Mapping Tables can be used by admins to populate or validate data in demand lists. To view uploaded mapping tables, open the Reference Tables dropdown in the top navigation bar and click Mapping Tables.
To add a new mapping table, click Upload Document, then click Browse to select your file. The system automatically uses the file name as the title, but you can modify the Name field if needed. If applicable, use Select the Sheet to choose the worksheet you want to import. Then click Upload to save.
To edit an editable cell in a mapping table, click the cell, enter your changes, and press Enter to save.
To add a new row to your mapping table, click +Add New Item. After entering the required details, click Save New Item.
To update an existing table's File Name, click Edit, make your changes, and then click Save.
Click Export to download an Excel version of your mapping table. Click Delete to remove the table from your account.
Note: Mapping Tables accept only .xlsx and .csv files. Each upload is limited to 50 MB.
Using Your Mapping Table in Quoting and Demand Management
After uploading your mapping table, you can create a demand template that uses mapping table data to populate specific Demand Management fields.
Navigate to your demand templates in Demand Management:
From the Demand Templates page, create a new template or edit an existing one.
Once you're creating or editing a template, you can add a new column that populates based on your mapping table data.
Create a new column, then open the Populating tab. See the example below for the setup.
In this example, we're configuring a Demand Management project to populate a custom column called STD Cost using a preselected Demand Management template.
For the example, for the Data Source field, we're selecting Lookup Table.
For Lookup Table, we're selecting Mapping Table.
In the Mapping Table field, select the uploaded file you want to use. In this example, the selected mapping table is Test Table 1.
For Populate with Column, we select STD Cost to populate that value from the mapping table into your Demand Management project.
For Where Column, select IPN/CPN so the Demand Management project matches against the corresponding column in the mapping table.
For Is Equal to Template Column, select the matching template column you want to compare against.
Once these fields are selected, and you upload your Demand Management project, you'll see your custom column auto populate with the expected values from your Mapping Table.
If you have any questions about setting up mapping tables, templates, or population rules, contact us at support@supplyframe.com.