A batch consists of the data that you want to import into the master product information repository. You can use two methods to create batches:

• Import Workbench, Import tab, Create Batch button

• Public API

Prerequisites

• Set the EGO: Enable Product Information Management Data Librarian site level profile option to Yes.

  See: Profile Options

• Create rules to match the imported data with existing data in the Oracle Item Master. See: Creating Match Rules

• Define the source of the imported data. See: Defining Source Systems

   To create a batch online:

1. Navigate to the Import Workbench.

   In the Import tab, click Create Batch.

2. Complete the following fields:

   • Batch Name

   • Source System

   • Batch Type - Specify the type of data contained in the batch, either items or structures.

   • Assigned To - Enter the name of the person responsible for reviewing and completing the batch.

     Users can only assign items to those organizations to which they have permission.

3. Review the selections on the Data Load Options and Import Options tabs and make changes as necessary.

   The selections default from the source system selected. For detailed information about each selection, see: Defining Source Systems.

   Note: You cannot change Import Options after you create the batch.

4. Click Apply.

   To create a batch using an API:

1. Use oracle.apps.ego.item.itemimport.server.EgoImportBatchHeaderAMImpl to create batches.

   Caution: Consider the following points when loading data directly into the open interface tables:

   • Before deleting data rows from interface tables, ensure that you do not need the batch information for any batch history purpose. No batch delete or purge function exists.

   • When using the Import Catalog Items or Bill and Routing Interface concurrent programs, ensure the Delete Processed Rows field equals No. For Import Workbench to function properly, rows must be deleted by Batch ID, not by process status.

   • Verify that adequate file system space and table space exists before loading data. For example, inadequate file system space for FND_FILE logging can result in incomplete import processes or partial imports.

   To add records to an existing batch:

After creating a batch, load data into a batch. Use one of the following two methods to load data into a batch:

• Microsoft® Office Excel spreadsheet - Enter data into an Oracle WebADI-generated Excel import document. The data is then loaded into the item or structure interface tables.

• Load data directly into the Item Open Interface or the Bills of Material Open Interface.

Using the Add to Batch button enables you to add records to a batch after the batch has been created.

1. Navigate to the Import Workbench. Use the search fields to find a particular batch. For detailed information about each search field, see: To find a batch.

2. Select the batch on which to perform the action.

3. Click Add to Batch.

4. In the Add to Batch: Select Object page, select the type of object to which to add the data:

   • Items

   • Item Revisions

   • Item People

   • Item Categories

   • Item Organization Assignment

   • Manufacturer Part Numbers

   • Structures (only if the type of batch is Structure)

5. Perform one of the following, depending on the batch type of the batch you want to add:

   • For an Item object, in the Add to Batch: Download Import Format page, find the item catalog category you want to use for the object selected (for example, select the Items object). A list of valid import formats for that item catalog category appears. See: Defining Item Catalog Import Formats . Select one, then click Go.

   • For a Structure, in the Add to Batch: Import Structure page, select the import format you want to use, then click Go.

   The import format determines the column names on the spreadsheet. For example, an item import format may have different columns than a manufacturing part number import format spreadsheet.

6. Click one of the following:

   • Import - Creates a Microsoft® Office Excel spreadsheet containing the batch data that matches the item catalog category and object type selected (or just the object type for structures). You can use this spreadsheet to import the data later. See: Importing Items Using a Spreadsheet

   • Add More - Enables you to select more records based on a different object, item catalog category, and import format criteria. Click Add More until you have selected all of the records you want to add to the batch.

   • Back - Returns you to the Add to Batch: Select Object page.

   • Cancel - Returns you to your search results.

   • Finish - Returns you to your search results.

7. The Select Viewer page appears after you click Import. Select the version of Microsoft® Office Excel that you want to use to view the document.

8. Check Reporting if you only want to use the document for reporting purposes.

   If you check Reporting, you cannot upload records from the document.