Reviewing batches while the data is in the open interface tables consists of the following actions:

• Confirm all unconfirmed items by running match rules or manually matching the items.

• Exclude unwanted items.

Once you have reviewed a batch, initiate the import process to import the data into PIM Data Hub.

Only the batch assignee can access a batch to perform matching, import and other functions for a batch's records. This ensures that only one person can work on a batch at a time. However, anyone with access to the Import Workbench can change the assignee.

   To find a batch:

1. Search for a batch using one or more of the following fields:

   • Batch Status - Select one of the following statuses:

     • All

     • Active

     • Pending

     • Completed

     • Rejected

   • Batch ID - Enter a full or partial batch ID number, using % as a wildcard character.

   • Batch Type - Select either Item or Structure. If you select Structure, then the Structure Details column in the search results shows a detail icon.

   • Assigned To - Select the person who created the batch from the list.

   • Created On - Select the date the batch was created.

   • Batch Name - Enter a full or partial batch name, using % as a wildcard character.

   • Source System - Select either All or a particular source system from the list.

   • Created By - Select either the blank option or a particular person from the list.

2. Click Go to retrieve the search results or click Clear to clear all of the search fields.

3. Review the search results under the following columns:

   • Batch Id - Batch ID is a system-generated unique batch identification number. Click on the title to sort the batch IDs in ascending or descending order.

   • Batch Name - The batch name is created manually with the batch. Click on the title to sort the batch names in ascending or descending order.

   • Batch Type - The batch type can be either Item or Structure. If it is a structure, then the Structure Details column shows a detail icon.

   • Batch Status:

     • Active - A batch consisting of one or more records currently being worked on by the assignee.

     • Pending - A batch with a matching or import concurrent request in process. The system automatically derives this status.

     • Rejected - A batch rejected by the user. The user can choose to reject a batch. For example, a user might reject a batch containing many errors.

     • Completed - A batch containing records that have all been successfully imported or manually marked as complete.

   • Last Import Request Phase - Lists the phase of the last import concurrent request. Clicking on the phase link takes you to a concurrent request page listing all of the concurrent requests for this batch. If the phase is Scheduled, then the concurrent request page lists the date and time for import.

     Suggestion: You can change the import schedule date and time for the batch in the Batch Summary page, if necessary (see: To update the batch header). The system cancels the old scheduled date and time request and submits a new one. To cancel the import, change the Import option to None.

   • Last Match Request Phase - Lists the phase of the last matching concurrent request. Clicking on the phase link takes you to a concurrent request page listing all of the concurrent requests for this batch.

   • Total Items

   • Total Items Successfully Imported

     Caution: This field can show that a master item imported successfully even when one or more of the child entities, such as category assignments and child organization attributes, had errors. You can view the errors in the Update Batch page, Import tab, Import Status column. The Import Status shows as Partial.

   • Batch Summary - Use the batch summary icon to navigate to the Batch Summary page when the batch is active, completed, or rejected. A user who is not the batch assignee can access the Batch Summary page using this icon and review the batch contents.

   • Update - Use the update icon to navigate to the Update Batch page. This icon is enabled only for active batches and is available only to the assignee.

   • Delete - Use the delete icon to delete a batch record, including all data and headers. Only the batch assignee can delete a batch.

   To review batch records:

Review batch records to determine possible further actions, such as:

• matching records

• excluding records

• creating new items

• importing and reimporting a batch

• rejecting a batch

• reassigning a batch

• completing a batch

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. Click the Batch Summary column icon (eyeglasses) for a particular batch.

3. Review the Batch Summary page:

   • Import Details tab

     • Before Import - displays the entities you plan to import with the batch. Types of entities you can import include items, item revisions, item organization/store, item supplier, item supplier site, item organization supplier site, components, people, organization assignments, category assignments, approved manufacturers lists, and structures. Structure and component entities only appear for a batch type of structure.

       Note: Users can only assign items to organizations to which they have permission to do so.

     • After Import - displays the types of entities that were imported with the batch, but breaks them down into:

       • Updated - The number of existing entities that will be updated with new information once the batch is imported.

       • New - The number of entities that will be created once the batch is imported.

     • Change Order - displays the change orders that will be created after the batch is imported.

     • New Item Request - displays the new item requests that will be created after the batch is imported.

       Note: When importing style items with SKUs, the style item is processed first, then the associated SKUs, resulting in two new item requests. If you want to include the style item and SKUs in the same NIR, then you must move the SKU line items from their draft NIR to the style item draft NIR. See: Creating New Item Requests for more information on working with NIRs.

   • Unimported Items tab

     • Confirmed Items - includes items matched and confirmed using match rules or new items (see: Creating Match Rules). Confirmed items include three types:

       • Cross-Referenced - Source system records with an existing cross-reference to an Oracle PIMDH item.

       • Matched - The user confirmed a single match for these source system records.

       • New Item - The user confirmed that these source system records must create new items.

       The above three types cannot exist for unconfirmed items. To change any confirmed item information, click the Update icon in a particular confirmed item type row. Update takes you to the Update Batch page.

