Dynamics 365 BC Field Mapping

StarShip allows you to customize the way data is translated between Dynamics 365 BC documents and the StarShip shipment. Using the field mapping feature, you can control how the data in the Dynamics 365 BC document is translated to StarShip, allowing you to define what information populates the shipment fields, and how the data is interpreted into accepted shipment values, when necessary.

My Interface

StarShip comes with one predefined interface called “My Interface” that installs default field maps for your Dynamics 365 BC documents, which you can customize. You can also create multiple interfaces to use with different companies if you plan to map to user-defined fields that vary between companies.

How to Access Field Mapping

  1. To access field mapping, go to Setup > Dynamics 365 BCs > Dynamics 365 BC, and click the Interfaces heading.
  2. Select the Customize Interface button for the Dynamics 365 BC document.
    Click Customize Interface
  3. Then, click the Select Mappings heading.

Overview

Many fields from Dynamics 365 BC are mapped by default as part of the basic interface. If you want more control over how data is translated from Dynamics 365 BC into shipment fields, you can add fields or customize field mapping to suit your company’s needs. For any information that you want imported with the Dynamics 365 BC document, you can map those fields to StarShip shipment fields and when applicable, set up value translations.

If you want to import a field that doesn’t have a corresponding field in StarShip, you can use StarShip User Definable fields and map your Dynamics 365 BC field to one of them. Mapping User Definable fields to Dynamics 365 BC fields allows you to bring in values that may not normally be imported with the Shipment.

You can map any field in StarShip, but let’s look at a few common examples.

Ship Via

Ship Via is an example of a field that is mapped by default, but which requires you to set up value translations for the most accurate results. Although the field is mapped, you now need to define what the Dynamics 365 BC Ship Via methods mean in StarShip terms. For example, the Dynamics 365 BC Ship Via field value “AM” can be set up to translate to “FedEx 2Day® A.M.” when the Shipment is imported into StarShip. When the source document Ship Via is “AM”, the Carrier/Service fields on the Shipping screen will automatically populate with “FedEx 2Day® A.M.”.

Note

If no value translations are provided, StarShip will attempt to translate the Ship Via based on default keywords.

The Dynamics 365 BC values are populated from Ship Via field values that are set up in Dynamics 365 BC.

Expand Shipment > Carrier Information > Carrier – Service. For each of the Dynamics 365 BC Ship Via values In the Value Translations list, select the corresponding StarShip Carrier – Service value from the drop-down list.

Map a Field to a Fixed Value

You can set a fixed value for any mapped shipment field. You can either type in a value or choose one of the possible shipment values from a drop-down list. If the shipment field says (Select) next to it, then the fixed value will be either selected (checked) or not (unchecked).

Map a Field to Any Dynamics 365 BC field

Select a field from the Dynamics 365 BC document as the mapped source for the corresponding StarShip field.

In the “Maps from” field, select Dynamics 365 BC Field and then choose the Dynamics 365 BC field to map to.

Map a Field to a Dynamics 365 BC field with Value Translations

This example illustrates an StarShip field that requires a set of possible values. Here is the StarShip “FOB” field that we map to the Dynamics 365 BC field “Terms”. You’ll see that an area for Value Translations becomes available. Click Add Value Translation.

Add Values

Enter the values from Dynamics 365 BC and then select the StarShip value that they should translate to.

Map to a User Definable field

StarShip provides User Definable fields at the Item, Order, Packaging, Pallet and Shipment levels. Although it is possible to map StarShip User Definable fields to different level source fields, we recommend that you only map User Definable fields to the same level fields from Dynamics 365 BC.

More Information

More information about setting up and using User Definable Fields in StarShip.

  1. Create the StarShip User Definable fields.
  2. In Select Field Mappings, locate the User Definable field. User Definable fields are noted by a (UDEF) after the field name you created.
    Locate the UDEF field
  3. Select Maps from “Dynamics 365 BC Field” and then select the field to map to.
Save All Maps

Whenever you change field mapping, be sure to click the Save All Maps button to save your work!