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How do I maintain the data in lookup table files and policy lookup files?
To maintain the data in approver lookup tables and policy lookup tables, download the lookup table .CSV file, make changes to the data, and upload the revised file. You can do this using any of the following methods:
- All users with access to the configurable approval rules user interface can use the approval process editor to upload and download lookup tables for the approval processes to which they have access.
- Members of the Customization Administrator group can use the Customization Manager workspace to download and upload lookup table files.
- Users with the necessary group membership can use the Import CSV Lookup Tables Used by Approval Rules data import task to import the CSV files in a ZIP file. There is no corresponding data export task.
Note: In previous releases, this import task was called Import CSV Helper Files Used by Approval Rules. - Lookup table files can be a part of the data updated automatically through the Ariba Integration Toolkit. For more information, see the Ariba On Demand Solutions Integration Toolkit Guide.
For details about approver lookup tables, see "Approver Lookup Table Rules" in the Ariba Approval Process Management Guide.
For details about policy lookup tables, see "Preparing the N Bids and a Buy Policy Lookup Table" in the Ariba Approval Process Management Guide.
Note: Make sure to read "Draft and Active Versions of Lookup Tables" in the Ariba Approval Process Management Guide before updating lookup table files. Also, if you try to upload or download a lookup table exceeding 10 MB or containing more than 100,000 lines, an error occurs.
Using the Approval Process Editor
For information about using the approval process editor to update lookup table files, see the following sections:
- For information about updating approver lookup tables for base rules, see "Updating Lookup Tables" in the Ariba Approval Process Management Guide.
- For information about updating policy lookup tables for collaborative requisitions, see "Enabling the Rule and Configuring the Policy" in the Ariba Approval Process Management Guide.
Using the Customization Manager Workspace
Members of the Customization Administrator group can manage approval process files in Ariba Core Administration using the Customization Manager -> Approval Rule Files task.
On the Supporting Files tab, the file path for approver lookup tables in production starts with data/, and draft lookup tables start with draft/. If you upload a file as a draft file, the system does not use it until an approval process that uses the draft file is activated (after the file is uploaded). For more information, see "Draft and Active Versions of Lookup Tables" in the Ariba Approval Process Management Guide.
Using the Data Import Task
Users with the necessary group membership (for example, Customer Administrator) can import a batch of lookup table files.
If you use this method for updating lookup table files, keep in mind the points listed in the section "Draft and Active Versions of Lookup Tables" in the Ariba Approval Process Management Guide.
To import lookup table CSV files in a ZIP file:
- Create a ZIP file that includes the lookup table CSV files you want to import. Please ensure that the names of the lookup tables that you are including in the ZIP match the exact names of the files within the site (excluding the data/ in front of the names). Otherwise, the data may not be updated appropriately.
- In Ariba Core Administration, click Site Manager > Data Import/Export.
- Use the Import CSV Lookup Tables Used by Approval Rules task to import the ZIP file. The ZIP file must be named
RuleCSVHelperFiles.zip. Please note that you can also automate the import of approver lookup tables by using the Import Batch Data task. In this case, you will need to include the RuleCSVHelperFiles.zip file within your batch data ZIP file, which can have any name. Please see the Ariba Administration and Data Maintenance Fundamentals Guide for more information on importing the data in this manner.
For more information, see "Chapter 2 - Managing Approval Processes" in the Ariba Approval Process Management Guide.
Catalog Management
Core Procurement > Core Administration > Approval Flows
Core Procurement > Core Administration > Approver lookups
Invoicing