edoc D365 FO archivelink Administration Guide
edoc D365 FO archivelink Administration Guide
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How do I generate test data in edoc archivelink?

If required, you can create some test data in Microsoft Dynamics 365 for Finance and Operations for testing purposes using the edoc archivelink function Test data generation.

You can use the generated test data to check numerous functionalities, such as batch processing and bulk archiving.

To generate test data, go to the form at edoc archivelink > Setup > Bases > Parameters > General and click on Test data generation.

In the form, select the file for which you want to generate the test data:

  • Purchase orders

  • Sales orders

  • Vendors

  • Customers

While generating or after generating the test data, you can get an overview of the data already generated:

  • The status of the header data during generation is displayed in the Test session section.

  • The status of the position data during generation is displayed in the Cockpit data of test session section.

How to generate test data for "Purchase orders"

  1. In the Test data generation form, select the vendor under Vendor account on the Purchase orders tab.

  2. Select the appropriate entries under Warehouse, Item number and Location.

  3. Under Number of records, enter the number of files you want to create.

  4. Activate the options Generate for the file types Order confirmation, Vendor product receipts, AP invoice journal.

  5. Activate the Execute as batch processing task option. With this option, the generation process is automatically executed in the background. If you use this option, you can continue working during the generation process. You can also run the generation process manually by skipping this step.

  6. Activate the Generation of test data active option in the Parameters section under Test data generation.

  7. Click on Generate purchase orders.

How to generate test data for "Sales orders"

  1. Select the customer in the Test data generation form on the Sales orders tab under Customer account.

  2. Select the appropriate entries under Warehouse, Item number and Location.

  3. Under Number of records, enter the number of files you want to create.

  4. Activate the Generate options for the record types Sales order confirmation, Backorder packing slip lines, Customer Invoice Journal.

  5. Activate the Execute as batch processing task option. With this option, the generation process is automatically executed in the background. If you use this option, you can continue working during the generation process. You can also run the generation process manually by skipping this step.

  6. Activate the Generation of test data active option in the Parameters section under Test data generation.

  7. Click on Generate sales orders.

How to generate test data for "Vendors"

Under Vendors, you can generate a vendor based on an existing vendor account. Alternatively, you can also generate a vendor based on a vendor group.

The properties of the vendor account or vendor group, e.g. telephone, group number, currency, are adopted for the test-generated vendor.

If you enter your own name for the vendor, the name entered will be used. If you do not enter a name, edoc solutions ag is automatically used as the name for the generated vendor account.

The test-generated vendor accounts are given a series of numbers as the name of the vendor account. Example: 5613694123-1

Here's how

  1. Enter a meaningful name for the new vendor on the Vendors tab of the Test data generation form. Example: Test-SingleVend for a vendor account and Test-VendGroup for a vendor group.

  2. You can use one of the following functions:

    1. Copy as template: Select a vendor account.

    2. New create: Select a vendor group.

  3. Under Number of records, enter the number of files you want to create.

  4. Activate the Execute as batch processing task option. With this option, the generation process is automatically executed in the background. If you use this option, you can continue working during the generation process. You can also run the generation process manually by skipping this step.

  5. Activate the Generation of test data active option in the Parameters section under Test data generation.

  6. Click on Generate vendors.

How to generate test data for "Customers"

Under Customers, you can generate a customer based on an existing customer account. Alternatively, you can also generate a customer based on a customer group.

The properties of the customer account or customer group, e.g. telephone, group number, currency, are adopted for the test-generated customer.

If you enter your own name for the customer, the name entered will be used. If you do not enter a name, edoc solutions ag is automatically used as the name for the generated customer account.

The test-generated customer accounts are given a series of numbers as the name of the customer account. Example: 9212123-1

Here's how

  1. Enter a meaningful name for the new customer in the Test data generation form on the Customers tab. Example: Test-SingleCust for a customer account and Test-CustGroup for a customer group.

  2. You can use one of the following functions:

    1. Copy as template: Select a customer account.

    2. New create: Select a customer group.

  3. Under Number of records, enter the number of files you want to create.

  4. Activate the Execute as batch processing task option. With this option, the generation process is automatically executed in the background. If you use this option, you can continue working during the generation process. You can also run the generation process manually by skipping this step.

  5. Activate the Generation of test data active option in the Parameters section under Test data generation.

  6. Click on Generate customers.