Источник:
https://kurthatlevik.com/2018/12/16/...s-in-dyn365fo/
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It is a category manager’s job to try to maximize profit from selling products within a specific category. This may be looking after a broad category such as ‘confectionery’ or they may focus closely on a more specific category, such as ‘snacking’. A category manager will analyze complex data collected on shopper behavior from a range of different sources, and then translate it into meaningful information. The category manager’s duty is to ensure that their company is providing the market with the products that consumers desire.
Retail Category managers love Excel. It is used for almost everything, and they perform much of the analyzing, lookup, data collection and decision making in Excel. When implementing Dynamics 365 we are often faces with large set of excel spreadsheets that needs to be imported. I have seen users import 8 different excel spreadsheets for importing products. This blog post is about how to simplify the process of
keeping retail master data in single excel sheet and easily importing and updating products. For this, Dynamics 365 data management framework is used. One of the problems I often se uses are struggling with, is the issue that the source excel spread sheet is a single spreadsheet, but it needs to be imported into several data entities. For a retailer some of the most common master data entities are:
Data entity
Description of data entity
Products V2
Contains Product number, Product name and dimension groups
Released products V2
Contains most fields on the released product
Item – bar code
Contains the item barcodes used for scanning
Default order settings
Contains information like minimum purchase quantity etc.
External item descriptions for vendors
Vendors item numbers and descriptions
Product category assignments
The connection to the retail category hierarchy.
It is possible to create a
single excel spreads sheet that overs all of these entities, and in a single run import or update the retail products.
So how to exactly do this?
Create an Excel spreadsheet with exactly the following.
I recommend creating two sheets. First one is a “read me” sheet, that explains the “template” sheet.
Use exactly the column names as described here. This will make the mapping between the columns and the data entity automatic. Here I also use color coding to show what entity each column mainly belongs to.
Field
Example Value
Comment
Tables
ITEMNUMBER
1005157
Product number
Released Products, Products
PRODUCTNUMBER
1005157
Product number
Released Products
PRODUCTNAME
Jalla Coffee 500G
Item name
Released Products, Products
PRODUCTSEARCHNAME
4001392 Jalla Coffee FILTER 500G
Seach name
Released Products, Products
SEARCHNAME
Jalla Coffee FILTER 500G
Seach name
Released Products
PRODUCTDESCRIPTION
Jalla Coffee Original is a useful coffee that can be enjoyed on most occasions. A carefully selected mix of coffee types, mainly from Brazil, guarantees a round and full-bodied coffee with long aftertaste
Full item description
Released Products, Products
PRODUCTSUBTYPE
Product
Should always be “product”
Released Products, Products
PRODUCTTYPE
Item
Item or Service
Released Products, Products
STORAGEDIMENSIONGROUPNAME
SiteWhLoc
Name of the storage dimension group
Released Products, Products
ISPURCHASEPRICEAUTOMATICALLYUPDATED
Yes/No
Should last purchase price be updated automatically
Released Products
ISUNITCOSTAUTOMATICALLYUPDATED
Yes/No
Should cost purchase price be updated automatically
Released Products
PRODUCTGROUPID
WHI
WHI(warehouse controlled) or, SRV(service)
Released Products
INVENTORYUNITSYMBOL
PCS
Inventory unit
Released Products
PURCHASEUNITSYMBOL
PCS
Purchase unit
Released Products
SALESUNITSYMBOL
PCS
Sales unit
Released Products
PURCHASEPRICE
0
Latest purchase price in local currency
Released Products
UNITCOST
0
Latest cost price Sin local currency
Released Products
SALESPRICE
0
Default sales price in local currency
Released Products
NETPRODUCTWEIGHT
0,5
Weight of the product
Released Products
PRIMARYVENDORACCOUNTNUMBER
20086
Primary vendor
Released Products
PURCHASESALESTAXITEMGROUPCODE
Middle
Purchase item tax groups
Released Products
SALESSALESTAXITEMGROUPCODE
Middle
Sales item tax groups
Released Products
BUYERGROUPID
P108
Grouping related to buyergroup
Released Products
TRACKINGDIMENSIONGROUPNAME
None
Tracking dimension
Released Products, Products
BASESALESPRICESOURCE
PurchPrice
Base sales prices on purchase price ?
