Description Management: Description Scheme

Item Description Scheme

Customer Admin users can add a scheme to manage item descriptions. Using a scheme can improve data quality and consistency in your item master. A new item master must be processed by Data Connect before recommendations can be seen in the application.

Add New Description Scheme

1. Select Configuration, Description Management. The Description Management page opens.

2. Select the Schemes tab.

3. Select Add New.
   
   The New Scheme wizard opens.

   

4. Select a description source from the list.

   Options are:

   • GHX Description

   • Manufacturer Description: These descriptions come from the GUDID or the item catalog.

5. Select an ERP item description option from the list.

6. Add your ERP system's location where you would like GHX to populate the description.

7. Select Next. The New Scheme - Define page opens.

   
   

   Note: The Assigned Letter Case drop down, previously located in the Schemes tab, has been relocated to the scheme creation wizard under the Define section.
   

8. Specify the following fields:

   • Maximum Length: Define the maximum number of characters that will be allowed.

     Tip: The minimum number of characters is 10 and the maximum number is 500.

     Note: The ERP Item Description shown here is for Workday. The selections for other ERPs will differ.

   • Abbreviate the descriptors: Click yes to use abbreviations.

   • Select the abbreviation list: Select one of the abbreviation lists you configured on the Manage Item Abbreviations page.

   • Allow first word abbreviation: Select yes to abbreviate the first word in the description.

   • Assigned Letter Case: Select the option that matches your organization's ERP settings.

     Options are:

     • Upper Case: All upper case letters (for example, THIS IS EXAMPLE TEXT).

     • Lower Case: All lower case letters (for example, this is example text).

     • Proper Case: Upper case for initial word and proper names (for example, This is Example Text).

     • Sentence Case: Upper case for the initial word in the description (for example, This is example text).

9. Select Next.

10. Review the information for accuracy.

    

11. Select Finish.

    Tip: GHX runs the item description scheme once per day at midnight. Descriptions will be available the next day.