d365-knowledge-routing

name

d365-knowledge-routing

description

Use when you need a file path. Provides the keyword router and DMF dependency rules so any task can find the right module knowledge file (`.md`), DMF template (`.json`), or supporting artefact. The full 47-module index and end-to-end process matrix live in the sidecar `module-index.md` — load that ONLY when you need exhaustive lookups. Do NOT load this skill speculatively; only when a path is unknown.

D365 F&O Knowledge Routing

The decision logic for "which file holds the answer". The bulky reference tables are in module-index.md — load on demand.

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1 · How to use this skill

HAVE        →  USE
keyword     →  §3 Keyword router (here)
DMF seq #   →  §2 DMF dependency rules (here)
exhaustive  →  module-index.md  (47-module table + process matrix)
   lookup

For most tasks the keyword router and dependency rules below are enough. Open module-index.md only when you need a complete table — e.g. when populating the dispatch table for module-fanout.

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2 · DMF Dependency Rules (decision-time)

Authoritative graph: Modules/dependency-graph.json — never duplicate elsewhere. The rules below are a human-readable summary; the JSON is the source of truth.

DMF prefix range	Tier	Always depends on
010	Foundation	—
020, 022	GL Shared / Workflow	010
025	General Ledger	020
100–160	Finance modules	025
300	Inventory	025
310–395	SCM Tier 1	300
400–430	SCM Tier 2	300 (+ 310 / 410 as applicable)
500	Retail	300 + 100 + 330
600	Expense	025 + 120
650	Project Accounting	025

Wave construction: read Modules/dependency-graph.json waves[]. Do not hand-roll waves.

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3 · Keyword → Module Router

Keyword	Route to
chart of accounts, financial dimensions, journal, fiscal calendar, ledger	General Ledger
vendor, purchase invoice, payment proposal, vendor group	Accounts Payable
customer, free text invoice, collection letter, customer group	Accounts Receivable
bank account, reconciliation, cash position	Cash & Bank Management
depreciation, asset book, asset group	Fixed Assets Management
budget model, budget plan, budget control	Budgeting
sales tax, tax group, withholding tax	Tax
expense report, travel requisition, per diem	Expense Management
item, product, released product, item group	Product Information Management
warehouse, location, wave, work template	Warehouse Management
purchase order, RFQ, purchase agreement	Procurement & Sourcing
sales order, quotation, sales agreement	Sales & Marketing
production order, BOM, route, kanban	Production Control
formula, batch order, co-product	Process Manufacturing
transfer order, counting journal, inventory close	Inventory Management
quality order, test, nonconformance	Quality Management
shipping, load, freight, carrier	Transportation Management
demand forecast, planned order, master plan	Master Planning
costing version, cost price, cost group	Cost Management
retail channel, POS, e-commerce, call center	Commerce
project contract, WBS, project invoice	Project Operations
worker, position, department, job	Personnel Management
leave plan, absence, time off	Leave & Absence
benefit plan, enrollment, life event	Benefits Management
security role, duty, privilege	Role-Based Security
legal entity, operating unit, org hierarchy	Organization Administration
LCS, environment, deployment, code package	Lifecycle Services

For path lookup once a module is identified, see module-index.md.

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4 · Cross-Module Reference Files

File	Purpose	When to load
Modules/dependency-graph.json	Authoritative dep graph + wave plan	Wave construction (always)
Modules/D365_Finance_Operations_Modules_Overview.md	Module catalogue	Initial orientation
Modules/D365_Quick_Reference.md	Compact module + capability summary	Quick lookup
Modules/dmf_odata_mapping.json	DMF ↔ OData entity mapping	OData ops, integration
Business Process/ProcessCatalogue.json	Hierarchical process tree	Business process questions
ChallengeJournal/challenge_journal.json	Challenge log	Before risky ops; after issues

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5 · Project-ID Namespacing (multi-tenant)

When operating in a multi-project workspace, prefix mutable artefacts with <projectId>/:

Artefact	Single-project path	Multi-project path
Documentation	Documentation/...	Documentation/<projectId>/...
Challenge Journal	ChallengeJournal/challenge_journal.json	ChallengeJournal/<projectId>/challenge_journal.json
Module discoveries	(mutates Modules/.../*.md)	Modules/.discoveries/<projectId>/<module>.md
Run state	Documentation/run-state.json	Documentation/<projectId>/run-state.json

Canonical files in Modules/ and Business Process/ are read-only across projects. Mutating them cross-contaminates other projects' knowledge.