Run transform to import spend category data into the Spend Category primary table

Run transform to import the data records from the Spend Category Stage (sn_spend_mgmt_category_stage) staging table into the Spend Category (sn_spend_mgmt_category) primary table.

Avant de commencer

Role required: admin

Pourquoi et quand exécuter cette tâche

Here’s how the transform map works:

• In the Spend Category table, only the Category name field is mandatory and must be unique; all other fields are optional.
• During transformation, if either the Spend category manager or Sourcing manager is not found, the Spend category record is skipped and an error is logged.
• If the Parent spend category does not already exist, it is created automatically.
• If a matching Product category cannot be found using either the UNSPSC or Category name, the corresponding many-to-many (m2m) record is not created, and the issue is logged accordingly.

Procédure

1. Navigate to All > System Import Sets > Load Data.
2. Select Existing table.
3. In the Import set table field, select Spend Category Stage (sn_spend_mgmt_category_stage).
4. In the Source of the import field, select File.
5. Select Choose File and select the source Excel spreadsheet.
6. Facultatif : Specify the worksheet number in the Sheet number field and header row number in the Header row field.
7. Select Submit.
   The imported data is now available in the new Import Set table.
8. Select Run Transform.
   Important :

   Ensure that the Import set field shows sn_spend_mgmt_category_stage and the Selected maps, run in order field shows Load spend categories and map to product categories - sn_spend_mgmt_category.
9. Select Transform.
10. Facultatif : Verify that the data records were imported into the Spend Category (sn_spend_mgmt_category) primary table.