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Importing Sales Order History Through the Data Import/Export Framework Within Dynamics AX

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When you implement Dynamics AX the last thing that you want to do is keep the old system around just so that you can access the historical information. One example of this is the sales history which …

When you implement Dynamics AX the last thing that you want to do is keep the old system around just so that you can access the historical information. One example of this is the sales history which is useful for reporting and trending, and also important when a customer calls up and asks about an order from a year ago. You may think that it is too much work to move all of that information over to your new system, but it’s not so. Using the Data Import Export Framework you can bring all of your historical sales orders over and be able to access them from within Dynamics AX.
You’re one step closer to cutting the cord on your old ERP system.

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  • 1. 1 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com MURRAY FIFE DYNAMICS AX 2012 TIPS & TRICKS IMPORTING SALES ORDER HISTORY THROUGH THE DATA IMPORT/EXPORT FRAMEWORK
  • 2. © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com
  • 3. © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com IMPORTING SALES ORDER HISTORY THROUGH THE DATA IMPORT/EXPORT FRAMEWORK BY MURRAY FIFE
  • 4. © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Copyright © 2014 Murray Fife All Rights Reserved
  • 5. © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com What You Need For This Guide All the examples shown in this blueprint were done with the Microsoft Dynamics AX 2012 virtual machine image that was downloaded from the Microsoft CustomerSourceor PartnerSourcesite. If you don't have your own installation of Microsoft Dynamics AX 2012, you can also use the images found on the Microsoft Learning Download Center or deployed through Lifecycle Services. The following list of software from the virtual image was leveraged within this guide: •Microsoft Dynamics AX 2012 R3 Even though all the preceding software was used during the development and testing of the recipes in this book, they may also work on earlier versions of the software with minor tweaks and adjustments, and should also work on later versions without any changes. Errata Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you find a mistake in one of our books—maybe a mistake in the text or the code—we would be grateful if you would report this to us. By doing so, you can save other readers from frustration and help us improve subsequent versions of this book. If you find any errata, please report them by emailing editor@dynamicsaxcompanions.com. Piracy Piracy of copyright material on the Internet is an ongoing problem across all media. If you come across any illegal copies of our works, in any form, on the Internet, please provide us with the location address or website name immediately so that we can pursue a remedy. Please contact us at legal@dynamicsaxcompanions.comwith a link to the suspected pirated material. We appreciate your help in protecting our authors, and our ability to bring you valuable content. Questions You can contact us at help@dynamicsaxcompanions.comif you are having a problem with any aspect of the book, and we will do our best to address it. Preface
  • 6. 6 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com
  • 7. 7 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Importing Sales Order History Through the Data Import/Export Framework When you implement Dynamics AX the last thing that you want to do is keep the old system around just so that you can access the historical information. One example of this is the sales history which is useful for reporting and trending, and also important when a customer calls up and asks about an order from a year ago. You may think that it is too much work to move all of that information over to your new system, but it’s not so. Using the Data Import Export Framework you can bring all of your historical sales orders over and be able to access them from within Dynamics AX. You’re one step closer to cutting the cord on your old ERP system.
