The Xref action is used when mapping a field that must use value mapping.

NOTE: The Xref action requires a check table to be defined for the field. If a check table is not already defined for the field, update the System Type for this field to add a check table. Refer to Add Check Tables in the Common documentation.

NOTE: The RuleXref action must be used with a lookup table that has multiple key fields. This will allow missing values in the Target table to be inserted into the Value Mapping table. The Xref action can only be used with a lookup table that has a single key field. If the Target Lookup table is a multiple key table, the Value Mapping process will concatenate Target values from the multiple key fields into a single field. To map fields on a multiple key lookup table, use the RuleXref action for the field to be mapped on the Field Mappings page. RuleXref concatenates Source values and is the recommended Migration Solution process to load the values correctly into the Value Mapping process.

NOTE: When mapping fields on a multiple key lookup table, concatenate the fields with a ":" separator, for example, field1:field 2.

NOTE: A lookup table is registered as a Source table with a status of Documentation and a rule priority offset of 50000 so that it is sorted last. Documentation Sources are not processed but are a reference item to see all the sources of data.

In value mapping, the individual value in a Source field is changed to a value that the Target system will accept in the Target field. For example, if two large companies merge, they may want to convert the Legacy Org Numbers first and then value map to the new Org numbers (in an Org check table) in the Target ERP system.

On the Field Mappings page, set the field in the Source that must be mapped to the field in the Target. Configure value mapping using the Value Mappings pages.

Value mapping uses check tables, which are created as part of a System Type in Common. Refer to Add Check Tables for more information.

When fields with a check table display on the Field Mappings page, the check table name displays in the CHECK TABLE field. Click the check table name link to configure the check table.

To create a field mapping using the Xref action on the Field Mappings page:

  1. Select the field to be mapped.
  2. Click Edit.

    View the field descriptions for the Field Mappings page

  3. Select Xref from the ACTION list box.
  4. Select the table that stores the field to be value mapped from the SOURCE TABLE list box.

    NOTE: This table may or may not be a check table, but is the table that stores the values to be mapped.

    NOTE: When mapping a Source, this field displays the Add Row and Update Row Sources for the Add Row Source only. When mapping a Target, the field displays any Target in the Wave and Process Area.

  5. Select the field to be value mapped from the SOURCE FIELD list box.
  6. Click Save.
  7. Click the Submit icon on the Page toolbar.

NOTE: If the Auto Gen Level on the Automation page’s Vertical View is set to Off for the Target, this rule is not built in SQL. If the Auto Gen Level is set to ON but the Auto Generate Rule check box on the Automation SQL Field Mappings page’s Vertical View is unchecked, then the rule is not built.

The mapping must be approved by a Developer on the Mapping Approval page for documentation purposes and to help track progress of the data migration project. Refer to Approve or Reject Mappings and Assign Developers to a Target or Source for more information.

Once the mapping has been created, the Action, Source Table, Source Field and Default Value fields do not allow updates until one of the following events occurs:

  • The Developer clicks Reject on the Mapping Approval page.
  • The Mapper clicks Reset on the Field Mappings page.

NOTE: When a user clicks Reset, Mapping By, Submitted By, Created By and Approved By field will be reset to NULL values. The Rejected By field does not update and contains the user ID of the Developer who rejected the mapping on the Mapping Approval page. The Mapper can contact the Developer with any questions.

Once the fields allow update, edit them, click Save, and click the Submit icon on the Page toolbar. This updated mapping is sent to the Developer for review on the Mapping Approval page.

Refer to Perform Value Mapping for more information on mapping using an Xref action.