BE resources for import or export

This table lists the resources that can be exported and imported through local packages. For more information, see the Infor CloudSuite Self-Service Portal Configuration Management library.

Resource Category Description
Sorting option Configuration 'M3 file. Create sorting options' (CRS021) is activated through an async job during deployment. If other configuration items are dependent on sorting options, these might not be active if deployed directly after. Sorting options are not connected to an organization (company or division) and are configured on tenant level.
Sorting order Configuration

'Sorting Order. Open' (CRS022) is only available for programs that do not use a configurable list. Supported programs can be listed using EXPORTMI query 'C7PGNM from CSYVIG where SOUS < 2'.

If a sorting order is invalid and cannot be deployed, it is not listed. To find excluded sorting orders, turn on the concept log for 'mvx.msf.crs.configuration.export'.

Sorting orders are connected to an organization on company level. Sorting orders are dependent on (CRS021).
Language Configuration Languages are maintained in 'Language. Open' (CRS010). Languages are connected to an organization on company level.
Delivery methods Configuration Delivery methods are maintained in 'Delivery Method. Open' (CRS070). Delivery methods are connected to an organization on company level, and are dependent on (CRS010).
Rental reason Configuration Rental reasons are maintained in 'Rental Reason. Open' (STS060), and are connected to an organization on company level.
MDBREADMI transaction Configuration MDBREADMI transactions are maintained in 'MDBREADMI Transaction. Open' (MRS010). MDBREADMI transactions are not connected to an organization (company or division) and are configured on tenant level. MDBREADMI transactions are dependent on (CRS021). MDBREADMI transactions can only be deployed by replacing existing records.
Item type Configuration Item types are maintained in 'Item Type. Open' (CRS040). Item types are connected to an organization on company level. Only data stored in (CRS040) is included in the export. Data in 'Item Type. Select Fields' (MWS041), 'Item Type. Connect Warehouses' (MWS042), 'Item Type. Connect Alias' (MWS043), and 'Item type. Select Fields Equipment' (MWS046) is excluded. Item types are dependent on template items in 'Item. Open' (MMS001) and 'Item Numbering Rule. Open' (MWS050).
Dispatch policy Configuration

Dispatch policies are maintained in 'Dispatch Policy. Open' (MWS010). Dispatch policies are connected to an organization on company level. Only records without warehouse key are included in the export.

Dispatch policies are dependent on Number series (MWS050), 'Attribute. Open' (ATS010), and 'Transaction Reason. Open' (CRS103).
QI plan Configuration Quality Inspection (QI) plans are maintained in 'Quality Inspection Plan. Open' (PPS340). QI plans are connected to an organization on company level.
Goods receiving method Configuration Goods receiving methods are maintained in 'Goods Receiving Method' (PPS345). Goods receiving methods are connected to an organization on company level.

The related program 'Goods Receiving Method. Connect Document' (PPS346) is also included in the export.

Goods receiving methods are dependent on these programs:

'Sample Table. Open' (PPS335)

'Quality Inspection Plan. Open' (PPS340)

Role Configuration Roles are maintained in 'Roles. Open' (MNS405). Roles are not connected to an organization (company or division) and are configured on tenant level.
Fixed asset type Configuration

Fixed asset type is maintained in 'FA Type. Open' (FAS075) and must be defined and maintained at the division level. Aside from (FAS075), these related programs are included in the export:

'FA Type. Enter Standard Values' (FAS076)

'FA Type. Connect Depreciation Types' (FAS077)

'Standard Value Type. Open per FA Type' (FAS078)

These fields must be defined first before they can be used by the FAS programs listed above:

  • 'FA Group. Open' (FAS080)
  • 'Equipment Group. Open' (MMS259)
  • 'Supplier. Open' (CRS620)
  • 'Currency. Open' (CRS055)
  • 'FA Location. Open' (FAS070)
  • 'Planning Area. Open' (CRS085)
  • 'Cost of Capital Method. Open' (FAS090)
  • 'Customer. Open' (CRS610)
  • 'Depreciation Type. Open' (FAS050)
  • 'FA Value Type. Open' (FAS060)
  • 'FA Depreciation Plan. Open' (FAS055)
  • 'Depr. Template. Open for Decl. Depr' (FAS025)

Note that the fixed asset type can affect accounting transactions. If fields from (FAS075) and (FAS076) are used in the accounting rule exemption, these fields must be defined correctly in the related programs.
Payment term Configuration

Payment terms are maintained in 'Payment Term. Open' (CRS075). Payment terms are connected to an organization on company level.

Payment terms are dependent on (CRS010) and 'Start Day Interval. Open' (CMS071).
Purchase order type Configuration

Purchase order types are maintained in 'Purchase Order Type. Open' (PPS095). Purchase order types are connected to an organization on company level.

Aside from (PPS095), the related program 'PO Type. Connect text' (PPS096) is included in the export.

