Knowledge Base - Cloud Connect

Process Designer Examples

This documentation provides a guide on configuring and mapping entities from Microsoft Dynamics 365 F&O using Process Designer. These examples provide a sample setup based on different supported entities in Microsoft Dynamics 365 F&O.

Each example showcases how to:

  • Map relevant fields and entities for sales order processing.

  • Configure the BOM and Route entities to support production activities.

  • Set up complex product configurations with dimensions, variants, and operational details.

Example Sales Order

The following sections provide examples of how you can configure and map the SalesOrderHeaderEntity within Process Designer. Additionally, it covers handling sales order lines with and without BOM and route generation. Reviewing these examples can help you understand how to map to the SalesOrderHeaderEntity for your use case.

Sales Order Process Context

Field

Value

Name

Any friendly name.

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

SalesOrderHeaderEntity

Sales Order Process Maps

ld

Value

Notes

Name

Sales Order Header

 

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

 

Entity

SalesOrderHeaderEntity

 

Field Mapping Template

 

 

Option Link Property

 

 

Lines - Mapping

Name

Field

Data type

Mapping type

Properties

Value

Sales order number

SalesOrderNumber

String

Key

 

 

Site

DefaultShippingSpeed

String

Property

SiteId

 

Site Note

The Default site only needs to be populated on the Sales Order Header if it is not done manually during the Microsoft Dynamics 365 F&O setup on the account. See Set up Cloud Connect for Microsoft Dynamics 365 F&O for more information.

Process Map Sales Order Lines without BOM and Route

Header - Details Sales Order Lines without BOM and Route

Field

Value

Name

Sales Order Line no BOM route

Process integration

Name of Microsoft Dynamics 365 F&O Process Integration.

Entity

SalesOrderLineEntity

Field Mapping Template

 

Option Link Property

 

Lines - Mapping Sales Order Lines without BOM and Route

Name

Field

Data type

Mapping type

Properties

Value

Option attribute

LotID

InventoryID

String

Key

 

 

 

ItemNumber

ItemNumber

String

Option Attribute

 

 

Id

Quantity

OrderedSalesQuantity

Decimal

Property

Quantity

 

 

Process Map Sales Order Lines with BOMID and Route

Header - Details Sales Order Lines with BOMID and Route

Field

Value

Name

Sales Order Line with BOM route

Process integration

Name of Microsoft Dynamics 365 F&O Process Integration.

Entity

SalesOrderLineEntity

Field Mapping Template

 

Option Link Property

 

Lines - mapping Sales Order Lines with BOMID and Route

Name

Value

Data Type

Mapping type

Properties

Value

Source

Destination

Option attribute

LotId

InventoryLotId

String

Key

 

 

 

 

 

ItemNumber

ItemNumber

String

Option Attributes

 

 

 

 

Id

Quantity

OrderedSalesQuantity

Decimal

Property

Quantity

 

 

 

 

BOM Number

BOMID

String

Source

 

 

 

bomnum

 

Route Number

RouteId

String

Source

 

 

 

routenum

 

Process Map Sales Order Lines with Product Dimension Configuration

Header - Details Sales Order Lines with Product Dimension Configuration

Field

Value

Name

Sales Order Line with Config

Process Integration

Name of Microsoft Dynamics 365 F&O.

Entity

SalesOrderLineEntity

Field Mapping Template

 

Option link property

 

Lines - Mapping Sales Order Lines with Product Dimension Configuration

Name

Field

Data type

Mapping type

Properties

Value

Source

Destination

Option attribute

LotId

InventoryLotID

String

Key

 

 

 

 

 

ItemNumber

ItemNumber

String

Option Attribute

 

 

 

 

Id

Quantity

OrderedSalesQuantity

Decimal

Property

Quantity

 

 

 

 

Product dimension configuration

ProductConfigurationID

String

Source

 

 

 

configMas

 

Sub-BOM

BOMId

String

Source

 

 

 

bomnum

 

Subroute

RouteId

String

Source

 

 

 

routenum

 

Process Map Distinct Released Product

Header - Details Distinct Released Product

Field

Value

Name

Microsoft Dynamics 365 F&O Distinct Product

Process Integration

Name of Microsoft Dynamics 365 F&O Process Integration.

