Create a processing group for positions with the DIEF

This article describes how to create a processing group to import positions with the DIEF in Dynamics AX 2012

Position

Access: Human Resources > Common > Organization > Positions > Positions
I need to import:

• Position
• Description
• Report to position
• Assignment date

Note: The “Report to position” in the DIEF is created via the Relationship. That why you need to setup to fields with value Hierarchy name+Position Id

Setup the Processing group – Option CSV file

Access: Data Import Export Framework > Common > Processing group

• Click “New” and enter a name and a description

• Click “Entities”
• Select Entity = Positions
• Format = CSV
• Select the two options

• Click “Generate source file”: the wizard form is open
• Click “Next”
• Select the fields below
  • Position = Position Id
  • Description = Description
  • Report to position = HcmPositionHierechy_ParentPositionId and HcmPositionHiearchyType_Name
  • Assignment date = HcmPositionDuration_ValidFrom

• Click “Generate sample file”

A csv file is open and contains all the fields selected above

• Click “Finish”

• Complete the file with all the positions you want to import and add the path to the processing group.

• Click “Generate source mapping”

• Click “Validate”

The processing group is now created and can be use to import data.
Remark: If the report to position refer to positions include in the same file, you will need to import twice the file:

• First round to create all positions
• Second round to assign the report to position