Using Cross Reference Tables in Configuration Studio

Cross References allow you to change words or phrases that are input into different words or phrases to be output.

For example, instead of the input “Package,” you may need to change the output to “PKG” to match what your ERP requires.

In the example above, the cross-references are simple abbreviations:

• The Input “Package” is produced as the Output “PKG”
• The Input “Dozen” is produced as the Output “DZ”
• The Input “Case” is produced as the Output “CS”
• The Input “Each” is produced as the Output “EA”

Creating a New Cross Reference Table

To create a new cross-reference table, follow these steps. In the example, below, a new cross reference table is shown in development. The input of “Document UOM” is transformed to the output “ERP UOM” so that the unit of measure in the trading partner’s document can be expressed in a way that the ERP requires.

1. Click the Gear icon and then from the menu that displays, click New Table. The New Cross Reference dialog box displays.
2. Enter the Name of the Table select one from the drop-down menu, if you want to modify an existing table.
3. Enter a Description of the Table.
4. Next to Table Values, click the Plus Sign (+) icon to define the following table values.
5. Check the box if the table is intended for all customers. (If this configuration profile only applies to one trading partner, do not check this box).
   To avoid problems with new or existing global tables, contact Conexiom for advice with this feature.
6. Check the box if the table will allow duplicate values into Input columns.
   This action is not recommended in most circumstances.
7. Check the box if the cross reference is complex, having multiple factors.
   To avoid problems, contact Conexiom for advice with this feature.
8. If you do not want the execution order of the process to be the number that the program displays in that field, enter a different number.
   To avoid problems, contact Conexiom for advice with this feature.
9. Next to Table Values, click the Plus Sign (+) to define the following table values. Refer to the example given in the table.

   Column in Interface Table	Example
   First Column Name	Select a name for the cross-reference. In the example, the Column Name given in the first line identifies what is being transformed while the second line in the column describes what that input will be transformed into.
   Second Input/Output	The first line is identified as input while the second line is identified as output.
   Third Mandatory	Designates that that both are mandatory; required in all instances.
   Fourth Data Type	States the input and output will be in the form of Key Text, which is a defined data type with values under or equal to 64 characters. This is the referred selection for inputs. Its selection is opposed to Long Text, which is a description over 64 characters and less than 4001 characters, a Number, or a Date.
   Fifth Read-Only	Designates in this case the Read Only, meaning that it cannot be changed by a user.
   Sixth Data Field	Click to select a data field. In the example, this defines the field of data as the internal UOM, (within the organization), for the first line and then for the external UOM, (outside the organization—since the ERP is a separate company), for the second line.
   Seventh Data Preview	Data Preview is dependent on the previous choices. It shows a value if there is already data in the table
   Eighth Enabled	Allows you to choose whether the cross reference is put in operation.
   Ninth Visible	Makes the choice visible or not to viewers in the portal. For example, a Unit of Measure might be made visible so that a reader can understand the numbers written in the column.

10. Click Confirm Table.

Copying a Table

You can copy an existing table. To do so, follow these steps:

1. Select the Gear icon and from the menu that displays, click Copy. The table that is opened is copied to a new cross-reference table.
2. Click Confirm Table to retain it.

Deleting a Table

You can delete an existing table. To do so, follow these steps:

1. Select the Gear icon and from the menu that displays, click Delete Table. The table that was open is deleted.

Viewing a Change Log

You can view the change log for an existing cross-reference table. To do so, follow these steps.

1. Select the Gear icon and from the menu that displays, click Change Log. The change logs dialog displays.
2. Scroll to find the log you want to view.
3. Make the changes that you want.
4. Click Commit Change.
5. If all your changes are complete, follow the standard procedure for saving changes. (See Saving and Validating Changes).

Importing an Existing Table

You can import an existing table in a CSV from outside the program. You can

1. To preserve the character set in the file, before importing the .CSV file set, save it as Unicode Text in your spreadsheet program (such as Microsoft Excel, Apple Numbers, etc.).
2. Select the Gear icon and from the menu that displays, click Import. A dialog box displays.
3. Use one of the following methods to locate a file to import:
   1. In the Table Field, click to select a table from the from the drop-down
   2. In the Table Field, begin typing and your computer’s file system opens for you to browse for the location of a file that is not listed in the drop-down.
   3. From an open file-system window, select the file you want and drag it into the file selection area in the center of the dialog box.
4. Do one of the following:
   1. To add the imported table to an existing table, click the radio button for Append to Existing Cross Reference.
      Note: If importing a cross-reference table into an existing table, ensure that the two tables match. They must have identical columns and names or the import process will fail.
   2. To replace an existing table with an imported table, click the radio button for Overwrite Cross Reference.
5. Click Process. The dialog box closes and the imported table displays.