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

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© 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


IMPORTING SALES ORDER HISTORY THROUGH THE DATA IMPORT/EXPORT FRAMEWORK

BY MURRAY FIFE


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 CustomerSource or PartnerSource site. 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

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Questions

You can contact us at [email protected] if you are having a problem with any aspect of the book, and we will do our best to address it.

Preface

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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.

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TIP & TRICKS FOR DYNAMICS AX 2012


To set up the import, click on the Processing Groupmenu item within the Commongroup of the Data Import Export Framework area page.

Importing Sales Order History Through the Data Import/Export Framework

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When the Processing Groups maintenance form is displayed, click on the New button in the menu bar to create a new record.


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Then give your new record a Group Name and Description.

After you have done that, click on the Entities button in the menu bar.


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When the Entities Processing Group maintenance form is displayed, click on the Newbutton in the menu bar to create a new record for the Sales Order Headers.


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From the Entity drop down, select the Sales Order Headers entity.


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Then select the Data Source Format that you want to use – in this case CSV will work fine.


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Then click on the Generate Source File button 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.


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When the Display Data page 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 File button on the right hand side of the form.


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This will create the sample CSV file for us that we can save away in the Data Import Export working folder.


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After you have saved the sample file, just click on the Finish button to exit from the wizard.


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When you return back to the Select Entities For Processing Group maintenance form, click on the folder icon to the right of the Sample Path File field.


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When the explorer window is displayed, point it towards the SalesOrderHeader.csv file that you just created and click the Open button.


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Finally, click on the Generate Source Mapping button on the menu bar to create the mapping to the file.

If everything is fine, then you should get an infolog box that tells you that everything matches up.


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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.


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From the Entity dropdown, select the Sales Order Line entity.


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Then select the Source Data Format that you want to use – again, we will just use a CSV file.


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Click the Generate Source File button in the menu bar again to open up the wizard, and click on the Next button to skip the splash page.


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For the lines we need to add a couple more fields to the standard template.


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Search through the standard fields, and find the ItemId field and click on the Present In Source checkbox to add it to the mapping.


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After you have done that you will be able to see the ItemId field in the list.


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Add SalesQty, InventSiteID, and InventLocationIDas well.

Then click on the Generate Source File button to generate the template.


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When the CSV file is displayed, save the SalesOrderLine.csv file to the working directory.


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After you have done that you can click on the Finish button to exit from the wizard.


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When you return to the Select Entities For Processing Group form, click on the folder icon to the right of the Source File Path field.


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Then find the SalesOrderLine.csv file and click the Open button.


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All that is left to do is to click on the Generate Source Mapping button in the menu bar.


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If everything is connected correctly then you will get a non-descript InfoLog box.


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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 Header template within Excel.


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You will be able to see all of the fields that you need to populate.


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Just paste in all of the header details into the spreadsheet and save the file.


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Then open up the SalesOrderLine.csv file the same way, paste in all of the line details and save the file.


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If you want to test the data file, just click on the Preview Source File button within the menu bar of the Select Entities For Processing Group form.


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You will see that the header information is correctly loading.


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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.


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When you return to the Processing Group form, click on the Get Staging Data button in the menu bar.


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Then the Job dialog is displayed, click on the OK button.


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This will open up the Staging Data Execution form and all you need to do here is click on the Run button.


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Then click on the OK button to kick of the staging of the data.


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You will then get an InfoLog box telling you how many records were imported.


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Finally, click on the Copy Data To Target button in the menu bar and select the Job IDthat you just created and click on the OK button.


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When the Target Data Execution form is displayed, click on the Run button in the menu bar.


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And the last step is to click the OK button to start the import running.


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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?


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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?

http://www.amazon.com/dp/B00J7AG5CG/

http://www.amazon.com/dp/B00J7AG5CG/

http://www.amazon.com/Configuring-Production-Dynamics-Barebones-Configuration/dp/149920633X/

http://www.amazon.com/Configuring-Production-Dynamics-Barebones-Configuration/dp/149920633X/

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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?

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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 fi l ing 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.

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

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