Connections
- Release notes
Core extensions
- Release notes
- Introduction
- Company colors
- Exchange rate import
- Reciprocal exchange rate
- User security audit detail report
- General and inventory journal import
- Business process links
- Import budgets
- DMF Toolbox
- Print Management
- Data Anonymization
  - Data Anonymization
  - FAQ
- Other
  - Data-entities
  - Security-configuration
- FAQ
  - FAQ
  - Coming Soon
Electronic Data Interchange (EDI)
- Release notes
- Introduction
- FAQ
- Core module
  - Introduction
  - Process overview
  - Trading partner and documents
  - Setup
  - Processing
    - Functional acknowledgement outbound
    - Functional acknowledgement inbound
  - Managing files
  - Workspaces
    - EDI Document maintenance workspace
  - Inquiries
    - Functional acknowledgement received
    - Trading partner documents
  - Other
  - Technical guide
    - Web API
    - Technical FAQ
- Customer module
- Vendor module
- 3PL module
- Freight forwarder for Landed cost module
  - Introduction
  - Process overview
  - FAQ
  - Setup
  - Processing
  - Workspaces
    - Landed cost processing workspace
  - Other
    - Data entities
    - Security configuration
- Integration systems module
  - Introduction
  - Setup
    - Integration systems
    - Trading partners
  - Processing
    - Customer
    - Customer group
- Roadmap and release schedule
- Definitions and Acronyms
Finance utilities
- Release notes
- Introduction
- Setup
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
  - Encryption/decryption
    - Encryption/decryption
  - Electronic reporting export
- Processing
  - Cash and bank management
  - Accounts payable
  - Accounts receivable
    - Customer remittance import
  - ABN and IRD validation
    - ABN lookup and validation
    - IRD number validation
  - Budgeting
    - Budget import
    - Example file format
  - Electronic reporting export
    - Export electronic reporting file
- Other
  - Data entities
- Technical guide
  - Web API Endpoint
- Roadmap and release schedule
- FAQ
Forex contract
- Release notes
- Introduction
- Setup
  - Forex contract parameters
  - Forex over allocation
- Processing
- Other
  - Data entities
  - Security configuration
- Roadmap
Insights for D365 FO
- Release notes
- Introduction
- Setup
- Periodic monitoring
  - Periodic monitoring configuration
  - Number sequence monitoring
- BatchJob monitoring
- Review and set up monitored data
- Azure Application Insights
  - Dashboards
  - Alerts on Azure Azure Application Insights
- Limitations
- Security configuration
- FAQ
- Definitions and Acronyms
Item creation wizard
- Release notes
- Introduction
- FAQ
- Setup
  - Item creation parameters
  - Item creation workflows
  - Item creation
  - Item setup
    - Item status
    - Item creation workflows
  - File management
    - File management
- Processing
- Periodic tasks
  - Update item status
  - Item creation
    - Creation import files
    - Item import
  - Item status
    - Automatic status update
- Inquiries
  - Creation import sessions
- Other
License manager
Product Lifecycle Management (PLM)
- Release notes
Security Insights for D365 FO
Smart Business Form Email Manager (Smart Send)
- Release notes
- Introduction
- FAQ
- Setup
- Processing
  - Email processing
  - Electronic Reporting
- Other
- Roadmap
Solutions for DocuSign and Dynamics 365
- Release notes
- Introduction
- FAQ
- Setup
- Inquiries
  - Documents
  - Exceptions
- Other

Frequently asked questions

Where can I find contact information for support?

Support contact details can be located on the Contact tab at Organization administration> Workspaces > Product support

Where can I identify the installed version of Insights for D365 FO?

Navigate to Help & support > About. A list of installed models will be displayed on the Version tab. Search for DXC Item Creation. The version information will be displayed on the right (eg DXC Item Creation 10.0.34.202306151)

Can I have product attributes on multiple update templates?

When an Item creation session is generated the update template will record the values assigned to the respective product attributes at that time. If another user has submitted changes, whether in progress, approved or still in workflow these will be overridden by the most recent submission. It is for this reason we recommend that the number of templates used to update product attributes are minimal.

Will the default value for my Product attributes display during an update session?

Yes, when you run an update session that includes Product Attributes, the session will display the default attribute value that was assigned when you configured the template and the current system value for all other attributes against the relevant item.

Can I create a template that only updates 1 or 2 specific product attributes?

Currently, when you run an update session that includes product attributes, all attributes assigned against the released product are displayed in the template.

Can I update previously released variants to use the Item Status indicator?

Yes, if you have a variant for your Product Master that has been released without an Item Status, you can update this variant to display the status indicator using the Item Status Link. See Updating a single item

Can I import multiple files for changes to product attributes at the same time?

Since every product attribute for released products is contained in a single table, all we are doing when we submit updates through the UI or an upload is creating a unique record that is converted into the values we see. Because of this, only the final file that we upload at a time has the final record id. It is therefore advised that product attributes be updated by the released product rather than by attribute value against the released product in order to prevent user misunderstanding.