Entering all the values of lookup type and code into the application manually will consume a significant effort during data migration. It may result in wrong data entry which could lead to other application issues. Apart from this, the data entry activity has to be repeated in other instances of applications.

Oracle fusion’s File import and export feature provides a faster way of loading the lookup type and codes which helps consultants overcome the issues that come with manual data entry.

Steps to load the value set using FBL:

Step 1: Prepare the Import file with Lookup data

The below table contains the information that you should include in your import files for Lookup Types and Lookup Codes.

Lookup Type – Header Fields and Descriptions

  Header Field M-Mandatory
O-Optional
Data type Size Description
1 LookupType M String 30 Lookup Type
2 Meaning M String 80  
3 Description O String 240  
4 ModuleType M String 60  
5 ModuleKey M String 60  

Lookup Codes – Header Fields and Descriptions

  Header Field M – Mandatory
O – Optional
Data type Size Description
1 LookupType M String 30 Lookup Type
2 LookupCode M String 30  
3 DisplaySequence O Long    
4 EnabledFlag M String 1 Y or N
5 StartDateActive O Date   Format to use is dd/M/yyyy
Example 22/5/2015
6 EndDateActive O Date   Format to use is dd/M/yyyy
Example 22/5/2017
7 Meaning M String 80  
8 Description O String 240  
9 Tag O String 150  

While creating the import file use this pipe ‘|’ as your delimiter and save this file in .csv file extension.

Sample Lookup File

LookupType|Meaning|Description|ModuleKey|ModuleType
POC_TYPE| POC_TYPE_MEANING| POC_LTYPE_DESC|PER|APPLICATION

Sample Lookup Code File

LookupType|LookupCode|DisplaySequence|EnabledFlag|StartDateActive|EndDateActive|Meaning|Description|Tag
POC_TYPE|POC_TYPE_CODE|1|Y|04/07/2022|31/12/4712|POC_TYPE_CODE_MEANING|POC_TYPE_CODE _DESC|CODE _TAG

Step 2: Navigation to upload the files to the UCM Server

Navigation: Navigator >> Tools >> File Import and Export

Fig 1: Tools > File Import

Click on Upload icon.

Fig 2: Search Screen

Browse the prepared import file to upload then select ‘setup/functionalSetupManger/import’ from the Account drop-down list. Click on save and close.

Fig 3: Upload Screen

Fig 4: Search Results

Step 3: Import the uploaded data into fusion as lookup data.

Go to Setup and Maintenance.

Fig 5: Setup & Maintenance

Click on Search

Fig 6: Search Capability

Search for Manage common lookups and Select import from the Actions menu.

Fig 7: Import

In Import Standard Lookups, select the Account where you imported the files (setup/functionalSetupManger/import).

Give the Full name of the file to be imported, including the csv extension (For example Lookup_type.csv) and click on upload.

Fig 8: Upload

You can view the progress of the process and you will able to download the process log file when the process has completed.

Fig 9: Success Upload

Navigate to the lookup field in the user interface to verify that your lookup values imported as expected.

Fig 10: Imported Data

Points to remember:

Create separate files for Lookup Types and Lookup Codes. Files should be of UTF-8 encoding (“UTF-8 without BOM”. Notepad ++ had the feature to convert the encoding)

Business Benefits:

  • Time and Efforts saved during Data Migration
  • Ease of repetition into other instances
  • Faster and Correct means of Data Migrated

Author
Mohamed Thowfik Rahman
Oracle Cloud Consultant | Kovaion