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
Create data projects in D365 SCM
All steps take place in the Modules>System administration> Data Management section of D365 SCM
Sales Order
- Create an import project using an identifiable GroupName and Description.
- To add a new entity, the following options need to be selected.
- 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.
- Add the field InventoryLotId to the Staging field columns and enable the Auto-generated option. Save the changes.
-
-
- Select View map in SalesOrderHeaderV2Entity
-
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.
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.
Related Topic
D365 SCM <> EDI X12 Order-to-Cash (Overview)
Comments
0 comments
Please sign in to leave a comment.