Product: Mapping Manager
Lookups correspond with the Lookup Tables and lookup templates in Transaction Manager. Lookup Tables in Mapping Manager are custom translation tables that can be built based on any criteria on a transaction and used in both importing and exporting with Transaction Manager. They can only translate based on a one-to-one relationship. Lookup templates are static fields that will always be translated to a specified value. New Lookup Tables can be added at any time.
Creating or Editing a Lookup Table
To create a new Lookup or edit an existing Lookup for a specific partner map:
Click Maps in the Mapping Manager menu.
On the Maps Framework page for your Project, click Options and select Lookups from the drop-down.
Click the plus (+) sign in the action bar above the Lookup Table grid to create a new Lookup Table and complete the fields in the Lookup Detail section below the grid. For the Translation Parameter field, click the desired token chevron under the Entity (Invoice in the screenshot following step #4, below) or Tools tab in the left pane.
Both default or translation Lookup Tables can be created. These correspond to the Lookup Tables under each trading partner in Transaction Manager.
Click the Save button on the primary action bar to save the new Lookup Table.
Once the Lookup is saved, you can navigate to Partner Maps to select the row, then click the Edit button to navigate to the Mapping page. Select the Tools tab | Lookups from the left panel to select the newly-created Lookup table, then click the Deploy button on the primary Action bar to deploy it.
This table provides descriptions of the Lookups page buttons and fields.
1 - Rollback (under Options drop-down)
Reverts any changes made to the Lookup Table back to its previous settings.
2 - Name
Provides a means for you to name a Lookup Table. The name designation here is how it will be displayed in Transaction Manager.
NOTE: The Default checkbox represents a static value that is always used for a single lookup.
3 - Export Column
The right column of the Lookup Table in Transaction Manager. This value will pass to the Project when used to export transactions. This value will be passed from your Project when used to import transactions. Export matches to the Project value.
4 - Import Column
The left column of the Lookup Table in Transaction Manager. This is the value from the trading partner transaction found in Transaction Manager that is used to export transactions. This value will be assigned in the trading partners transaction found in Transaction Manager when used to import transactions. Import is the Transaction Manager value.
5 - Partner or Company
Sets the Lookup Table at the partner or company level. When set to company, the Lookup Table can be used across all trading partners. Company level Lookup Tables are located at the Business System | Company | Lookups tab in Transaction Manager. Partner level Lookup Tables are located within each Trading Partner in Transaction Manager.
6 - Translation Parameter
Matches the value used for translation during the import or export process with Transaction Manager. For a Lookup Table being used during the export process, the translation parameter will be a Transaction Manager field. For a Lookup Table being used during the import process, the translation parameter will be a Project field.
7 - Note
Enter a comment about the specific table being added, if desired.
8 - Add
Click the Add (+) button to create a new Lookup Table/row.
9 - Delete
Click Delete to permanently remove a Lookup Table.
10 - Save
Click Save to save the current value.
Lookup Tables can be viewed from the Trading Partners view in Transaction Manager [Legacy].
Delete a Lookup Table
To delete a Lookup Table, highlight the desired row in the Lookup Table grid, then click the Delete button. The row will display in pink.
To restore the row without deleting, click the Reset button, or click the Save button to permanently delete it.
See also Accessing Partner Maps
See also Searching for a Partner or Map Name
See also Partner Token Mapping
See also Editing Partner Maps