Create data projects in D365 SCM

In the D365 SCM ERP instance, take these steps before creating data projects.  

• Enable the Create error file in Data Management Framework parameters.
• Refresh Entity list
  
  
  

Configuring Data projects in D365 SCM

All steps take place in the Modules>System administration> Data Management section of D365 SCM.

Steps below describe the configuration of these data projects:

• Sales Order
• Sales Order Confirmation
• ASN
• Invoice
• Warehouse Shipping Order
• Inventory Inquiry/Advice
• Order Status Report
• Grocery Order
• Customer Payment Order
• Grocery Invoice
• Sales Order Change Confirmation
• Credit/Debit Adjustment

Sales Order

1. Create an import project using an identifiable GroupName and Description.
2. To add a new entity, the following options need to be selected.
3. Click Add file and select:

• Source data format: XML-Element. 
• Entity name: Sales orders composite V3.
• Select Upload and add and upload this data file as the template file.
• Select View map. 
•  

Add the mapping details in SalesOrderHeaderV2Entity. 

• • • Select View map in SalesOrderHeaderV2Entity
      
      
      
      
    • Select Mapping details and click New to add a new mapping rule.
      
      
      
      
    • Add the field SalesOrderNumber to the Staging field column and enable the Auto-generated option. Save changes.
      
      
    • To add mapping details in SalesOrderLineV2Entity - Select View map in SalesOrderLineV2Entity 
      
      
      
      
    • Select Mapping details and click New to add a new mapping rule.
      
      
      
      
      • • • Add the field InventoryLotId to the Staging field columns and enable the Auto-generated option.  Save the changes.
            
            

Sales Order Confirmation

• Create an export project using an identifiable GroupName and Description. 
• Add the entity: Sales confirmation composite with source data format type: XML-element. 
• Add a filter table: Sales order confirmation header with the filter Status criteria as Pending with Order Change equals NO.
  
  
  
  
  

ASN

• Create an export project using an identifiable GroupName and Description. 
• Add the entity: Outbound ASN with source data format type as XML-element type. 
• Add a filter table Outbound shipment header, with a filter Status criteria as Pending.
  
  
  
  

Invoice

• Create an export project using an identifiable GroupName and Description.
• Add the entity: Sales invoice composite with a source data format type as XML-element. 
• Add a filter table Sales invoice header V2, with the filter Status criteria as Pending and GroceryStatus=NO.
  
  
  
  

Warehouse Shipping Order

• Create an export project with suitable ‘GroupName’ and ‘Description’.
• Add the entity: ‘Sales orders composite V3’ with source data format as ‘XML-element’ type.
• Add the filter table ‘Sales order headers V2’ , filter ‘WHO Status’ equals criteria as ‘Pending’
  
  
  
  

Inventory Inquiry/Advice

• Create an export project with suitable ‘GroupName’ and ‘Description’.
• Add Entity: ‘Inventory on-hand by warehouse V2’ with source data format as ‘XML-element’ type
  
  
  .

Order Status Report

• Create an export project with suitable ‘GroupName’ and ‘Description’.
• Add Entity: ‘Sales orders composite V3’ with source data format as ‘XML-element’ type.
• Add filters as per customer use-case. Customers can pull orders based on filters that suit their use case. 870 Accelerator is not restricted to using a particular filter for pulling order reports
• Since the orders are pulled based on customer use-case and filters, no special custom field/ flag has been introduced for checking duplicate order report processing.
  

Grocery Order

• Create an import project with suitable ‘GroupName’ and ‘Description’.
• To add a new entity, the following options need to be selected. Click on ‘Add file’ and select:
  • Source data format as ‘XML-Element’
  • Entity name as ‘Sales orders composite V3’.
  • Select Upload and add and upload this data file as the template file.
• Click on ‘View map’
  
  
  

• To add the mapping details in SalesOrderLineV2Entity:

  • Select the ‘View map’ in SalesOrderLineV2Entity.
    

  • Select the ‘Mapping details’ and click ‘New’ to add a new mapping rule.
    

  • Add field ‘InventoryLotId’ to ‘Staging field’ and enable ‘Auto-generated’ option and ‘Save’ the changes made.
    

• To add the mapping details in SalesOrderLineV2Entity:
  • Select the ‘View map’ in SalesOrderLineV2Entity.
    
  • Select ‘Mapping details’ and click ‘New’ to add a new mapping rule.
    
  • Add field ‘InventoryLotId’ to ‘Staging field’ and enable ‘Auto-generated’ option and ‘Save’ the changes made.
    
    

Customer Payment Order

• Create an import project with suitable ‘GroupName’ and ‘Description’.
• To add a new entity, the following options need to be selected. Click on ‘Add file’ and select
  • Source data format as ‘XML-Element’
  • Entity name as ‘Customer payment journal’
  • Select Upload and add and upload this data file as the template file.
• Click on ‘View map’.
  
  
  
• To add the mapping details in CustomerPaymentJournalLineEntity.
  • Select the ‘View map’ in CustomerPaymentJournalLineEntity.
    
  • Select the ‘Mapping details’ and click ‘New’ to add a new mapping rule.
    
  • Add field ‘LineNumber’ to ‘Staging field’ and enable ‘Auto-generated’ option and ‘Save’ the changes made.
    

Grocery Invoice

• Create an export project with suitable ‘GroupName’ and ‘Description’.
  • Add Entity: ‘Sales invoice composite’ with source data format as ‘XML-element’ type.
  • Add filter table ‘Sales invoice header V2’ , filter ‘Status’ equals criteria as ‘Pending’
  • Use filters setting to select ‘Grocery Status’ as “YES” and ‘Status’ as “PENDING”
    
    
    

Sales Order Change Confirmation

• Create an export project with suitable ‘GroupName’ and ‘Description’.
  • Add Entity: ‘Sales confirmation composite’ with source data format as ‘XML-element’ type.
  • Add filter table ‘Sales order confirmation header’ , filter ‘Status’ equals criteria as ‘Pending’ and ‘Order change’ equals ‘YES’.

Credit/Debit Adjustment 

• Create an import project using a suitable GroupName and Description.
• To add a new entity, the following options must be selected. Click Add file and select:
  • • Source data format as XML-Element
    • Entity name as Return orders composite’
    • Select Upload and add to upload this template data file.
• Click View map.
  
• To add the mapping details in CustomerPaymentJournalLineEntity-
  Select View map in Return Order Composite Headers.
  
  

• Select Mapping details and set RETURNORDERNUMBER and RMANUMBER as Auto-Generated.
  
  
• Go to Return OrderLine V2 Entity. Select Mapping details and set RETURNINVENTORYLOTID as Auto-Generated.
  

Related Topic
D365 SCM <> EDI X12 Order-to-Cash (Overview)