     • Unconfirmed Items - includes the following three types:

       • Single Match - displays source system records with a single match found by running match rules. The user needs to review and confirm the match.

       • Multiple Matches - displays source system records with many matches found by match rules. The user needs to review and confirm a single match.

       • No Match - displays source system records unmatched by match rules.

       These three types cannot exist for confirmed items. To change any unconfirmed item information, click the Update icon in a particular unconfirmed item type row. Update takes you to the Update Batch page.

     • Excluded Items - displays the items excluded by the user from import. The system tracks excluded items by source system. If previously excluded items are reimported, the system automatically identifies them and tracks them in the Excluded Items region.

   • Data Load Options and Import Options tabs - displays the same information set up for the source system (see: Defining Source Systems).

4. If you are importing structures, review the structure details.

   Navigate to the Compare Structure page. From the Import Workbench search results, Structure Details column, click the structure details icon for a batch.

   • Structure region - provides summary information about the batch.

   • Components region - shows a single-level view of the components to import.

     • View by Confirmation Status - select how you want to view the components: All, Confirmed, or Unconfirmed.

     • Component Actions - reported as Add, Modify, or Delete.

     • Match Status and Match Actions - the same statuses and actions are used for both items and structures.

     • PIMDH Component and Op Seq - These columns are only populated if structure information in the source system contains the effectivity data and operating sequence on that component. If that exists, the matching PIMDH effectivity data and operating sequence displays.

     • Next Level - If multiple levels exist, you can use the Next Level number link to click down to the same information for components at each level of the structure.

     All other columns are self-explanatory.

   • Details region - shows the attributes for the components or items, depending on what you have chosen to view in the Attributes field. Compare the source system item attributes with the PIMDH item attributes.

   • Actions - optionally, select one of the following, then click Go:

     • Batch Summary - return to the Batch Summary page.

     • Concurrent Requests - view the status of concurrent requests ran previously.

     • Import - creates a concurrent request to import the structure.

   • Revert - Click Revert to undo any changes made to the structure.

   Click Save to save any changes made to the structure.

   To update the batch header:

If you need to change the Data Load Options, Import Options, or Batch Name of a batch, select Update from the Actions field in the Batch Summary page, then click Go. For information about the Data Load Options and Import Options tab fields, see: Defining Source Systems.

   To update batch records:

1. If, after reviewing batch records, you need to take action, you can navigate to the Update Batch page in one of two ways:

   • From the Import Batches page, search for a batch. Click the Update icon in the row for the batch.

   • From the Batch Summary page, Unimported Items tab, click the Update icon for a particular type row.

2. Review each batch record in the Update Batch page tabs. Some key fields in the tabs are described below.

   • Unconfirmed tab - enables you to look at all unmatched items and find appropriate matching items.

     • Match Status - displays an icon representing the match status of the item. Match statuses include:

       Suggestion: Use the Match Status selection field to view unconfirmed items by match status.

       • Single Match

       • Multiple Matches

       • No Match

       • New Item

       Suggestion: Select Show Key Notation to view the key to the Match Status icons.

     • Match Action - Select the action you want to take for this source system item.

       • Confirm - The user confirms the match with an existing PIMDH item.

       • Exclude - The user excludes this item from import.

       • Ignore - Temporarily excluded this item from import. The next time the same item data is uploaded within a batch, it appears in the Excluded tab for that batch.

       • New Item - The user confirms that a new item must be created during import for this source system item.

       • Unconfirmed (default value) -The user must confirm the match status in order to import the item.

     • PIMDH: Item - The Product Information Management Data Hub (PIMDH) item indicates the item that is within your single source repository. For example, PIMDH is a single source repository. The PIMDH: Item column indicates the item that you intend to match to or update with external source system item information. This column only names an item in the case of a single match.

     • Source System Item - The name of the source system item.

     • Source System Description - The description of the source system item.

     • Revision Label - Item revision planned for import.

     • Item Catalog Category - Item catalog category planned for import.

     Note: Additional columns can appear in your display depending on the display format chosen. The columns described above always appear.

     Click Search Batch Items to search the batch items by item, item description, and item catalog category. Click Show All to reset the table and show all of the unconfirmed items in the batch. Click Run Match to go to the Run Match page where you can select and run certain match rules.

     If you select an item, detailed information regarding that item appears below in the Matching Items region. For example, if the item selected has multiple matches, then they appear in this region and you can select the appropriate matching item. viewing and comparing item information and to find an appropriate match. To confirm the match, select the item, then the Confirm match action for the corresponding row in the table above. Click Find Match to search and find another match.

     Use the View field to change the display format between:

     • List View - lists the source system items in rows.

     • Compare View - enables you to compare source system items and PIMDH items vertically. Item information is listed in columns, with the attributes to import listed in rows. All attributes to import are listed, independent of the display format.

     This tab does not appear when the source system is PIMDH.

