Set up shown below is required for bid import.

  • Initialize document templates
  • Set up integration parameters

Activities

Name Responsible Description

Initialize document templates

Project manager

The first step required to do the tender import is to initialize the document templates. This will load the default templates.

Set up integration parameters

Project manager

Below listed are the parameters for tender import that are included as a part of the set up for APM.


  • Calculation group for tender import:
    Calculation group is used to convert the unit from the file into a scheduled unit.
    You need to make sure that all the units present in the tender import file are present as units in D365 FO and must be mapped to a variable in the calculation group.

  • Default category:
    The category that is set up in the parameters will be flown into each transaction line by default and this can be changed too.

Activities

Name Responsible Description

Initialize document templates

Project manager

The first step required to do the tender import is to initialize the document templates. This will load the default templates.

Set up integration parameters

Project manager

Below listed are the parameters for tender import that are included as a part of the set up for APM.


  • Calculation group for tender import:
    Calculation group is used to convert the unit from the file into a scheduled unit.
    You need to make sure that all the units present in the tender import file are present as units in D365 FO and must be mapped to a variable in the calculation group.

  • Default category:
    The category that is set up in the parameters will be flown into each transaction line by default and this can be changed too.

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