Exploring Commodity Code Manager

Objectives

After completing this lesson, you will be able to:
  • Upload custom commodity codes
  • Map commodity codes

Commodity Code Manager

"Commodity codes are imported and managed using data import tasks with CSV files that define your ERP commodity codes and code-related data."

The table lists the data import tasks and CSV files that define commodity codes and commodity code-related data, identifies whether the data originates in a PeopleSoft, SAP, or Generic system, and specifies whether the data is required. Tasks appear in the recommended data import order.

Data Import TaskCSV Files ImportedPeopleSoftSAPGenericRequired
Import system commodity codes(opens in a new tab)CommodityCode.csvXXXYes
Import ERP commodity codes(opens in a new tab)ERPCommodityCode.csvXXXYes for SAP and PeopleSoft; optional for Generic.
Import ERP Commodity to Commodity Mapping(opens in a new tab)

ERPCommodity

CodeMap.csv

   Yes

If you load ERP commodity codes in a Generic site, the SAP Ariba solution turns on validation for the data, and the ERP Commodity Code field becomes a required field for requisitions containing non-catalog items.

Systematic Commodity Codes

What are System Commodity Codes?

  • The Import System Commodity Codes data import task imports material groups (SAP) or commodity codes (PeopleSoft) retrieved from your ERP system. It reads data from the CSV file named CommodityCode.csv.

  • CommodityCode.csv is required in sites configured for PeopleSoft and SAP. CommodityCode.csv is optional for Generic variants.
  • The CommodityCode.csv file is structured identically for PeopleSoft, SAP, and Generic variants.

The following is an example of the CommodityCode.csv file:

UTF8

Domain,UniqueName,Name,ParentUniqueName

unspsc,41101504,Homogenizers,41101504

unspsc,41101807,Electron diffraction apparatus,411018

unspsc,41103019,Plasma storage freezers,411030

unspsc,41102916,Microtomes,411029

unspsc,41103704,Biological baths,411037

How to Import System Commodity Codes

To import system commodity codes, create or update the ClassificationCodeMap.csv file you plan to load.

Refer to the data dictionary for the columns in this file and sample values. You can also run the Export Classification Code Relationships task to view the existing commodity code mappings in your site.

Commodity code mappings are bidirectional, so when you set up mappings, it doesn't matter which domain (custom, UNSPSC, and so on) you choose for Domain From and which you choose for Domain To.

Steps

  1. From the dashboard, choose Manage > Core Administration.
  2. Choose Site Manager > Data Import/Export.
  3. Find the task Import Classification Code Relationships, and choose Import.
  4. Choose an import operation.
  5. Browse for your ClassificationCodeMap.csv file and choose Run.

Exporting System Commodity Codes

Members of the Customer Administrator user group have the permissions to export system commodity codes via the Commodity Code Manager using the following steps:

Step 1

On the dashboard, choose Manage, and then Core Administration.

Step 2

Choose Site Manager, then choose Data Import/Export.

Step 3

Find the task Export Commodity Codes, and choose Export.

Step 4

Choose the adapter source and choose OK.

The following options are available to choose as the adapter source:

  • All - Exports all the commodity codes in the site.
  • External - The object and all its data fields are maintained in an external system, such as an ERP system or a set of CSV files. Objects with this adapter source can be overwritten or deleted when data is imported from the external system.

Customer Administrators can also export system commodity code mappings. Use the Export Classification Code Relationships task to do so.

Deleting System Commodity Codes

Step 1

On the dashboard, choose Manage, and then Core Administration.

Step 2

Select Commodity Code Manager, and then choose Commodity Codes.

Step 3

Select the system commodity code you want to delete and choose Delete. Selecting the triangle icon will allow you to display the commodity code hierarchy.

Step 4

Choose OK to delete the system commodity code, or Cancel to return to the previous page without deleting the system commodity code.

Managing System Commodity Code Mappings

Users with Commodity Code Manager access have the permissions to manage system commodity code mappings.

Step 1

From the dashboard, choose Manage, and then Core Administration.

Step 2

Select Commodity Code Manager, and then choose Commodity Code Maps.

Step 3

Perform one of the following actions:

  • To edit a mapping, search for the mapping by entering the commodity code in the Value From or Value To field, and choose Edit.
  • To create a new mapping, choose Create New.
Step 4

Choose values for the domain and value fields, and choose Save.

