Map segment records to expense rows

The application attempts to map the expense row to an existing record in the segment that you selected and gives you the option of creating a new record in the segment's table, as long as the expense row segment field has a value.

Before you begin

Role required: cost_transparency_admin or cost_transparency_analyst

About this task

For example:
  • If you are cleansing data based on the Vendor segment, and the expense row's vendor is already in the Company [core_company] table, the Mapped to column shows Existing vendor.
  • If the expense's vendor does not exist in the Company table, the Mapped to column shows A new vendor will be created. This message tells you that when you finally cleanse the data, the application creates a record for the vendor in the Company table.
  • If the expense Vendor field is empty, the expense does not show up in any expense rows when Vendor is selected.

If a match is found, you can view the matching record and make changes by clicking the edit icon (The edit icon) and modifying the form.

If no match is found and you want the system to create a record, simply leave the field as it is. Later, when you click Cleanse Data, the record is automatically created.

If no match is found and you do not want to create a record, you can manually associate an existing record with the expense:

Procedure

  1. Click the lookup icon next to the value in the Mapped to column.
  2. Filter the list by typing keywords in the search field.
  3. Select an existing record from the list.
    Figure 1. Associating a vendor with an expense
    Associating a vendor with an expense