CST Resource Overhead Association Upload maintains the resource overhead associations of an Oracle EBS cost type from Excel. An association links a resource or outside processing sub-element to an overhead or material overhead sub-element, so that overheads with basis Resource Units or Resource Value are absorbed when the resource is charged. The upload downloads the existing associations of a source cost type, lets you add new ones, and imports them into a target cost type through the standard Cost Import Process. Associations can also be copied to another cost type, deleted, and followed by an optional cost rollup.
When to use it
- Associate new overheads with many resources at once, for example in a pending cost type before the next standard cost update.
- Copy the resource overhead associations of one cost type into another, for example from Frozen into a simulation cost type.
- Delete associations that no longer apply.
- Roll up item costs right after the associations are imported.
Before you start
- The target cost type allows updates and is not the frozen standard cost type. Frozen standard costs are changed through a standard cost update, not by uploading into Frozen.
- The resources (cost element Resource or Outside Processing) and the overheads (cost element Overhead or Material Overhead) exist in the organization and allow costs.
- Your responsibility has access to the inventory organization, which must be its own costing organization and not process-enabled.
Step 1 – Set the parameters
Open CST Resource Overhead Association Upload in Blitz Report and set the parameters:
| Parameter | Meaning |
|---|---|
| Target Cost Type | The cost type the associations are imported into. Only cost types that allow updates and are not frozen are listed. |
| Mode | Remove and replace cost information (default) replaces an existing association for the same resource, overhead and cost type; Insert new cost information only rejects an association that already exists. |
| Auto Populate Upload Columns | Yes (default) marks every downloaded association for upload, so the whole set is imported even where you change nothing. Leave it blank to upload only the rows you change. |
| Source Cost Type | The cost type whose current associations are downloaded. Use the target cost type to work on its own associations, or another cost type to copy its associations into the target. Leave it blank for an empty sheet to enter new associations. |
| Rollup Costs? | Yes runs a cost rollup in the target cost type after the import. |
| Rollup Type | Specific item rolls up only the items whose existing cost details in the target cost type use an uploaded resource; All items submits a Supply Chain Cost Rollup for every item of each organization uploaded to. |
| Rollup Option | Single level rollup or Full cost rollup. |
| Organization Code, Resource, Overhead | Restrict the associations downloaded. |
Step 2 – Run to download the Excel file
Click Run. The Excel file downloads and opens with one row per resource and associated overhead in the source cost type.
Step 3 – Enter or change the associations
Organization Code, Resource Code and Overhead identify an association and cannot be changed on a downloaded row. To add an association, enter a row with Organization Code, Resource Code and Overhead; Resource Description and Overhead Description are filled in from the resource and overhead. To remove an association, set Delete Association to Yes on its row.
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 loads the associations into the cost interface, runs the Cost Import Process for the target cost type and waits for it, then submits the cost rollup if requested.
Step 6 – Review the result report
When the request completes, a result report opens listing every uploaded row with its status and message, including the Cost Import Process request number. Rows rejected by the import show the import’s error.
What’s produced
- Resource overhead associations created, replaced or deleted in the target cost type.
- A Cost Import Process request for the target cost type, and Supply Chain Cost Rollup requests or a rollup of the affected items when a rollup is requested.
- A result report listing every row with a status (success or error) and a message.
Common questions
Why can I not select the Frozen cost type as target?
Uploading and deleting are allowed only for cost types that allow updates and are not the frozen standard cost type. Maintain associations in a pending cost type and move them into Frozen with a standard cost update.
How do I copy associations from one cost type to another?
Set Source Cost Type to the cost type to copy from and Target Cost Type to the one to copy into. With Auto Populate Upload Columns set to Yes, every downloaded association is imported into the target.
Does a deleted association go through the Cost Import Process?
No. The import cannot delete, so a row with Delete Association set to Yes removes the association directly, as the Overheads and Resources windows do. A deletion is not covered by the cost rollup; run a rollup separately if item costs should reflect it.
Why did the Specific item rollup skip some items?
Specific item finds the items to roll up from their existing cost details in the target cost type. Items never rolled up in that cost type are not found, even if their routings use the resource; use All items for those.
Does the upload wait for the cost rollup?
It waits for the Cost Import Process. In All items mode the Supply Chain Cost Rollup requests are submitted and the upload finishes without waiting for them.
Can I correct rows the import rejected and upload them again?
Yes. Correct the rows in the result file, click Validate and Save and upload it; the rejected associations are reprocessed.
Can I maintain the descriptive flexfield?
Yes. The Resource Overhead Information descriptive flexfield columns are named after your flexfield segments, and re-uploading an association in Remove and replace cost information mode updates its values. The Default template omits them; add them to a template of your own.
Troubleshooting
| Message | Cause | What to do |
|---|---|---|
| Resource overhead association not found for resource …, overhead … and cost type … | A row marked for deletion has no association in the target cost type. | Check the resource, overhead and target cost type, or remove the delete flag. |
| Cost information cannot be deleted from the frozen standard cost type … | A deletion against the frozen standard cost type. | Delete in a pending cost type and run a standard cost update. |
| Cost information cannot be deleted from cost type … because the cost type does not allow updates. | The target cost type does not allow updates. | Use a cost type that allows updates, or change its setup. |
| Overhead Rate Import Request … completed Error (or Warning) | The Cost Import Process found invalid rows, for example an association that already exists in Insert new cost information only mode. | Read the row messages and the import request log, correct the rows and upload the result file again. |
| Overhead Rate Import not Submitted due to … | The Cost Import Process request could not be submitted. | Check the message, for example concurrent manager availability, and upload again. |
| Warning: Supply Chain Cost Rollup request not submitted due to … | The associations were imported but the rollup could not be submitted. | Run the cost rollup manually. |
| Rollup Type and Rollup Option must be specified in order to Rollup Costs | Rollup Costs? is Yes without a Rollup Type and Rollup Option. | Set both, or clear Rollup Costs?. |