Priorisization (Golden Record)

In this step you can specify for each iPIM attribute from which source catalog the corresponding attribute value is taken.

Configure priorization

Call up the priorization configuration

Customize the priorization order on the attribute level

Modify the priorization order via the arrow buttons

In order to modify the priorization order for a specific attribute via the arrow buttons, proceed as follows:

• In order to move a source catalog to a higher level within the prioritization order, click on thebutton of the respective chip. The chip then moves to the left. Afterwards, click on the button below the table to save your changes.
• In order to move a source catalog to a lower level within the prioritization order, click on thebutton of the respective chip. The chip then moves to the right. Afterwards, click on the button below the table to save your changes.

Apply prioritization to further attributes

After you have prioritized the source catalogs for an attribute, you can apply this prioritization to additional attributes. To do this, proceed as follows:

1. Prioritize the the source catalogs for an attribute as described above.
2. Select the table rows of all the attributes to which you want to apply the same priorization.
3. Click on . Afterwards the chips in the selected rows regroup accordingly.
4. Click on the button below the table to save your changes. If the process was successful, a corresponding message will appear.

Add source catalogs

Source catalogs can either be added to individual attributes or to all the attribute at once.

Add source catalogs to all the attributes

In order to add an additional source catalog to all the listed attributes, proceed as follows:

1. Click on the button below the table to call up the corresponding dialog box.
2. From the menu, select the source catalog. You can also select multiple catalogs.

• In order to finish the process, click on the button. The corresponding source catalog chips now appear in the table.
• In order to cancel the process, click on the button.

You can only add source catalogs which were assigned to the Golden Record catalog via the aggregation configuration.

Add source catalogs to particular attributes

In order to add an additional source catalog to a particular attribute, proceed as follows:

1. In the table row of the attribute, click on the button to call up the corresponding dialog box.
2. From the menu, select the source catalog. You can also select multiple catalogs.

• In order to finish the process, click on the button. The corresponding source catalog chips now appear in the table.
• In order to cancel the process, click on the button.

You can only add source catalogs which were assigned to the Golden Record catalog via the aggregation configuration.

Remove source catalogs

Remove source catalogs from single attributes

In order to remove a source catalog from a single attribute, proceed as follows:

1. Click on the button in the respective source catalog chip. Then the chip vanishes from the corresponding table row.
2. Possibly remove further chips as described above.
3. Click on the button below the table to save your changes. If the process was successful, a corresponding message will appear.

Instead of removing source catalog chips from further attributes individually via the button, you can also use the “Remove from selected rows” button below the table. To do this, select the respective rows and click on the button.

Remove source catalogs from all the attributes

In order to remove a source catalog from all the attributes at once, proceed as follows:

1. Click on the button in the respective source catalog chip. Then the chip vanishes from the corresponding table row and two additional buttons appear below the table.
2. Click on the “Remove from all rows” button. All chips of the respective source catalog will then disappear from the table.
3. Click on the button below the table to save your changes. If the process was successful, a corresponding message will appear.

Click herefor an overview of all the availabe rule types.

3. Enter a name for the validation rule in the “Title” field .
4. Optional: Enter a short description in the “Description” field .
5. If not already ticked, tick the “Activate rule” checkbox  to activate the rule.
6. Optional: Tick the “External rule” checkbox  to define the rule as an external rule so that the validation result is also visible in iPIM SSP.
7. Optional: Tick the “Internal rule” checkbox to define the rule as an internal rule which can be used as a subordinate rule of validation rules of particular ruletypes (since version 5.4.2).

Activate/deactivate validation rules

Via the checkbox in the “Active” column you can specify whether a validation rule is applied during the priorization of a called up catalog:

• In order to activate a validation rule, so that it is applied in the process of the priorization, tick the checkbox.
• In order to deactivate a validation rule, so that it isn’t applied in the process of the priorization, untick the checkbox.

Edit validation rules

In order to edit a validation rule, proceed as follows:

1. In the table row of the validation rule, click on the button to call up the corresponding dialog box.
2. Make the desired changes.

• In order to to finish the process , click on the button. If the process was successful, a corresponding message will appear. The validation rule is now edited.
• In order to cancel the process, click on the button.

Remove validation rules

In order to remove an existing validation rule, proceed as follows:

1. Choose the validation rule from the list of validation rules.
2. In the table row of the validation rule, click on the  button. Following this, the validation rule vanishes from the list.

• In order to confirm the removing of the validation rule, click on the button.
• In order to revoke the removing of the validation rule, click on the button.

Export validation rules

In order to export a validation rules as a .json file, proceed as follows:

• In the table row of the validation rule, click on the button. Following this, the validation rule is exported as a .json file. The file can usually be accessed via your local download folder.

For example, you can import the .json file that contains the validation rule into another catalog to apply it there.

Copy to a profile

You can add a validation rule to a cleansing and validation profile. Then you can use it for other catalogs without having to define it anew. In order to add a validation rule to a cleansing and validation profile, proceed as follows:

1. In the table row of the validation rule, click on the button to call up the corresponding dialog box.
2. From the menu, select a desired cleansing and validation profile.

• In order to finish the process, click on the button. If the process was successful, a corresponding message will appear.
• In order to cancel the process, click on the button.

Import validation rules

In order to import a .json file with a validation rule, proceed as follows:

1. Click on the “Import validation rule” button to call up the corresponding dialog box.
2. Drag the .json file over the drop area and drop it there or click on the button to call up the .json file via the file manager. Afterwards the file is loaded into the cache and the file name is shown below the drop area.
3. Possibly tick the checkbox “Overwrite existing rule” to specify that a corresponding already existing rule is overwritten with the imported validation rule.

