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Setup of DYCE IT-Business Toolkit

DYCE IT-Business Toolkit does not necessarily require any special setup. However, setups for the topics Margin Calculation and the import of calculations are possible. These are explained in the respective sections.

Data Exchange Definitions for Calculation Import​

A corresponding Data Exchange Definition is required to import data from a file. This is a standard Business Central functionality, which is explained in this part of the Microsoft documentation. As it is fundamental for the import and subsequent further processing of calculations, at least the aspects relevant to the import of calculations are summarized here once again.

Example

The Data Exchange Definition described here as an example refer to an import file of a calculation that is available as a CSV file in UTF-8 encoding with column separators as semicolons.
The Data Exchange Definitions also offer significantly more functionality, such as the export of data.

Definition for data import​

To transfer a calculation to the Sales Quote lines, the source file must first be imported. In order for the system to extract the data correctly, it requires a schema that shows exactly how the data is available. This schema is selected by the user at the start of processing.

Note

The Data Exchange Definition DYCE-CI are supplied as a default with the installation of DYCE IT-Business Toolkit. However, this must be adapted to the respective circumstances. For example, the structure of the import files differs per vendor, which is why it is advisable to create separate Data Exchange Definitions. Here, specific specifications such as the number of headers not to be imported, the Vendor No. of the supplier as a fixed value or filter for footers not to be imported can be set. Data Exchange Definitions can be exported and imported via the respective actions.

Data Exchange Definitions can be called up via the menu or the search (Alt+Q).
The page consists of three parts:

  • General
    In this part, settings are made that affect the import file itself. The most important fields are:
    • File Type
      For the import of calculations, Variable Text is usually selected here.
    • Type
      For the import of calculations, Calculation Import must be selected here. File Encoding
      The encoding of the Unicode characters for the import file is selected here. Column Separator
      This specifies the separator character used to separate the columns in the import file. This is only relevant for the Variable Text file type. Headers
      Here you can set how many header lines the import file contains. This ensures that the header data is not imported.
  • Column Definitions
    For inexperienced users of Data Exchange Definitions, it may be confusing that this fast tab is displayed at the bottom of the page, as this must be filled before the related row definitions.
    The columns to be imported are defined here:
    • The number of the column in the import file is specified in the Column No. field.
    • The Name field specifies the name of the column. For reasons of clarity, it is advisable to use the same name as in the header line of the import file.
    • The Data Type indicates whether the data to be imported is of type Text, Date or Decimal.
    • The Data Format refers primarily to Data Type=Date. This specifies the formatting of the date in the related field. For a date in German date format, the value dd.MM.yyyy must be entered here.
    • The Date Formatting Culture field is used to specify the culture of the date format, if necessary. For example, de-DE for the data type decimal indicates that the comma is used as a decimal separator in accordance with the German format.
    • The Length field is only relevant if Fixed Text is set as the File Type.
    • The other fields are not required for the import described here. Line Definitions
      Only one row needs to be defined in this fast tab so that the mapping between the columns of the import file and the fields of the target table can then be carried out via the Field Mapping. Select Detail as the Line Type, assign a unique Code and a Description and specify the Number of columns to be processed (imported). The automatically created row of the Line Type=Header is deleted.
      The following settings must then be made using the Field Mapping action:
    • First, a new assignment must be created using the PLUS symbol.
    • The number 70921368 is entered as the Table ID. This is the import table for the calculations.
    • A descriptive name should be entered in the Name field.
    • The number 70921377 is entered as the Mapping code unit. The code unit is used when creating the lines for the calculations.
    • In the Column No. field, a column defined via the Column Definitions can be selected and assigned to a target field (in the table defined via Table ID) via the Field ID.
    • The other fields are not required for the import described here.

Sales & Receivables Setup​

With DYCE IT-Business Toolkit there are two enhancements to this setup from the Business Central Standard.

Calculation Import​

In addition to the Data Exchange Definition(s) to be used (see above), the Set default values for Calculation Import field in the General fast tab specifies whether the Type field should be automatically predefined when importing calculations. If the preallocation is switched off, no preallocation takes place and the user must define the Type of the import line themselves.

Sales & Receivables Setup​

The Calculation Base field in the Margin Calculation fast tab defines which method is used to determine the margin. The options trade margin or costing surcharge are available, whereby the Unit Cost is never updated automatically. Trade Margin
With this standard selection, the calculation is based on the Sales price.
Costing Surcharge
With this selection, a surcharge is calculated on the Unit Cost.
There is also the possibility of specifying an optional Rounding Precision and defining the Rounding Method. The Rounding Precision affects the Profit Margin (LCY) in the Sales line, the Rounding Method determines the direction in which rounding takes place. With the standard selection Nearest, rounding takes place to the nearest suitable decimal number, with rounding up from 5.
Examples of the different calculation bases can be found in the related section.

Permissions​

There are two permission sets included with the app:

  • DYCEITBUSINESSTOOLKITALL (DYCE IT-Business Toolkit All)
    This permission set can be assigned to all users. It includes read-only permissions to use the components of DYCE IT-Business Toolkit.
  • DYCEITBUSINESSTOOLKITADMIN (DYCE IT-Business Toolkit Admin)
    This permission set is designed for Administrators and Power Users who should additionally be able to make adjustments to setup of Margin Calculation and the import of Vendor Configurations.

For more information on permission sets, see this part of the Microsoft documentation.