Transaction Type Mapping
- Megan Stanage (Unlicensed)
Supply Chain Cloud > Setup > Transaction Type Mapping
Use this form to map transaction types to those set up in Supply Chain Cloud.
You can also designate which records qualify for the transaction type and then prioritize which records get looked at first.
| FIELD | DESCRIPTION |
|---|---|
| Business Transaction | Select the business transaction:
|
| Sequence | Enter a number to determine where this transaction falls in the sequence. This sets the logic the system runs through and allows you to prioritize which records are looked at first. |
| Name | Enter a name for the transaction type. |
| Description | Enter a description. |
| General FastTab | |
| Workflow Code Type | Select the workflow code type:
This allows you to designate which records qualify for the transaction type. |
Transaction Type | Enter the business transaction type that you are mapping to in Supply Chain Cloud. This must match the transaction type set in Supply Chain Cloud. See Transaction Types for more information. |
| Invoice is ready for automatic matching | Turn on this toggle to enable auto-matching for invoices. Note This option is only enabled if Invoice is the selected business transaction. |
| Send Inventory Units | Turn on this toggle to process purchase orders with the inventory unit, or base stock, instead of the purchase units. |
Move up | Use these buttons to reorder the business transaction sequence. |
| Move down | |
| Edit query | Click this button to edit the query that determines whether this transaction type is to be used. If you have multiple transaction types set up in Supply Chain Cloud, the edit query associated with the mapping allows you to connect the D365 F&SCM transaction to the appropriate transaction/workflow in Supply Chain Cloud.
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