Entity

EcoResReleasedProductEntity

Field Mapping Template

 

Option link property

 

Lines - Mapping Distinct Released Product

Name

Field

Data type

Mapping Type

Properties

Value

Source

Destination

ItemId

ItemNumber

String

Number series

 

ITEMUSMF

itemNum

 

Description

PDT_Description

String

Property

Description

 

 

 

Item model group

ItemModelGroupID

String

Constant

 

FIFO

 

 

Product group id

ProductGroupId

String

Constant

 

Audio

 

 

Tracking dimension group

TrackingDimensionGroupName

String

Constant

 

None

 

 

Storage dimension group

StorageDimensionGroupName

String

Constant

 

SiteWH

 

 

ItemId Note

The number sequence ITEMUSMF needs to be set up inMicrosoft Dynamics 365 F&O as described in Set up Cloud Connect for Microsoft Dynamics 365 F&O under Number Sequences. ITEMUSMF is just an example number sequence.

Process Map ProductMaster

Header - Details Master Released Product

Field

Value

Name

Microsoft Dynamics 365 F&O ProductMaster

Process Integration

Name of Microsoft Dynamics 365 F&O Process Integration.

Entity

EcoResReleasedProductEntity

Field Mapping Template

 

Option link property

 

Lines - Mapping Item Number

Name

Field

Data type

Mapping Type

Value

Source

Destination

ItemId

ItemNumber

String

Option Attribute

 

itemMas

 

Process Map Product Variant

Header - Details Product Variant

Field

Value

Name

Microsoft Dynamics 365 F&O Product Variant source

Process Integration

Name of Microsoft Dynamics 365 F&O Process Integration.

Entity

EcoResReleasedProductVariantEntity

Field Mapping Template

 

Option link property

 

Lines - Mapping Product Variant

Field

Data Type

Mapping type

Properties

Value

Source

Destination

Option Attribute

Product Master

ProductMasterNumber

String

Option Attribute

 

 

 

Id

Configuration

ProductconfigurationId

String

Number Series

CONFIGUSMF

configMas

 

 

Size

ProductSizeId

String

Key

 

 

 

 

Color

ProductColorId

String

Key

 

 

 

 

Style

ProductStyleId

String

Key

 

 

 

 

Version

ProductVersionId

String

Key

 

 

 

 

Item Number

ItemNumber

String

Option Attribute

 

 

 

Id

ConfigurationNote

The number sequence ITEMUSMF needs to be set up inMicrosoft Dynamics 365 F&O as described in Set up Cloud Connect for Microsoft Dynamics 365 F&O under Number Sequences. ITEMUSMF is just an example number sequence.

BOM version Process Map

Header - Details BOM version

Field

Value

Name

Microsoft Dynamics 365 F&O BOMVersion

Process Integration

Name of Microsoft Dynamics 365 F&O Process Integration.

Entity

BOMBillOfMaterialsVersionEntity

Field Mapping Template

 

Option Link Property

 

Lines - Mapping BOM version

Name

Field

Data type

Mapping type

Properties

Value

Source

Destination

Option Attribute

Item Number

ManufacturedItemNumber

String

Option Attribute

 

@Id

 

 

Id

BOMNumber

BOMId

String

Number Series

 

Bill_25

bomnum

 

 

Site

ProductionSiteId

String

Key

 

 

 

 

 

Configuration

ProductConfigurationId

String

Source

 

 

 

ConfigMas

 

Color

ProductColorId

String

Key

 

 

 

 

 

Size

ProductSizeId

String

Key

 

 

 

 

 

Version

ProductVersionId

String

Key

 

 

 

 

 

Active

IsActive

Boolean

Constant

 

true

 

 

 

Valid from date

ValidFromDate

Date

Key

 

2024-10-01

 

 

 

From quantity

FromQuantity

Decimal

Constant

 

1

 

 

 

Is approved

IsApproved

Boolean

Constant

 

true

 

 

 

Approver personnel number*

ApproverPersonnelNumber

String

Constant

 

000001

 

 

 

Name

VersionName

String

Property

 

Description

 

 

 

Approver personnel number Note

State personnel number must be used to approved BOMs. (000001 is an example from the standard MS Contoso environment). Generic Integrator does not support user impersonation yet, so therefore it needs to be a fixed personnel number. The existing Microsoft Dynamics 365 F&O integrator is richer in functionality and can put a personnel number depending on the logged-in user.

BOM line Process Map

Header - Details BOM line

Field

Value

Name

Microsoft Dynamics 365 F&O BomLine

Process Integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

BOMBillOfMaterialsLineEntity

Template

 

Option link property

 

Lines - mapping BOM line

Name

Field

Data type

Mapping type

Properties

Value

Number series

Source

Destination

Option Attribute

BOMNumber

BOMId

String

Key

 

 

 

 

 

 

Line creation seq

LineCreationSequenceNumber

Integer

Key

 

 

 

 

 

 

Line number

LineNumber

Decimal

Number series

 

 

detail

 

 

 

Quantity

Quantity

Decimal

Property

Quantity

 

 

 

 

 

Item id

ItemNumber

String

Property

ERP_ItemNo

 

 

 

 

 

BOM line with ID Process Map

Header - Details BOM line with ID

Field

Value

Name

Microsoft Dynamics 365 F&O BomLine with id

Process Integration

Name of Microsoft Dynamics 365 F&O Process Integration.

