INV Unit Of Measure Conversion Upload

Description

INV Unit Of Measure Conversion Upload creates and updates Oracle Inventory unit of measure conversions from Excel: standard conversions, item-specific intra-class and inter-class conversions, and lot-specific inter-class conversions. It downloads existing conversions in a readable form such as 1 Box = 24 x Each, and creates or updates the rows you add or change. On Oracle EBS R12.1 it creates new item-specific intra-class and inter-class conversions only.

When to use it

  • Mass-load item-specific conversions, for example case and pallet quantities, when setting up new items.
  • Add inter-class conversions such as weight or volume per each for a list of items.
  • Maintain standard conversions and lot-specific conversions (R12.2 and later).
  • Change conversion rates or set inactive dates in bulk (R12.2 and later).
  • Review and export the existing conversions of selected units, classes or items.

Before you start

  • You are signed in to an Inventory responsibility. When you open the upload, Oracle asks for an inventory organization: choose one in which your items exist, because the items on the uploaded rows are validated in that organization.
  • The units of measure, their classes, and any items and lots already exist.
  • Updates, standard conversions and lot conversions require Oracle EBS R12.2 or later. On R12.1 only new item-specific intra-class and inter-class conversions can be created.

Step 1 – Set the parameters

Open INV Unit Of Measure Conversion Upload in Blitz Report and set the parameters:

ParameterMeaning
Upload ModeCreate (default) opens an empty sheet for new conversions; Create, Update downloads the existing conversions for editing and lets you add new ones.
Conversion TypeDownloads one type only: Standard, Intra-class, Inter-class or Lot Inter-class.
From Unit of Measure Class / From Unit of MeasureDownloads conversions from this class or unit.
To Unit of Measure Class / To Unit of MeasureDownloads conversions to this class or unit.
ItemDownloads the item-specific and lot conversions of this item.
Lot NumberDownloads the conversions of this lot.
Blitz Reports run screen for INV Unit Of Measure Conversion Upload with Upload Mode Create, Update and Item CM28287

Step 2 – Run to download the Excel file

Click Run. The Excel file downloads and opens with one row per existing conversion, or an empty sheet in Create mode. The Conversion Text column shows each conversion as 1 To Uom = rate x From Uom, and the Conversion Type column shows its type.

Excel file with the existing inter-class conversion 1 Box = 24 x Each for item CM28287 Optiball Wireless Mouse

Step 3 – Enter or change the conversions

To add a conversion, add a row with the From Uom and To Uom, their classes in From Uom Class and To Uom Class, and the Uom Conversion Rate, which is the number of From units in one To unit. The From Uom is the base unit of its class; with an Item it is the base unit of the class of the item’s primary unit of measure.

  • Standard: no Item, To Uom in the same class as the From Uom (R12.2 and later).
  • Intra-class: an Item, To Uom in the same class, for example 1 Case of 20 = 20 x Each for one item.
  • Inter-class: an Item, To Uom is the base unit of another class, for example 1 Box (Package) = 24 x Each.
  • Lot Inter-class: an Item and a Lot Number of a lot-controlled item, To Uom in another class (R12.2 and later). Optionally choose a Lot Update Type to update the lot’s on-hand balances or recalculate its quantities, and a Lot Update Reason.

Item Description, Conversion Text and Conversion Type are filled automatically. On a downloaded row the item, units and classes identify the conversion and cannot be changed; change the Uom Conversion Rate, or enter an Inactive Date to retire the conversion (R12.2 and later).

New row for item CM28287 converting Each to Case of 20 at rate 20, marked Create with Intra-class conversion type

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.

The new conversion row shows status Valid after Validate and Save

Step 5 – Upload the file

In Blitz Report click Upload and select the saved file. This submits the upload request, which creates or updates each conversion.

Oracle File Upload page with the saved Excel file selected

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 conversion as stored in Oracle.

Result report showing the Case of 20 conversion for CM28287 uploaded with status Success

What’s produced

  • Standard, item-specific and lot-specific unit of measure conversions, created or updated.
  • A result report listing every row with a status (success or error) and a message.

Common questions

Can I delete a conversion with this upload?
No. Enter an Inactive Date to retire a conversion (R12.2 and later).

Why can’t I update a conversion, or create a standard or lot conversion?
Your environment is on R12.1, where the Oracle API only creates item-specific intra-class and inter-class conversions. Updates, standard and lot conversions require R12.2 or later.

Do I have to enter the Conversion Type?
No. It is derived from the row: a Lot Number makes it Lot Inter-class, different From and To classes make it Inter-class, an Item with the same class makes it Intra-class, otherwise it is Standard.

Which way round is the rate?
The Uom Conversion Rate is the number of From units in one To unit, as shown in the Conversion Text: 1 Case of 20 = 20 x Each has the From Uom Each, the To Uom Case of 20 and the rate 20.

Which item conversions are downloaded?
Item-specific intra-class and inter-class conversions apply to the item in all organizations and are listed with the item of the master organization. Lot conversions are listed for the organization you chose when opening the upload.

Troubleshooting

MessageCauseWhat to do
Please specify both the From/To UOM Code and Class and a Conversion RateA from or to unit, its class, or the rate is missing.Fill in all of them.
Item is invalidThe item does not exist in the organization chosen when opening the upload, or no organization was chosen.Reopen the upload, choose an organization in which the item exists, and download again.
Existing Conversions cannot be updated in Create ModelThe conversion already exists and the Upload Mode is Create.Upload in Create, Update mode, or remove the row.
Item is required in for Lot ConverionsA Lot Number without an Item.Enter the item of the lot.
Item is required in release R12.1. Standard UOM Converions cannot be created in R12.1A row without an Item on R12.1.Enter an item; standard conversions require R12.2.
Lot UOM Converions cannot be created in release R12.1A Lot Number on R12.1.Create item-specific conversions instead; lot conversions require R12.2.
UOM Converions cannot be updated in release R12.1. This UOM conversion already existsOn R12.1, the conversion already exists for this item, or for no item when the item is not found.Leave existing conversions unchanged on R12.1; if the row also says Item is invalid, fix the item first.
This UOM Conversion is locked for update by someone elseAnother user or process is changing the conversion.Upload the row again later.
The API failed to Create the Conversion (or Update)Oracle reported success but the conversion was not found afterwards.Check the units and item, and the request log.
Any other messageThe Oracle unit of measure API rejected the row.Correct the row as the message describes and upload it again.

SQL 161 lines

Parameters 8

ParameterTypeList of values SQL
Upload ModeLOV
:p_upload_mode like '%' || xxen_upload.action_update
Conversion TypeLOV
uomc.conversion_type = :p_conversion_type
From Unit of Measure ClassLOV
uomc.from_uom_class = :p_from_uom_class
From Unit of MeasureLOV
uomc.from_uom = :p_from_uom
To Unit of Measure ClassLOV
uomc.to_uom_class = :p_to_uom_class
To Unit of MeasureLOV
uomc.to_uom = :p_to_uom
ItemLOV
uomc.item = :p_item
Lot NumberLOV
uomc.lot_number = :p_lot_number