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:

  1. From the Tools > Product Data Warehouse (PDW) menu, select PDW Import Map Maintenance to display the PDW Import Maintenance window.

  2. Click Import Map ID and at the prompt enter a name of up to 10 characters to assign this file's layout.

  3. ClosedUse 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.

     

  4. ClosedUse 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.

  5. 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.

  6. 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.

  1. From the Tools > Product Data Warehouse (PDW) menu, select PDW Import Map Maintenance to display the PDW Import Maintenance screen.

  2. In the Layout ID field, enter a name of up to 10 characters to assign this file's layout.

  3. At the NEW prompt, press Enter to indicate that you are defining a new layout.

  4. 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.

  1. ClosedComplete 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 ClosedUPC 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.

  1. In the Data Identifier field, import all of the metadata elements defined in Import File Layout by using the Add All hot key.

  2. 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.

  1. 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

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