Entity

BOMBillOfMaterialsLineEntity

Template

 

Option link property

 

Lines - mapping BOM line with ID

Name

Field

Data type

Mapping type

Properties

Value

Number series

Source

Destination

Option Attribute

BOMNumber

BOMId

String

Key

 

 

 

 

 

 

Line creation seq

LineCreationSequenceNumber

Integer

Key

 

 

 

 

 

 

Line number

LineNumber

Decimal

Number series

 

 

detail

 

 

 

Quantity

Quantity

Decimal

Property

Quantity

 

 

 

 

 

Item id

ItemNumber

String

Option Attribute

 

 

 

 

 

id

BOM line with conf(configuration) Process Map

Header - Details BOM line with conf

Field

Value

Name

Microsoft Dynamics 365 F&ORouteVersion

Process integration

Name of Microsoft Dynamics 365 F&OProcess integration.

Entity

RouteVersionEntity

Template

 

Option link property

 

Lines - mapping BOM line with conf

Name

Field

Data type

Mapping type

Properties

Value

Number series

Source

Destination

Option Attribute

BOMNumber

BOMId

String

Key

 

 

 

 

 

 

Line creation seq

LineCreationSequenceNumber

Integer

Key

 

 

 

 

 

 

Line number

LineNumber

Decimal

Number series

 

 

detail

 

 

 

Quantity

Quantity

Decimal

Property

Quantity

 

 

 

 

 

Item id

ItemNumber

String

Option Attribute

 

 

 

 

 

id

Configuration

ProductConfigurationId

String

Source

 

 

 

 

configMas

 

Route version Process Map

Header - Details Route version

Field

Value

Name

Microsoft Dynamics 365 F&O RouteVersion

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

RouteVersionEntity

Template

 

Option link property

 

Lines - mapping Route version

Name

Field

Data type

Mapping type

Properties

Value

Number series

Source

Destination

Option Attribute

From quantity

ValidFromQuantity

Decimal

Constant

 

1

 

 

 

 

From date

ValidFromDate

Date

Key

 

 

 

 

 

 

Route number

RouteId

String

Number Series

 

Rout_11

 

 

 

 

Size

ProductSize

String

Key

 

 

 

 

 

 

Color

ProductColorId

String

Key

 

 

 

 

 

 

Site

ProductionSiteId

String

Key

 

 

 

 

 

 

Configuration

ProductConfigurationId

String

Key

 

 

 

 

 

 

Style

ProductStyleId

String

Key

 

 

 

 

 

 

Version

ProductVersionId

String

Key

 

 

 

 

 

 

ItemId

ItemNumber

String

Option Attribute

 

 

 

 

 

Id

Is active

IsActive

Boolean

Constant

 

true

 

 

 

 

Approved

IsApproved

Boolean

Constant

 

true

 

 

 

 

Approver personnel number

ApproverPersonnelNumber

Boolean

Constant

000001

 

 

 

 

 

Name

VersionName

String

Property

Description

 

 

 

 

 

Approver personnel number Note

State personnel number must be used to approve BOMs. (000001 is an example from the standard MS Contoso environment). Generic Integrator does not support user impersonation yet, so it needs to be a fixed personnel number. The existing Microsoft Dynamics 365 F&O integrator is richer in functionality and can put a personnel number depending on the logged-in user.

Route operation Process Map

Route Operation Header - Details

Field

Value

Name

Microsoft Dynamics 365 F&O Route operation

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

RouteRouteOperationEntity

Template

 

Option link property

 

Lines Mapping Route operation

Name

Field

Data type

Mapping type

Properties

Value

Number series

Source

Destination

Route Id

RouteId

String

Property

 

 

 

 

 

OperationNum

OperationNumber

Integer

Number Series

 

detail

 

 

 

Operation priority

OperationPriority

String

Constant

 

0

 

 

 

Next operation number

NextRouteOperationNumber

Integer

Constant

 

0

 

 

 

Operation id

OperationId

String

Property

ERP_ItemNo

 

 

 

 

Process Map Route operation resource requirements entity

Header - Details Route operation resource requirements entity

Field

Value

Name

Microsoft Dynamics 365 F&O Route operation resource requirements entity

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

RouteOperationPropertiesResourceRequirementEntity

Template

 

