Overview:
This document illustrates the steps on how to create a new configuration to collect essential vendor information during purchases for accurate order processing.
Note: The Create Configuration button may require additional rights/permission. Contact your team manager for assistance.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates (X4A) and open it.
Within X4A, hover over the left navigation menu and click Vendors then select VMF Configurator.
Chick on the CREATE CONFIGURATION blue button on the upper right corner of the page.
In the Vendor Code field add the vendor code of the product/s you will create the configuration for. Other mandatory fields are: Product category - L1, L2, L3 and Product VPN.
Alternatively, you can use the vendor's name. A drop-down menu with all vendor codes for the specific vendor will appear. Choose the one you need.
Complete the information in the Available Fields section.
Search for a field/s in the Search for Available fields box.
Filter by All fields, DSMF and Capture Codes using the drop-down menu next to the search bar.
Create a new field by clicking on the Create new field button. Fill out the obligatory Field name and the Field label boxes. Fill out additional information if needed. Click on Save field.
Browse fields and check the box next to the fields you wish to add to the configuration.
Tick the Select All box to select or deselect all fields.
Choose which of the selected fields to be added as a header and line fields by clicking on the corresponding buttons under the Add As section: Header Filed, Line Field.
Selected Header and Line fields will appear in the Added fields section.
In Added fields find the fields you just added via the search bar of the section.
Tick the Select All box or tick the box of separate fields to add only them.
Click on the Pencil icon if you want to edit a field.
Once all fields for your new configuration have been added and selected, click on Save draft or Save configuration.