© 2013. All rights reserved.USING EXCEL TO COPY DATA FROM ONECOMPANY TO ANOTHERDynamics AX | Office Integration | ExcelSet...
© 2013. All rights reserved.CREATING A UPDATE TEMPLATETo move the data from one company to another, you just need to creat...
© 2013. All rights reserved.Creating a UpdateTemplateTo start off find the data that you want to transferbetween the compa...
© 2013. All rights reserved.Creating a UpdateTemplateIn the Personalization dialog box, switch to the Query taband find th...
© 2013. All rights reserved.Creating a UpdateTemplateOpen up Excel, and click on the Add Data button withinthe Design grou...
© 2013. All rights reserved.Creating a UpdateTemplateSearch the available tables to find the table that isreferenced in th...
© 2013. All rights reserved.Creating a UpdateTemplateThis will open up the Table Explorer and you will be ableto see all o...
© 2013. All rights reserved.Creating a UpdateTemplateDrag all of the other fields that you want to copy over tothe workshe...
© 2013. All rights reserved.Creating a UpdateTemplateClick on the Options button in the Configure group of theDynamics AX ...
© 2013. All rights reserved.Creating a UpdateTemplateTo retrieve all of the base data, click on the Refreshbutton in the D...
© 2013. All rights reserved.Creating a UpdateTemplateIn this example, we copied all of the table data that isreturned to a...
© 2013. All rights reserved.Creating a UpdateTemplateNow click on the Options button in the Configure group ofthe Dynamics...
© 2013. All rights reserved.Creating a UpdateTemplateTo retrieve all of the target data, click on the Refreshbutton in the...
© 2013. All rights reserved.Creating a UpdateTemplateCopy your base data from the reference table.
© 2013. All rights reserved.Creating a UpdateTemplateAnd then paste it into the linked table.To update the target company,...
© 2013. All rights reserved.Creating a UpdateTemplateAfter you have done this, if you look at the Dynamics AXStatus worksh...
© 2013. All rights reserved.Creating a UpdateTemplateIf you look at the table in the target system, it should nowmatch you...
© 2013. All rights reserved.CREATING A COMPANY TEMPLATEIf you take this a couple of steps further, then you can create a w...
© 2013. All rights reserved.Creating aCompany TemplateSetting up all of the base data is now just a matter ofselecting the...
© 2013. All rights reserved.SUMMARYThe Excel Add-In is fast becoming my most favorite utility available within Dynamics AX...
AboutMurray Fife
Using Excel to Copy Data from One Company to Another in Dynamics AX
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Using Excel to Copy Data from One Company to Another in Dynamics AX

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Setting up a new company within Dynamics AX is not hard, but it is time consuming because you have to configure a lot to base tables and codes such as payment terms, freight methods etc. that are not shared between the companies. Something that would make the process easier would be a mass load of data from a template.

In this worked example we will show how you can do just that with the Dynamics Excel Add-In, by using it to query the tables in one company and then update the data in another without even breaking a sweat.

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Using Excel to Copy Data from One Company to Another in Dynamics AX

