Building internal system reporting

1. Ensure that Shopperations Order ID is activated and visible in the Org Settings

2. Set the name for the Shopperations ID field, if needed (Tactic ID is typical).

3. Review Shopperations upload template to understand required and optional Shopperations fields and map to internal systems’ fields that represent them.

4. Document field mapping exercise results.

5. Create or obtain a report from each system with real data

6. Transform internal reports to match Shopperations template, if multiple systems are in play, can combine into one file or load to Shopperations separately.

Check to see if there is a single reporting source for both invoices and deductions that can be used. This will simplify the process and save on setup time!

Field Mapping Table:

	Invoice System	Deduction System
Shopperations Field Name	Field Name (or formula to be used)	Field Name (or formula to be used)
Invoice Number (required)
Order ID (required)
Invoice Date (required)
Invoice Amount (required)
Fiscal Year (required)
Beneficiary
Type
Status
Vendor Number
GL Code
Description
Budget ID
Budget Description
User ID
Doc.number
PO#

Fields used to define uniqueness:

1. invoice number
2. Invoice date
3. order id
4. budget id
5. doc.number
6. description
7. type

Upload File Formatting - Fields & Data Types

Invoice Number (required)	Order ID (required)	Invoice Date (required)	Invoice Amount (required)	Fiscal Year (required)
Field Type = text	Field Type = text	Field Type = date mm/dd/yyyy must include 4 digit year	Field Type = number	Field Type = number must include 4 digit year

Beneficiary	Type	Status	Vendor Number	GL Code	Description	Budget ID	Budget Description	User ID	Doc.number	PO#
Field Type = text	Field Type = text	Field Type = text	Field Type = text	Field Type = text	Field Type = text	Field Type = text	Field Type = text	Field Type = text	Field Type = text	Field Type = text