Create and Upload Product Extension

Estimated time to complete: 45 minutes

In this narrative, we will use the Data Upload option within the Platform Manager tool to load the Product Extension table. The use of PM Data Upload templates provides a quick and easy method for loading all types of master data including pricing tables, data sources and extensions.

Tool Stack Setup

The following software needs to be installed/set up:

• Platform Manager

• Student partition

Define Master Data Metadata

Prior to uploading any data using PlatformManager, we must create the metadata associated with the master data entity (Product, Customer, etc). In this exercise, we need to define a Product Extension table. Once the metadata has been defined, then we will be able to reference the attributes for the data mapping phase of the data upload.

Download external Customer data

1. Download and examine the provided CSV data file (ProductCosts.csv).

   1. Which columns exist in the file?

   2. What is the content of each column? Which data type does each column support (text, number, date)?

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Configure the Product Extension Table

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

1. Click on Master Data | Product Extensions

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2. Depending on your partition there may not be any Product Extension tables defined and page will be blank:

Create a new Product Extension master table

1. From the toolbar menu, click on the Configuration icon and from the list select System Configuration option:

2. Then, scroll down to find the Master Data section and select Product Master Extension option:

3. From this panel, we can create a new Product Master Extension table, click on the Add button:

   This will open the Add New Product Extension panel:

4. Fill the Name, Label and Size of the table

   1. Name=ProductCost. The name is used in the calculation logic when you will need to read some data from this table

   2. Label=Product Cost. used only in the user interface to identify the product extension table.

   3. Size=3. The maximum number of attributes in a data row. This does not include the out-of-the-box columns, like SKU, etc. In our example, we need only the Average Cost, so use the lowest value which is 3.

Click OK to save the setup.

1. Now, we need to update the configuration, simply click on the ProductCost table. Once checked, the right-hand portion of the screen displays the current columns/attributes for the ProductCost master table.

2. Click on the Edit option for the Attribute 1 column, and then Rename and Customize Column panel will appear:

   Update the column attributes accordingly:

   1. Name = AverageCost

   2. Label = Average Cost

   3. Type = Real

   4. Formatting = Money (EUR) (note: this does not setup any currency conversions, only how the value displays on the screen)

1. Click [OK]

2. View the result.

View the newly created Product Extension table

1. From the toolbar menu, click Master Data > Product Extensions.

2. In the Product Extensions page in the Category dropdown box we should see Product Cost

3. Select Product Cost and the table structure should appear on the page:

Upload Data using PlatformManager

Now that our Product Cost Extension table has been defined, we are ready to upload the data in our CSV file into our Product Extension table.

Login to Platform Manager

1. In browser, go to URL: https://platform.pricefx.com/

2. If you are a Pricefx employee, click on Login with O365.

Access Target Partition

1. Navigate to Partitions option

2. Then, input (or select) your target partition:

3. Click on Data Upload option. Then click on the Add button:

4. The Data Upload dialog will now begin:

5. First, we must provide a meaningful name for our Data Upload, enter “ProductCostLoad” as the name.

6. Next, we need to select the Pricefx entity that we will be loading, click inside the box and the list of possible entities will appear:

7. Select the Product Extension entity. This will open an additional input field where we can define which Product Extension table we are loading:

8. Select ProductCost from the list and click Continue button.

9. Next, the Data Upload will need the CSV file that we will be uploading:

10. Drag and Drop our ProductCost_HighTech.csv file onto the page.

11. PlatformManager will then parse the CSV file and using default parsing options it will show you a sample layout of the file:

    NOTE: Verify that the layout shown here will map to the CSV file uploaded. This view within PlatformManager will be used to map these columns to our Product Extension master table.

12. Click Continue button.

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Data Mapping

Our next phase is the mapping of the columns in the CSV file to the attributes defined in our Product Extension table in our partition.

1. When performing the data mapping we should be aware that certain extension tables columns are mandatory (in most cases this is just the primary key column). The mapping page should now appear:

2. Now, we will begin the mapping process and our first mapping will be for Product Id (in CSV) to primary key in Product Extension (which is sku column). Click in the Choose field drop down:

3. Next, we need to map the Average Cost input field to attribute1(“AverageCost”) column in the Output:

NOTE: After select the AverageCost in the Product Cost extension table notice that the data type changes from STRING to NUMBER.

1. Click Continue button. This will submit the data upload for processing:

2. Click on our ProductCostLoad upload process and select Show history from the menu options:

   The history of the upload will appear as:

   NOTE: Review the number of records processed and the number that failed. This upload shows that all records were processed successfully with 0 failures.

3. Additionally, if there were any record failures, then we can review the log records. The upload log records can be found via Data Upload Logs link:

4. Finally, to verify it was successful we need to view the Product Cost extension in our partition. Click on Master Data | Product Extensions:

5. Select Product Cost from the Category list:

6. Click on the Refresh option:

   The uploaded data should now appear.