ONT Order Upload  Help

ONT Order Upload creates new sales orders, updates existing orders, adds lines, splits lines into shipments, books orders and cancels orders in Oracle Order Management from Excel – via the standard Oracle public API. Each spreadsheet row is one order line, grouped under a shared order identifier.

When to use it

• Mass-create new sales orders from a spreadsheet (one or many lines per order).
• Add lines to existing orders in bulk.
• Bulk-update header or line fields (dates, prices, addresses, shipping, salesrep, flexfields) on existing orders.
• Split order lines into separate shipments, for example to ship part later, from another warehouse or to another address.
• Book many entered orders at once.
• Cancel orders (and all their lines) in bulk, with a recorded change reason.
• Apply line-level discounts or price overrides with a proper price-adjustment audit trail.

Before you start

• Blitz Report is installed and you are signed in to a responsibility with access to the operating unit.
• The customer (and its account) exists, is active, and has ship-to/bill-to sites in the operating unit.
• The item exists and is orderable; a valid order type and line type exist for the operating unit.

Step 1 – Choose a mode, set the parameters and download

In Blitz Report, open ONT Order Upload, choose an Upload Mode (Create, Update – the default – downloads existing orders to edit; Create gives an empty template), and set the parameters:

Run the upload to download and open the Excel file. Each order is automatically handled as a create or an update depending on whether it already exists.

Step 2 – Enter the orders

Each row is one order line; the Upload Order Identifier groups a single order’s lines. For a new order leave Order Number blank and put a unique reference (e.g. new1) in the identifier; repeat it on every line. On the header enter the Operating Unit, Customer, Order Type, Header Ship To and Header Bill To; on each line the Item, Ordered Quantity, UOM and Line Request Date.

Step 3 – Split a line (optional)

Splitting divides one order line into several shipments of the same item, like the Split Line action in the Sales Orders form. The line keeps its number and each new shipment gets the next shipment number: line 1.1 for 10 units becomes 1.1 for 6 and 1.2 for 4.

1. Download the order in Create, Update mode, copy the row of the line to split and paste it as a new row.
2. In the new row, select the line to split in Split From Line and enter the new shipment’s quantity in Ordered Quantity.
3. Optionally give the new shipment its own Line Request Date, Line Warehouse or Line Ship To. All other values are copied from the original line.
4. Leave the original row unchanged: it is reduced by the split quantity automatically. Alternatively enter its new quantity yourself; the quantities must then add up to the original quantity.

Example – line 1.1 has 10 units, and 4 of them should ship a week later from warehouse M2:

After the upload, line 1.1 has 6 units on 01-Oct from M1, and the new line 1.2 has 4 units on 08-Oct from M2. To split into more than two shipments, add one row per new shipment with the same Split From Line.

Step 4 – Book or cancel (optional)

Set Order Action to Book to submit the order for booking, or to Cancel to cancel the order and all its lines (a Header Change Reason is required to cancel).

Step 5 – Validate and Save

Click Validate and Save. This checks for missing required values and runs the upload’s validation, then saves the file. Correct anything it flags before continuing.

Step 6 – Upload and view the result

Back in Blitz Report, click Upload and select your saved file. This submits the Blitz Upload request, which creates, updates, splits, books or cancels each order. When it finishes, a result report opens showing each row as success or error.

What’s produced

• Created and updated sales orders with their lines; lines split, orders booked or cancelled as requested.
• A result report listing every row with a status (success or error) and a message. A new shipment shows its new line number, for example 1.2.

Common questions

How do I create a brand-new order?
Leave Order Number blank and put a unique reference (e.g. new1) in Upload Order Identifier; repeat that identifier on every line of the order.

How do I put several lines on one order?
Give all those rows the same Upload Order Identifier; the header columns are read from the first row.

How do I book an order?
Set Order Action to Book (you can pre-set it for the whole download via the Order Action parameter).

How do I cancel an order?
Set Order Action to Cancel and supply a Header Change Reason – this cancels the order and all its lines. There is no separate delete.

Which lines can be split?
Open lines of standard, model and kit items that are not yet shipped – Split From Line lists them. As in the Sales Orders form, Oracle does not split a line that is already pick confirmed or staged.

Can a new shipment get a different request date, warehouse or ship-to?
Yes, on Oracle EBS R12. On EBS 11i a new shipment always takes these from the original line; change them with a normal update after the split.

Why must I enter a Discount Modifier when I change the selling price?
A manual price override must be backed by a price adjustment so it’s auditable; the upload enforces this exactly as the Order Management form does.

Troubleshooting