Option link property

 

Lines - Mapping Route Operation Resource Requirements Entity

Name

Field

Data type

Mapping type

Properties

Notes

Record-Id

RecordId

Longer

Key

 

 

Capability

RequiredCapabilityName

String

Property

capability

Only be populated if requirement type == Capability

Resource group

RequiredOperationsResourceGroupId

String

Property

resourcegroup

Only be populated if requirement type == ResourceGroup

Resource

RequiredOperationsResourceId

String

Property

resource

Only be populated if requirement type == resource

Skill

RequiredSkillId

String

Property

skill

Only be populated if requirement type == Skill

Level

RequiredSkillLevel

String

Property

skill

Only be populated if requirement type == Skill

Title

RequiredTitleId

String

Property

title

Only be populated if requirement type == Title

Certificate

RequiredCertificateType

String

Property

certificate

Only be populated if requirement type == Certificate

Course

RequiredCourseId

String

Property

course

Only be populated if requirement type == Course

Resource type

RequiredOperationsResourceType

String

Property

resourcetype

Only be populated if requirement type == ResourceType with values Vendor/Personnel/Machine/Tool/Location/Group/Facility

Job scheduling

WillJobSchedulingUseRequirement

Boolean

Constant

true

 

Operations scheduling

WillOperationSchedulingUseRequirement

Boolean

Constant

true

 

Diagram of Complete Process Structure for Sales Order in Microsoft Dynamics 365 F&O

The Process Designer Process Structure below uses our Anne's Aquariums database as an example.

Example Process Structure Diagram

Overall Process Structure for Sales Order in F&O.png

Example Process Structure View in Process Designer

imagenew.png
image1.png

Example Product Variant

The following sections provide examples of how you can map product variants within Process Designer.

Assumptions

  • The product master already exists and is released to the current Microsoft Dynamics 365 F&O company.

  • Using standard Microsoft Dynamics 365 F&O, an intercompany relation is set up for a customer and vendor.

  • The Property propertysetid is populated using function GETURLARGUMENTVALUE in Design Center.

Setup

  1. In Microsoft Dynamics 365 F&O, under Modules > Experlogix processing entities:

    • Add processing entity for table/entity XplPropertyTable

    • Set the Add property set field for processing entity EcoResReleasedProductVariantEntity to true.

    • On the processing entity EcoResReleasedProductVariantEntity set the Field connection type to either Global configuration or Global configuration / company state

  2. In Microsoft Dynamics 365 F&O, navigate to Modules > Experlogix > Release product to company.

  3. Set up the release of product variants to other companies. In the below example, product master T1 is used and any new product variant is released to company DEMF.

DEMF Product Variants.png

Released Product Variant

Header - Released Product Variant Details

Field

Value

Name

productVariant

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

EcoResReleasedProductVariantEntity

Lines - Released Product Variant Mapping

Name

Field

Data type

Mapping type

Properties

Value

Source

Destination

Product master

ProductMaterNumber

String

Property

 

 

 

itemMas

Configuration

ProductConfigurationId

String

Number series

 

ITEMUSMF

 

 

Size

ProductSizeId

String

Property

 

 

 

 

Color

ProductColorId

String

Property

 

 

 

 

Style

ProductStyleId

String

Property

 

 

 

 

Version

ProductVersionId

String

Property

 

 

 

 

Item number

ItemNumber

String

Property

 

 

 

itemMas

Number series ITEMUSMF needs to setup as described in Set up Cloud Connect for Microsoft Dynamics 365 F&O.

Master Released Product

Header - Details Master Released Product

Field

Value

Name

Microsoft Dynamics 365 F&O ProductMaster

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

EcoResReleasedProductEntity

Template

 

Option link property

 

Lines - Mapping Master Released Product

Name

Field

Data type

Mapping type

Value

Option Attribute

Source

Destination

ItemId

ItemNumber

String

Option Attribute

 

Id

itemMas

 

Number series ITEMUSMF needs to setup as described in Set up Cloud Connect for Microsoft Dynamics 365 F&O.

