Subinventory transfers are performed using the “Create Subinventory Transfer” standard UI task, But this is for a limited no of transactions. For Mass Subinventory transfers, the FBDI import process is commonly used. However, the FBDI process is lengthy and tedious process, as it requires file preparation/generation, upload, and import execution. While FBDI is suitable for the initial data conversion activities, it is not a user-friendly option for frequently or day-to-day sub-inventory transfer adjustments.
To simplify and streamline this process, We can use the Visual Builder Add-in for Excel to perform mass subinventory transfers instead of the FBDI process. This approach is more user-friendly and efficient. Users can simply enter the transfer data into the Excel template and save the edits to complete the subinventory transfers.
Overview of Visual Builder Add-In for Excel:
Oracle Visual Builder Add-in for Excel is an add-in for Microsoft Excel that allows Excel users to edit business data available from REST services. You can download your data to an Excel spreadsheet, work with it, and upload your changes back to the REST service.
After you install the add-in, a new ribbon tab (Oracle Visual Builder) appears in Microsoft Excel. You can use the buttons in this ribbon tab to configure a worksheet to integrate with a REST service and download the data to a data table that you create in the worksheet. Once you create the data table and populate it with data, you can review, modify, and create data before uploading changes to the REST service. After you integrate the Excel worksheet with the REST service, you can optionally publish the Excel workbook that contains the integrated worksheet.
Detailed Steps to Perform Subinventory Transfers Using the Visual Builder Add-in for Excel:.
- Install Oracle Visual Builder Add-In for Excel VB Add-In for Excel
- Download the below Sub-Inventory transfer excel template.
3. Open the Excel file to enter the Fusion instance and data etc.,
- Goto Oracle Visual Builder tab
- Under Visual Builder Tab > Advanced > Edit Service Host
- Enter Fusion instance name like https://fa-euth-dev66-saasfademo1.ds-fa.oraclepdemos.com
- Enter the data elements (Column Headers highlighted in Orange color in the excel template)
- Transaction Interface Id: <Unique Id>
- Item Number : <Item Number>
- Primary UOM: <Item’s Primary UOM>
- Organization Name: <Organization Name>
- Subinventory Code: <Source Subinventory>
- Transaction Quantity*: <Transfer Qty>
- Transaction UOM: < Item UOM>
- Transfer Organization Name: <Organization Name>
- Transfer Subinventory: <Destination subinventory>
- Transaction Date*: <Today’s date>
- Source Code*: Manual or WMS
- Source Header Id*: <Enter any number>
- Source Line Id*: <Enter any number>
- Transaction Type Name: Subinventory Transfer
- Transaction Mode* : 3
- Lock Status: 2
- Process Status: 1
- Use Current Cost Flag*: True
- Lot Transaction Group Name: <Enter for lot controlled item>
Incase of Lot controlled item, you must enter the lot info in the Lots worksheet of the excel file.
- Once the data is populated, then Upload the changes (Click on Upload Changes under Oracle Visual Builder tab menu)
- The data is uploaded successfully, and the status is displayed in the Status column. In case of errors, the error details are shown in the Error Code and Error Explanation columns.
Note:
- Internally, the Excel template uses Fusion Inventory REST APIs to perform subinventory transfer updates.
API: https://servername/fscmRestApi/resources/11.13.18.05/inventoryStagedTransactions
2. Choose Manage Catalogs option under Oracle Visual Builder to see the API details
Click on Edit (pencil) icon in the Business Object Catalogs dialog box.
