MRP Sourcing Rule Assignment Upload  Help

MRP Sourcing Rule Assignment Upload creates, updates and deletes Oracle assignment sets and the sourcing rule assignments within them from Excel. Each row ties a sourcing rule or bill of distribution to a target at one of the six assignment levels (Global, Category, Item, Organization, Category-Organization, Item-Organization), and the upload processes the rows through Oracle’s standard sourcing assignment API, the same logic as the Sourcing Rule/Bill of Distribution Assignments form.

When to use it

• Create a new assignment set and load many sourcing rule assignments into it.
• Assign sourcing rules or bills of distribution to many items, categories, organizations or customer sites at once.
• Re-point existing assignments to a different sourcing rule.
• Remove obsolete assignments, or delete an entire assignment set.
• Maintain assignment set descriptions and descriptive flexfield attributes in bulk.

Before you start

• Access to Blitz Report from a manufacturing or planning responsibility with access to the item master organization you work with.
• The sourcing rules and bills of distribution to assign already exist, are planning active and have a receipt organization that is not disabled.
• For Category and Category-Organization assignments, the profile MRP:Sourcing Rule Category Set must be set; categories are taken from that category set.

Step 1 – Set the parameters

Open MRP Sourcing Rule Assignment Upload in Blitz Report and set the parameters:

For Create, Update, set at least the Assignment Set, so that only the assignments you want to maintain are downloaded.

Step 2 – Run to download the Excel file

Click Run. The Excel file downloads and opens, with one row per existing assignment for Create, Update, or an empty sheet for Create.

Step 3 – Enter or change the assignments

To add an assignment, enter a row with the Assignment Set, the Assignment Type, the target columns that level needs, and the Sourcing Rule Type (Sourcing Rule or Bill of Distribution) and Sourcing Rule Name. An Assignment Set name that does not exist yet creates a new set, with the Assignment Set Description from the first row of that set.

Bills of distribution can only be assigned at Global, Category and Item level. A Sourcing Rule Org is only allowed at the organization levels and must match the row’s Organization. For customer assignments, Customer Site Use (Ship To or Bill To) and Customer Site Ou identify the site when the location name alone is not unique. Description shows the item or category description and is filled in for you.

To change a downloaded assignment, edit its target or sourcing rule columns, or the Assignment Set Description. To delete, set Delete Option to Assignment to delete that row’s assignment, or to Assignment Set on the first row of a set to delete the whole set with all its assignments.

Step 4 – Validate and Save

Click Validate and Save. This checks for missing required values and saves the file. Correct any rows it flags before uploading.

Step 5 – Upload the file

In Blitz Report click Upload and select the saved file. This submits the upload request, which validates each row and creates, updates or deletes the assignment sets and assignments through Oracle’s sourcing assignment API.

Step 6 – Review the result report

When the request completes, a result report opens listing every uploaded row with its status and message, showing the assignments as stored in Oracle.

What’s produced

• Assignment sets and sourcing rule assignments created, updated or deleted.
• A result report listing every row with a status (success or error) and a message.

Common questions

How does it know whether to create or update?
An assignment set is found by its name, an assignment by its set, assignment type, sourcing rule type and target (organization, item, category, customer site). Found means update, not found means create. In Create mode existing assignments cannot be updated or deleted.

Why can I not pick Category as an assignment type?
Category levels need the profile MRP:Sourcing Rule Category Set. The Category level itself is also not offered when that category set is controlled at organization level; use Category-Organization instead.

Can I assign a bill of distribution to an organization?
No. Bills of distribution are valid only for Global, Category and Item assignments; the organization levels accept sourcing rules only.

Which items can I select?
On a row with an Organization, items of that organization; otherwise items of the Master Organization Code parameter.

How do I delete a whole assignment set?
Download it in Create, Update mode and set Delete Option to Assignment Set on the first row of that set. A set delete requested on a later row of the same set is rejected.

Troubleshooting