Configure Item Mapping details

How does it work?

If the I/C Items have different Item Numbers in the source and target Sage 300 databases, you need to use the Item Mapping Table In IET Setup, OE/PO Trade Setup to map the items.

Note:

OE/PO Trade only transfers stock and non-stock I/C Items.

OE Miscellaneous Charge codes are not transferred to P/O documents as P/O doesn't support O/E Miscellaneous Charge codes.

Tip:

This is only visible if "Use Item Mapping" is selected in the IET Setup /Trade Options/ OE PO Trade Options Tab.

If the option “use item map” is ticked in IY Trade Setup Options, then the completion of the item map is mandatory. If the option “use item map” is not ticked in IY Trade Setup options, then the completion of the item map is not required, as the item code in the source database will be used in the target database. 

Refer to O/E - P/O Trade Options

Detailed steps

  1. In the Detail screen, click insert to create a new row

  2. Choose the source Item by typing the Item Code or using the Finder to select the Item. The Item name will be displayed. 

  3. Choose the target Item by typing the item code or using the Finder to select the item from the target database. The Item name will be displayed. 

  4. Optionally, select the Category Override and Target Location Override.

Category Override [Header]

This is an item category defined in Inventory Control of the Target Company. When an O/E transaction is generated as a result of a P/O transaction (such as a P/O order generating a corresponding O/E order) the default item category is replaced with the category specified here. As categories define affected revenue and cost accounts, this category is only relevant when the Partner Type is “O/E Document to P/O Document”.

This field is not compulsory. If left blank then no category override will take place when I/Y Trade generates O/E documents.

Location Override

This is a location defined in the Inventory Control of the Target Company. When an O/E transaction is generated as a result of a P/O transaction (such as a P/O order generating a corresponding O/E order) the item location used in the source P/O document is not used when the corresponding O/E document is created. Instead, the location entered here is used.

This field is not compulsory. If left blank then no location override will take place when I/Y Trade generates the corresponding document. When an override location is not entered, the location used in the source document will be used as the location in the destination document.

Note:

If you use Item Mapping, the Location on the item mapping table is used. If it is blank, the Location on the source transaction is pushed to the target transaction. The Location Override on the Processing Options is not used. You need to set the override for each items on the Item Mapping tab.