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Function documentationDimension ID Synonym Map Sets Locate this document in the navigation structure

 

During the import of spend data, the ID that classifies the spend amount for each dimension in each input record is examined to see if it is found in the appropriate dimension table. If a source of spend data exists that uses a set of IDs for one dimension that is different from the set of IDs stored in master data for that dimension, the spend classification performed during the import will be unable to classify the spend amounts. The inconsistent IDs are termed invalid or unrecognized.

For example, if the commodity dimension IDs come from external category master data containing UNSPSC codes, and some spend data contains commodity IDs that are not UNSPSC codes, this spend will be unclassified.

Maps can be defined to substitute unrecognized IDs used by a source of spend data to the valid IDs stored in the dimension tables. A map is created for one dimension. A map is a collection of synonyms, each of which contains an unrecognized ID and, typically, the valid ID for which it will be substituted. Many maps can be created for one dimension.

A set of maps can also be defined. A map set contains multiple maps, with zero or one map per dimension. Map sets are useful when specifying the maps to use during an import action.

This section describes how to create, edit, and import a dimension ID synonym map set.

Note Note

As well as from the Setup page, you can access the Dimension ID Synonym Map Sets List page by choosing Spend and Compliance in the navigation bar and then choosing List Dimension ID Synonym Map Sets from the Configuration submenu.

End of the note.

Activities

Creating a Dimension ID Synonym Map Set

You can create a synonym map set manually, or import one using the standard import tool. For details, see Dimension ID Synonym Map Sets.

To create a synonym map set:

  1. Choose   Setup   System Administration   Spend Environment Management   Dimension ID Synonym Map Sets  .

  2. On the Dimension ID Synonym Map Sets page, choose Create.

  3. On the Creating: Dimension ID Synonym Map Sets page, fill in the fields.

  4. ChooseSynonym Maps tab.

  5. Choose Add to add a synonym map.

  6. In the dialog box, fill in the fields and choose Save in the toolbar.

  7. Save your entries.

Importing a Dimension ID Synonym Map Set

Although it is easy to create a synonym map set manually in the user interface, you can also import one from a CSV file using the standard import tool. For details, see Importing Data from a CSV File.

Synonym Map Set Import File Format

The following table provides the column descriptions for a synonym map that will be imported as a CSV file.

Column Name

Reqd

Target Data Type

Max Chars

Comment

DISPLAY_NAME

X

String

40

Unique name of map set

Note Note

There is one row per map in a map set. The previous column applies to the map set as a whole; its value should be the same for each map row in the map set. The following columns identify one map.

End of the note.

Column Name

Reqd

Target Data Type

Max Chars

Comment

DIMENSION_TYPE

X

Enum

Only one map per dimension is permitted in a map set.(See map columns for legal values.)

DOCUMENT_DESCRIPTION

String

256

Description of map set

MAP_DISPLAY_NAME

X

String

40

Display name of synonym map