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Configure Genesis integration processes

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To manage your Genesis integration processes, configure the records that define the company's Genesis integration activities.

First, define the general setup, such as the directories where various files and the ESHAPort application are stored, and the format in which data is transferred from Microsoft Dynamics 365 Business Central. Perform this general setup once during the initial implementation.

You must also identify the production BOMs to export from D365 BC to Genesis.

If desired, you can enter nutrient values for item records in D365 BC. You can include this information when transferring the corresponding items to Genesis. You do not have to record nutritional information in D365 BC, as it may be preferable to enter and maintain this data directly in Genesis.

The following table describes a sequence of activities, with links to the topics that describe them. These activities are listed in the order in which they are generally performed.

To

See

Configure general Genesis integration policies.

Set up Genesis integration

Link predefined Genesis measures to the unit of measure records in D365 BC.

Assign Genesis units of measure

Specify the production BOMs to transfer to Genesis.

Assign Genesis recipes

Enter nutritional information for items to transfer to Genesis as recipe ingredients.

Assign nutrient data to items

Enter nutritional information for unapproved items.

Assign nutrient data to unapproved items