Business value

Copy Released Product is a powerful function that saves significant time in the creation process of newly released products and their related data thereby enabling cost reduction. With the manual process, the user needs to fill many setup fields like the units, warehouse settings, item groups and prices. In Microsoft Dynamics 365 for Finance and Operations standard templates or retail categories can be used for quick creation of new released products. However related data like trade agreements, unit conversions etc. still need to be setup manually. Using Copy Released Product, the user is able to determine which of the additional data should be copied from another (template) released product.

The copy functionality is also available through a webservice. The new item number, and the selection of data to be copied are passed in JSON format.

What can be copied?

Clicking the Copy Released Product button, opens a dialogue, allowing the user to specify the new item number and allows him to select which related data of the original item should be copied.

Product information management > Products > Released products > ribbon tab: Product > button: Copy released product

In case of an automatic number sequence for items the check box “Ignore number sequence” enables the Item number field which allows you to enter a manual item number.

If future changes are desired for adding or removing tables from the copy method.  Customization can be done by adding them to the class and form DYSCRPEcoResProductCopy.

The dialog screen of copy released product contains the actions:

• Copy: copy the item, return to the current screen
• Copy and open: first create the new copied product item and launch the released product detail form for the just created product item.
• Cancel: do not copy, return to the current screen

The following related data is copied when the related Copy parameter is enabled:

Independent from these copy parameters the following data is copied:

Setup

Activate the ALF license, this will enable the configuration key for Copy Released Product.

Webservice

Released products can also be copied through a web service.

https://[ENVIRONMENT]/api/services/DYSCRP/CopyProductService/Copy/

The format of the web service contains JSON, and only a few attributes are mandatory.

Get client token

This token is retrieved by passing grant_type, client_id, client_secret and resource. Access is granted e.g. during 15 minutes.

Copy released product

Post request example

{
        "Request" :
            {
                "CopyItemId": "D0003",
                "NewItemId": "D0003.51",
                "ProductName": "Std speaker test",
                "SearchName": "Std speaker test",
                "Description": "Std speaker test desc",
                "Company": "usmf",
                "CopyItemCoverage": true,
                "CopySupplementaryItems": true,
                "CopyUnitConversions": true,
                "CopyCharges": true,
                "CopyTranslations": true,
                "CopyItemQualityGroups": true,
                "CopyQualityAssociations": true,
                "CopyWarehouseItems": true,
                "CopyFixedLocations": true,
                "CopyBom": true,
                "CopyBomType": "ActiveBOM",
                "CopyRoute": true,
                "CopyRouteType": "ActiveRoutes",
                "CopyConfigurationModelVersions": true,
                "CopyManualPendingPrice": true ,
                "PendingPriceType": "All",                                        (options: "CurrentAndFuture", "All", "CurrentAndFutureNotBlocked")               
                "CopyManualActivePrices": true,
                "ManualActivePriceType" : "Latest",                       (options: "Latest", "LatestUnlessBlocked")
                "CopyPurchaseTradeAgreement": true,
                "CopyPurchaseTradeAgreementType" : "All",       (options: "All", "ActiveAndFuture")
                "CopySalesTradeAgreement": true,
                "CopySalesTradeAgreementType" : "All",              (options: "All", "ActiveAndFuture")
                "CopyRetailDiscounts": true,
                "CopyRetailThresholdDiscounts": true,
                "CopyRetailQuantityBasedDiscounts": true,
                "CopyRetailPriceAdjustments": true,
                "CopyRelatedProducts": true,
                "CopyApprovedVendors": true,
                "CopyPhysicalDimensions": true,

                "SetInitialBusinessRuleStatus": false            
        }
}

Mandatory fields:

• CopyItemId (source item)
• NewItemId (if no automatic number sequence is setup in the Inventory parameters, Item number)
• ProductName
• SearchName

Defaulted fields:

• NewItemId (if automatic number sequence is setup in the Inventory parameters, Item number)
• Company (default company of the active directory user, but can be overridden in the attribute) 

For some attributes specific string values are allowed:

CopyBomType (mandatory if CopyBom = true):

• ActiveBOM
• ApprovedBOMs
• ActiveBOMVersion
• ApprovedBOMVersions

CopyRouteType (mandatory if CopyRoute = true):

• ActiveRoutes
• ApprovedRoutes
• ActiveRouteVersion
• ApprovedRouteVersions

PendingPriceType (mandatory if CopyManualPendingPrice = true):

• CurrentAndFuture
• All
• CurrentAndFutureNotBlocked

ManualActivePriceType

• Latest
• LatestUnlessBlocked

CopyPurchaseTradeAgreementType (use in combination with CopyPurchaseTradeAgreement = true)

• All
• ActiveAndFuture

CopySalesTradeAgreementType (use in combination with CopyPurchaseTradeAgreement = true)

• All
• ActiveAndFuture

SetInitialBusinessRuleStatus

Default value is false. If you specify the parameter (with true), a validation will take place to check if Business Rules and Blocking Reasons are installed and the configuration key is enabled. If not, an error message "SetInitialBusinessRuleStatus is only allowed when the business rules product is installed and activated in the configuration" is returned.

If you do not provide the new parameter, the system assumes false and no integration with business rules is needed, so customers without business rules should not be affected.

Side note: If you do not have installed Business Rules and Blocking Reasons but you do provide the extra parameter with the value false, you will not receive an error message. The parameter will, of course, be ignored. I cannot prevent this because Microsoft Dynamics 365 for Finance and Operations defaults the parameter to false if no value is provided.  

Response example

{

    "$id": "1",

    "Created": true,

    "NewItemId": "A0700.51",

    "Messages": [

        "Journal has been posted.\r\nJournal has been posted.\r\n"

    ]

}

If "Created": false is returned, the error message displays the functional or technical reason.

If "Created": true is returned, the info message is not relevant for the process. In the example above the message "Journal has been posted" is generated through posting the trade agreement journals.

FAQ