Item import (Item conversion)

Interface tables:
· MTL_SYSTEM_ITEMS_INTERFACE
· MTL_ITEM_REVISIONS_INTERFACE( If importing revisions, populate)
· MTL_ITEM_CATEGORIES_INTERFACE(If importing categories, populate)
· MTL_INTERFACE_ERRORS

Item import can be run in create mode or update mode.

Running the Item Open Interface In Create Mode:

Populate the mtl_system_items_interface with the following minimum required columns when creating new items:
PROCESS_FLAG = 1
TRANSACTION_TYPE = 'CREATE'
SET_PROCESS_ID = 1
ORGANIZATION_ID = Master Org id.
DESCRIPTION = 'Description of the item'
ITEM_NUMBER and/or SEGMENT(n)

Note: Using the ITEM_NUMBER column in the mtl_system_items_interface is required if you are populating revision history data into the mtl_item_revisions_interface table. The value of the ITEM_NUMBER must equal the concatenated segments(n) of the item being imported plus the segment separator. If you are not importing revision history you can populate either ITEM_NUMBER or the SEGMENT(n) column(s) or both.

Running the Item Open Interface In Update Mode:
To update existing item(s), set TRANSACTION_TYPE = 'UPDATE'.

For best performance, use inventory_item_id when updating items.

Functionality
Every attribute updateable from the Item form is updateable through the interface, and all required validations are performed to enforce:
· Item Attribute Interdependencies
· Master - Child Attribute Dependencies
· Status Controlled Attributes
· Templates can be applied to existing Items. For best results, use template_id and template_name.
· The Item status can be changed for existing Items, and the proper attributes are Defaulted / Set accordingly. The Status change is recorded in
MTL_PENDING_ITEM_STATUS.
· To populate material costs from IOI: Populate the LIST_PRICE_PER_UNIT column with a value while importing items and you will see your material cost for your item in MTL_SYSTEM_ITEMS after running the Item Import process. (CREATE transaction_type only)
· When launching items into the Master Item Org, the Child records are copied into MTL_SYSTEM_ITEMS_INTERFACE for validation, and are identified with transaction_type of 'AUTO_CHILD'. These records are deleted if the parameter 'Delete Processed Rows' has been passed as 'Yes', and remain for diagnostic purposes if the parameter is passed as 'No'. When the defining attribute for a Functional area is enabled, the proper default category set and category is assigned to the Item.
· Master Items were loaded before child records in MTL_SYSTEM_ITEMS.

Not Supported Issues
=========================================
· Item Costs cannot be UPDATED (using "UPDATE" transaction_type) through the interface.
· New Item revisions cannot be added to existing Items.
· Current functionality does not support updates to a PTO MODEL ITEM through
the IOI update feature. See notes: 1076412.6 and 2121870.6 Updating Item Attributes to NULL The method to update these columns to NULL is to use the following values:
1. for Numeric fields: insert -999999
2. for Character fields: insert '!'
3. for Date fields: the above list does not include any updateable date fields.

Importing Master and Child Records
==================================
The user procedures are as follows :
1. Populate the item interface tables (mtl_system_items_interface). This step is necessary if you are creating items and categories in the same run. For importing item category assignments for already existing items, you do not need to populate item interface table.
2. Populate the item categories interface table (mtl_item_categories_interface).

The user needs to populate the following mandatory columns in item categories interface table:
A. Either inventory_item_id or item_number. When item and category are being imported together, then user can only specify the item_number, since item id will be generated by the import process.
B. Either organization_id or organization_code or both.
C. The transaction_type column should be 'CREATE'. We do not support 'UPDATE' or 'DELETE' for item category assignment.
D. Either category_set_id or category_set_name or both.
E. Either category_id or category_name or both.
F. Process_flag column as 1.
G. Populate the set_process_id column. The item and category interface records should have the same set_process_id, if you are importing item and category assignment together.

3. After populating the item and category interface tables, launch the Item Import process from the applications. In the item import parameters form, for the parameter 'set process id', specify the 'set process id' value given in the mtl_item_categories_interface table. The parameter 'Create or Update' can have have any value. Through the import process, we can only create item category assignment(s).
Updation or Deletion of item category assignment is not supported.
4. Once the concurrent process completes, check the mtl_interface_errors table for any error(s) during the item and category import. Correct those error conditions in the interface tables and run the item import again. If the process_flag is 7, that means the item category interface records were successfully imported.

Revisions
==============================
Note: Using the ITEM_NUMBER column in the mtl_system_items_interface table is required if you are populating revision data into the mtl_item_revisions_interface table. The value of the ITEM_NUMBER must equal the concatenated segments(n) of the item being imported, plus the segment separator. If you are not importing revision history you can populate either ITEM_NUMBER or the SEGMENT(n) column(s) or both. For historical item revision data, do NOT populate the REVISION column in the mtl_system_items_interface table. This column is used only if the current revision of the item is being imported.
Populate these columns in the mtl_item_revisions_interface table:
PROCESS_FLAG = 1
TRANSACTION_TYPE = 'CREATE'
SET_PROCESS_ID = 1
ORGANIZATION_ID = Master Org ID.
REVISION
EFFECTIVITY_DATE
IMPLEMENTATION_DATE
ITEM_NUMBER = (Must match the item_number in mtl_system_items_interface table.)
Each row in the mtl_item_revisions_interface table must have the REVISION and EFFECTIVITY_DATE in alphabetical (ASCII sort) and chronological order.

Run the IOI process. Navigate --> Inventory: Items: Import Items
There are 6 parameters to enter to begin the process:
1. Specify one or all organizations.
2. Validate items, yes or no.
3. Process items, yes or no.
4. Delete processed rows, yes or no.
5. Process set (null for all)
6. Create or update items (1 for create, 2 for update)
Note: If you are importing Master and Child records, insert them into the mtl_system_items_interface and mtl_item_revisions_interface tables, and run them at the same time by setting the 'All organizations' parameter to 'Yes'. If you do not do this, then the Child revision records will not be imported.

Error Checking:
======================================
When importing multiple revisions, if one record for an item fails validation, all revisions for that item fail. Resolve failed rows by checking the mtl_interface_errors table.
SELECT table_name, column_name, error_message, message_name
FROM mtl_interface_errors;

Base tables:
§ MTL_SYSTEM_ITEMS_B
§ MTL_ITEM_REVISIONS_B
§ MTL_CATEGORIES_B
§ MTL_CATEGORY_SETS_B
§ MTL_ITEM_STATUS
§ MTL_ITEM_TEMPLATES

Concurrent program: Item Import

Validations: check for valid item type.
Check for valid part_id/segment of the source table.
Validate part_id/segment1 for master org.
Validate and translate template id of the source table.
Check for valid template id. (attributes are already set for items, default attributes for
that template, i.e., purchasable, stockable, etc)
Check for valid item status.
Validate primary uom of the source table.
Validate attribute values.
Validate other UOMs of the source table.
Check for unique item type. Discard the item, if part has non-unique item type.
Check for description, inv_um uniqueness
Validate organization id.

Load master records and category records only if all validations are passed.
Load child record if no error found.

Interface Tables Base Tables
MTL_SYSTEM_ITEMS_INTERFACE MTL_SYSTEM_ITEMS
MTL_TRANSACTIONS_INTERFACE
MTL_ITEM_REVISION_INTERFACE MTL_ITEM_REVISIONS
MTL_DEMAND_INTERFACE
MTL_ITEM_CATEGORIES_INTERFACE MTL_ITEM_CATEGORIES
MTL_CROSS_REFERENCES_INTERFACE MTL_CROSS_REFERENCES