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
Accounts Payable Settings Configuration

Accounts payable settings are defined in 'Settings - Accounts Payable' (APS905) and must be defined and maintained at the division level.

Prepayment processing in 'Settings - General Ledger' (CRS750/F) must have the same setting in the exported division and importing division.
Accounts Receivable Settings Configuration

Accounts receivable settings are defined in 'Settings - Accounts Receivable' (ARS905) and must be defined and maintained at the division level.

These settings are dependent on 'AR Accounting Option. Open' (ARS020) and 'FAM Function. Open Details’ (CRS406).

Ad Hoc Report Group Configuration

Ad hoc report groups are maintained in 'Ad Hoc Report Group. Open'(AHS100). To create an ad hoc report group, use one of the two design tool options: 0-Ad hoc report designer or 1-Configurable XML.

For Design tool = 0-Ad hoc report designer, these programs are included in the export:

  • 'Information Browser Category. Open' (CMS010)
  • 'Ad Hoc Report Group. Open' (AHS100)
  • 'Ad Hoc Report. Open' (AHS110)
  • 'Related Tables. Connect' (CMS011)
  • 'Virtual Fields. Connect' (CMS012)
  • 'View. Open' (CRS020)
  • 'Sorting Order. Open' (CRS022)

For Design tool = 1-Configurable XML, these programs are included in the export:

  • 'Ad Hoc Report Group. Open' (AHS100)
  • 'Ad Hoc Report. Open' (AHS110)
  • 'List and Printer Programs. Configure' (CMS005)
  • 'Information Browser Category. Open' (CMS010)
  • 'Printer File Variants. Open' (CMS004)
  • 'XML Structure. Open' (CMS006)
  • 'XML Structure. Open Section' (CMS007)
  • 'XML Section. Open Table' (CMS008)
  • 'XML Structure Section. Open Element' (CMS009)
  • 'Related Tables. Connect' (CMS011)
  • 'Virtual Fields. Connect' (CMS012)
  • 'XML Custom Subtotal Fields. Connect' (CMS018)
AP Accounting options Configuration Accounting options are defined in 'AP Accounting Option. Open' (APS020) and must be defined and maintained at the division level.
AR Accounting options Configuration Accounting options are defined in 'AR Accounting Option. Open' (ARS020) and must be defined and maintained at the division level.

Authorization by Roles

 Configuration Authorization by Roles is maintained in 'Function. Connect Authorization by Roles' (SES400) and must be defined either on a company or division level. The Authorization by Roles is dependent on these programs:
  • 'Roles. Open' (MNS405)
  • 'Company Connect Division. Open' (MNS100)
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.
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 on a company level.
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)
Delivery methods Configuration Delivery methods are maintained in 'Delivery Method. Open' (CRS070). Delivery methods are connected to an organization on a company level, and are dependent on (CRS010).
Dispatch policy Configuration

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

Dispatch policies are dependent on 'Item Numbering Rule. Open' (MWS050), 'Attribute. Open' (ATS010), and 'Transaction Reason. Open' (CRS103).
Event Based Alert Configuration Event Based Alerts are maintained in 'Event Based Alerts. Open' (CMS047). Event Based Alerts are not connected to an organization (company/division) and are configured on a tenant level.
Event Based API Calls Configuration Event Based API Calls are maintained in 'Event Based API Calls. Open' (CMS041). Event Based API Calls are not connected to an organization (company/division) and are configured on a tenant level.
Event Log Fields Configuration Event Log Fields are maintained in 'Event Log Fields. Open' (CMS048). Event Log Fields are not connected to an organization (company/division) and are configured on a tenant level.
Event Subscription Configuration Event Subscription is maintained in 'Event Subscription. Open' (CMS045). Event Subscription is not connected to an organization (company/division) and is configured on a tenant 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)
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 Report. Specify' (RGS900).
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.
Goods receiving method Configuration Goods receiving methods are maintained in 'Goods Receiving Method' (PPS345). Goods receiving methods are connected to an organization on a 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)

Item type Configuration Item types are maintained in 'Item Type. Open' (CRS040). Item types are connected to an organization on a 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 Equipment Fields' (MWS046) is excluded. Item types are dependent on template items in 'Item. Open' (MMS001) and 'Item Numbering Rule. Open' (MWS050).
Key Group Configuration

Key groups are maintained in 'XML Text Key Group. Open' (CMS034). They are defined on a company level. Key groups are used in the Custom text functionality.

These programs are included in the export:

  • 'XML Text Key Group. Open' (CMS034)
  • 'XML Custom Text. Open' (CMS036)
  • 'XML Custom Text. Open Key Field' (CMS038)
Note: (CMS036) and (CMS038) programs are only included when they are connected to each other.

This export configuration uses the Configuration Management functionality.
Language Configuration Languages are maintained in 'Language. Open' (CRS010). Languages are connected to an organization on a company level.
Manufacturing Order Type Manufacturing Order Type

Manufacturing order types are maintained in 'Manufacturing Order Type. Open' (PMS120). Manufacturing order types are connected to an organization on a company level.