ERP Commodity Codes

What are ERP Commodity Codes?

  • The Import ERP Commodity Codes data import task imports material groups (SAP) or commodity codes (PeopleSoft) retrieved from your ERP system. It reads data from the CSV file named ERPCommodityCode.csv.
  • ERPCommodityCode.csv is required in sites configured as PeopleSoft or SAP variants. It is optional for Generic variants, but if you do load ERP commodity codes in a Generic site, the SAP Ariba system turns on validation for the data, and the Partitioned Commodity Code field becomes a required field for requisitions containing non-catalog items.
ERPCommodityCode.csv SAP Example

UTF8

MATKL,WGBEZ

001,Metal processing

00101,Steels

00102,Steel sheets

00103,Electronics

00104,Mechanics

001041,Fasteners

00105,Cable

ERPCommodityCode.csv PeopleSoft Example

UTF8

SETID_CATEGORY_ID_,DESCRSHORT,DESCR,CATEGORY_ID

SHARE:00002,Accessories,ACCESSORIES,00002

SHARE:00001,All Items,ALLITEMS,00001

SHARE:00010,Camping Equipment,CAMPING,00010

SHARE:00013,Climbing Equipment,CLIMBING,00013

SHARE:00009,Cycling Equipment,CYCLING,00009

ERPCommodityCode.csv Generic Example

UTF8

UniqueName, Name, Description, CategoryId

Auto_Commodity_Code, Auto_Commodity_Code,,5

BENEFIT:AUTOLEASE,BENEFIT:AUTOLEASE,,75

BENEFIT:EDUCATION,BENEFIT:EDUCATION,,74

BENEFIT:INSURANCE,BENEFIT:INSURANCE,,73

How to Import ERP Commodity Mappings

  • If an ERP commodity code you want to map is not already defined in your system, create an ERP commodity code file (ERPCommodityCode.csv) that contains only that ERP commodity code.

  • If you are mapping an ERP commodity code to a system commodity code, make sure the system commodity code already exists in your system.
  • If an accounting entity you want to map is not already defined in your system, create the appropriate CSV file and include only that accounting entity.

To import ERP commodity mappings:

  1. Create an ERP commodity code mapping file (ERPCommodityCodeMap.csv) that contains only the ERP commodity code mappings you want to add.
  2. Using a ZIP program, such as WinZip, add the following files to the archive:
    • ERPCommodityCode.csv file (if you created it)
    • Any accounting CSV files you created
    • ERPCommodityCodeMap.csv
  3. Choose Manage Core Administration.
  4. Choose Site Manager, and then choose Data Import/Export.
  5. On the Import tab, search for the Import Batch Data data import task.
  6. Choose Incremental Load, enter the location of your ZIP file, and then choose OK to import your data.

If you are using the SAP Ariba data transfer tool, upload the data in incremental-load mode and specify Import Batch Data in the -event option.

"Let's try to understand how to deactivate ERP Commodity Mappings via Import."

You can deactivate ERP commodity code mappings. Deactivating does not remove the codes. It only makes them inactive and unavailable.

ERP commodity code mappings in the database that do not exist in the ERPCommodityCodeMap.csv file are deactivated in the database.

If you are using the SAP Ariba data transfer tool, upload the data in full-load mode and specify Import Batch Data in the -event option.

To deactivate ERP commodity mappings via Import:

  1. Remove the ERP commodity code mappings that you want to deactivate from the ERP commodity code mapping file (ERPCommodityCodeMap.csv).
  2. Make sure all the ERP commodity code mappings you want to remain active are included in the CSV file.
  3. Using a ZIP program, such as WinZip, add the ERPCommodityCodeMap.csv file you created to the archive.
  4. Choose Manage Core Administration.
  5. Choose Site Manager, and then choose Data Import/Export.
  6. On the Import tab, search for the Import Batch Data data import task.
  7. Choose Full Load, enter the location of your ZIP file, and then choose OK to import your data.

Add and Map New System Commodity Code Manually

Your organization has a custom commodity code list, where a value x has been retired and is no longer to be used on new SAP Ariba projects. As a Commodity Code Manager, you are tasked with removing this value from the system, and then importing a new value to be used in its place and map to the appropriate UNSPSC value.

Learn and practice how to add and map new system commodity code manually.

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