- Click the Edit icon, to the right of any Default item name in the table.
The browser displays the Edit Default form on the right-hand side of the Integration Administration application page.
- This form includes a list of configuration parameter prompts followed by text boxes with the current value displayed.
- To change the Name value, click in the text box, and type text or numbers to create a unique name for the item.
- To change the Select EBD Table value, click in the drop-down menu, and select a table name from the Procurement application, to be mapped to the ERP system.
- Click [Get Fields] to populate the Select Key Field and Select the description field drop-down menus from your selected EBD Table.
- To change the Select Key Field value, click in the drop-down menu, and select a field name that needs to be mapped to the ERP system.
This should generally be the Primary Key of the table. For example, you would select UOMID for UOM, or SupplierID if the Procurement application table is Supplier.
- To change the Select the description field value, click in the drop-down menu, and select a field name description.
This helps in setting up the mappings because many values in the Key Field are numeric (being primary key) and do not give much information about the contained data. For example, for UOM you may select BuyerDesc, or for Supplier you may select Name.
- To change the optional Alias for the key field value:
- Click in the text box, and type an alias for the value in the Select Key Field.
- To change the Default Class Handler Name value, click in the drop-down menu, and select a value from:
- Borg Defaulting
- This method is used for defaulting based on Buying Organization hierarchy.
- It allows you to set defaults for parent Buying Organizations, or anywhere else in the hierarchy.
- The defaults you set are imposed on all children, unless a child is explicitly defaulted itself.
- Commodity Defaulting
- This method is used for defaulting based on Commodity hierarchy.
- It allows you to set defaults for parent Commodities, or anywhere else in the hierarchy.
- The defaults you set are imposed on all children, unless a child is explicitly defaulted itself.
- Standard Defaulting
- This method is used for standard defaulting situations when hierarchy is not used in the default lookup.
- If a Procurement application Table value is not assigned a default, a lookup will not return a default value.
- To change the Associate ERP with this item field, click in the drop-down menu, and select from a list of available ERP systems to be associated with this Cost Allocation Default item.
- Click [Save] to apply the edited parameters to the selected Cost Allocation Default item.
- When you have completed editing:
- Click Search or New, in the left-hand frame of the browser window, to take other actions using the Edit Default Form.
- Click the name of a parameter in the left-hand side menu, to take other Integration Administration actions.
- Click Home, in the left-hand frame of the browser window, to return to the Procurement Home Page.
