Exporting to M3 BE Dataset

Export M3 Dataset exports demand planning data from M3 Demand Planner to M3 Business Engine through REST API integration, enabling forecast and planning information to be transferred for downstream business processes. To enable this feature, set the REST API integration method in Settings > Data.

Export M3 Dataset supports the generation and retention of export payload files. For MT (cloud) and local MT deployments, export payload files are saved in the SubSysFiles database table and can be viewed or downloaded from Menu > Data Administration > DB Files under Export Process. On-premise deployments continue to store export files on disk files exclusively. See DB Files

File generation is controlled by the ExportFilesRetentionHours setting. When this setting is greater than 0, payload files are generated for the specified period. After the retention period expires, the setting is automatically reset to 0 and file generation stops until it is reconfigured. File retention is controlled by ExportFilesRetentionTimestamp. Files are automatically deleted 24 hours after the ExportFilesRetentionHours expire. Export files are stored in separate folders for each export run, and obsolete records that are no longer associated with an export run are removed automatically. See DB Settings.

  1. On Version Control, select the applicable version to update.
  2. From the menu, select Actions > Export.
    The M3 export dialog box is displayed.
  3. Select the datasets to export from the list.
  4. On Configuration, specify this information:
    Name
    Specify the name of the configuration.
  5. On Filters, specify this information:
    Key Filter
    Select a filter from the list or click browse to specify another custom filter.
    1. On Export Filters, specify this information:
      Key Filter
      On the Name field, select a filter from the list.
      Keys
      Select the check box for the options to include in the filter. Select from Basic Key, Extra Key, Budget, or Key State, then specify a specific, wildcard, or From and To range values to limit what DMP tries to export.
    2. Click Save.
    3. Click OK.
    Note: To access Export Filters, you must enable this feature in Setup > Settings > Logging > Special settings and then specify the value 2 on ExportKeyFilter.
  6. Specify this information:
    Company
    Specify the company code.
    Max Records
    Optionally, specify a value in the field to limit the number of results.
  7. Click Options.
  8. On Export Options, specify this information:
    General
    Data to export
    Select Original then select from these options:
    • Changed to export the changes.
    • All to export the complete dataset.
    Phantoms
    Select the check box then select from these options:
    • Marked for export to include the marked Phantoms to be exported.
    • All to export all the Phantoms.
    Period Range
    From
    Specify the values for Year and Period.
    To
    Specify the values for Year and Period.
  9. Click OK.
  10. Click Export to export the dataset.
    The progress bar shows the export status.
  11. Click Refresh.
  12. Optionally, click View log file to view the export event based on the log level defined.
    Note:  You can export the dataset listed. This functionality is only enabled for administrators.
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