x-Step 4-Configure Products Master Table (How To-Load Customer)

Configure the Products Master Table

Our goal is to use PlatformManager to upload our CSV data into the Products Master Table. First, you’ll need to configure the columns in the Master Table to match column in the ProductMaster CSV file.

1. Click on **Master Data | Products

   

2. The Products master table exists out of the box, but the column names are not matching the names in the ProductMaster CSV file. When you hover over the column label, a tooltip will display the name of the column in the back-end database.

   

3. From this table layout we can see that we have a standard set of defined columns; Product ID, Label, Product Unit, Currency, Last Update and Pricing Logic. These do not need to be renamed.

4. 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.

5. Rename the column Attribute1 to ProductFamily

   1. Right-click on the label for the Attribute1 column, or click on the dropdown menu Click [Rename and Customize Columns]

   2. Rename it to “ProductFamily”.

   3. Set the label to “Product Family”.

   4. Set the type to “String”.

      

      Click on Confirm Changes

1. Repeat the steps above for all the other columns in the CSV file using the following assignments:

   1. Attribute2 = Business Unit

   2. Attribute3 = Product Category

   3. Attribute 4 = Product Group

   4. Attribute 5 = Product Type

1. 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.

   

   From the following click on checkbox for Attributes #6 -11:

   

   Note: Aside from the prebuilt columns, there’s a maximum of 30 columns that can be added to the Products master table (attribute1 to attribute30)

2. 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:

   1. Product Currency will be assigned to Currency in Product master

   2. Last Update will be assigned to Last Update in Product master

   3. Pricing Logic will be assigned to Pricing Logic in Product master

1. Now we can complete the definition of our remaining columns so the Product master closely matches the columns in the CSV file. Thus, create the following attributes and associate them with our Attributes:

   1. Attribute6 = Product Class

   2. Attribute7 = Discount

   3. Attribute8 = UOM

   4. Attribute9 = Industry

   5. Attribute10 = Product Group Id

2. Save the preferences

   1. Click on Preferences Manager icon (bottom, right) to create a preference. This will save the layout changes you made to the Products view (column position, etc).

      

   2. From the Preferences dialog box, click on the Save as New Preference option.

      

   3. Type the Preference name of Product_default and check option of Set as default preference for me.

1. Click Apply button.