Staging

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You can use the staging concept to validate data in an intermediate area before it is further processed.  This is usually used to import data into D365 F&SCM from another system. In this way, you can validate the data before it is written into the D365 F&SCM database.  Examples where you can apply a staging journal are:  

  • Incoming sales orders from customers.

  • Incoming purchase order confirmations from vendors.

  • Incoming items, BOMs, and routes from a PLM application. 

Staging scenario

A staging scenario consists of:

  • A message to import the data from the source into the staging journal. This message has a target document of type Staging and a target connector of type Staging journal.

  • A staging journal which is an additional table in which the data is validated and approved before the data is imported into the target. Usually, the target is D365 F&SCM.

  • A message to get the approved data from the staging journal and process it. Usually, the approved data is imported into D365 F&SCM. This message has a source document of type Staging and a source connector of type Staging journal. If the data must be imported into D365 F&SCM, the target connector is of type D365 F&SCM and the target document is one of the internal document types, usually D365 F&SCM.

Staging process

This picture shows the staging process and related setup for data to be imported in D365 F&SCM: