In D365 FO, the products setup has a complex data model and several related forms.
With the Configure data entry workflow template wizard, you can configure a data entry workflow template for products setup. You can use the wizard to configure an existing step.
You can split the product setup over several steps. For each step, you can use the wizard to select the desired step field groups.
For example, split the product setup over these steps:
When you finish the wizard, based on your selections:
1. | Go to Data entry workflow > Design > Data entry workflow templates. |
2. | In the list, click the link of the desired data entry workflow template. |
3. | Click Edit. |
4. | In the Workflow diagram section, select the desired data entry step. |
5. | Click Configure step. |
6. | Sub-task: Select template type. |
6.1 | In the Template accelerator type field, enter 'Product'. |
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Note: If you already used the wizard for the data entry workflow template, the wizard step to select a template type is skipped. If this case, the wizard is started in 'product' mode. |
6.2 | Click Next. |
7. | Sub-task: Select the product setup elements that you want to add to the data entry workflow step. |
7.1 | The first time you use the wizard for a product data entry workflow template, the Product main data must be included. Also, if you did not select all product main data elements earlier, and you want to add these now, include the Product main data. |
  | Select Yes in the Product main data field. |
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Note: If you click Next, the Product main data page is added to the wizard. |
7.2 | You can add the option to upload product images. |
  | Select Yes in the Product images field. |
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Note: If you click Next, the Product images page is added to the wizard. |
7.3 | You can add fields to define translations for the product name and product description. |
  | Select Yes in the Product translation field. |
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Note: If you click Next, the Product translation page is added to the wizard. |
7.4 | You can add fields to define the unit conversions for the product. |
  | Select Yes in the Unit conversion field. |
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Note: If you click Next, the Unit conversion page is added to the wizard. |
7.5 | You can add fields to define the physical dimensions of the product. |
  | Select Yes in the Physical dimensions field. |
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Note: If you click Next, the Physical dimensions page is added to the wizard. |
7.6 | You can add fields to define the product category. |
  | Select Yes in the Product categories field. |
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Note: If you click Next, the Product categories page is added to the wizard. |
7.7 | You can add fields to define the product attributes. You can only add product attribute fields if you also add product category fields. |
  | Select Yes in the Product attributes field. |
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Note: If you click Next, the Product attributes page is added to the wizard. |
7.8 | You can add fields to define the trade agreement for the product. |
  | Select Yes in the Trade agreement field. |
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Note: If you click Next, the Trade agreement page is added to the wizard. |
7.9 | You can add fields to define the cost prices for the product. |
  | Select Yes in the Cost price field. |
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Note: If you click Next, the Cost price page is added to the wizard. |
7.10 | You can add fields to define the warehouse item setup for the product. |
  | Select Yes in the Warehouse items field. |
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Note: If you click Next, the Warehouse items page is added to the wizard. |
7.11 | Click Next. |
8. | Sub-task: Select the desired product main data elements. |
8.1 | Add the product identification field groups to the first step of the data entry workflow template. These field groups are added:
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  | Select Yes in the Identification field. |
8.2 | You can add the Reference groups field group to the data entry workflow template step with these fields:
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  | Select Yes in the Reference groups field. |
8.3 | You can add the Units of measure field group to the data entry workflow template step with these fields:
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  | Select Yes in the Units of measure field. |
8.4 | You can add the Prices field group to the data entry workflow template step with these fields:
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  | Select Yes in the Prices field. |
8.5 | You can add the Related products field group to the data entry workflow template step with the Related products grid. In the data entry workflow, you can use the grid to enter several related products. |
  | Select Yes in the Related products field. |
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Note: If you add the Related products field group, by default, in a data entry workflow, it is mandatory to enter at least one related product. You can make the related products optional. To do so, in the workflow document, for the EcoResProductRelationTable record, for the Product1 field, select the Write condition check box. |
8.6 | You can add the Bar codes field group to the data entry workflow template step with the Bar codes grid. In the data entry workflow, you can use the grid to enter several bar codes. |
  | Select Yes in the Bar codes field. |
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Note:
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8.7 | Click Next. |
9. | Sub-task: Define the settings that apply to uploaded product images. |
