order entry data from a variety of sources, including both Oracle and non-Oracle systems. 

Order Entry/Shipping checks all of your data during the import process to ensure its validity within Order Entry/Shipping, then converts your import data into orders with lines, schedule details, price adjustments, and sales credits. 

Each time you run Order Import, Oracle Order Entry/Shipping produces a report informing you of the total number of orders, order lines, price adjustments, and so on that Order Import evaluated, and which succeeded or failed. 

You can use the Order Import Process Exception Report to examine your data if it fails the import process.

Profile Options

The following profile options affect the operation of the OrderImport program:

• BOM: Check for Duplicate Configurations - indicates whether you can use match and reserve functionality for a booked order.

• OE: Included Item Freeze Method - controls when included items are determined for a configuration's bill of material.

• OE: Item Validation Organization - determines the organization used for validating items and bill of material structures.

• OE: Reservations - allows you to request reservations on imported order lines.

• OE: Set of Books - indicates currency for the imported orders.

• OE: Verify GSA Violations - applies GSA holds on imported orders when appropriate.

Items and Bills

You need to define items using Oracle Inventory for items to be orderable via Order Import. You also need to define bills of material in Oracle Bills of Material for models if you have any complex items that customers can order in various configurations.

Oracle Order Entry/Shipping uses the same item and bill attribute validation and logic for imported orders as for orders entered in the Sales Orders window.


Holds

Oracle Order Entry/Shipping automatically applies all holds to imported orders and order lines that meet hold criteria.


Prerequisites

Before using this program to import orders, you should:

• Set up every aspect of your order entry system that you want to use with imported orders, including customers, pricing, items, and bills.
• Define and enable your OrderImport sources using the OrderImport Sources window.

Submission

In the Import Orders window, enter Order Import in the Request Name field.


Parameters

The Order Import program provides the following parameters:

Order Source: Choose a specific Order Import source that you have defined in the Order Import Sources window so that only records with that source are processed, or leave this parameter blank so that all enabled sources are processed for data existing in the interface tables.

Number of Instances: Enter the number of parallel instances you want to run. Oracle Order Entry/Shipping recommends that you begin with four to six processes, then increase the number if your system handles the load well.