   • Confirmed tab

     • Details - Click Show in the Details column to open a table below the row. The information in the table depends on the option selected in the tab header Details field. Details field options include:

       • None - removes the Details column from the page

       • Manufacturer Part Numbers

       • Category Assignments

     • Match Status - displays an icon representing the match status, just as in the Unconfirmed tab. Match statuses include:

       • Single Match

       • Cross-Referenced

       • New Item

       • Multiple Matches

       • No Matches

     • Match Actions - select the action you want to take for this match, just as in the Unconfirmed tab. Valid actions include Confirmed, Ignore, Unconfirm, and Exclude. Before you import a batch item record, you can unconfirm or exclude the record from import.

       Note: You can also unconfirm a cross-reference. Once you do this, the item moves to the unconfirmed tab with no match. When you find a new match for the unconfirmed item, the status for that matched item becomes a single match. Upon import, the existing cross-reference is end-dated and the new cross-reference is created with a start effective date equal to the import date.

     • PIMDH: Item - displays the Oracle Product Information Management Data Hub (PIMDH) item to which the imported item will be matched. This column only appears for source systems other than PIMDH.

     • Source System Item and Source System Description - display the item name and description as they appear in the source system.

     • Revision Label - displays the item revision planned for import. This column is only shown if included in the display format.

       Note: All of the columns up to the Revision label are fixed and always present. The columns between the Revision Label and Item Catalog Category are determined by the display format.

     • Item Catalog Category - displays the item catalog category planned for import.

     • Import Ready - indicates, generally, whether or not the item information is ready for import. In the case of a new revision creation, the system verifies that a revision label, code, and effective date exist. In the case of a new item, the system verifies that an item number and description exist. The nonexistence of these values indicates an error and the column is blank (no icon). If these values exist and no other data is required, the system flags the item as available for import by placing an icon in the column.

     The Search Batch Items and Show All buttons function the same as in the Unconfirmed tab. Click Import to initiate the import process, during which you can review and modify change management options. See: To import a batch, for more information about the import process.

     The View field options of List View and Compare View function the same as in the Unconfirmed tab, but the Compare View option includes an additional column for change policy. This column indicates whether attributes are under change control in the given item phase.

   • Imported tab

     • Details - Click Show in the Details column to open a table below the row. The information in the table depends on the option selected in the tab header Details field. Details field options include:

       • Import Errors

       • None - removes the Details column from the page

       • Manufacturer Part Numbers

       • Category Assignments

     • New Item Request - displays the name of the new item request that the system creates during import. Click on the new item request name to go to the New Item Request summary page. A return link brings you back to the Update Batch page.

     • Change Order - displays the name for the change order associated with the item as part of the last import request. The change order can either be system generated or entered by the user, depending on the change type. If the last import request for an item did not create a change order, then the value for that item row is blank. Click on the change order name to go to the Change Order summary page. A return link brings you back to the Update Batch page.

     You can select items and click Re-Import to initiate the re-import process. The process takes you to the change order page. You can review and modify the change order if necessary and click Apply. A concurrent request initiates the re-import process.

   • Excluded tab - shows all of the source system records excluded from import into PIMDH. The only field requiring explanation is Match Actions. To move an item back to the Unconfirmed tab, select Unexclude in the Match Actions field. To temporarily exclude an item, select Ignore. The next time the same item data is uploaded within a batch, the item appears in the Excluded tab for that batch.

     The Excluded tab does not appear if the source system is PIMDH since the item already exists in the PIMDH.

   To import a batch:

The import concurrent request imports item and structure information and updates the matching PIMDH item and structure. The import process updates a specifically requested item revision, latest item revision or creates a new item revision, depending on the matching item. The import process performs security checks in the following order:

• Checks the user's update/edit source system item cross-reference privilege for the matched item. The import fails if the user does not have privileges. See: Overview of Roles and Role Based Security

• If the user's update/edit source system item cross-reference privilege for the matched item is valid, the system creates or updates the cross-reference, then imports the data. Depending on the attributes' privileges, the system can import some attributes and fail others.

• Checks the user's catalog author privileges to verify the authority to create a new item in a item catalog category.

The system behaves as follows when importing attributes:

• Checks the user's data security privilege for the matched item that the user intends to update.

• Imports some attributes, but not others if security or validation violations occur.

• Updates PIMDH primary attributes with source system import data. The import process honors the current validation rules. For example, it does not update the primary UOM, but enters data in the PIMDH description column in the Excel spreadsheet, then the system updates the PIMDH description during import.

• During the item import process, the system also imports any child information existing in the same batch for the same item. When you import a confirmed item, the item's attributes and structures, as well as other item information like item people, item category assignments, and organizations, which are not visible in the Import Workbench, are also imported.

The source system item number and description updates the cross-reference table source system item and description fields.

1. From the Update Batch page, select Import Batch from the Actions field, then click Go.

   The system submits your import concurrent request, gives you a concurrent request number, then returns to the Import Batches page.

   To view your import concurrent requests:

1. From the Update Batch page, select Concurrent Requests from the Actions field, then click Go.

   The Request Summary Table displays details about every import concurrent request of the batch.