  1. 1. © 2013. All rights reserved.USING EXCEL TO COPY DATA FROM ONECOMPANY TO ANOTHERDynamics AX | Office Integration | ExcelSetting up a new company within Dynamics AX is not hard, but it is time consumingbecause you have to configure a lot to base tables and codes such as payment terms,freight methods etc. that are not shared between the companies. Something that wouldmake the process easier would be a mass load of data from a template.In this worked example we will show how you can do just that with the Dynamics ExcelAdd-In, by using it to query the tables in one company and then update the data inanother without even breaking a sweat.
  2. 2. © 2013. All rights reserved.CREATING A UPDATE TEMPLATETo move the data from one company to another, you just need to create a template that has all of the base data, and then apply it to the another company. Once you have created thetemplate you can re-use it over and over again.In this example we will show how to create an update template and use it to move the data into a new blank company.
  3. 3. © 2013. All rights reserved.Creating a UpdateTemplateTo start off find the data that you want to transferbetween the companies, Right-Mouse-Click on the formand select the Personalize option.
  4. 4. © 2013. All rights reserved.Creating a UpdateTemplateIn the Personalization dialog box, switch to the Query taband find the base table that is used in the form. In thiscase it is the BankTransType table.
  5. 5. © 2013. All rights reserved.Creating a UpdateTemplateOpen up Excel, and click on the Add Data button withinthe Design group of the Dynamics AX ribbon bar. Thenselect the Add Tables option from the drop down.
  6. 6. © 2013. All rights reserved.Creating a UpdateTemplateSearch the available tables to find the table that isreferenced in the form, and click the > button to add it toyour worksheet.
  7. 7. © 2013. All rights reserved.Creating a UpdateTemplateThis will open up the Table Explorer and you will be ableto see all of the available fields for the table that youselected.
  8. 8. © 2013. All rights reserved.Creating a UpdateTemplateDrag all of the other fields that you want to copy over tothe worksheet.Note: For the dimensions that are referenced, there is noneed to copy over the parent and the name of thedimension – just the main account.
  9. 9. © 2013. All rights reserved.Creating a UpdateTemplateClick on the Options button in the Configure group of theDynamics AX ribbon bar to open up the configurationdialog. Select the Legal Entity that you want to copy thebase data from and then click the OK button.
  10. 10. © 2013. All rights reserved.Creating a UpdateTemplateTo retrieve all of the base data, click on the Refreshbutton in the Data group of the Dynamics AX ribbon bar.
  11. 11. © 2013. All rights reserved.Creating a UpdateTemplateIn this example, we copied all of the table data that isreturned to a blank spot on the worksheet (pasting asvalues) so that refreshing the data does not loose ourbase reference data. This has an added benefit ofallowing us to modify the data if we need to whentransferring to the new company.
  12. 12. © 2013. All rights reserved.Creating a UpdateTemplateNow click on the Options button in the Configure group ofthe Dynamics AX ribbon bar to open up the configurationdialog. Select the Legal Entity that you want to copy thebase data to and then click the OK button.
  13. 13. © 2013. All rights reserved.Creating a UpdateTemplateTo retrieve all of the target data, click on the Refreshbutton in the Data group of the Dynamics AX ribbon bar.
  14. 14. © 2013. All rights reserved.Creating a UpdateTemplateCopy your base data from the reference table.
  15. 15. © 2013. All rights reserved.Creating a UpdateTemplateAnd then paste it into the linked table.To update the target company, just click on the Publishbutton in the Design group of the Dynamics AX ribbonbar, and select the Publish All option from the drop downbox.
  16. 16. © 2013. All rights reserved.Creating a UpdateTemplateAfter you have done this, if you look at the Dynamics AXStatus worksheet, then you should see that all of therecords have been successfully updated to the targetsystem.
  17. 17. © 2013. All rights reserved.Creating a UpdateTemplateIf you look at the table in the target system, it should nowmatch your source data.
  18. 18. © 2013. All rights reserved.CREATING A COMPANY TEMPLATEIf you take this a couple of steps further, then you can create a workbook with all of the base data that you need to load in order to set up a new company.
  19. 19. © 2013. All rights reserved.Creating aCompany TemplateSetting up all of the base data is now just a matter ofselecting the worksheets, copying over the base data fromthe reference table, and then clicking publish. Hours ofsetup can now be done in a matter of minutes.
  20. 20. © 2013. All rights reserved.SUMMARYThe Excel Add-In is fast becoming my most favorite utility available within Dynamics AX. It makes adding masses of data a breeze, and also makes mass updates simple as well since you canmass replace so much easier within Excel than in the standard grids. Once you start using it, you will probably find that you will start amassing a number of update templates to save youtime.Not only can you use it for migrating data from one company to another, but you can use it to manage the data that you have set up already.Give it a go and test it out for yourself.
  21. 21. AboutMurray Fife
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