What is Default Data
Default data for any application\system is the minimum amount of the information required to start exploring features\functionalities of that application. The Default data in case of Microsoft Dynamics 365 for Finance and Operations, gives you something to experiment with as you learn and helps you see how data is organized in the system. Similarly to become familiar with Projects+ module in Microsoft Dynamics 365 for Finance and Operations, default data packages (including standard Microsoft Dynamics 365 for Finance and Operations) have been created making it easier to learn about Projects+. These data packages are available on the Microsoft Lifecycle services:
Loading the Projects+ default data packages performs the following actions:
- Creates the Project management and accounting setups.
- Creates or sets default parameters that drive behavior of Projects+.
- Creates the setups required for using the Projects+.
What is Data Package
A Microsoft Dynamics 365 for Finance and Operations data package can consist of one or many data entities. A typical data package consists of a group of entities for a specific task, process, or function. For example, the data entities that are required for general ledger setup might be part of one data package. The format of a data package is a compressed file that contains a package manifest, a package header, and any additional files for the data entities that are included. The following screenshot shows the content of a sample data package containing sample configuration data.
Projects+ Data Packages
Once the data packages are downloaded from your initial configuration environment and the data is finalized, you can upload these data packages to your LCS project library. Similarly, SAGlobal has created default data packages with data uploaded from default data environment and user can download these data packages from Microsoft Life Cycle Services(LCS) and import It into the new environment. Projects+ data packages can be seen the following screenshot.
The user can follow the below navigation path to download or import these latest data packages from LCS to their projects.
Lifecycle Services > Projects+ LCS solutions (SAGlobal) > Asset library > Data packages
SAGlobal has data packages with shared and company specific information. The packages prepared are sequenced based on predefined dependencies between data entities. These packages certainly a huge time saver and you don’t have to select individual entities and import them one by one remembering their sequence.
Projects+ data package details and the order of importing these packages are as follows:
This package contains the shared information across the companies. The package includes shared number sequences details, country specific information with address book formats and shared currency details. Note here that all the data entities that were part of the shared data template are automatically loaded and all the level and sequencing of these entities is also inherited from the template setup.
Note – If user faces issue with the number sequence import, the import needs to be re-run again and again until the errors gets resolved and all the number sequences are imported successfully.
This package contains the postal code details. When user import the codes from this package, the existing ZIP or postal codes are replaced with new codes available in the file.
Chart of Accounts
This package contains the files to load the chart of accounts, exchange rates, financial dimensions and fiscal calendar details. Also this package contains the data for main account categories, main accounts and consolidation groups and accounts to be uploaded.
This package contains the details of the account structure, advance rules, account structure rules and criteria. Uploading this package will activate the account structure as well.
Legal Entity Creation
The files in this package allows to create new legal entities. Please change the LEGALENTITYID field to a desired Legal entity ID in the given package file. Uploading this file will create the mentioned legal entity in the system.
Setup Data for New Legal Entity
This package contains the number sequence and ledger details to imported for the newly created legal entities. Please change the legal entity to “XXX” in the environment where user is trying to import data packages files where XXX is a desired- Legal entity id in the given package file.
Note: If a user faces issue with the number sequence import, they need to re-import error records until resolved and import all the number sequences without any issue.
Project and Projects+ Setups
This package contains the basic setups for Project management and accounting module along with the Projects+ setup data. Please change the legal entity for the following entity files.
- Project ledger posting definition – Change BorrowingLegalEntity field values to “XXX” and LendingLegalEntity field values to “XXX”.
- Subledger journal transfer rule entity- Change “LegalentityID” field value to “XXX”.
- Project intercompany parameters entity- Change “Borrowinglegalentity” field value to “XXX”.
This package contains the workflow configurations for the workflows available under the Project management and accounting module. This package file will help in configuring timesheet, expense, invoice proposal, PTO request and timesheet line level approval workflows.
Process Data Packages
Process Data Packages, also known as PDP’s, are collection of data packages arranged in a specific order to load them in a target environment. PDP consolidates data packages into a unified bundle. The PDP is then used to configure a business process or a group of business processes in one business process library.
Here are some features of PDP and its configuration:
- PDP’s can be used from within the LCS only.
- PDP needs to be linked to the business process nodes in a business process modeler.
- As shown in the following screenshot, you can create/import PDP only in the project-specific asset library in LCS.
The process/consumption of Process Data Packages is done using the following steps:
To create Process data package click on the (+) button as shown on below visual. PDP’s are created and associated with a BPM library. A new window opens opens to enter the details. Fill in the details and hit Confirm.
Next up, select the business process library. The drop-down lists the available business process libraries, select the one you want to associate with this PDP.
Next step is to add the data packages into this PDP. One or more data packages can be added from LCS asset library. To add the data packages click on ‘Select data packages’ button as shown in the visual. On the slide out window select one or more packages and hit select button. Once done with selection, back on the Data packages window, hit next button to move to next step.
This step allows to define the dependencies between the data packages. To set up dependencies, select the data package and click on the Assign dependencies button. A new slide out window allows selection of the dependent data package. Once dependencies are set you can verify the details on right hand section of the window and move to next step.
The next step is to associate the business process to data packages. Select the option applicable to you and move on to save the process data package. Once saved, this will be available in the list of Process data packages as shown in the below visual.
The Consume flow lets you review a business process, and apply the configuration and data that are required in order to implement the business process in your Microsoft Dynamics 365 for Finance and Operations environment. If you already have the consumption process data package created, you can move to step – 04, or else you can create new consumption package. To create a consumption package follow the below steps:
On the Asset library window, select the Process data package section and click on the consume button as shown in the below visual.
Step – 01
On the Consume process data package window, click on ‘Consume a new process data package’ button and new slide out window will open. Fill in the name, select the process data package you created (using the previous sections) and then select the target environment. Complete the step by clicking on Create button.
Step – 02
Once PDP for consumption is created, click on it to move into details. To consume a PDP, you need to complete the BPM review of a business process and then apply the required configuration and data fot implementing the business process to the Microsoft Dynamics 365 for Finance and Operations. To review and mark it reviewed follow the below visual below:
Step – 03
Once the BPM for PDP is reviewed, review the data packages and approve. To review and mark it approved follow the below visual below:
Step – 04
Once the approval of business process and PDP is complete, move on the next to step to apply the PDP to a target environment. During the deployment, a legal entity can be specified or these packages can be downloaded and imported to desired Microsoft Dynamics 365 for Finance and Operations entity using the Data management.