Summary:
If you're responsible for maintaining vendor cost data and invoice attributes, this enhancement helps streamline the entire setup and review process from start to finish. Custom Invoice Attributes in Xvantage enables Associates to upload, oversee, evaluate, and authorize vendor-specific invoice attributes directly within the Catalog Tasks interface. With this upgrade, the workflow is consolidated within Xvantage, resulting in a more efficient and streamlined experience.
Note: This is for Associates responsible for maintaining vendor cost data and invoice attributes. This enhancement helps streamline the entire setup and review process.
Table of Contents:
How can the Associate access this function?
How can this function benefit the Associate?
How does it work?
How can the customer benefit from this enhancement?
Question 1: How can the Associate access this function?
Answer:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within Xvantage for Associates, hover over the left navigation menu and select Vendors.
Click Catalog Tasks.
You will then be brought to the Catalog Tasks dashboard.
Question 2: How can this function benefit the Associate?
Answer:
Faster Setup Process - Associates can complete custom invoice attribute management directly within Xvantage rather than switching between systems.
Better Visibility into Changes - Before saving, Associates can see:
New records being created
Existing records being updated
Current vs. proposed margin values
Selective Approval - Associates can:
Review each update
Deselect unwanted changes
Save only approved updates
Simplified Multi-Country Management - One upload can support multiple countries, reducing repetitive work and saving time.
Built-In Tracking - Every upload automatically creates a Catalog Task with progress and status visibility, making it easier to monitor outcomes and resolve issues.
Reduced Manual Errors - Validation checks help identify issues before data is ingested into the Global Data Lake, reducing downstream corrections
Question 3: How does it work?
Answer:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within Xvantage for Associates, hover over the left navigation menu and select Vendors.
Click Catalog Tasks. The user will then be brought to the Catalog Tasks dashboard.
Hover to the upper right corner button called Upload Product Data.
Toggle down the menu and select Set Up Invoice Attributes Action.
Select vendor and country(ies). Choose your vendor and one or more countries. This ensures uploaded data is applied to the correct locations and business relationships.
Download, complete and upload the excel template. This template includes fields such as vendor, product name, VPN, attributes, margin, etc. Guidance is displayed to help complete the form correctly.
Map file fields to Ingram Micro Attributes. Select data from the excel template to match the data fields required in Xvantage for Associates. Be sure all required data is included in your template or edit and upload a new spreadsheet.
Error Checking. If there are any errors in the excel template, the user may download the file, make the required edits, then re-upload the corrected file to Xvantage.
Ingesting new attributes. Xvantage will identify new attributes that are available to be ingested into the vendor catalog. Click each checkbox for every attribute you want to add. The user can also click into the existing attributes tab to add or remove existing attributes.
Once all the required steps are finished, the system will notify the user that all invoice attribute updates have been successfully accepted. All tasks will be marked completed from the Catalog Tasks page.
Question 4: How can the customer benefit from this enhancement?
Answer:
More accurate cost data - Improved validation and review processes help ensure margin-related information is accurate before being used in cost calculations.
Faster processing - Centralized attribute management reduces delays associated with manual setup and maintenance.
Consistent experience across regions - Multi-country support helps maintain consistent invoice attribute configurations across markets.
Improved data quality - Better governance and validation reduce the risk of inconsistent or outdated attribute information affecting vendor programs.