Setting Up the Codesets

Both the PeopleSoft SCM and PeopleSoft CRM messages contain an entry to capture the shipping agent to be used for the purchase order. For the PeopleSoft SCM message, the element used is CARRIER_ID; for the PeopleSoft CRM message it is SHIPPER. For the purposes of this example, the assumption is that the values for these two elements map differently, according to the following table:

CARRIER_ID values on SCM System

SHIPPER Values on CRM System

FEDEX

Federal Express

UPS

United Parcel Service

USPS

United States Postal Service

An SCM message containing the following XML:

<CARRIER_ID>UPS</CARRIER_ID>

would logically map to:

<SHIPPER>United Parcel Service</SHIPPER>

in the corresponding CRM message.

In order to enable such mapping in this example, you must create codeset metadata.

Create codeset metadata:

  1. Create a codeset group called SCM_GROUP. Add the following entries:

    Match Name

    Match Value

    CARRIER_ID

    FEDEX

    CARRIER_ID

    UPS

    CARRIER_ID

    USPS

    CARRIER_ID

    Blank

    Note that the final match value entry is blank: this will be used for the default value.

  2. Create a codeset called SCM_CODESET, using the codeset group defined in the prior step. Add the following entries to this codeset:

    Match Name

    Match Value

    CARRIER_ID

    FEDEX

    CARRIER_ID

    UPS

    CARRIER_ID

    USPS

    CARRIER_ID

    Blank

  3. Create a codeset group called CRM_GROUP. There is no need to define any entries for this group.

  4. Add codeset values from the SCM_GROUP to the CRM_GROUP, using the SCM_CODESET. Four entries will need to be defined:

    • Select CARRIER_ID and <blank>, and add a return name of SHIPPER and the value Unknown.

    • Select CARRIER_ID and FEDEX, and add a return name of SHIPPER and the value Federal Express.

    • Select CARRIER_ID and UPS, and add a return name of SHIPPER and the value United Parcel Service.

    • Select CARRIER_ID and USPS, and add a return name of SHIPPER and the value United States Postal Service.

  5. Go to the node definition for the SCM node and add the codeset group SCM_CODESET to the node.

  6. Go to the node definition for the CRM node and add the codeset group CRM_CODESET to the node.