  • 8. 8 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com To set up the import, click on the Processing Groupmenu item within the Commongroup of the Data Import Export Frameworkarea page. Importing Sales Order History Through the Data Import/Export Framework
  • 9. 9 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com When the Processing Groupsmaintenance form is displayed, click on the Newbutton in the menu bar to create a new record. Importing Sales Order History Through the Data Import/Export Framework
  • 10. 10 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Then give your new record a Group Nameand Description. After you have done that, click on the Entitiesbutton in the menu bar. Importing Sales Order History Through the Data Import/Export Framework
  • 11. 11 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com When the Entities Processing Groupmaintenance form is displayed, click on the Newbutton in the menu bar to create a new record for the Sales Order Headers. Importing Sales Order History Through the Data Import/Export Framework
  • 12. 12 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com From the Entitydrop down, select the Sales Order Headersentity. Importing Sales Order History Through the Data Import/Export Framework
  • 13. 13 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Then select the Data Source Formatthat you want to use –in this case CSV will work fine. Importing Sales Order History Through the Data Import/Export Framework
  • 14. 14 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Then click on the Generate Source Filebutton on the menu bar to start formatting the data source fields. When the wizard is displayed, click on the Next button to continue through the splash page. Importing Sales Order History Through the Data Import/Export Framework
  • 15. 15 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com When the Display Datapage is displayed, you can add any additional fields that you may need, but in this case we have enough information. Then click on the Generate Sample Filebutton on the right hand side of the form. Importing Sales Order History Through the Data Import/Export Framework
  • 16. 16 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com This will create the sample CSV file for us that we can save away in the Data Import Export working folder. Importing Sales Order History Through the Data Import/Export Framework
  • 17. 17 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com After you have saved the sample file, just click on the Finishbutton to exit from the wizard. Importing Sales Order History Through the Data Import/Export Framework
  • 18. 18 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com When you return back to the Select Entities For Processing Groupmaintenance form, click on the folder icon to the right of the Sample Path Filefield. Importing Sales Order History Through the Data Import/Export Framework
  • 19. 19 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com When the explorer window is displayed, point it towards the SalesOrderHeader.csv file that you just created and click the Openbutton. Importing Sales Order History Through the Data Import/Export Framework
  • 20. 20 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Finally, click on the Generate Source Mappingbutton on the menu bar to create the mapping to the file. If everything is fine, then you should get an infologbox that tells you that everything matches up. Importing Sales Order History Through the Data Import/Export Framework
  • 21. 21 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Now that we have the format for the header configured, we need to do the same for the order lines. To do that, click on the New button in the menu bar to create a new Entity record. Importing Sales Order History Through the Data Import/Export Framework
  • 22. 22 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com From the Entitydropdown, select the Sales Order Lineentity. Importing Sales Order History Through the Data Import/Export Framework
  • 23. 23 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Then select the Source Data Formatthat you want to use –again, we will just use a CSV file. Importing Sales Order History Through the Data Import/Export Framework
  • 24. 24 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Click the Generate Source Filebutton in the menu bar again to open up the wizard, and click on the Nextbutton to skip the splash page. Importing Sales Order History Through the Data Import/Export Framework
  • 25. 25 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com For the lines we need to add a couple more fields to the standard template. Importing Sales Order History Through the Data Import/Export Framework
  • 26. 26 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Search through the standard fields, and find the ItemIdfield and click on the Present In Sourcecheckbox to add it to the mapping. Importing Sales Order History Through the Data Import/Export Framework
  • 27. 27 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com After you have done that you will be able to see the ItemIdfield in the list. Importing Sales Order History Through the Data Import/Export Framework
  • 28. 28 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Add SalesQty, InventSiteID, and InventLocationIDas well. Then click on the Generate Source Filebutton to generate the template. Importing Sales Order History Through the Data Import/Export Framework
  • 29. 29 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com When the CSV file is displayed, save the SalesOrderLine.csv file to the working directory. Importing Sales Order History Through the Data Import/Export Framework
  • 30. 30 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com After you have done that you can click on the Finishbutton to exit from the wizard. Importing Sales Order History Through the Data Import/Export Framework
  • 31. 31 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com When you return to the Select Entities For Processing Groupform, click on the folder icon to the right of the Source File Pathfield. Importing Sales Order History Through the Data Import/Export Framework
  • 32. 32 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Then find the SalesOrderLine.csvfile and click the Openbutton. Importing Sales Order History Through the Data Import/Export Framework
  • 33. 33 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com All that is left to do is to click on the Generate Source Mappingbutton in the menu bar. Importing Sales Order History Through the Data Import/Export Framework
