Tokens

The Partner Tokens tab on the Mapping page lists the various mapping instructions (tokens) between your project (business system) fields and Transaction Manager fields used either for Importing or Exporting transaction data.

Partner token selections will change according to trading partner and document (Purchase Order or  Invoice, for example). Using ‘Bill To Addresses’ as an example, Amazon may want to see the addresses, but Walmart may not; therefore, only Amazon would show 'Bill To Address' tokens. 

NOTE The Partner Tokens tab corresponds to fields on the Transaction Details page in Transaction Manager. Each row represents a tab of the transaction in Transaction Manager. The last field is the field name listed on the transaction. Values preceding that field can be sub-tabs or the group boxes where the field is contained.

The mapping grid is basically a two-column table where the field definitions map your project fields to Transaction Manager fields or Transaction Manager fields to the fields in your project.

Example Usage

ACK Date is a Token in the Electronic Partner Plug-in (EPP), but next to ACK Date is “Acknowledgement Date”. In Transaction Manager, Acknowledgment Date will show instead of ACK Date. Mapping Manager uses the tokens (ACK Date) instead of the full name in Transaction Manager.

Similarly, the PO Entity Definition within Mapping Manager includes “Income GL Account”. An “Income GL Account” exists within a customer’s project. However, on the Purchase Order, that field from a token perspective is called “Accounts Receivable”.

When viewing the PO in Transaction Manager, the content of the Accounts Receivable field needs to go to the Project Income GL Account field. To appropriately map the Accounts Receivable token in Mapping Manager, click the  button or drag and drop it into the corresponding field in the grid on the right. When you send the PO to your project, you are sending data from that very specific field so that when it transmits into the project, it fills the Income GL Account field.

Import

Import definitions are used when importing data into Transaction Manager from your project. Through import token mapping, a project field is assigned to a Transaction Manager field. 

1  Transaction Manager	When displayed in the left column of the grid, Transaction Manager fields are available for use in the import of data into Transaction Manager. If more are needed, click   to select the desired token from the Tokens tab.
2   Project Field	When displayed in the left column of the grid, project fields are available for use during the import of data into Transaction Manager. Match the project values to the Transaction Manager fields.
3   Rollback	Reverts to the previous value.
4   Reset	Reverts any changes made to the token mapping line back to its original values. Note that you cannot reset if you have already saved.
5   Delete	Deletes an entire row.
6   Edit Box	Make changes by dragging and dropping new values from the left pane or manually when hard-coding values. Use this field to record important data.
7   Save	Saves the current values.

 

Note that the Map as Link Token checkbox under the Tokens   control can be used to link a selected token back to the originating inbound document and pull the value from it. See Map as Link Token.

For documentation about the mapping required to assign Project fields to Transaction Manager fields, see Import Mappings.

 

Export

Export definitions are used when exporting data from Transaction Manager to your Project. Through Export Token Mappings, an export definition assigns a Transaction Manager field to one of your Project fields.

 

1  Project Field	When exporting, project fields will be listed in the left column. All values available during the export will be available. Match the corresponding Token fields by clicking and dragging them from the left pane to the Memo boxes for the Project value.
2  Transaction Manager	When exporting, Transaction Manager field tokens will be added by dragging them to the Memo box that matches the Project value.
3   Edit Box	Make changes by dragging and dropping new values from the left pane or manually when hard-coding values.
5   Build Custom Formula	Used to build a custom formula record line function into the export transaction. This control is enabled when you click on a record at the top of the grid.
6   Reset	Reverts any changes made to the token mapping line back to its previous values.
7   Save	Saves the current values.

 

For documentation on editing the maps used to assign Transaction Manager fields to Project fields, see Working with Export Mappings.

 

Related Topics

• Map Editing