Setting up Planned Volume imports

Follow these steps to import Planned Volume information from a CSV file.

Create the CSV Planned Volume import file.
You must create the Planned Volume CSV import file according to the file format specifications. See Planned Volume field specifications.
Create a Java task in the job scheduler using the Aggregate Task option.
Click the Parameters button for the new task.
Select Import Task and Interface Task in the Available Task Types column and click Add/Remove.
Click Configure Selected Tasks.
Click Parameters for the Import Task.
Specify this information:

Import Type

Select SO PLANNED VOLUME TABLE IMPORT.

Use Default Transformer?

Select this check box.

File Name

Specify the path to the import CSV file on the job scheduler.

UTF-Encoded

Select this check box.

Performs Difference

Clear this check box.
Click Submit then click OK.
Click Parameters for the Interface Task.
For the Interface Type, select SO PLANNED VOLUME TABLE IMPORT. Click Next.
For the Mapping Name, select SO PLANNED VOLUME TABLE IMPORT.
Click Submit and then click OK.
Click Back.
Click Save.
Run the task.
The task runs and adds or updates the Planned Volume information in the CSV file.
Details about the job, including errors, can be found in these ways:
- Click the Logs button to check the log for the file.
- Navigate to Maintenance > System Administration > Interfaces > Import Transactions
Note: If errors occurred when the job was run, the most likely cause is a mistake in the CSV file. Check the file and rerun the job when the error is corrected.

After the import is complete, you can view the added or updated information on the Workload by Day Part page. Navigate to Scheduling > Schedule Optimization > Workload by Day Part.

See "Using the Workload by Day Part page process" in the Infor Workforce Management LFSO Implementation and Administration Guide for additional details on loading and viewing the sales budget taken from the imported budget values in SO_PLANNED_VOLUME.