Name: Importing records using advanced Specification Search - Microsoft Dynamics 365 Business Central
Uploaded: 2024-04-30T18:23:56+02:00
Duration: 2 min 59 s
Description: When importing lines into the information matrix, I could do it in the two simple way, importing directly on filters or fields from the basic table, or importing from one master data information.

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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics This video includes functionality from the app "Master Data Information" which is available at Microsoft AppSource. Click to visit AppSource. Master Data Information

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Presenter: Sune Lohse, Chief Strategy Officer

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When importing lines into the information matrix, I could do it in the two simple way, importing directly on filters or fields from the basic table, or importing from one master data information.

Or I could import from specification search, which is a more complex way of importing.

I’ll show you shortly how it works here.

But there’s another video somewhere else in master data information about the specification search functionality that dives more into details about this.

In here, you can have a template code that prefills the search criteria.

So you could have different template codes in here, uh, that you would add, for instance, clothes or mailbox bikes or uh, fruits or whatever you’re selling.

And on the template code you define which criteria you want to search for.

So here we have a nice, a need to have criteria.

Um, well only look at mailbox bikes and you can have some nice to have criteria.

So let’s say I would like to search for motorbikes.

I would like to search for seven gear by bike maybe.

And with this functionality, when I search up here, when I press search, I can see that I have 14 matches.

And when I scroll down, all the one with serum match matches is actually fulfills all the criteria.

And the one with one match matches fulfill only one of, uh, has one match.

Match meaning the, uh, gear, because the other one is a need to have criteria, but from the search I could select all of them or just some of them by multiple selection.

So let’s say I’ll select just some of them and press okay, and those would be added into my information matrix.

And likewise, I could import from other criteria and add on top of that.

So I could import again, maybe instead of using a template code, I would like to import based on an existing item number.

Let’s say I would like to use my item number 1200.

Now instead of the template code, it pre-fills the criteria or the master data from that item.

I need to have at least one need to have criteria.

Let’s say that my product area needs to be a bike and the rest one is nice to have criteria.

So this will give me 31 records in here.

And again, I could select all of them or just select some of them.

Let’s say we, we want all of those for some reason.

I’ll just select everything here and press okay, and I apply those to the template.

So in this way, you can search on multiple criteria, colors, sizes, whatever, uh, and only import in the template, the item you’re looking for.

And again, you can do this from customers, vendors, chart of accounts, serial numbers, everywhere where you have an information matrix.