Mapping PDW Import Data
Note to Writer: This entire topic
is PDW2.
Use the PDW Import Maintenance screen to map your electronic data to
the associated metadata elements in the Product Data Warehouse (PDW) Catalog.
Import mapping works by identifying all records with unique layout keys,
and then mapping each field of a record to a pre-defined PDW metadata
item.
The system
uses the layout key to merge or match the items you are importing to those
items that have been provided by another data provider to prevent duplicates
in the PDW Catalog. In addition, for any items that did not match the
layout key, the system make an additional pass through the data to determine
if the initial no match items match to the secondary key.
Do not merge metadata values from a primary data source with a vendor
disk or some other data source. Instead create metadata items specific
to each primary data source, with the exception of vendor disks.
For vendor-provided disks, you can share a set of metadata items among
all vendor disks because you will only receive one version of each vendor
disk per load. If you create a metadata item of Disk Vendor Name and populate
it from two vendor disks, such as Sylvania and Leviton, only the Sylvania
items are affected by the Sylvania disks and only the Leviton items are
affected by the Leviton disks. The integrity of the data is protected.
You can also define any
pricing zones that may exist for products. Pricing zones hold multiple
price sheets that apply to one product distributed across multiple branches.
You define pricing zones when a vendor sends multiple disks for the same
product. On each of these disks are different pricing sheets for the product
that you distribute from multiple branches. Pricing zones let you keep
the product in the same price line but still assign the correct pricing
sheet to it. Set up pricing zones by:
To map data from an
electronic database into the associated metadata elements:
-
From the Tools
> Product Data Warehouse (PDW) menu, select PDW
Import Map Maintenance to display the PDW Import Maintenance
window.
-
Click Import
Map ID and at the prompt enter a name of up to 10 characters
to assign this file's layout.
-
Use
the Field
Map area to define the key information.
Field
|
Description
|
Description
|
Enter a
more detailed description for the import map you are defining.
|
Primary Key
|
Enter a
unique number, such as a UPC number, Manufacturer Catalog
or Part number, or an NAED number, to define the key to
the file.
|
Secondary Key
|
Enter a
unique number, such as a UPC number, Manufacturer Catalog
or Part Number, or an NAED number the system uses to match
any items that did not match the key you entered in the
Layout Key field.
|
-
Use
the Pricing
area to define how you want the system to manage the imported pricing
information.
Field
|
Description
|
Pricing Zone
|
Enter a
pricing zone if you need to define one for the map to
use. You can identify the pricing zone by entering either
free-form text or a data identifier defined on the current
map.
|
Pricing Sheet
|
If you
entered a pricing zone, enter the sheet within the zone
that the map needs to use for pricing elements.
|
Price Effective Date
|
Enter the
data identifier for the effective date. The selections
in this field are based on the import
map layout created.
You must set theEnable PDW Effective
Dates
control maintenance record to Yes
to use this field.
|
Price UM*
|
Enter the
pricing unit of measure you want to use by default. The
default is EA.
|
Price UM Quantity*
|
Enter the
pricing unit of measure quantity you want to use by default.
The default is 1.
|
*Important: If
you do not define these price fields, the system uses the default
values noted.
-
In the Data
Identifier column, import all of the metadata elements defined
in Import File Layout by using the Options
menu and selecting Add All Identifiers.
-
In the PDW
MetaData Item column, enter the metadata item in the PDW Catalog
to which you want the data identifier mapped.
Note:
You can create metadata items from the Import Map Maintenance screen by
entering New in the PDW
MetaData Item field. This displays the PDW MetaData Maintenance
screen where you can create
the item. Click OK to return to
the Import Map Maintenance screen. However, we recommend that you create
PDW metadata items in advance.
-
From the Tools
> Product Data Warehouse (PDW) menu, select PDW
Import Map Maintenance to display the PDW Import Maintenance
screen.
-
In the Layout
ID field, enter a name of up to 10 characters to assign
this file's layout.
-
At the NEW
prompt, press Enter to
indicate that you are defining a new layout.
