Mappings with logic

Completed

The procurement integration extends the product mapping with the following logic to ensure that the Field Service Product Type column is correctly set in the Products table in Dataverse.

  • If Product Type is set to Product, and Item model group, Stocked product is set to TrueField Service Product Type is set to Inventory.

  • If Product Type is set to Product, and Item model group, Stocked product is set to FalseField Service Product Type is set to Non-Inventory.

  • If Product Type is set to ServiceField Service Product Type is set to Service.

Furthermore, Dataverse incorporates logic that associates vendors with their associated accounts. This logic establishes the invoice vendor account as the default. When an account is created, server-side plug-in logic sets the default invoice vendor account from the vendor that is associated with the account. The vendor has access to the invoicing account, which is used to determine this value.