I need assistance with properly mapping a lookup field on the Data Import Wizard.
Our D365 system is set-up with an account hierarchy such as:
Customer
Division
Project
The Customer Name is unique. The Division Name is unique to the Customer, but not unique to the entire system. The Project Name is unique to the Customer/Division, but not unique to the entire system.
For example, we could have:
ABC Customer - East Division - Virginia Project
DEF Customer - East Division - Virginia Project
I now want to use the Data Import Wizard to import Lot records associated with the above, using the following spreadsheet:
On the mapping, the Customer is a lookup field for /Account Name/ and this works as expected.
For Division, the mapping is set to a lookup field for /Division Name/ and /Customer (Lookup)/ as shown in screenshot below:
(for our company, Business Unit is a custom entity that = Division and Parent Customer = Customer)
This lookup works on the import if the Division/Business Unit is unique, however it would throw /Duplicate Detected/ error for the import example above because /East/ is not unique.
Why isn't the import using the /Parent Customer (Lookup)/ (as per the mapping) for the Business Unit/Division field?
Thank you for your assistance.
Angela R.
NOTE: I know I could accomplish this by adding an additional column on the spreadsheet and combining the fields above to create a /unique/ value for Division/Business Unit, however I should be able to accomplish this through mapping of the fields on the Data Import Wizard and that's what I need assistance with.
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