Import assortment lists and assortment listings

This article provides instructions on how to work with the Import data application with regard to assortment lists and listings, e.g. specifying what order should be followed during the import operation. The documentation contains information about the requirements that must be met to import assortment lists and listings and about their effects.

More information on the Import data application, including the description of its fields, actions, and buttons, may be found in the Import data article.

General information

The following chapters contain general information on assortments. They describe, e.g. what data objects to be imported consist of.

Assortment list structure

The Assortment lists application contains:

  • Base data
  • Item data (items or assortment classifications)

Item data cannot be imported individually; it is required to assign it to a uniquely identified assortment list.

Assortment listing structure

The Assortment listings application contains:

  • Base data
  • Item data (assigned assortment lists and validity dates)

Item data and base data must be imported separately. To enable the import of an assortment listing, assortment lists to which the listing refers must already be imported.

Instructions

The following describes the requirements necessary to import assortment lists and listings and provides instructions for working with the Import data application.

Data import

1. Open the Import data application

2. Select a filter for the assortment list business entity –  cisag.app.sales.obj.AssortmentList – or the assortment listing business entity – com.cisag.app.sales.obj.AssortmentListing

3. Selected filter attributes will be activated. If required, it is possible to further adjust attributes.

Import data application

4. Click the [Import data] button in the standard toolbar

5. The Import data dialog window will open. The window makes it possible to adjust data import settings.

Import data dialog window

6. Click the [In background] button to initiate import

Note
Upon data import, the [In background] option is recommended only for interdependent data.

Attributes required when importing from previous versions of the system

To import data from earlier versions of the system, it is necessary to specify the following attributes for the Assortment list or Assortment listing business entities:

  • Identification attributes (Business Key)
  • Required fields

Without identification attributes, it is not possible to assign the business entities Assortment list or Assortment listing. In this case, reprocessing will be initiated.

In addition, there relationships to other business objects that do not belong directly to the business entities Assortment list or Assortment listing (relationships via external keys, indicated by italics in the filter). To resolve such relationships, the identification attributes of these business objects must be selected in the filter.

If the primary key consists entirely or partly of external keys, the business object in the import file that refers to an external key will be resolved via its identification attributes.

Example
The primary key contains a sample assortment listing item: assortmentList attribute. The attribute refers to an associated assortment list that is determined through the identification.

Sequence

Assortment lists are required for the item data of assortment listings. Therefore, it is necessary to keep the following sequence:

1. Import of the new assortment list

2. Import of the new assortment listing

Importing a new assortment list

Requirements

  • The target system does not contain any assortment list with a corresponding key yet
  • A filter is available for the business entity cisag.app.sales.obj.AssortmentList which contains attributes to be imported

Instructions

Perform the steps as described in the chapter Data import

In the import file, it is necessary to specify all identification and key attributes of the base data. Item data must be entered in the same as well as in a separate import file.

Importing assortment components on existing assortment lists (updating components)

Requirements

  • The target system does not contain any assortment list with a corresponding key yet
  • A filter is available for the business entity cisag.app.sales.obj.AssortmentList which contains attributes to be imported

Instructions

Perform the steps as described in the chapter Data import.

The import file must contain only identification attributes (code, organizationalUnit) for base data. If it is necessary to specify a different base data attribute, existing data will be overwritten.

If an item to be imported already exists, the existing item will be overwritten.

Data referenced via external keys, such as assortment classifications, cannot be imported together with an assortment list. They must already be imported. If other attributes are specified as identification attributes through an external key relationship, they will be ignored.

Note
This import option should only be used to update an assortment list. Separate import of item data and base data leads to limitations in performance.

Importing a new assortment listing

Requirements

  • The target system does not contain any assortment listing with a corresponding key yet
  • A filter is available for the business entity cisag.app.sales.obj.AssortmentListing which contains attributes to be imported

Instructions

Perform the steps as described in the chapter Data import.

In the import file, it is necessary to specify all identification and key attributes of the base data. Item data must be entered in the same as well as in a separate import file.

Importing assortment lists in existing assortment listings

Requirements

  • The target system does not contain any assortment listing with a corresponding key yet
  • The target system already contains assortment lists that are needed for the assortment listing
  • A filter is available for the business entity cisag.app.sales.obj.AssortmentListing which contains attributes to be imported

Instructions

Perform the steps as described in the chapter Data import.

In the import file, it is necessary to specify an identification attribute (code) for base data. If it is necessary to specify a different base data attribute, existing data will be overwritten.

If an item to be imported already exists, the existing item will not be overwritten; instead, its new version will be added.

Note
This import option should only be used to update an assortment list. Separate import of item data and base data leads to limitations in performance.

Identification fields and required fields

Below are listed the required fields and key attributes (K) of individual business objects. The identification and required fields can be changed or extended as part of individual partner extensions.

Assortment lists

Base data

Attribute pathDescriptionExternal key reference
code (K)Identification
organizationalUnit (K)Organization responsible for assortment listOrganizationalUnit
descriptionDescription
validityFixedAccept validity period
assortmentListValid
From
From date
assortmentListValid
Until
To date

Item data

Attribute pathDescriptionExternal key reference
AssortmentDefinitions.assortmentList(K)GUID of base assortment listAssortmentList
AssortmentDefinitions.referenceGUID of assortment component (not unique)
AssortmentDefinitions.itemKeyType (K)Assortment list component category {ITEM, CLASSIFICATION}
AssortmentDefinitions.itemKeyType (K)Assortment list component keyAssortmentDefinitions.Item or AssortmentDefinitions.AssortmentHierarchy
AssortmentDefinitions.itemAssortment list component key with item categoryAssortmentDefinitions.Item,
AssortmentDefinitions.assortmentClassificationAssortment list component key with classification categoryAssortmentDefinitions.AssortmentHierarchy
AssortmentDefinitions.considerationType(K)Inclusion/exclusion
AssortmentDefinitions.assortmentListValidFrom (K)Component from date
AssortmentDefinitions.assortmentListValidUntilComponent to date

Assortment listings

Base data

Attribute pathDescriptionExternal key reference
code (K)Identification
descriptionDescription

Item data

Attribute pathDescriptionExternal key reference
AssortmentListing
Assignments.assortmentListing (K)
Base data assignment attributeAssortmentListing
Assignments.AssortmentListing
AssortmentListing
Assignments.organizationalUnit (K)
Organization of assigned assortment listsAssortmentListing
Assignments.OrganizationalUnit
AssortmentListing
Assignments.assortmentList (K)
Assigned assortment listAssortmentListing
Assignments.AssortmentListing
AssortmentListing
Assignments.assortmentListValidFrom
From date
AssortmentListing
Assignments.assortmentListValidUntil
To date

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