Released Products
DEFAULTORDERTYPE
Purch
Standard verdier
Released Products
ITEMMODELGROUPID
FIFO
item model group
Released Products
PRODUCTCOVERAGEGROUPID
Min/Max
Coverage group
Released Products
COUNTGROUPID
PER
Gcount group
Released Products
PURCHASEPRICEQUANTITY
1
Purchase price quantity
Released Products
UNITCOSTQUANTITY
1
Cost price quantity
Released Products
DEFAULTLEDGERDIMENSIONDISPLAYVALUE
-D30-320—P108
Financial dimensions(=”-D30-320—“&B34)
Released Products
Product Dimension
P108
Just a helping colum
Help column for DefaultLedgerDimension
ProductCategoryHierarchyName
Retail category
Retail hierarcy name
Product category assignments
ProductCAtegoryName
Coffee
Category node
Product category assignments
VendorProductNumber
4001392
Vendors item number
External item descriptions for vendors
VendorProductDescription
Jalla Coffee FILTER 500G
Vendors item name
External item descriptions for vendors
VendorAccountNumber
20086
Vendor number
External item descriptions for vendors
BARCODESETUPID
EAN13
Barcode type
Item – Bar Code, Released products
BARCODE
7041011050007
Barcode
Item – Bar Code
PRODUCTQUANTITYUNITSYMBOL
PCS
barcode unit
Item – Bar Code
ISDEFAULTSCANNEDBARCODE
Yes
Scanning yes/no
Item – Bar Code
PRODUCTQUANTITY
1
Barcode quantity
Item – Bar Code
PURCHASEUNDERDELIVERYPERCENTAGE
20
Purchase under delivery percentage allowed
Released Products
PURCHASEOVERDELIVERYPERCENTAGE
20
Purchase over delivery percentage allowed
Released Products
MINIMUMPROCUREMENTORDERQUANTITY
x
Minimum purchase quantity
Default Order Settings
MAXIMUMPROCUREMENTORDERQUANTITY
x
Maximum purchase quantity
Default Order Settings
STANDARDPROCUREMENTORDERQUANTITY
x
Standard purchase quantity
Default Order Settings
PROCUREMENTQUANTITYMULTIPLES
x
Multiple purchase quantity
Default Order Settings
The template excel spread sheet columns should contain exactly the columns as listed above:
Then start building the excel spread sheet (this is the time consuming part). This can also be regarded as the “master file” for products. And mass update and mass import of products is done using this file. Remember that you can add more columns and also include calculated fields. Like in this case, the default dimension (used for financial dimension have the formula like
=”-D30-320—“&B34 making sure that cell B34 is merged into the financial dimension.
Create the data management import project.
In the data management workspace, create a import project, and use the “+ Add file”, and select the excel file by using the “upload and add”. Then select all the entities and what page in the excel spread sheet that should be imported.
– Select file
– Select entity name
– Select sheet lookup
– Then repeat by select entity name and sheet lookup until all date entities needed are selected
After done this correctly you should have an import project with the following entities:
You should also click on the “view map” symbol if there are a warning, and just delete the lines where there are no mapping generated. Like what I have done here to the “Products V2” entity.
The mapping will be done automatically for you, and will only select the fields that is relevant for each data entity.
Your data entity is now ready to be used. I recommend to use the data management workspace, and select the import project and then “run project”
Then for each data entity I upload exactly the same excel spreadsheet :
And then click on the “import”. If there are any errors, then fix them in the excel sheet or make changes to the staging.
What we then have accomplished is to have a single excel spreadsheet that the category manager can maintain and work with, and it can uploaded(several times) into the import project. For trade agreement sales and purchase prices I normally recommend creating a separate excel spread sheet
Then the excel loving category managers will be happy, and they can import thousands of products in a very short time
Источник:
https://kurthatlevik.com/2018/12/16/...s-in-dyn365fo/