Creating Batch Upload Definitions

Make sure you have appropriate permissions to create batch upload definitions.

To create batch upload definitions, complete the following steps:

1. On the Administration tab, click Batch Upload Definitions > All Batch Upload Definitions > Create.
   Note: Some of the following steps might not apply to the batch upload definition of certain business objects.
2. Specify the Format Name and Description.
3. Select the Processor for the batch upload.

   If a non-generic processor is selected, then the Processing Details and Batch Upload Column Definitions table are updated as per the selected processor.

4. If a generic processor is used, then specify a custom business object in the Business Object. If a non-generic processor is used, then the Business Object is automatically populated.
5. If applicable, select Data Source, such as Emptoris® Supplier Lifecycle Management. Data is imported in the specified data source.
6. If the Positional check box is clear, then ensure that the batch data file has a header row where the labels match the column labels in the Batch Upload Definition. If the Positional check box is selected, then the batch data file may or may not have a header row. Ensure that the batch data file columns are in the same order as specified in the Batch Upload Definition.
   Note: If an object has a column label, it is uploaded based on the column label value. Otherwise, it is uploaded based on the column definition displayed in the application.
7. If you are using a fixed width batch data file, then select the Fixed Width check box to specify Column Width in the Batch Upload Column Definitions table. This option is available only for select Batch Processors.
8. Specify the number of rows you want to skip from top.
9. Select the Include Currency in Download check box to include the currency code column in the batch file. This check box is displayed only if at least one currency attribute is defined in the batch upload definition of the business object. For more information, see Handling Currency Fields.
10. Specify the format in which you want the Reference data type to be downloaded in the Download Reference types as field.
    Note: This selection determines the value downloaded for Reference type attributes. This selection is not used during the upload. First the Reference by code is looked up by using the language preference of the user, then the display value is looked up, and then the translated display value is looked up.
11. Specify the date format.
    Note: The date format used in the batch data file must exactly match the date format specified in the batch definition. For example, if the date format in the batch definition is MM/DD/YYYY, then you must enter the date as "12/15/2013" in the batch data file.

    For more information, see Handling Date Fields.

12. Specify the information in the Processing Details section. The following table lists the available options:
    Note: Depending on the selected processor, you see the options in the Processing Details section.

    Table 1. Processing Details

    Field	Description
    Enable Record Tracking	Select this check box if you want the system to track the number of suppliers that were added, updated, skipped, found with errors, mastered and duplicated by the batch upload. The record tracking is enabled by default. Note: If you want to enable record tracking, ensure that the size of the batch upload file is small. A large file size may have a significant impact on the performance of the batch upload, and on the UI display in the Batch Upload form.
    Enable Field Tracking	Select this check box if you want the system to track all the attributes in the supplier batch upload file that were created or updated by the batch upload. If an attribute is modified by the batch upload, the modification is listed in the Change Log section in the Change History tab of the corresponding batch upload definition. The field tracking is disabled by default. Note: If you want to enable field tracking, ensure that the size of the batch upload file is small. A large file size may have a significant impact on the performance of the batch upload.
    Insert Only	Select this check box if you want the batch upload processor to not check for existing supplier before inserting /updating the suppliers. Selecting this check box leads to performance improvement, but use it only if you know that your data does not contain duplicate entries. You can use this option while migrating supplier data from legacy Emptoris applications to Emptoris Strategic Supply Management Platform. Note: This field is displayed only if you select Supplier Batch Processor from the Processor list.
    Batch Size	Indicates the maximum number of records allowed in the batch upload file. The default value is 100. Note: This field is displayed only if you select Supplier Batch Processor from the Processor list.

13. Manage the list of column definitions by performing the following actions:
    1. Select Add… to add a new column. If you are using appropriate processor for the business object, then all columns are automatically available and you can use this option to add columns for custom attributes. If you are using a generic processor for a custom business object, then you must manually select the columns.
    2. Select the check box of the column you want to remove and select Remove. Do not remove required columns marked with an asterisk (*).
    3. Select Reorder Columns… to reorder the columns.
    4. Specify the Column Usage for each attribute:
       • Lookup: Each column that specifies the uniqueness of the record must use the Lookup usage. For example, Username is unique for each user and is used as the Lookup attribute for HR Batch Processor. You can specify more than one column as Lookup. The records are verified in Batch Upload Processor with data specified in the lookup attributes. A new record is created, if no match is found. The existing record is updated, if a match is found.
       • Insert/Update: Use this option for non-unique attributes for which you want data to be created or updated.
       • Ignore: Use this option if you want the batch processor to ignore the data.
       • If the column is associated with a collection type attribute, the following actions are available for that attribute
         • Add to List
         • Ignore
         • Remove from List
         • Replace List

       For more information about the collection type attribute, see Collection Type Attributes.

    Note: In the batch upload definition that you create, if you specify columns for unique custom attributes with the Insert/Update option, the batch upload does not validate the uniqueness of the custom attributes. You must manually ensure that the custom attributes in the corresponding batch upload data file are unique and that no other similar attributes exist. Otherwise, the batch upload might create duplicate values for these custom attributes.
14. Select the attribute for the columns. When you click More from the Attribute list and select an attribute from the Select Attribute window, ensure that you select an attribute of an object, and not the entire object. In the Select Attribute window, expand the object to display all attributes of the object and select the required attribute.
15. Optionally, specify the default value. This default value is used if no data is provided in the batch upload definition.
16. Click Save.
17. From the General tab, click Download File.