Purchase order types are dependent on these programs:

  • PO, GRM, and Claims in 'Number Series. Open' (CRS165)
  • 'Goods Receiving Method' (PPS345)
  • 'Media Profile. Open' (CRS033)
  • Subcontracting in 'Purchase Costing Model. Open' (PPS285)
  • 'Purchase Price. Enter Text' (CRS060)
  • 'FA Type. Open' (FAS075)
  • 'PO Consolidation Group. Open' (PPS019)
  • Default order type - repair or exchange orders, and DO Type for supply chain rebuild in 'Req/Distr Order Type. Open' (CRS200)
  • 'Dispatch Policy. Open' (MWS010)
  • 'Labor code - trade statistics(TST)' (CRS320)
  • 'Business type - trade statistics(TST)' (CRS240)

The related program 'PO Type. Connect number series' (PPS097) is not included in the export because it is connected to an organization on facility level.

Purchase order type - Number series Configuration

P.O. Type - Number series are maintained in 'PO Type. Connect Number Series' (PPS097). P.O. Type - Number series are connected to an organization on a division level.

Purchase order types are dependent on these programs:

  • 'Purchase Order Type. Open' (PPS095)
  • 'Facility. Open' (CRS008)
  • PO, GRM, and Claims in 'Number Series. Open' (CRS165)
Dataset Configuration

Datasets are maintained in 'Dataset. Open' (OSS401). These related programs are also included as part of the export:

  • 'Dataset. Connect Accumulator Fields' (OSS402)
  • 'Dataset. Connect Selection Fields' (OSS403)
  • 'Dataset. Connect Field Values' (OSS404)
  • 'Dataset. Connect Dataset Trans Types' (OSS406)
  • 'Sales Budget. Open' (OSS420)
Financial report specification Configuration

Financial report specifications are defined in 'Financial Report. Specify' (RGS900) and must be defined and maintained at the division level.

All sections defined in 'Financial Report. Specify Section' (RGS901) connected to the report are also included as part of the export.
Financial report group specification Configuration Financial report groups are defined in 'Financial Report Group. Specify' (RGS905) and must be defined and maintained at the division level. The financial reports included in the financial report group in 'Financial Report Group. Specify Details’ (RGS906) are also included as part of the export.

When importing the file, records are also automatically created in 'Financial Report Group. Open' (RGS305) and 'Financial Report Group. Open Details' (RGS306).

Financial report groups are dependent on Financial Reports (RGS900).
Custom list Configuration

Custom lists are maintained in 'Information Browser Category. Open' (CMS010) and is defined on a company level. The export contains these programs:

  • 'Related Tables. Connect' (CMS011)
  • 'Virtual Fields. Connect' (CMS012)
  • 'View. Open' (CRS020
  • 'Sorting Order. Open' (CRS022)
  • 'Language Handling. Open' (CRS830)

Custom list are dependent on ‘Sorting option’.
Custom list MI Configuration Custom list MIs are maintained in 'Custom List MI. Open' (CMS015) and is defined on a company level. Custom list MI is dependent on (CMS010).
Customer-defined fields Configuration Customer-defined fields are maintained in 'Customer-Defined Fields. Open' (CMS080) and is defined at company level.
Feature toggle Configuration

Feature toggles are maintained in 'Feature List. Open' (CMS975). Only features with Feature type = 3-'Feature toggle’ and 4-'Feature toggle, process change' that have not elapsed the Update schedule period are available for export.

Feature toggles are dependent on these programs:

  • 'User. Open' (MNS150)
  • 'Feature Status. Open' (CMS978)
BOD initial load Configuration BOD initial loads are maintained in 'Initial Load. Open' (EVS006). BOD initial loads are not connected to an organization (company or division) and are configured on a tenant level.
Settings - Deliveries Configuration

Deliveries settings are maintained in 'Settings - Deliveries' (CRS721) and are defined on company level.

Settings - Deliveries are dependent on 'Stock Msg Partner. Open' (MMS865).
Settings - TPL Standard Values Configuration

TPL standard values settings are maintained in 'Settings - TPL Standard Values' (CRS728), and the values are defined on company level.

Settings - TPL Standard values are dependent on Dispatch policy (MWS010) and 'Delivery Method. Open' (CRS070).
AR Accounting options Configuration Accounting options are defined in 'AR Accounting Option. Open' (ARS020) and must be defined and maintained at the division level.
AP Accounting options Configuration Accounting options are defined in 'AP Accounting Option. Open' (APS020) and must be defined and maintained at the division level.
VAT report template Configuration

VAT report templates are maintained in 'VAT Report Template. Open' (TXS005). These related programs are also included as part of the export:

  • 'VAT Report Template. Connect Columns' (TXS006)
  • 'VAT Report Template. Connect Column Selections' (TXS007)
  • 'VAT Report Template. Connect Lines' (TXS008)
  • 'VAT Report Template. Connect Line Selections' (TXS009)
  • 'VAT Report Template. Connect User-defined Report Template' (TXS004)