Configure the
...
Customer Master Table
Our goal is to use PlatformManager to upload our CSV data into the Products Customer Master Table. First, you’ll need to configure the columns in the Master Table to match column columns in the ProductMaster Customer Master CSV file.
Click on **Master Data | ProductsCustomers
The Products Customer master table exists out of the box, but the column names are not matching the names in the ProductMaster CustomerMaster CSV file. When you hover over the column label, a tooltip will display the name of the column in the back-end database.
From this table layout, we can see that we have a standard set of defined columns; Product isParent?, Customer ID, Label, Product Unit, Currency, Customer Name, and Last Update and Pricing Logic. These do not need to be renamed.
Additionally, we have some customizable columns that are labeled as Attribute1, Attribute2, etc. These are the user defined columns and we will rename them to match the incoming columns on our CSV file.
Rename the column Attribute1 to ProductFamily CustomerGroup
Right-click on the label for the Attribute1 column, or click on the dropdown menu Click [from the list, select Rename and Customize Columns] option:
Rename it to “ProductFamilyCustomerGroup”.
Set the label to “Product Family”“Customer Group”.
Set the type to “String”.
...
Click on Confirm Changes
6. Repeat the steps above for all the other columns in the CSV file using the following assignments:
...
Attribute2 = Business Unit
...
Attribute 2 = Customer Type
Attribute 3 = Customer Class
Attribute 4 =
...
Region
Attribute 5 =
...
Country
7. At this point we will have exhausted all of the viewable custom columns in our table. In order to make more columns visible, click on the drop-down menu of any column and choose Select Fields to Display option.
8. From the following click on checkbox for Attributes #6 -
...
12
...
Note: Aside from the prebuilt columns, there’s a maximum of 30 columns that can be added to the
...
Customer master table (attribute1 to attribute30)
...
Some of the columns in our CSV file can be aligned with some of the pre-built columns that are provided in our Product master “out-of-the-box. Make note of the following attribute assignments that we will NOT need to define:
Product Currency will be assigned to Currency in Product master
Last Update will be assigned to Last Update in Product master
Pricing Logic will be assigned to Pricing Logic in Product master
9. Now we can complete the definition of our remaining columns so the
...
Customer master closely matches the columns in the CSV file. Thus, create the following attributes and associate them with our Attributes:
Attribute6 =
...
Segmentation
Attribute7 =
...
Service
Attribute8 =
...
Customer Currency
Attribute9 = Industry
Attribute10
...
Save the preferences
= Global Customer
Attribute11 = Location
Attribute12 = SubRegion
10. Now ,we will need to save the preference settings for our Customer Master table.
11. Click on Preferences Manager icon (bottom, right) to create a preference. This will save the layout changes you made to the
...
Customer view (column position, etc).
...
12. From the Preferences dialog box, click on the Save as New Preference option.
...
13. Type the Preference name of
...
Customer_default and check option of Set as default preference for me
...
...
Click Apply button.