DynamicsAxSCM: Import vendor catalogs: from setup to importing a sample catalog – Part 2 (Importing a sample catalog)
The previous blog post in this series gave an overview of setting up AX 2012 to enable the Import vendor catalogs functionality. Now it’s time to see how to produce a sample CMR (catalog maintenance request) file and import it into AX using both AX Windows client and the Vendor self-service portal in Enterprise portal.
Create a vendor catalog
First of all a vendor catalog needs to be created.
Create a sample catalog maintenance request (CMR) file
CMR file is an XML file which contains the information about the products which are available for purchase from the vendor. You can use the CMR file to create a new catalog, replace an existing catalog, or modify an existing catalog. In order to create a sample CMR file you need to generate a catalog import file template first.
Generate a catalog import file template
The catalog import file template is an industry-standard XSD file that you use to create a CMR file for vendor’s products. In order to create the XSD file you need to:
Generate a sample CMR file
One thing to note about the catalog import template XSD file is that for each procurement category where the vendor is approved there will be a separate product definition with a separate set of attributes so it is important to use the current version of the XSD file for producing the sample CMR file. In order to create a sample CMR file you can:
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Upload the CMR file using AX Windows client
Having generated the sample CMR file you can proceed with the import.
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Process the CMR file
After the WSDL message has been placed in the catalog import pickup folder the catalog import service needs to be called. The service will copy the data from the CMR file to the vendor catalog staging tables.
Approve the catalog import
In this example we will assume that the workflow has been set up for manual approval, i.e. there are no automated actions setup in the Catalog import product approval workflow.
Vendor self-service portal (VSS)
Some of the actions described above can also be performed using the Enterprise Portal (EP). In order to run this scenario it is required to associate the user with a vendor.
Create an AX user for the vendor party
You can skip this step if you want to run this scenario using an admin account. However if you want to do this with a proper role assignment you will need to associate an AX user with the vendor account. Large companies will probably take advantage of more complicated workflows available in AX to perform this operation (see the Vendor Management and Collaboration in Microsoft Dynamics AX 2012 training materials for more details). Smaller companies can utilize the simplified process described below.
Upload the CMR file using the VSS portal
After setting up the user-vendor association you can proceed with opening the Vendor portal and uploading the CMR file.
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