9.1 | If you add product images, the Picture field group is added to the data entry workflow step. You can use the Picture field group to upload or remove product images. You can upload several product images for a product. Define if uploaded images are linked to the product or to the released product. |
  | In the Picture location field, select an option. |
9.2 | Define the document type that is applied to uploaded images. |
  | In the Attachment document type field, enter or select a value. |
9.3 | Click Next. |
10. | Sub-task: Select the desired product translation information elements. |
10.1 | Indicate if a translation can be entered for the product name. |
  | Select Yes in the Name field field. |
10.2 | Indicate if a translation can be entered for the product description. |
  | Select Yes in the Description field field. |
10.3 | Define the languages for which a translation of the product name or description can be entered. |
  | Click New. |
10.4 | In the Language field, enter or select a value. |
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Note: In the data entry workflow, for each defined language, the selected fields are shown. For example, you set the Product name field to Yes, and you define three languages. In this case, the Product name field is shown three times; one Product name field for each language. |
10.5 | Click Next. |
11. | Sub-task: Define the unit conversions that must be defined for the product. |
11.1 | Click New. |
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Note: For each defined unit conversion, a field is shown in the data entry workflow where you must enter the applicable conversion value. |
11.2 | In the From unit field, enter or select a value. |
11.3 | In the To unit field, enter or select a value. |
11.4 | In the Rounding field, select an option. |
11.5 | Click Next. |
12. | Sub-task: Define the physical dimension setup. |
12.1 | If you add physical dimensions, the Physical dimensions field group is added to the data entry workflow step with these fields
Define how the physical dimension fields are shown in the data entry workflow:
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  | In the Display mode field, select an option. |
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Note: If you select 'Grid' as display mode, by default, in a data entry workflow, it is mandatory to enter at least physical dimensions for one unit. You can make entering physical dimensions optional. To do so, in the workflow document, for the WHSPhysDimUOM record, for the UOM field, clear the mandatory check box. |
12.2 | Click Next. |
13. | Sub-task: Define the product categories setup. |
13.1 | If you add product categories, the Category field group is added to the data entry workflow step with these fields:
Define how the product category fields are shown in the data entry workflow:
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  | In the Display mode field, select an option. |
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Note: If you add the Category field group, by default, in a data entry workflow, it is mandatory to enter at least one category. You can make entering a product category optional. To do so, in the workflow document, for the EcoResProductCategory record, for the applicable fields, clear the mandatory check box. |
13.2 | Click Next. |
14. | Sub-task: Define the product attributes that apply to the product. |
14.1 | In the Available list, find and select the desired attributes. |
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Note: You can use the fields above the grid to filter the attributes that are shown in the grid. |
14.2 | Click Add (->). |
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Note: On a data entry workflow, of the attributes selected here, only the attributes are shown that belong to the defined product categories. |
14.3 | Click Next. |
15. | Sub-task: Define the trade agreement setup. |
15.1 | If you add trade agreements, these field groups are added to the data entry workflow step:
Define the default relation for trade agreements. |
  | In the Default relation field, select an option. |
15.2 | Click Next. |
16. | Sub-task: Define the cost price setup. |
16.1 | If you add cost prices, the Cost price field group is added to the data entry workflow step with these fields:
Define how the cost price fields are shown in the data entry workflow:
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  | In the Display mode field, select an option. |
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Note: If you add the Cost price field group, by default, in a data entry workflow, it is mandatory to enter at least one cost price. You can make entering a cost price optional. To do so, in the workflow document, for the InventItemPriceSim record, for the applicable fields, clear the mandatory check box. |
16.2 | Click Next. |
17. | Sub-task: Define the desired warehouse item information setup. |
17.1 | Select Yes in the Default receipt location field. |
17.2 | Select Yes in the Default issue location field. |
17.3 | Select Yes in the Picking location field. |
17.4 | Define the warehouse for which you want to enable entering default locations. |
  | Click New. |
17.5 | In the Warehouse field, enter or select a value. |
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Note: On a data entry workflow, for each defined warehouse, a field is shown for each selected location type. Example: You have defined two warehouses: A and B. You also selected the default picking location and the default issue location. As a result, these fields are shown:
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17.6 | Click Next. |
18. | Click Finish. |
Where desired, you can modify the generated data entry workflow template setup. For example, you can:
Related to | Notes |
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Set up workflow template step - Data entry |
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