Knowledge Base - Cloud Connect

Template Item for Sales Order

A new Sales Order can be created using a Template Item. This section provides values for a Sales Order created using a Template Item.

Process Context

The following table provides the Process Context details for the example sales order template item:

Field

Value

Name

Any friendly name

Process integration

Name of Microsoft Dynamics 365 BC Process integration

Entity

36

Process Map

The following details are added to the Process Map.

Sales Order Header - 36

The following table provides the template Sales Order header details:

Field

Value

Name

Sales Order Header

Process integration

Name of Microsoft Dynamics 365 BC Process integration

Entity

36

Template

 

Option Link Property

 

The following table provides the template with Sales Order Lines Mapping details:

Name

Field

Data Type

Mapping Type

Value

Document Type

1

String

Property

 

No

3

String

Property

 

Sales Order Line - 37

The following table provides the template Sales Order line headers details:

Field

Value

Name

Sales Order Line

Process integration

Name of Microsoft Dynamics 365 BC Process integration

Entity

37

Template

 

Option Link Property

 

The following table provides the template Sales Order Lines Mapping details:

Name

Field

Data Type

Mapping Type

Value

Document Type

1

String

Property

 

Document No

3

String

Property

 

Line No

4

Integer

Number Series

Auto

Type

5

String

Constant

Item

No

6

String

Constant

1

Quantity

15

Decimal

Property

Quantity

Unit Price

22

Decimal

Property

Price

The Name 'No' in the Sales Order Lines Mapping is a workaround to put a constant value of 1 in the document. Microsoft Dynamics 365 BC requires field '6' or 'No' to be validated; therefore it needs to be included in the Process Map. This will be resolved in a future release so that it is done automatically.

Item - 27

The following table provides the template headers details:

Field

Value

Name

Item

Process integration

Name of Microsoft Dynamics 365 BC Process integration

Entity

27

Template

1896 - S

Replace this value with an existing item number in the Microsoft Dynamics 365 BC database with the correct unit of measure, tax group, etc.

Option Link Property

Description

The following table provides the template Lines Mapping details:

Name

Field

Data Type

Mapping Type

Value

No.

1

String

NumberSeries

ITEM

Description

3

String

Property

Description

Production BOM header - 99000771

The following table provides the template header details:

Field

Value

Name

Item

Process integration

Name of Microsoft Dynamics 365 BC Process integration

Entity

99000771

Template

 

Option Link Property

 

The following table provides the template lines mapping details:

Name

Field

Data Type

Mapping Type

Value

No

1

String

NumberSeries

PRODBOM

Description

10

String

Property

Description

Status

45

String

Constant

Certified

Unit of Measure Code

21

String

Constant

PCS

Production BOM line - 99000772

The following table provides the template header details:

Field

Value

Name

Item

Process integration

Name of Microsoft Dynamics 365 BC Process integration

Entity

99000772

Template

 

Option Link Property

 

The following table provides the template lines mapping details:

Name

Field

Data Type

Mapping Type

Value

Production BOM No

1

String

Property

 

Version Code

3

String

Property

 

Line No.

2

Integer

NumberSeries

Auto

Type

10

String

Constant

Item

No

11

String

Property

ERP_ItemNo

Quantity Per

45

Decimal

Property

Quantity

Routing header - 99000763

The following table provides the template header details:

Field

Value

Name

Item

Process integration

Name of Microsoft Dynamics 365 BC Process integration

Entity

99000763

Template

 

Option Link Property

 

The following table provides the template lines mapping details:

Name

Field

Data Type

Mapping Type

Value

No

1

String

NumberSeries

ROUTING

Type

21

String

Constant

Parallel

Status

20

String

Constant

Certified

Description

2

String

Property

Description

Routing line - 99000764

The following table provides the template header details:

Field

Value

Name

Item

Process integration

Name of Microsoft Dynamics 365 BC Process integration

Entity

99000764

Template

 

Option Link Property

 

The following table provides the template lines mapping details:

Name

Field

Data type

Mapping type

Value

Routing No

1

String

Property

 

Version Code

2

String

Property

 

Operation No

4

String

NumberSeries

auto

No

8

String

Property

ERP_ItemNo

Setup Time

12

Decimal

Property

ERP_SetupTime

Run Time

13

Decimal

Property

ERP_MachineTime

Item Attribute - 7505

The following table provides the template headers details:

Field

Value

Name

Item

Process integration

Name of Microsoft Dynamics 365 BC Process integration

Entity

7505

Template

 

Option Link Property

 

The following table provides the template Lines Mapping details:

Name

Field

Data Type

Mapping Type

Value

Table ID

1

String

Key

 

No.

2

String

Key

 

Item Attribute ID

3

String

Constant

Color

Item Attribute Value

4

String

Property

NewPurpule

Process Structure

The following image displays the process structure in Process Designer:

BCTemplateItem-ProcessStructure.png

The following diagram displays the setup of the process structure for the Aquarium demo database.

ProcessStructure_demo_AquariumDB.png