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Difference between revisions of "Linked Exchange - Manage Mappings"
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For each mapping, you can click the Edit button change how the item is mapped. | For each mapping, you can click the Edit button change how the item is mapped. | ||
| − | When editing a Location To Customer mapping, you can enter a Customer ID directly, or search for one. Once done, click update, and the mapping is updated. | + | When editing a Location To Customer mapping, you can enter a Customer ID directly, or search for one. Once done, click update, and the mapping is updated. Searching for a Customer uses the same Customer Search screen used elsewhere in TrackAbout.<br> |
| − | [[Image:LinkedExchangeManageMappingsLocToCust.jpg|Edit Location To Customer Mapping]] | + | [[Image:LinkedExchangeManageMappingsLocToCust.jpg|Edit Location To Customer Mapping]] |
| − | Editing Customer to Location mappings involves selecting a Location from the drop down. | + | Editing Customer to Location mappings involves selecting a Location from the drop down. |
| − | [[Image:LinkedExchangeManageMappingsCustToLoc.jpg|Customer To Location Mapping]] | + | [[Image:LinkedExchangeManageMappingsCustToLoc.jpg|Customer To Location Mapping]] |
| + | |||
| + | Editing a product code mapping can be done two ways. If you know the product code, you can type it in directly and save it that way. it works similar to how typing in a Customer ID works. If you don't know the product code you want to map to, you can click the search icon to show a popup, allowing you to find product codes via category, group and type.<br> | ||
| + | |||
| + | [[Image:LinkedExchangeManageMappingsPC.jpg|Product Code Mappings]] | ||
Revision as of 12:12, 2 February 2009
When a sender sends a Linked Exchange message to a recipient, the record sent includes key information needed by the recipient's system to add that record to their system. The information is from the sender's system, so in order to add that information to the recipient's system, the values must be mapped properly. Recipients can do that using the Manage Mapping screen.
When the first message comes in, nothing will be mapped, and the message will fail. The first indication in TrackAbout that there is a problem will be on the TrackAbout Dashboard. There are two Linked Exchange items:
- The fist indicates that mappings are missing. Any items not mapped wil cause messages to fail, and should be mapped before continuing.
- The second item indicates how many messages received have failed to be processed.
When the number is greater than 0, there will be a link to go directly to the page to fix the issues identified. When you click through to the Manage Partner Mappings page, you will be presented with a page allowing you to change how items are mapped. There are three things that need to be mapped:
- Sender locations: A sender delivers to a location, and that will map to a recipient's customer.
- Sender customers; A sender delivers to a customer, and that will map to a recipient's customer.
- Sender Product Codes: Sender product codes need to be mapped to recipient product codes. To assist in this, senders also send the category, group and type for the product code.
For each mapping, you can click the Edit button change how the item is mapped.
When editing a Location To Customer mapping, you can enter a Customer ID directly, or search for one. Once done, click update, and the mapping is updated. Searching for a Customer uses the same Customer Search screen used elsewhere in TrackAbout.
Editing Customer to Location mappings involves selecting a Location from the drop down.
Editing a product code mapping can be done two ways. If you know the product code, you can type it in directly and save it that way. it works similar to how typing in a Customer ID works. If you don't know the product code you want to map to, you can click the search icon to show a popup, allowing you to find product codes via category, group and type.
