DMFVENDOR MASTER UPLOAD VENDOR + ITS ALTERNATE ADDRESSES

By Kunal Kumar

21a. Set up the DIXF parameters

Data import export framework > setup > Data import/export framework parameters

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31b. Set up the DIXF parameters

Define shared working directory with the help of IT administrator

Verify the service connection URL whether working or not already defined by IT administrator

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42a. Create Source Data formats

Data import export framework > Setup > Source Data formats > General

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52b. Create Source Data formats

Data import export framework > Setup > Source Data formats > Applications

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63. Create Processing Groups

DIXF > Common > Processing Groups Created items is highlighted..

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74a. Create Entities

DIXF> Common > Processing Group > VendPG > Click on Action Button > Entities > Create New > select Vendor

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84b. Generate Source File

Select entities > Click Action button > Generate Source File > Process the Wizard through Next

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94c. Generate Source File…

Select the option while you click next in case mapping already exists.

Select the fields which you want for the Vendor master template, Use Up/Down to adjust the columns order in the CSV file and then Generate the Sample File > Save it as Excel/CSV(comma delimited)/ text which you can further open with Excel and save as again in the Excel format.( screenshot next slide )

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104d. Generate Source File …

The main fields which are generated are attached over here . On clicking Generate Sample > System will generate the excel file as -

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114e. Generate source file …

Selected fields in the Generation of Source template for vendors .

Generate sample file was saved as CSV/Excel/text and the file will look like below with some demo data .

Click on Finish to process the next stage .

Vendor Template fields details

Vendor Template

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124f. Select the Sample File Path

Select the file path with filled source data to be uploaded .This file sample we have attached in the previous slide .

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134g. Generate source mapping ( optional)

To verify if any mistake in the source file and AX destination fields in the tables .

Selected Vendor Entities > Click Action Button > Generate Source mapping

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144h. Modify source mapping

To change the mapping between the fields of source and target .

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154i. View Target mapping

This is important to know the actual target tables are affected accurately from the source selected fields at the time of Generate source file .

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164j.Validate

Validate the setups .

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174k. Preview Source File

Preview the source file will help you show the data prior to the population in the target tables which is also called Staging Preview . The system push the data to the Staging table from the source file before actually targeting the AX Main tables.

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185. Get Staging Data

Close the Entities Form > go to Selected Vendor Processing group > Click Action Button > Get Staging Data

Create a job id for that and Click on Run . You can preview or delete at this time also .

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196a. Copy data to Target

Click on copy data to Target > Select the Job id to run .

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206b. Copy Data to Target

This will invoke to transfer the data from the Staging table to the Target i.e., Main Ax tables ( Staging table – a kind of Bridge b/n source and Target).

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216c. Vendor Master uploaded

There is primary default address uploaded to the Vendor but if we need to upload the multiple address we will start from the next slide.

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227. Vendor Alternate Address

Follow the same procedure as explained in the previous slide with some changes detailed below : 7a. Slide 7 : create the Entity = Vendor Address . It can be created in the

same/different processing group as per the convenience .In case it is same , delete the Entity Vendor and use only Vendor address . In case if you want to do the Vendor and Address simultaneously then Sequence Entity = Vendor as “1” and Entity = Vendor Address as “2”.

7b. Slide 8 -11: Generate the source file for vendor address . The sample will be attached in the slide named 7b.

7c. Slide 12 : Attach the Sample file path for the Vendor Address. After this all the steps are same and once done the Vendor address

will get updated .

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237a. Create PG and Entities

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247b. Generate the Source File

Source file with selection of Fields

Vendor Address Template

Vend Address Selected Fields

Vendor Address Templates

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257c. Vendor Alternate address uploaded

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26Questions ?

Any Questions please let me know . FAQ

1. How can we save the file in .csv format ?2. How can we identify which field we need to select in the source file

as the all fields are with technical name ?3. What will happen if we would like to update the same record for e.g.

some vendors with new/updated data ?4. How to add multiple emails, phone , telex, url, fax etc. for single

Vendor record ?

By Kunal Kumar

27FAQ Answers

1. While generating the sample file , the system will ask for first time for saving the file in required format and there we can select excel > File will automatically open with blank data > Click on Excel File menu > save as > Change the file type from Unicode etc. to CSV(comma delimited) . The CSV file can have at most only one worksheet per file and it is not like multiple worksheets in excel.

2. Go to AX >Vendor Form > Click on Any field > Right click > Personalize > A new dialog will give the details of each field id used at table level in the right side along with table name . For multiple vendor address > click on Add in the address Tab and then navigate to Personalize option.

3. The system will update the records without throwing any errors.4. This Screenshot explains it which is defined in the source Date format.