Manage Vendor Sources

Owned by Jacob Mathews (Deactivated)
Dec 08, 2023
2 min read

Vendor Sources need to be setup in an environment prior to using RDC Prices. Each Vendor Source should have an assigned Data Type of PH - Vendor Prices.

View Existing Vendor Sources

You can follow the below steps to view existing Vendor Sources.

To view existing vendor sources:

  1. In the Reference Data workspace, in the left navigation pane, click Setup > Metadata > Sources.
    You see the Sources workspace with the list of currently defined sources.

  2. Select the source you wish to view / edit and click Edit.
    You see the Editing Source Details dialog box.

Sample RDC Prices Vendor Source PH

  1. Review the information, make the appropriate changes, and click Save.
    You see the refreshed list of available sources.

Create a Vendor Source

You can follow the below steps to create a Vendor Source.

To create a vendor source:

  1. In the Reference Data workspace, in the left navigation pane, click Setup > Metadata > Sources.
    You see the Sources workspace.

  2. In the ribbon, click Create New, then select Sources from the drop-down.
    You see the Create New Source dialog box.

  3. Enter a name for the source in the Name text box.

  4. Enter a short name for the source in the Short Name text box.
    You can click the Description box to enter a description of the source.

  5. Select a Frequency. Options include:
    -Daily
    -Monthly
    -Yearly
    This is the frequency with which the vendor source is available.

  6. In the Assign Data Types list, select Vendor Price.
    NOTE: The Vendor Price data type has a Feed Type of PH, which stands for Price Hierarchy.

  7. The added data types gets listed next to the Assign Data Types list. Click Clear All to remove all the data types. Click View All to view all the data types.

  8. Under Set Assignment and Maintenance, click Add list to add business groups who can access the data source. 
    You can add one or more business groups to access the data source. The added business groups gets displayed under Group Name.

  9. Click Set All to Maintainable to provide maintain access of the data source to all the business groups, or from the list that displays, click Maintainable next to the corresponding business groups.
    NOTE: Maintainable sources are those that allow the users of the Business Group to Create or Edit Data. Sources not flagged as Maintainable will only be viewable.

  10. Click Save.
    The system creates the data source and lists it in the Sources workspace.