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Function documentationDimension ID Synonym Maps 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 is unable to classify the spend amounts. The inconsistent IDs are termed invalid or unrecognized.

Example 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.

End of the example.

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. For details and procedures, see Dimension ID Synonym Map Sets.

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

Note Note

In addition to the Setup page, you can access the Dimension ID Synonym Maps List page by choosing Spend and Compliance in the navigation bar and then choosing List Dimension ID Synonym Maps from the Configuration submenu.

End of the note.

Activities

Creating a Dimension ID Synonym Map

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

To create a synonym map:

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

  2. On the Dimension ID Synonym Maps page, choose Create.

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

  4. Choose Synonyms tab.

  5. Choose Add to add a synonym.

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

  7. Save your entries.

Changing a Dimension ID Synonym Map

  1. Choose Setup in the toolbar at the top of the page.

  2. In the Spend Environment Management section of System Administration, select Dimension ID Synonym Maps from the dropdown list and click OK.

  3. On the Dimension ID Synonym Maps List page, do one of the following:

    • From the dropdown list, select Selected Dimension ID Synonym Maps, search for the map to edit, and click the map.

    • From the dropdown list, select All Dimension ID Synonym Maps and choose the map to edit.

  4. On the Header page, choose Edit in the toolbar.

  5. Edit any fields.

  6. Choose Synonyms tab.

  7. Choose Edit to edit a synonym.

  8. In the dialog box, edit any fields and chooseOK.

  9. On the Synonyms page, choose Save in the toolbar.

Importing a Dimension ID Synonym Map

Large numbers of synonyms can be imported from a CSV file using the standard import tool. For details, see Import Data.

Note the following:

  • One map can have multiple entries for a synonym name, but the entries must have effective date ranges that do not overlap. For example, one version of a synonym might be effective from 1990 through 2004, while another synonym with the same name might be effective from the beginning of 2005 through 2010.

  • When data for a synonym map is imported and a map of the same name already exists in the database, the synonym entry in the imported file replaces the existing entry. For each unique synonym in a map, any synonyms of that name in the existing map are deleted. The entries in the imported map always take precedence. However, any synonym in the existing map with a name that is not found in the imported map will be retained. Therefore, an imported map cannot delete an entry in the synonym map, but it can set the effective date range of that synonym map so that it is no longer used to resolve unrecognized dimension IDs.

Synonym Map 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

Name of map, unique within the specified dimension

DIMENSION_TYPE

X

Enum

One of: COMMODITY SUPPLIER GEOGRAPHY ORGANIZATION ACCOUNTS_PAYABLE COST_CENTER CUSTOM1 CUSTOM2 CUSTOM3 CUSTOM4

DOCUMENT_DESCRIPTION

String

256

Description of map

Note Note

There is one row per synonym. Previous columns apply to the map as a whole; their values should be the same for each synonym row in the map. The following columns identify one synonym.

End of the note.

Column Name

Reqd

Target Data Type

Max Chars

Comment

EffectiveDateStart

Date

Beginning of effective date range DD-MMM-YYYY use 01-Jan-1970 for beginning of time

EffectiveDateEnd

Date

End of effective date range DD-MMM-YYYY Use 31-Dec-2035 for end of time

Synonym

String

64

ID that is not from master data

SynonymLabel

String

50

Meaningful description for synonym

MappedExternalId1

String

Map to this valid dimension ID from master data

MappedExternalLabel

String

Meaningful description for MappedExternalId; just for documentation, not stored in database

Anonymous1

Boolean

Map to Unclassified, with no drilldown to Synonym in report; Spend will appear as Other under Unclassified spend.TRUE or empty

Dropped1

Boolean

Discard spend record; TRUE or empty