Automation library
>
Operations and back office
>
Configuration package corrections

Configuration package corrections

Processes incoming correction files, updates the configuration package in Dynamics, and reports the result.

Overview

Correction files for a configuration package must be applied in Dynamics. This automation reads the file, filters the package by cost code, year, and cluster, exports the data, creates the adjusted version, and imports it back. An email reports the outcome.

What has changed

  • Less manual handling of corrections
  • Corrections are processed faster
  • Every run ends with a clear outcome

At a glance

SECTOR:
Housing and property management
System:
Dynamics 365 Business Central, Excel, email
RUNS:
Workdays at 1:00 PM
Technique:
Rule-based

In één oogopslag

SECTOR:
Housing and property management
Systeem:
Dynamics 365 Business Central, Excel, email
RUNS:
Workdays at 1:00 PM
Techniek:
Rule-based

Overzicht

Correction files for a configuration package must be applied in Dynamics. This automation reads the file, filters the package by cost code, year, and cluster, exports the data, creates the adjusted version, and imports it back. An email reports the outcome.

Wat er verandert

  • Less manual handling of corrections
  • Corrections are processed faster
  • Every run ends with a clear outcome

How it works.

Correction file input folder
Cost codesdone
Batch yeardone
Cluster numberrunning
File converted
13:00 weekdays
Y
Yara adjusts
the package
Business Central configuration package
Current dataexported
Adjusted fileimported
Packageapplied
Input moved to processed
You get the result by email.

What it does per input file

  1. Picks up the next input file and converts it
  2. Extracts cost codes, batch year, and cluster number
  3. Opens the configuration package in Business Central and applies the filters
  4. Exports the current data and creates an adjusted version
  5. Imports the adjusted file and applies the package
  6. Emails the result and moves the input file to processed

Rules

The cluster number read back from the screen must match the file, with up to three attempts, and the adjusted file is retried up to five times. The automation only proceeds if the values are correct. The same input always leads to the same outcome, and every run leaves a log that can be audited.

Frequently asked questions.

Do we need to change our system?

No. The digital colleague works in the screens and systems your team already uses, whether they are legacy applications without an API or modern ones, so there is nothing to replace.

Who builds and maintains the automation?

Yarado builds it, runs it and monitors it. When a screen or a system changes, we adjust the automation, so your team needs no developer or automation skills of its own.

Can we see what it did?

Yes. Every run is recorded in the Yarado portal, where you can see which processes ran, when they last ran, what they produced and what went wrong. Depending on the automation, the processing log is also emailed to the team that needs it.

What happens if something goes wrong?

Yarado monitors every run and is alerted automatically when one fails, so a problem is picked up on our side. Cases that need a person are reported to your team with the reason, in the portal or by email.

Can it work for our process, even if it differs from this example?

Yes. Automations are built around your own steps and systems, and this page is just one example of what is possible. A first automation is typically live in weeks, not months.

Process not found?

Don't see your process listed? Let us know. We'll start with an automation scan to see what can be automated.