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Coupa Success Portal

Setup Data Management

Setup Data Management is used to create or manage dropdown list data for standard fields or for field types created in the Setup Data Type Management administrative page.

Configuration Options:

  • Code (setup data type code for which the setup data values are being created)
  • Parent Code (used to define parent/child hierarchy for set-up data values)
  • Setup Code (field name for the setup date element)
  • Culture (primary language with which the client communicates)
  • Display Name (the label that is displayed in Risk Assess for this setup data element)
  • Order Number (numeric value for the order the data field should display in the list)
  • Description (a brief explanation of the purpose of the set up data element)
  • Status ( indicates whether or not the setup data element is active and available to the workflow.  setup can be set up in advance and left inactive until it is ready to be used)
  • Active Date (the date the setup data element becomes active in Risk Assess)
  • Score Value (score value assigned to the setup data element)

Risk Assess does not permit duplicate Setup Codes within the same Setup Data Type. While there are no constraints on Display Names being unique within a Setup Data Type, users should avoid duplicate names. Prohibited Setup Data Code characters include most punctuation as well as the less than/greater than symbols (<, >).

Creating Setup Data 

The process for creating setup data types is:

  1. Navigate to the Admin tab.
  2. The Administration page will display. Select the “Setup Data Management” link under the Configuration Data Management grouping.
  3. The Setup Data page will display. Select New.
  4. The Custom Setup Data Types page will display. Select the Type code (defined in Setup Data Management Types) and enter the list of values.
  5. Click Save to save the setup data.
  • Setup data records can also be created by importing the data via spreadsheets. Please refer to the Integration – Setup Data Import section of this document for detailed instructions on importing supplier records.
  • Setup Data Types can now be defined to allow customer add their own specific values to be added to or “override” system-specific codes. For example, if a system value has a setup code of “0” for a display name of “None”, the customer can add their own value with a setup code of “0” and a display name of “Not Applicable” and this value will appear in the system instead of “None.” Both system-specific and customer specific setup data values will be visible in Setup Data Management.
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