Data-Transformation Statements: Creating Statements Apply To All Trading Partners or Just One

Use data transformation statements (business-logic statements) to systematically alter data to match ERP requirements–either globally or only with specific trading partners.

Data Transformations

Data-transformation statements, (also known as business-logic statements), allow you to systematically alter data to match requirements. You can create or modify existing data transformations and also choose whether those transformations are applied to all documents or just those documents whose text meets a specific condition.

Create Transformations from One of Two Locations

As described in the article "Accessing Tools For Data-Transformation Statements," there are two locations where these tools exist, so there are two locations from which to create or modify transformations. The difference is important:

• If you are using Conexiom's Configuration Studio, the following instructions apply to individual trading partners that you have selected.

• If you are using the Transformation Settings in Conexiom Premier, the changes you make will apply to all of your trading partners.

Data transformations can be simple or they can be elaborate. If a transformation you need is very elaborate--not simply translating one listed factor to another, as shown in examples below--we encourage you to submit a change request rather than attempting the transformation yourself.

Examples of Data Transformations

Here are few practical examples of data transformations:

• Always set Ship-To Country to “US.”

• If the Unit of Measure is a "Package,"  set it to “PKG”

You can also do something more elaborate, like splitting up a package:

• Set the Unit of Measure from PKG to individual units, "EA,” (for “each”)

• Multiply the Quantity by 6, (given there are six units per package)

• Divide the Price by 6, (given there are six units per package so the price of each unit need to be one sixth of the package price)

Or, as it is expressed programmatically, using the drop-down menu items of the interface below, select the menu items one at a time:

Line 1 / RED - If the Line Item - Buyer UOM is Equal to PKG

Line 2 / GREEN - Set the Line Item - Buyer UOM to EA

Line 3 / YELLOW - Multiply the Line Item - UOM Quantity by 6

Line 4 / PURPLE - Divide the Line Item – Quantity Per Unit Price by 6

Note: Colors correspond to components in the example image pictured below but the colors will not appear in the actual dialog box on your screen).

Creating Data Transformations

To create a new data transformation, follow these steps.

1. From the Transformations screen in Premier or the Business Logic screen in Configuration Studio, click Add Logic. The Create Custom Logic dialog displays.

2. Select whether the data transformation should be run on every document, or only when a certain condition applies.

Make your selection based on the descriptions in the following table:

In Step 2, above, if you selected Always, follow these steps:

1. Click the Action field directly below the Always-radio button and from the drop-down menu, select one of the actions. Depending on what you choose, different fields and menus display to the right of that Action field. For example, if you wanted to create the transformation statement Always Set the Ship To Country to the US, in the first field, you would select Set from the drop-down menu. When you make a selection, two or more other fields display, which are for selecting Values to define the Action.
   Note: For descriptions of possible actions to select, click here. For descriptions of possible Values to select, click here.

   • In each of the Values fields that displayed, by either selecting a choice from a drop-down menu or by entering information in with your keyboard, create a statement to define the transformation.
     To stay with the same example as in Step a, in the second field you would scroll until you found the heading Ship To Address and then select Country. Then in the third field, using your keyboard, you would enter in the letters “US.” (As you enter letters, the application gives you the choice to add those letters as your selection).

In Step 2, above, if you selectedIf, follow these steps:

1. Of the two fields that display to the right, click the first field to select a value from the drop-down menu. Using the above example, scroll down to Line Items and select Buyer UOM.
   Note: For descriptions of possible Values to select, click here.

   • In the second field, click to select an Condition from the menu. Using the same example, you would select Is Equal To. At that point, another field displays, asking for another value.
     Note: For descriptions of possible Conditions to select, click here.

   • Select or enter a value. Using the same example, you would enter the word “Case.” This completes the condition upon which the action is triggered.
     Note: At this point, you can add another condition to trigger the action. To do so, click Add Condition and repeat the above step.

   • Below the Add New Group bar, click the Action field to display a drop-down menu and select an action. To continue with the example, you would select Set. Another field then displays to the right, asking for a Line Item.

   • Click the field to display a drop-down menu and from it make a selection. For the example, again you would select Buyer UOM. Another field displays to the right, asking for a Value.

   • Enter a value to define the action. For the example, using your keyboard, you would enter the letters “CS.” As you enter letters, the application gives you the choice to add those letters as your selection.

   • To Add more actions, click Add Action. To Add a new group of actions, including conditions and actions, click Add New Group.

   • When finished, click Save Logic.

Possible Actions to Use in Data Transformations

Following are available actions you can take when creating transformations in Configuration Studio.

Possible Values to Define Actions

Following are available Values you can use to define the Action you want to take in the data transformation.

Possible Conditions to Use in Data Transformations

The following table lists conditions you can use as triggers in If statements, including definitions and examples.