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
  
  
  

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. 
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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.
  
  
  
  

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)