  • 34. 34 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com If everything is connected correctly then you will get a non-descript InfoLogbox. Importing Sales Order History Through the Data Import/Export Framework
  • 35. 35 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Now we can start populating the import files with our history. To do this navigate to the working directory and Open up the Sales Order Headertemplate within Excel. Importing Sales Order History Through the Data Import/Export Framework
  • 36. 36 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com You will be able to see all of the fields that you need to populate. Importing Sales Order History Through the Data Import/Export Framework
  • 37. 37 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Just paste in all of the header details into the spreadsheet and save the file. Importing Sales Order History Through the Data Import/Export Framework
  • 38. 38 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Then open up the SalesOrderLine.csvfile the same way, paste in all of the line details and save the file. Importing Sales Order History Through the Data Import/Export Framework
  • 39. 39 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com If you want to test the data file, just click on the Preview Source Filebutton within the menu bar of the Select Entities For Processing Groupform. Importing Sales Order History Through the Data Import/Export Framework
  • 40. 40 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com You will see that the header information is correctly loading. Importing Sales Order History Through the Data Import/Export Framework
  • 41. 41 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com And you can do the same for the lines as well. Once you are done, just click on the Close button to exit from the form. Importing Sales Order History Through the Data Import/Export Framework
  • 42. 42 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com When you return to the Processing Groupform, click on the Get Staging Databutton in the menu bar. Importing Sales Order History Through the Data Import/Export Framework
  • 43. 43 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Then the Job dialog is displayed, click on the OKbutton. Importing Sales Order History Through the Data Import/Export Framework
  • 44. 44 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com This will open up the Staging Data Executionform and all you need to do here is click on the Runbutton. Importing Sales Order History Through the Data Import/Export Framework
  • 45. 45 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Then click on the OKbutton to kick of the staging of the data. Importing Sales Order History Through the Data Import/Export Framework
  • 46. 46 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com You will then get an InfoLogbox telling you how many records were imported. Importing Sales Order History Through the Data Import/Export Framework
  • 47. 47 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com Finally, click on the Copy Data To Targetbutton in the menu bar and select the Job IDthat you just created and click on the OKbutton. Importing Sales Order History Through the Data Import/Export Framework
  • 48. 48 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com When the Target Data Executionform is displayed, click on the Runbutton in the menu bar. Importing Sales Order History Through the Data Import/Export Framework
  • 49. 49 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com And the last step is to click the OKbutton to start the import running. Importing Sales Order History Through the Data Import/Export Framework
  • 50. 50 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com After it has completed, you can look at the Sales Orders, and you will see all of the history is now loaded and available for you to review. How easy is that? Importing Sales Order History Through the Data Import/Export Framework
  • 51. 51 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com
  • 52. 52 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com
  • 53. 53 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com The Tips & Tricks series is a compilation of all the cool things that I have found that you can do within Dynamics AX, and are also the basis for my Tips & Tricks presentations that I have been giving for the AXUG, and online. Unfortunately book page size restrictions mean that I can only fit 50 tips & tricks per book, but I will create new volumes every time I reach the 50 Tip mark. To get all of the details on this series, then here is the link: http://dynamicsaxcompanions.com/tipsandtricks Want More Tips & Tricks For Dynamics AX?
  • 54. 54 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com
  • 55. 55 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com After creating a number of my walkthroughs on SlideShare showing how to configure the different areas within Dynamics AX, I had a lot of requests for the original documents so that people could get a better view of many of the screen shots and also have a easy reference as they worked through the same process within their own systems.To make them easier to access, I am in the process of moving all of the content to the Dynamics AX Companions website to easier access. If you are looking for details on how to configure and use Dynamics AX, then this is a great place for you to start. Here is the link for the site: http://dynamicsaxcompanions.com/ Need More Help With Dynamics AX?
  • 56. 56 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com
  • 57. 57 TIP & TRICKS FOR DYNAMICS AX 2012 © 2014 Murray Fife, All Rights Reserved www.dynamicsaxcompanions.com I am an author -I'm no Dan Brown but my books do contain a lot of secret codes and symbols that help guide you through the mysteries of Dynamics AX. I am a curator -gathering all of the information that I can about Dynamics AX and filing it away within the Dynamics AX Companions archives. I am a pitchman -I am forever extolling the virtues of Dynamics AX to the unwashed masses convincing them that it is the best ERP system in the world. I am a Microsoft MVP -this is a big deal, there are less than 10 Dynamics AX MVP's in the US, and less than 30 worldwide. I am a programmer -I know enough to get around within code, although I leave the hard stuff to the experts so save you all from my uncommented style. WEBwww.murrayfife.me EMAILmurray@dynamicsaxcompanions.com TWITTER@murrayfife SKYPEmurrayfife AMAZONwww.amazon.com/author/murrayfife WEBwww.dynamicsaxcompanions.com About Me