Mapping Manager: Definitions

What in the world is an Entity, plus more mystifying terminology

Rebecca Clever avatar
Written by Rebecca Clever
Updated over a week ago

Product: Mapping Manager

Some of the terminology used most often in Mapping Manager how-to content includes:

  • Column based - an export or import file type where header the item data are contained in one row; typically used with .csv file formats.

  • Entity - an import or export definition in Mapping Manager. Export definitions define transactions and the options used when exporting from Transaction Manager. Import definitions define transactions and the options used when importing into Transaction Manager.

  • Grid - the main section of a Mapping Manager page that changes content depending on what is selected in the left pane. Usually, the grid contains the mapping that stores the values that correspond to a Project and Transaction Manager fields.

  • Left pane - the left panel on a Mapping Manager page that contains fields to add to mappings.

  • Line Item Conversions - used for Row-Based files during the import into Transaction Manager. Line Item Conversions have the ability to remove line item rows based on a specific field and assign values based on the criteria being true.

  • Lookup Tables - Select Lookups to create new Lookup Tables. Both default or translation Lookup Tables can be created. These correspond to the Lookup Tables under each trading partner in Transaction Manager.

  • Lookups - custom translation tables that can be built based on any criteria on a transaction and used in both importing and exporting with Transaction Manager. Lookups can only translate based on a one-to-one relationship. New Lookup Tables can be added at any time.

  • Project - the equivalent of a business system plug-in (BSP); a software module that maps the EDI data to the specific requirements of the user's accounting system. BSPs are called Projects in Mapping Manager.

  • Row Based - an export or import file type where header and item data are in its own rows.

  • Token Mapping - contains the mapping between the Project fields and Transaction Manager fields that is used when importing and exporting with Transaction Manager.

  • XBSP - a file that can be loaded manually into Transaction Manager On-premise or deployed automatically to Transaction Manager web-based to test modifications made through Mapping Manager.

rev: 2/11/22

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