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Administrator Guide
Last Updated: 2023-06-23
Map Suppliers from Procurement Card Transactions

Map Suppliers from Procurement Card Transactions

  • (Optional) Configure
    Dynamic Map Integration Services
     in the credit card integration template to match credit card transaction file data to suppliers in Workday.
  • Create the integrations for corporate cards your company uses to import procurement card transactions.
  • Load procurement card transaction files into Workday.
  • (Optional) Set up alternate names in the
    Create Supplier Change
     related actions task and select
    Integration Name Matching
     as the
    Alternate Name Usage
    . The Alternate Name Usage ensures accurate matching from downloaded suppliers in procurement card transaction files to suppliers in Workday. There is no match to the DUNS number and supplier name from the file.
Map suppliers loaded into Workday from procurement card transaction files, view matched transactions, and modify them when needed.
  1. Access the
    Find Credit Card Transaction Files
    report.
  2. Click
    View
     on a procurement transaction file that displays a quantity for
    Transactions Missing Suppliers
    .
  3. Click
    Map Suppliers
    .
    Workday lists unmatched suppliers from the procurement card transaction load.
  4. From the
    Supplier Name In Workday
     prompt, select a supplier to map to the
    Supplier Name In File
    .
  5. Check
    Save Alternate Name
     to map the supplier and store a permanent name for matching this supplier in future transaction loads.
  6. Check one of these:
    • Apply Mapping & Refresh
       to map other transactions for this supplier in the file and continue mapping additional suppliers.
    • Apply Mapping & Finish
       to apply mapping to any additional transactions and finish mapping this file.
  7. (Optional) Click
    Show All Transactions
     to view the transactions in the file. The transactions include unmapped, those you've mapped, and those matched during the integration.
    You can then modify supplier alternate name mapping as necessary.
  • Mapping is complete for future transactions containing this supplier.
  • Workday matches suppliers from downloaded procurement card transaction files to suppliers in the
    Verify Procurement Card Transactions
     and
    Verify Procurement Card Transactions for Worker
     tasks.