Managing data

Managing program data

• Configuring Watchlist settings
• How to improve program performance
• Configuring PDF terms items
• Cutomizing PDF branding

Managing transactions

• Manually importing transactions
• Manually reconciling transactions
• Reviewing the transactions reconciliation report
• Deleting transactions

Managing automated imports

• Introducing automated imports
• Understanding SFTP errors
• Processing transactions
• Using Excel for Enable data

Automated imports for trading programs

• Automatically importing dimensions
• Automatically importing trading partners
• Automatically importing transactions
• Automatically importing payment allocation data

Managing dimensions

• Manually importing dimension data
• Configuring global unit of measure conversions
• Allocate dimension items to a collection
• Create and publish a dimension collection
• Manually add, update and delete dimension items

Managing trading partners

• Manually importing trading partner data
• Map trading partners to a lead cash collector
• Manually add, update and delete trading partners
• Managing your trading partners
• Importing default phasing values
• Allocate a trading partner to a collection

Managing buying groups and members

• Managing buying groups
• Creating members
• Managing members

Managing calculations

• Check for pending calculations
• Configure the calculation process
• Check for recalculated program lines
• Configuring the reconciliation process

Integrations

• IDEA Connector