Using Tools in Definitions
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  1. Mapping Manager >
  2. Import Mapping >
  3. Mapping Tools for Import Definitions

 

Applying Mapping Tools to Import Definitions

The same process for selecting elements for use in import definitions applies to all Functions, Addresses, AccountInfo, Terms, and Lookups listed under Mapping Tools.

To apply elements from mapping tools into an import definition:

  1. Under Maps > Partner Maps, select an import map from the grid (such as an Invoice). 

  2. Click  Edit on the grid control bar to launch the Mapping page for the partner map you want to edit.

  3. Locate the Transaction Manager field (row) you want to edit and then click on the source field text box (second column) to make it editable.

  4. You can clear the text box using your keyboard's Delete or Backspace keys (do not use   Delete, which deletes the entire row from the grid).

  5. Select the Tools tab to the left of the Mapping grid. 

  6. Click the  control to expand the desired Functions, Addresses, AccountInfo, Terms, or Lookups section to access the elements listed. See Mapping Tools for further documentation.

  7. Select the desired element and then drag and drop (or click  ) from the left pane into the blank text box. Some Usage Examples are provided below.

  8. Click  Save on the grid control bar to commit your changes.

  9. Click  Deploy on the Mapping Manager Action Bar to deploy to Transaction Manager.

 

 

IMPORTANT

If you receive the message that mapping values are in use by another user, please consult that user before proceeding with deployment. See Multi-User Access for more information.

 

Usage Examples

The following examples illustrate where different Mapping Tools may be added to field definitions for import into Transaction Manager.

Applying Addresses

For addresses, the address table in Transaction Manager must be populated with addresses for each 'Ship to' location. Each of the address fields listed in the table are referenced under Tools > Addresses in Mapping Manager. Refer to Addresses under Mapping Tools for more information.

As described earlier, use the   control or drag and drop from the expanded Addresses section into the import definition. Ensure that you save your changes.

Applying Terms

For terms, a valid terms description must be passed on the import into Transaction Manager. Refer to Terms under Mapping Tools for more information.

As described earlier, use the   control or drag and drop from the expanded Terms section into the import definition. Ensure that you save your changes.

Assigning Lookups

Lookup tables would be assigned for when you always import the same value into Transaction Manager. Multiple lookups can be created for each import map. Refer to the Lookups topic page for more information.

 

NOTE

Default lookup tables can also be defined via the Mapping Manager Lookups page for instances where you want the same value to be assigned all the time. When you complete the Lookup Detail panel, ensure that the Default checkbox has been selected and that only the Import Column is used in the lookup.

As described earlier, use the   control or drag and drop from the expanded Lookups section into the import definition. Ensure that you save your changes.
 

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