Configuring document mapping

You can use the BTI Document configuration tool to create custom mappings of the EDI documents. By configuring mappings, you can define which document elements to display in the BTI user interface.

For example, if you see that the UPC # / Part # column in an order milestone does not display the correct information, you might have to configure the Line identifier 850 EDI mapping using the Document configuration tool.

Before you begin

Only IBM and company administrators can configure documents. General BTI users cannot.

About this task

The document configuration tool is designed to help you facilitate nuances in your trading partners' EDI data. When your trading partners don’t send a piece of information in the typical EDI field, you can upload sample EDI documents to the system and use document configuration to adjust what data is displayed in the UI.

Individual custom partner configurations change the way a document type is mapped for a particular trading partner, while universal configurations change the way a document type is mapped for all trading partners. You can have one universal configuration per document type. Individual custom partner configurations take precedence over universal configurations.

Procedure

Select Settings > Document configuration.
Upload a new document type (such as an 850) or select an existing type to update.

Tip: If you do not have a document on your local machine to upload, download one from InFlight.
Select which document you uploaded that you want to configure.

Warning: Do not configure fields that contain sensitive personal information. The data can be exposed to users who are not allowed. Payment documents, and perhaps other document types, might contain these fields. Consider your jurisdiction regulations and user permissions. Business Transaction Intelligence does not display these fields by default.
Select the trading partner where you want to change the mapping.
If you want to make universal changes, select any trading partner. You have the option to promote the changes universally later.
Select the fields you want to edit and click Configure.
When you expand a field name, you will see the BTI default mappings. For documents that contain loop structures, you might see the word Loop next to the segment. The Loop identifier is used to distinguish segments that contain two default locations that would otherwise look the same.
For example, for the Line Currency UI field name, you might see a Loop identifier like the following configuration.
```
Data Location           Qualifier Location        Qualifier Value          Data Value
CUR02 - Loop PO1            <blank>                  <blank>
CUR02                       <blank>                  <blank>
```

Define the document element mappings for the UI fields.


Data location	Qualifier location	Qualifier value
The position of the data in the EDI document. For example, PO111, represents segment PO1 element 11.	(Optional) The position of the qualifier element in this segment. For example, PO110.	(Optional) The value of the qualifier. For example, VN.

Tip: Specify the Qualifier location and Qualifier value fields if you want BTI to complete a check before mapping the data to the UI field.

If qualifiers are not specified, then BTI takes any value at the Data location.
If qualifiers are specified, BTI only takes the value when the qualifier evaluates to true.

For example, assume you have the following 850 raw EDI document.

ISA*00*          *00*          *ZZ*AX67890        *ZZ*PROTOS         *170203*2102*U*00401*000000004*0*P*:~
GS*PO*AX67890*PROTOS*20170203*2102*4*X*004010~
ST*850*0004~
BEG*00*NE*CompFlow1**20170203~
CUR*SE*USD~
REF*C3*453095~
CSH*P2~
SAC*C*D200***5~
N9*CK*4758~
N1*BT*Astrix~
N3*180 West Ave SW~
N4*Etna*OH*43062*USD~
N1*ST*Astrix~
N3*180 West Ave SW~
N4*Etna*OH*43062*USD~
PO1*1*2*EA*12.37*PE*VN*886171~
PID*F*GEN***Suede Belt - Brown 32 inch~
CTT*2*6~
AMT*TT*84.78~
SE*20*0004~
GE*1*4~
IEA*1*000000004~

You want BTI to map the UI field Line identifier to the VN identifier from the EDI (in segment P01).

Here's an example of configuring the Data location, Qualifier location, and Qualifier value based on the EDI sample. When you add a new Data location, the value is initially set to N/A. If the EDI sample contains data at that location, it will appear after you reload the page. In this example, notice that the Data value column displays the correct value (886171) from the EDI.

Save your changes.
Optional: If you want to promote the custom configuration as your company default mapping, select the gear icon next to Configure. Select Promote to universal configuration and click Save.

Restriction:

Only one custom configuration for a document type can be set as the universal configuration at a time. For example, you cannot promote two custom configurations for an 856 as the company default.
To promote a different custom configuration from another trading partner, you first need to remove the document type that you promoted. Then you can promote the other custom configuration.
To restore the BTI default configuration, remove the document type that you promoted.

To remove a document type that you promoted as a universal configuration:
1. From the main page of the Document configuration tool, select the document type to view all samples for that specific document.
2. Click the check box for the row that contains a globe (with a check mark inside) by the trading partner name. The globe denotes that the mapping that was promoted as the universal configuration.
3. Click Remove.