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Create data projects in D365 SCM

  • Updated

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

    Prereq_D365ScmCreateErrorFile.png


OTC_RefreshEntity.png

 

Create data projects in D365 SCM

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

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. 
  •  

Prereq_D365ScmViewMap.png

Add the mapping details in SalesOrderHeaderV2Entity. 

      • Select View map in SalesOrderHeaderV2Entity

        Prereq_D365ScmViewMap.png

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

        Prereq_D365ScmMappingDetails.png

      • Add the field SalesOrderNumber to the Staging field column and enable the Auto-generated option. Save changes.

        Prereq_D365ScmSalesOrderNumber.png
      • To add mapping details in SalesOrderLineV2Entity - Select View map in SalesOrderLineV2Entity 

        Prereq_D365ScmViewMapSalesOrder.png

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

        Prereq_D365ScmSalesOrdMappingDetails.png

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

              Prereq_D365ScmInventoryLotId.png

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.

    Prereq_D365ScmSOConf1.png
    Prereq_D365ScmSOConf2.png

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.

    Prereq_D365ScmAsn1.png
    Prereq_D365ScmAsn2.png

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.

    Prereq_D365ScmInvoice1.png
    Prereq_D365ScmInvoice2.png


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

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