• In order to carry out the import, click on the button. Once the import is done, the dialog box closes and the validation rule appears in the table.
• In order to cancel the process, click on the button.

Execute priorization

In order to execute the priorization for a Golden Record catalog, proceed as follows:

1. Call up the catalog and go to the “Catalog process” tab.
2. In the “Priorization” section, click on the button to call up the corresponding input window.
3. Click on the button to trigger the priorization. Following this, a corresponding process message appears and import statistics are shown. Depending on whether the process was successful, partially successful or unsuccessful, the status traffic light changes to the corresponding color.

Priorization report

The priorization report shows you a list of essential information about the most recent priorization. These are broken down by processes, events and results. In addition, there is a list of general messages and error reports. The latter are grouped in separate sections by errors and by items.

Access the priorization report

• In order to access the priorization report for the most recent priorization, click on the “Priorization report” button. Then you will be directed to the corresponding overview page.

Unfold and collapse info sections

• In order to unfold a particular info section, click on thebutton in the respective section.
• In order to collapse a particular info section, click on thebutton in the respective section.

Export report data

In the "Export" section you can export report data of a priorization report, whereby the exported data can be filtered regarding various parameters. To do so, proceed as follows:

1. From the "Select attribute set" menu , select a report type. You can choose between the options:
   • "Item messages" for an export of item messages only
   • "Process report" for an export of the whole priorization report including the item messages
2. From the "Select export format" menu , select the file format of the export file (.xslx or .csv).
3. From the "Select item status" menu , possibly select an item status.
4. From the "Select code" menu , possibly select an error code (since version 5.8).
5. Click on the button to trigger the export. The export file can usually be found in your local download folder.

FAQ

Basics

What happens in the “Priorization” step of a Golden Record catalog?

In this step, you can specify for each iPIM attribute from which source catalog the corresponding attribute value is taken. The priorization follows the aggregation in the catalog process, in which the item data from the different source catalogs were brought together.

Data View and Priorization Order

What does the “Order priorization” section show?

The section shows a tabular list of the attributes that were imported via the source catalogs. Furthermore, the table shows a series of chips for each attribute, where each of the chips represents a particular source catalog. The arrangement of the chips indicates for each attribute the order in which the different source catalogs are prioritized.

How are the source catalog chips initially sorted?

Initially, the chips are sorted according to the general prioritization order of the source catalogs, as previously defined in the aggregation configuration.

Customize the Priorization Order on the Attribute Level

Can I apply the prioritization made for one attribute to other attributes as well?

Yes. After you have prioritized the source catalogs for an attribute, select the table rows of all the attributes to which you want to apply the same priorization and click on APPLY LAST PRIORIZATION TO ALL SELECTED ROWS. Afterwards the chips in the selected rows regroup accordingly and must be saved to finish the process.

Add and Remove Source Catalogs

Can I add a source catalog to all attributes at once?

Yes, clicking on the ADD SOURCE CATALOG button below the table calls up the corresponding dialog box, in which one or multiple source catalogs can be selected.

What is the prerequisite for adding source catalogs in the priorization?

You can only add source catalogs which were assigned to the Golden Record catalog via the aggregation configuration.

Validation Rules

What does the “Validation rules” section show, and since which version is it available?

First introduced in version 5.4.2, the table in the “Validation rules” section shows all the validation rules that exist for the called-up catalog. At this point, new validation rules can be created, and existing ones can be edited, activated, deactivated, exported, imported, or removed.

How can I control whether a validation rule is applied during the priorization?

Via the checkbox in the “Active” column, a validation rule can be activated or deactivated. If the checkbox is ticked, the rule is applied in the process of the priorization; if it isn’t ticked, the rule isn’t applied.

What happens during import if a validation rule of the same name already exists?

If the checkbox “Overwrite existing rule” is ticked during import, an already existing rule is overwritten with the imported validation rule.

How can I centrally store a validation rule for use across multiple catalogs?

A validation rule can be added to a cleansing and validation profile. To do so, click on the corresponding button in the table row of the validation rule and select a desired cleansing and validation profile from the menu, then save the process. This allows the rule to be used for other catalogs without having to define it anew.

Rights

The following rights are required to use the process step “Priorization”:

Key	Identifier	Description
ipim-supply.catalogs.process	iPIM Supply – Catalog process	Right to call up catalogs respectively their “Catalog process” tab
ipim-supply.catalogs.process.prioritization.configure	iPIM Supply – Golden Record Catalog process – Prioritization – Configure prioritization process	Right to use the priorization configuration
ipim-supply.catalogs.process.prioritization.start	iPIM Supply – Golden Record Catalog process – Prioritization – Start prioritization process	Right to trigger a priorization
ipim-supply.catalogs.process.prioritization.view-reports	iPIM Supply – Golden Record Catalog process – Prioritization – View prioritization reports	Right to call up priorization reports as well as the right to access the “Reports” tab

• In order to be able to access iPIM Supply, a user needs to be related to at least one supplier.
• In order to make newly added rights effective for users outside of the regular synchronisation, you must carry out a master data synchronisation for users and roles. This can be done in the “Schedules” tab.
• The identifier of rights are not shown correctly here as hyphens are shown as half square dashs. In order to search for a particular right in iPIM CC, copy the key to the clipboard and search for the key.