Creating a Category Map

In this demonstration, you will create a category map that can be associated with a punchout from Office Supplies Inc., or used while uploading agreement lines from Office Supplies Inc.

This map will be used in mapping categories from Office Supplies Inc. to corresponding categories defined within Self Service Procurement.

You will first create a map set for Office Supplies Inc. before creating the category map.

Steps:

1. Begin by navigating to the Supplier Content Map Sets page.

    

   Click the Manage Supplier Content Map Sets link.

   Step 1

2. Click the Create button.

   Step 2

3. Click the Vision Operations list item.

   Step 3

4. Enter the desired information into the Map Set field. Enter

    a valid value
    e.g.
    "Office Supplies"
   .
   Step 4

5. Enter the desired information into the Description field. Enter

    a valid value
    e.g.
    "Map set for office supplies."
   .
   Step 5

6. Click the Save and Close button.

   Step 6

7. The map set for Office Supplies was created.

    

   Click the OK button.

   Step 7

8. Create a category map for this map set.

    

   Click the Manage Maps button.

   Step 8

9. Click the Create button.

   Step 9

10. Click the Open button.

    Step 10

11. The External Category and Internal Category names were entered for you.

     

    The External Category column contains values from punchout response, or agreement upload file from Office Supplies Inc.

     

    The Internal Category column contains corresponding values used in Self Service Procurement.

    Step 11

12. Click the Upload button.

    Step 12

13. The Status column shows Row inserted successfully.

     

    You can now close the file.

    Step 13

14. You successfully created the category map.

     

    Notice the Create icon is no longer visible and the Edit icon is now visible.

     

    To edit the map in the future, click the Edit icon.

     

    Click the OK button.

    Step 14

This concludes the demonstration for creating a category map.

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