Sales

Get Involved. Join the Conversation.

Topic

    Jeevthan J
    Export GeographiesAnswered
    Topic posted May 29, 2019 by Jeevthan JBlue Ribbon: 750+ Points, tagged Core SFA, Reporting and Analytics, Setup and Maintenance 
    82 Views, 5 Comments
    Title:
    Export Geographies
    Summary:
    We need to export list of Country and Country Code from oracle Sales Cloud
    Content:

    We need to export list of Country and Country Code from Oracle Sales Cloud.

     

    Export values of Countries and it's Country Code from "Manage Geographies" task. If it's not feasible, provide us a workaround where we ca get this information. 

    We need this information to load into an external table to cleanse the initial customer data for data load. 

    Version:
    19B

    Best Comment

    vinda desai

    Hi Jeevathan,

     

    You can make use of hz_geographies to get the geography data. I have used this earlier to get the entire hierarchy data in 19A version.

    https://docs.oracle.com/en/cloud/saas/sales/18c/oedms/HZ_GEOGRAPHIES-tbl.html

    Comment

     

    • Jayaraghavendra Rao

      Hi,

      Please refer to the notes given below to know about exporting the geography data and also deleting the territory geography data.

      Create an Export File of All Territories

      In case you have implemented Customer Data Management along with the sales functionality, you must export all territories before deleting the master geography data because removing the master geography data invalidates the territory definitions that are based on the Geography dimension. You can either export the definitions of all territories to a file or make manual corrections. If there are a large number of territories, export the territories definition to a file for the territories import process. However, if there are very few affected territories, then you can choose to either export the territories definition to a file or make corrections manually.

      This procedure is applicable only if there are territories defined using the Geography dimension.

      Perform the following steps to create an export file of all territories.

      1. From the Territories and Quotas work area, click View Active Territories in the Tasks pane.

      2. In the View Active Territories page, select the territory at the highest level.

      3. Click the Actions list, and select Export, and then Export Selected Territory Hierarchy.

      4. In the Warning dialog box, click OK.

      5. Click the Actions list and select Export, and then View Export Status.

      6. Review the status of the export job and verify if it has completed successfully.

      7. In the Exported Data File column, click the .zip file against your export job, and click Save. All the territories are exported to a compressed file on your system.

      8. Click OK.

      9. Click Done in the View Active Territories page.

      Delete the Territory Geography Data

      A territory definition has references to the territory geography data and master geography data. Since territory geography data is based on the master geography data, in case you have implemented Customer Data Management along with the sales functionality, you must delete the territory geography data prior to deleting the master geography data. When you delete the territory geography data, all territories that are defined using geography dimension become invalid.

      This procedure is applicable only if territory geographies are defined.

      Perform the following steps to delete the territory geography data.

      1. In the Setup and Maintenance work area, go to the following:

        • Offering: Sales

        • Functional Area: Territories

        • Task: Manage Territory Geographies

      2. On the Manage Territory Geographies page, click View All Hierarchies.

      3. Select the highest level node for the country for which you want to replace the master geography data and click the Deleteicon.

      4. In the Warning dialog box, click OK.

      5. In the Confirmation dialog box, click OK. The parent node of the territory geography data and its children are deleted.

      6. Repeat steps 3 to 5 to delete all the higher nodes in the territory geography data.

      7. Click Save and Close.

      The Territory Management application retains a copy of the dimension members referenced in the territory definitions. This copy is updated when you trigger the Load and Activate process from the Enable Dimensions and Metrics task. Therefore, although the territory geography data is deleted, the territory definitions may appear to remain valid.

      Delete the Master Geography Data

      To delete the master geography data for a country, you must create a support request with proper justification. Note that when the master geography data is deleted, the geography and its children are deleted and all the related territory, tax, and shipping zone references become invalid. So, you must back up this master geography data before deleting the master geography data.

    • Reghu

      Dear Jeevthan,

      If your requirement is to see the list of countrycode and country then create a Data model (SQL based) on below table...

      fnd_territories_tl    columns  territory_code  will give you code   and territory_short_name will give you country name

    • vinda desai

      Hi Jeevathan,

       

      You can make use of hz_geographies to get the geography data. I have used this earlier to get the entire hierarchy data in 19A version.

      https://docs.oracle.com/en/cloud/saas/sales/18c/oedms/HZ_GEOGRAPHIES-tbl.html

      • Jeevthan J

        Thanks for your input. 

        We created a custom data model using the table which you mentioned and associated the data model with report. Now, we able to export the geographies data from the created report. 

        TAT for this activity is < 1 hour. 

      • Jeevthan J

        Thanks for your input. 

        We created a custom data model using the table which you mentioned and associated the data model with report. Now, we able to export the geographies data from the created report. 

        TAT for this activity is < 1 hour.