-
Define
the import layout for the record on the PDW Import File Layout
screen and return to the PDW Import Maintenance screen by pressing
Esc.
The system populates the Layout
ID and Desc fields
with information from the PDW Import File Layout screen.
-
Complete
the remaining fields to configure the layout.
Field
|
Description
|
Layout Key
|
Enter
a unique number, such as a UPC number, Manufacturer
Catalog or Part number, or an NAED number, to define
the key to the file.
|
Secondary Key
|
Enter
a unique number, such as a UPC number, Manufacturer
Catalog or Part Number, or an NAED number the system
uses to match any items that did not match the key
you entered in the Layout
Key field.
|
UPC Format (Y/N)
|
Enter Y or N to indicate whether
the UPC trimming logic that follows should apply to
the Key.
-
If
the UPC is 12 digits long, the last character,
which is a check digit, is trimmed.
-
If
the UPC is 13 digits long, the first and last
characters, are trimmed.
-
If
the UPC is 14 digits long, the first 2 characters
and the last character are trimmed.
The system formats all UPC codes
to 11 digits, but you can store all UPC numbers.
If you want to store UPC numbers
with the package quantity digits and check digits,
do the following:
-
Create
a separate MetaData item named Full UPC.
-
Index
and flag this element as a unique ID data
type, but do not flag it as a UPC data type.
-
Map
the same data element into a MetaData item
named UPC and define that MetaData element
as a UPC data type.
This process gives you ultimate
flexibility to use the UPC for matching/merging/syncing. It also uses the UPC
+ check digit/package quantity identifier for
matching.
Note:
Do not enable UPCs to be branch-specific because PDW
does not support this function. If you enable UPCs
to be branch-specific, we cannot guarantee that UPCs
in PDW will work correctly.
|
Pricing Zone
|
Enter
a pricing zone if you need to define one for the map
to use. You can identify the pricing zone by entering
either free-form text or a data identifier defined
on the current map.
|
Pricing Sheet
|
If
you entered a pricing zone, enter the sheet within
the zone that the map needs to use for pricing elements.
|
Price Effective Date
|
Enter
the data identifier for the effective date. The selections
in this field are based on the import
map layout created.
You must set theEnable PDW
Effective Dates
control maintenance record to Yes
to use this field.
|
Eff Date DI
|
Enter
the data identifier for the effective date. The selections
in this field are based on the import
map layout created.
You must set theEnable PDW
Effective Dates
control maintenance record to Yes
to use this field.
|
Eff Date
|
Enter
teh date on which the import pricing should be active.
Note:
The Eff Date DI
field and the Eff
Date field are mutually exclusive. You cannot
use them both at the same time.
|
-
In the Data
Identifier field, import all of the metadata elements defined
in Import File Layout by using the Add
All hot key.
-
In the PDW
MetaData Item field, enter the metadata item in the PDW
Catalog to which you want the data identifier mapped.
Note:
You can create metadata items from the Import Map Maintenance screen
by entering New in the PDW MetaData Item field. This displays
the PDW MetaData Maintenance screen where you can create
the item. Press Esc to return
to the Import Map Maintenance screen. However, we recommend that you
create PDW metadata items in advance.
Press Esc
to save changes and exit the screen.
More Options for Mapping Import Data
The PDW Import Maintenance screen also offers these options.
Hot Key / Option | Function |
Layout | Displays the
PDW File Import Layout screen where you can edit the layout
information. |
Meta | Displays the
PDW MetaData Maintenance screen. Use this screen to define
the data elements in your PDW Catalog. |
Copy | Displays a
prompt where you can enter a new Layout ID for which you want
to copy the currently displayed layout. |
Delete Layout | Deletes the
currently displayed layout. The system prompts you to confirm
the deletion. |
Convert | Displays the
PDW Conversion Table screen, where you can create
convert statements. |
Expand | Displays the
complete metadata item descriptions for the selected line. |
See Also:
Pricing Overview
PDW Import Map
Maintenance Overview
Tasks Not Available
in Solar