During an Oracle Fusion Cloud Procurement implementation, organizations typically migrate open Purchase Orders (POs) from legacy systems into Oracle using the File-Based Data Import (FBDI) process.
In addition to initial data migration, businesses often have recurring requirements to mass create or mass update Purchase Orders. For these scenarios, the FBDI process serves as a reliable and scalable solution to handle bulk PO transactions efficiently.
Although the ADF Desktop Integrator (ADFDI) plugin provides a more user-friendly, spreadsheet-based interface, it does not support the Purchase Order object in Oracle Procurement Cloud. Therefore, FBDI remains the primary approach for performing bulk creation and updates of Purchase Orders.
Below are the detailed steps to create FBDI files and upload them into the system for creating or updating Purchase Orders.
- Download the Purchase Order Import Excel Template file from Oracle Fusion Documentation.
2. Prepare the FBDI File for creating PO(s)
Use the downloaded Excel spreadsheet Template to enter the data in the Header Interface, Line Interface, Line Locations Interface and Distributions Interface tabs. Once the data is populated, Generate the compressed (ZIP) file from the Instructions and CSV Generation tab.
While preparing the data file, Ensure that certain key columns are populated correctly, as they are critical for successful import.
- Batch id: Enter a unique Batch ID for the load and use the same ID in the Import Orders job (Step# 5).
- PO_HEADERS_INTERFACE Tab:
- Interface Header Key: Must be Unique for each PO. The same header key should be referenced in the PO_LINES_INTERFACE tab for the related PO line items.
- ACTION:
- Original >> PO Creation
- Update >> PO Changes
- ACTION:
- Interface Header Key: Must be Unique for each PO. The same header key should be referenced in the PO_LINES_INTERFACE tab for the related PO line items.
- PO_LINES_INTERFACE Tab:
- Interface Line Key: Must be unique for each of the PO line item. The same key should be referenced in the PO_LINE_LOCATIONS_INTERFACE for the related schedule(s).
- PO_LINE_LOCATIONS_INTERFACE Tab:
- Interface Line Location Key: Must be unique for each PO Schedule. The same key should be referenced in the PO_DISTRIBUTIONS_INTERFACE for the related distribution line(s).
3. Upload the PO Import ZIP file into the Oracle Fusion system
- Log in to the Oracle ERP application
- Navigator icon (Top Left) > Tools > File Import and Export
- Click on + (Upload) under Search results
- Upload File window popup
- File = Step# 2 Zip file
- Directory = prc/purchaseOrder/import
- Save and Close. Go to Home Page.
4. Run the Load Interface File for Import Program
- Go to home page in the Oracle EPR System
- Navigator icon > Tools > Scheduled Processes
- Click on OK
- Click on Submit.
The Process will be completed in a minute or two. Check for any errors if the process is completed with an error.
5. Run Import Order process after the Step# 4 “Load Interface File for Import Program” job is completed successfully. Navigate to Procurement area
- From Home Page > Procurement Tile > Purchase Orders
- PO Overview page is displayed
- Tasks (Middle Right) > Import Orders
- Submit New Process
Import Orders window popups. Enter the key parameter values as below.
- Procurement BU = Supremo US Business Unit
- Default Buyer = <Select the default buyer>
- Create or Update Item = Yes (create an item that doesn’t exist or update an existing item)
- Approval Action =<Keep the appropriate value – Submit for approval >
- Batch ID =<Enter the Batch Id used in the PO FBDI file>
- Submit
- Once the process is submitted, It will come back to “Import Orders” Page
- Click on Refresh icon to check the “Import Orders” Job status.
- Once the process is completed, please review the view log/ view output
- View Output (PDF) will show the list of POs created or error details if any
- View log will show errors info, Incase the job is completed with an error.