Microsoft Dynamics Axapta 2012 - Data Import - Inventory Opening Balances

Here now we will look into how to Post/Update Inventory Opening Balances in AX2012 using Inventory Movement Journal..

Add below Tables into Excel:

• InventJournalTable
• InventJournalTrans

If you encounter any error while adding tables, follow below procedure to successfully add the tables.

Go to AOT -> Data Dictionary -> Tables -> ReasonTableRef -> Indexes

right click and select New Index, Index1 will be created. Right click and select New Field. repeat same to create one more Field. First field will be selected automatically by Reason while second will be selected by ReasonComment. Go to Properties for ReasonComment field and under datafiled properties, select RecId then save.

Now go to properties of Index1 and set properties as below:

AllowDuplicates : No

Alternate Key : Yes

Now go to properties of ReasonTableRef table and change properties as shown below:

ReplacementKey : Index1 (Index you created).

Now save and close the session. Restart Synchronize and Restart AOS.

Now open Excel session and add InventJournalTable and InventJournalTrans Tables.

Add data as shown below:

Please do add Offset Account Field :)

Note: Before you Publish data, Please set Inventory Journal Number Sequence to Manual as shown below:

now publish data to InventJournalTable first then InventJournalTrans.

Validate and Post the Journal that is created.

Comments/Suggestions are welcome ... hope this helps.

Microsoft Dynamics Axapta 2012 - Data Import - Products

Products (Items) importing in Axapta 2012 has been made bit complicated but logical. Now let us see how to Import Products using Microsoft Excel Add-in:


Below are the List of Tables that needs to be considered for Importing Products:

• EcoResProduct
• EcoResProductIdentifier
• EcoResProductTranslation
• EcoResProductDimensionGroupProduct
• EcoResStorageDimensionGroupProduct
• EcoResTrackingDimensionGroupProduct
• InventModelGroupItem
• InventItemGroupItem

Note: I will show here only to update Products with Basic Information.


Now let us see step by step procedure to import Products Successfully.

Open Excel and establish connection with Legal Entity:

Add Below listed tables:

• EcoResProduct
• EcoResProductIdentifier
• EcoResProductTranslation
• EcoResProductDimensionGroupProduct
• EcoResStorageDimensionGroupProduct
• EcoResTrackingDimensionGroupProduct

After Dragging required fields, close the Microsoft Dynamics Ax Action Pane in Excel. 

Product Number: DemoItem_100

Product Name: Item for Demo

Product Search Name: Item for Demo

Product Dimension Dimension Group: Size - only Size

Product Storage Dimension Group: SW - Site and Warehouse

Product Tracking Dimension Group: None 

Go to EcoResProduct Excel Sheet and update information as shown below and publish only selected Sheet:

Go to EcoResProductIdentifier Excel Sheet and update information as shown below and publish only selected Sheet:

Go to EcoResProductTranslation Excel Sheet and update information as shown below and publish only selected Sheet:

Go to EcoResProductDimensionGroupProduct Excel Sheet and update information if required. In my demo, I am not selecting any Product Dimension Group  which means with out any Dimensions.

Go to EcoResStorageDimensionGroupProduct Excel Sheet and update information as shown below and publish only selected Sheet:

Go to EcoResTrackingDimensionGroupProduct Excel Sheet and update information as shown below and publish only selected Sheet:

After publishing all excel sheets, you will be able to view the Product under: 

Product information management/Common/Products/Products.

Now Release Product by selecting the product that is imported and selecting the Companies as well under Companies tab.

Now Product is available under Released Products.

To update inventory Unit of Measurement / Product Prices, you have to update using InventTableModule. But updating of InventTableModule is restricted so, let us do below steps to make it available:

Go to Classes -> AxInventTableModule -> Save (Mehod), right clich and edit

now comment on "axInventTable.Save( );" as shown below

Now you have to also follow below Step:

go to System Administration -> Periodic -> "Compile into .NET Framework CIL" (also you can use Ctrl+Shift+F7)

This Process may take some time and on processing, you will be able to update Product Prices and Unit of Measurements.

Now to update Item Group and Item Model Group, you have to update below two Tables:

• InventoryModelGroupItem
• InventoryItemGroupItem

Add above 2 tables in to Excel and Publish Data as shown below in brief.

Result:

With this item is ready to use in the Company with minimum details required.

Alive from now on

It has been long time that i created this blog but with out any updates...
Let me try to keep it alive from now on..

I hope every one are enjoying with AX2012..

cheers.

AX2009 Workflow Configuration

Hi,

AX2009 Purchase Requisition workflow Configuration Setup.

https://rapidshare.com/files/3082083064/WorkFlow.xps

Good Day...

Welcome....

Hello every one,

Welcome to the our blog.

We are here to share our knowledge and experience of Dynamics Axapta which is going to be one of leading in ERP Market.

See you all with some valuable information and with regular updates.

Naveen Reddy D (Functional Consultant, Axapta)