CST Resource Rate Upload maintains the resource rates of an Oracle EBS cost type from Excel. It downloads the current rates of a source cost type, optionally together with the resources that have no rate yet, lets you change or enter rates, and imports them into a target cost type through the standard Cost Import Process. Rates can also be copied to another cost type, deleted, and followed by an optional cost rollup.
When to use it
- Revise the rates of many resources at once, for example in a pending cost type before the next standard cost update.
- Enter rates for new resources that do not have a rate in a cost type yet.
- Copy the resource rates of one cost type into another, for example from Frozen into a simulation cost type, or maintain the rates cost type of an average costing organization (e.g. AvgRates).
- Delete resource rates that no longer apply.
- Roll up item costs right after the new rates 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 exist in the organization with cost element Resource or Outside Processing, are not currency based (a charge in currency units has no rate) 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 Rate Upload in Blitz Report and set the parameters:
| Parameter | Meaning |
|---|---|
| Target Cost Type | The cost type the rates 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 rate for the same resource and cost type; Insert new cost information only rejects a rate for a resource that already has one. |
| Auto Populate Upload Columns | Yes (default) marks every downloaded rate 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 rates are downloaded. Use the target cost type to edit rates in place, or another cost type to copy its rates into the target. Leave it blank for an empty sheet to enter new rates. |
| Include Resources without a Rate | Yes also downloads the rate-eligible resources that have no rate in the source cost type, with a blank Resource Rate to fill in. |
| 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, Resource Like | Restrict the resources downloaded. Resource Like takes a pattern such as LBR-%. Organization Code is available once Target Cost Type is set. |
Step 2 – Run to download the Excel file
Click Run. The Excel file downloads and opens with one row per resource, showing its description, unit of measure, cost element and current rate in the source cost type.
Step 3 – Enter or change the rates
Organization Code and Resource Code identify a rate and cannot be changed on a downloaded row. Enter or change the Resource Rate, the cost per unit of measure of the resource, or add rows with Organization Code, Resource Code and Resource Rate. To remove a rate, set Delete Resource Rate to Yes on its row.
With Include Resources without a Rate and Auto Populate Upload Columns both set to Yes, every row is marked for upload and Resource Rate is required: enter a rate on each row, or leave Auto Populate Upload Columns blank so that only the rows you fill in are uploaded.
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 rates 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 rates 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 rates in a pending cost type and move them into Frozen with a standard cost update.
How do I enter rates for resources that have none yet?
Select the cost type as both Source Cost Type and Target Cost Type and set Include Resources without a Rate to Yes. The resources without a rate download with a blank Resource Rate.
How do I copy rates 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 rate is imported into the target.
Why is my resource not in the download?
Only resources with cost element Resource or Outside Processing that are not currency based, allow costs and are not disabled carry a rate. Without Include Resources without a Rate, only resources that already have a rate in the source cost type are downloaded.
Does a deleted rate go through the Cost Import Process?
No. The import cannot delete, so a row with Delete Resource Rate set to Yes removes the rate directly, as the Resources window does. 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 rates are reprocessed.
Can I maintain the descriptive flexfield?
Yes. The Resource Cost Information descriptive flexfield columns are named after your flexfield segments. The Default template omits them; add them to a template of your own.
Troubleshooting
| Message | Cause | What to do |
|---|---|---|
| Resource rate not found for resource … and cost type … | A row marked for deletion has no rate in the target cost type. | Check the resource 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. |
| Resource Rate Import Request … completed Error (or Warning) | The Cost Import Process found invalid rows, for example a rate 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. |
| Resource 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 rates 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?. |