Manufacturing Order types are dependent on these programs:

  • 'Number Series. Open' (CRS165)
  • 'View-Product Costing. Open' (PCS251)
  • 'Dispatch Policy. Open' (MWS010)
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.
Output Media Selection Configuration Output media selections are maintained in 'Output Media Selection. Open' (MNS205) and must be defined either on a company or on a division level.

The Authorization by Roles are dependent on these programs:

  • 'User. Open' (MNS150)
  • 'Printer. Open' (CRS290)

Output Service Selection

 Configuration Output service selections are maintained in 'Output Service Selection. Open' (MNS204) and must be defined either on a company or on a division level.

The Authorization by Roles are dependent on these programs:

  • 'User. Open' (MNS150)
  • 'Output Service. Open' (MNS216)
Payment term Configuration

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

Payment terms are dependent on (CRS010) and 'Start Day Interval. Open' (CMS071).
Printer programs Configuration

Printer programs are maintained also in 'List and Printer programs. Configure' (CMS005). It is defined on a company level. Printer programs are used in the Output Management functionality.

These programs are included in the export:

  • 'List and Printer programs. Configure' (CMS005)
  • 'Information Browser Category. Open' (CMS010)
  • 'Printer File Variants. Open' (CMS004)
  • 'Report Layout. Open' (CMS025)
  • 'XML Structure. Open' (CMS006)
  • 'XML Structure. Open Section' (CMS007)
  • 'XML Section. Open Table' (CMS008)
  • 'XML Structure Section. Open Element' (CMS009)
  • 'Related Tables. Connect' (CMS011)
  • 'Virtual Fields. Connect' (CMS012)
  • 'XML Custom Subtotal Fields. Connect' (CMS018)
  • 'XML Text Key Group. Open' (CMS034)
  • 'XML Custom Text Section Control. Open' (CMS033)
  • 'Report Layout Selection. Open' (MNS210)
Note: (CMS034) and (CMS033) programs are only included when they are connected to each other.
Purchase order type Configuration

Purchase order types are maintained in 'Purchase Order Type. Open' (PPS095). Purchase order types are connected to an organization on a 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)
  • 'TST Business Type. Open' (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)
QI plan Configuration Quality Inspection (QI) plans are maintained in 'Quality Inspection Plan. Open' (PPS340). QI plans are connected to an organization on a company level.
Rental reason Configuration Rental reasons are maintained in 'Rental Reason. Open' (STS060), and are connected to an organization on a company level.
Requisition/Distribution Order Types Configuration

Requisition/Distribution order types are maintained in 'Requisition/Distribution Order type. Open' (CRS200). Req/Distr order types are connected to an organization on a company level.

Req/Distr order types are dependent on these programs:

  • 'Number Series. Open' (CRS165)
  • 'Dispatch Policy. Open' (MWS010)
  • 'Purchase Order Type. Open' (PPS095)
  • 'Req/Distr Order Type. Open' (CRS200)
  • 'TST Business Type. Open' (CRS240)
  • 'Labor code. Open' (CRS320)
Settings - Deliveries Configuration

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

Settings - TPL Standard values are dependent on 'Dispatch Policy. Open' (MWS010) and 'Delivery Method. Open' (CRS070).
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 a company level. Sorting orders are dependent on (CRS021).
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.
System languages Configuration System languages are maintained in 'System language. Open' (MNS105).You can create custom languages in this program. These are languages with Custom language indicator (CULN) set to 1. In 'Custom Language Constants. Open' (MNS130), you can add custom language constants. This holds the custom translations for existing constant IDs.

You can only export custom languages. The custom language details from (MNS105) are exported with the custom language constants from (MNS130).
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 Col Select' (TXS007)
  • 'VAT Report Template. Connect Lines' (TXS008)
  • 'VAT Report Template. Connect Line Sel' (TXS009)
  • 'VAT Report Template. Connect User-defined Report Template' (TXS004)
View Configuration

'View . Open' (CRS020) configuration is only available for programs that do not use a configurable list. To list the supported programs, use EXPORTMI query 'C7PGNM from CSYVIG where SOUS < 2'.

Views are connected to an organization on a company level. Views are dependent on 'Sorting Order. Open' (CRS022).
XML Structure Configuration

XML structure or variants are maintained in 'XML Structure. Open' (CMS006). This export configuration only selects a certain structure or variant to export.

These programs are included in the export:

  • 'XML Structure. Open' (CMS006)
  • 'Information Browser Category. Open' (CMS010)
  • 'Report Layout. Open' (CMS025)
  • 'XML Structure. Open Section' (CMS007)
  • 'XML Section. Open Table' (CMS008)
  • 'XML Structure Section. Open Element' (CMS009)
  • 'Related Tables. Connect' (CMS011)
  • 'Virtual Fields. Connect' (CMS012)
  • 'XML Custom Subtotal Fields. Connect' (CMS018)
  • 'XML Text Key Group. Open' (CMS034)
  • 'XML Custom Text Section Control. Open' (CMS033)
  • 'Report Layout Selection. Open' (MNS210)
Note: (CMS034) and (CMS033) programs are only included when they are connected to each other.