XplPropertyTable

Header - XplPropertyTable Details

Field

Value

Name

XplPropertyTable

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

XplPropertyTable

Lines - XplPropertyTable Mapping

Name

Field

Data type

Mapping type

Value

Source

Destination

SetId

Property Set Id

String

Property

propertysetid

 

 

LineNum

Line number

Decimal

NumberSeries

detail

 

 

FieldName

Field name

String

Property

fieldId

 

 

EntityName

Entity name

String

Constant

SalesLine

 

 

Value

Value

String

Property

fieldvalue

 

 

XplProperty Config

Header - XplProperty Config Details

Field

Value

Name

XplProperty config

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

XplPropertyTable

Lines - XplProperty Config Mapping

Name

Field

Data type

Mapping type

Value

Source

Destination

SetId

Property Set Id

String

Property

propertysetid

 

 

LineNum

Line number

Decimal

NumberSeries

detail

 

 

FieldName

Field name

String

constant

configId

 

 

EntityName

Entity name

String

Constant

SalesLine

 

 

Value

Value

String

Property

 

 

configMas

XplProperty Product Master

Header - XplProperty Product Master Details

Field

Value

Name

XplProperty config

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

XplPropertyTable

Lines - XplProperty Product Master Mapping

Name

Field

Data type

Mapping type

Value

Source

Destination

SetId

Property Set Id

String

Property

propertysetid

 

 

LineNum

Line number

Decimal

NumberSeries

detail

 

 

FieldName

Field name

String

constant

configId

 

 

EntityName

Entity name

String

Constant

SalesLine

 

 

Value

Value

String

Option Attribute

@ID

 

 

The reason for having two process maps for the XplPropertyTable is that the configId is determined via a number series whereas the value for quantity and item number is determined via a Property.

Product Variant Process Structure

ProductVariant Structure.png

Product Variant Example Process Structure View in Process Designer

Product Variant Image.png

Example Distinct Product

The following sections provide examples of how you can map distinct products within Process Designer.

Assumptions

  • You are using a standard Microsoft Dynamics 365 F&O intercompany relationship to set up a customer and vendor. See Set up Cloud Connect for Microsoft Dynamics 365 F&O for more information.

  • The Property propertysetid is populated using the function GETURLARGUMENTVALUE in Design Center.

Setup

  1. In Microsoft Dynamics 365 F&O, under Modules > Experlogix processing entities:

    • Add processing entity for table/entity XplPropertyTable.

    • Set the Add property set field for processing entity EcoResReleasedProductEntity to true.

    • On the processing entity EcoResReleasedProductEntity set the Field connection type to either Global configuration or Global configuration / company state.

  2. In Microsoft Dynamics 365 F&O, navigate to Modules > Experlogix > Release product to company.

  3. Set up the release of product variants to other companies. In the below example, product master T1 is used and any new product variant is released to company DEMF.

DEMF Product Variants.png

Distinct Product

Header - Distinct Product Details

Field

Value

Name

productVariant

Process integration

Name of Microsoft Dynamics 365 F&OProcess integration.

Template

1000

Entity

EcoResReleasedProductEntity

The template Item number 1000 above is an example of a distinct product that's already present in the Contoso sample database. Please change this value to one which is present in your Microsoft Dynamics 365 F&O instance.

Lines - Distinct Product Mapping

Name

Field

Data type

Mapping type

Properties

Value

Source

Destination

Item Number

ItemNumber

String

NumberSeries

ITEMUSMF

 

itemnum

 

Number series ITEMUSMF needs to setup as described in Set up Cloud Connect for Microsoft Dynamics 365 F&O.

XplPropertyTable

Header - XplPropertyTable Details

Field

Value

Name

XplPropertyTable

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

XplPropertyTable

Lines - XplPropertyTable Mapping

Name

Field

Data type

Mapping type

Value

Source

Destination

SetId

Property Set Id

String

Property

propertysetid

 

 

LineNum

Line number

Decimal

NumberSeries

detail

 

 

FieldName

Field name

String

Property

fieldId

 

 

EntityName

Entity name

String

Constant

SalesLine

 

 

Value

Value

String

Property

fieldvalue

 

 

XplProperty Itemid

Header - XplProperty Itemid Details

Field

Value

Name

XplProperty itemid

Process integration

Name of Microsoft Dynamics 365 F&O Process integration.

Entity

XplPropertyTable

Lines - XplProperty Itemid Mapping

Name

Field

Data type

Mapping type

Value

Source

Destination

SetId

Property Set Id

String

Property

propertysetid

 

 

LineNum

Line number

Decimal

NumberSeries

detail

 

 

FieldName

Field name

String

constant

itemid

 

 

EntityName

Entity name

String

Constant

SalesLine

 

 

Value

Value

String

Property

 

 

itemnum

The reason for having two process maps for the XplPropertyTable is that the configId is determined via a number series whereas the value for quantity and item number is determined via a Property.

Distinct Product Process Structure

DistinctProductProcessDesignerFlow.png

Product Variant Example Process Structure View in Process Designer

Example Product Variant.png