Loading the data

  1. Validate that the matching dataset in M3 is enabled.
  2. Optionally, load with order entry and sales history, OSS990 and OSS995.
  3. On the General tab, change the dataset properties. Specify this information:
    Company
    Specify the company name.
    Dataset
    Specify the dataset information.
  4. In DMP, select Version > Import.
  5. Migrate the Forecast and other optional data using the CSV file exported from the existing environment.
  6. Load the Extra Keys and other key information using the configuration from either M3, Data Lake, or CSV files. You can set this up in workflows for easier reloading.