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How to create Document Sequencing in bulk through spreadsheet in Oracle Fusion

The document provides detailed steps for creating Document Sequencing in bulk using a spreadsheet, which includes managing Document Sequence Categories, Sequences, and Assignments. It outlines the necessary preparations, data arrangement, and the process for uploading the data to UCM and running the import process. Additionally, it includes troubleshooting tips and references to relevant documentation for further guidance.

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Usman Zaheer
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37 views

How to create Document Sequencing in bulk through spreadsheet in Oracle Fusion

The document provides detailed steps for creating Document Sequencing in bulk using a spreadsheet, which includes managing Document Sequence Categories, Sequences, and Assignments. It outlines the necessary preparations, data arrangement, and the process for uploading the data to UCM and running the import process. Additionally, it includes troubleshooting tips and references to relevant documentation for further guidance.

Uploaded by

Usman Zaheer
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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How to create Document Sequencing in bulk through spreadsheet-

detailed steps

Accepted answer

1166

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10

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CA Nirmal Choudhary Oracle Cloud Financial Consultant Gold Crown

Jul 7, 2024 9:03PM edited Jul 7, 2024 9:13PM 10 comments

Issue: There is a requirement to create Document Sequencing in bulk.


Although Oracle has given information about this at this link- File Format for
Importing Document Sequences, yet this link does not provides full steps.

Can you please tell me detailed steps on how to create document


sequencing in bulk?

Tagged:

 Setup

 Other

 Tip

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Best Answer

CA Nirmal Choudhary Oracle Cloud Financial Consultant Gold Crown

Jul 7, 2024 10:17PM edited Jul 11, 2024 1:04PM Accepted Answer

Hi all,

There are three parts of this requirement:

1. Document Sequence Category: Manage Document Sequence


Categories [DOCUMENT_SEQUENCE_CATEGORY]

2. Document Sequence: Manage Document Sequences


[DOCUMENT_SEQUENCE]

3. Document Sequence Assignment: Manage Document


Sequences [DOCUMENT_SEQUENCE_ASSIGNMENT]

If you have setup e.g. Receipt Classes, Receipt Method, AR Transaction Types
etc. manually, then system automatically creates "Document Sequence
Category" in back end. However, if you don't see Document Sequence
Category in task- Manage Document Sequence Categories, then you can use
this bulk methodology to create Document Sequence Categories as well
through spreadsheet.

Note:

4. If you are not sure of values to be provided in spreadsheet, then


first setup some sequencing manually, then get the data from
below SQL tables to be used in spreadsheet:

a. FND_DOC_SEQUENCE_CATEGORIES

b. FND_DOCUMENT_SEQUENCES

c. FND_DOC_SEQUENCE_ASSIGNMENTS
5. To find ModuleType and ModuleKey, search Module in the task-
Manage Document Sequence Categories:

Step-1A: Arrange the data in required columns in below format for


"Document Sequence Category":
Step-1B: Arrange the data in required columns in below format for
"Document Sequence":

Step-1C: Arrange the data in required columns in below format for


"Document Sequence Assignment":
Step-2: Merge all columns using a vertical bar or pipe ( | ) as a
delimiter (TEXTJOIN formula):

Step-3: Copy the last column data in new sheet:

Step-4: Save as CSV (Comma delimited):


Step-5: Upload to UCM (Navigator » Tools » Files Import and Export),
please note the Filename and Account:

Step-6: Run process- "Upload Comma-Separated Values File". File


Name and Account must be as same as available in UCM and select
appropriate File Type:
Step-7: Follow Step-2 to Step-6 for Document Sequence and
Document Sequence Assignment:

Step-8: Verify from task or SQL tables:

Meta links:

 How to Setup Document Sequencing in Fusion Receivables for


Documents such as Invoices and Receipts ? (Doc ID 1678427.1)

 How To Load Document Sequences And Assignments Instead Of


Manual Creation? (Doc ID 2751115.1)
 Accounting Sequences - Setup and Creation (Doc ID 1518270.1)

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Answers

AnamariaRoman-Oracle Senior Technical Support Engineer Bronze Trophy

Jul 7, 2024 9:22PM edited Jul 7, 2024 9:23PM

Hi,

Here are the steps:

1) Prepare data 3 data files by using this


instruction: https://docs.oracle.com/en/cloud/saas/applications-common/
24b/facia/file-format-for-importing-document-sequences.html#u30235371

Navigation: > Fusion Application Suite > Common Books > Implementing
Applications > 19 Document Sequences > File Format for Importing
Document Sequences)

2) Upload the file(s) to the Web Center/UCM:

> Navigator > Tools > File Import and Export

Under Search Results select Upload (+)

Select
the file and for Account select: fin/receivables/import (other Accounts
may be used for other product sequences, e.g. fin/payables/import)
Save and Close

3) Import the data:

> Navigator > Tools > Scheduled Processes

Schedule New Process > Upload Comma-Separated Values File

Enter the File Name and Account (from #2) and for File Type select the
appropriate DOCUMENT_SEQUENCE for the file.

FlagQuote1Like

CA Nirmal Choudhary Oracle Cloud Financial Consultant Gold Crown

Jul 7, 2024 10:19PM edited Jul 7, 2024 10:25PM

Hi AnamariaRoman-Oracle,

Thanks for your quick response, basically I wanted to provide detailed steps
and CCC does not allow to put discussion/ tip, hence I used the Q &A format
to share the detailed steps.

Upload document sequences

GerryM234

Apr 9, 2024

Summary:
We want to upload document sequences and document sequence
assignments in bulk.

Content (please ensure you mask any confidential information):

We want to upload document sequences and document sequence


assignments via the File Based Data Loader according to this documentation.

https://docs.oracle.com/en/cloud/saas/applications-common/24a/facia/
import-data-into-application-tables.html#s20034960

I have uploaded the file to UCM (Oracle Webcenter Content), but I don't quite
get how to proceed afterwards.
Do I run the 'Load Interface File For Import' process, if so, which Import
Process do I select?

Version (include the version you are using, if applicable):

24A

Code Snippet (add any code snippets that support your topic, if
applicable):

View Post

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Meraj Karim Fusion Finance Consultant Red Ribbon

Jul 9, 2024 12:52PM

Hi Mr. Nirmal,
It is really helpful and needed.

I appreciate your time and effort.

Best Regards!

FlagQuote1Like

Ilona P. Blue Ribbon

Jul 23, 2024 3:42PM

Hi. Would you also happen to know how we can upload accounting and
reporting sequences in GL?

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Francine Gemora Consultant Bronze Medal

Sep 3, 2024 12:51PM

Hi @CA Nirmal Choudhary ,


This is really helpful. Is it also possible to update existing document
sequence assignments using the same steps? For example, we want to end-
date existing document sequence assignments in bulk.

Thanks!

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M Mahmood Financial Consultant

Nov 13, 2024 4:54PM

@CA Nirmal Choudhary, i am getting an error while uploading the


sequences. can you please check the log and advise.

ERROR: Error Message:oracle.jbo.RowValException: JBO-27024: Failed to


validate a row with key oracle.jbo.Key[300004411902455 ] in
DocumentSequences

40516014 (1).log

Uploaded Nov 13, 2024328.75 KB

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User_8EBRW ERP System Functional Analyst

Nov 26, 2024 4:50PM

INFO: Successfully downloaded the import data file

INFO: Document Sequence Data upload process started at : Tue Nov 26 11:23:40 UTC
Loader Name =DOCUMENT_SEQUENCE

INFO: Downloaded File Name :/tmp/Book12.csv_18207695_1732620220

INFO: Completed the Document Sequence Data Loader initialization process.

INFO: Found Header Columns List as : [Name

ERROR: Invalid header column present : Name

ERROR: Header Column Validation Failed :

hello,

what is this error please?

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chiara.na Analyst

Dec 16, 2024 5:20PM

Hi All,

I'm writing regarding the bulk import of the document sequences


assignments.

How can we import the special characters?

For example we have a Legal Entity name which contains "ö" and Oracle
doesn't allow us to import these kind of assignments.

Thank you,

Chiara

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Akash Gaur Associate Consultant Green Ribbon

Jan 7, 2025 5:41PM

Hi @CA Nirmal Choudhary


While loading the document sequence assignment I am getting an error that

"ERROR: Invalid Document Sequence Name: X"

While I can see the same sequence name in the application. Checked the
name thoroughly.

Did someone encounter this issue?

Please let us know the resolution.

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