Import Main Account data per legal entity with Data Import Export Framework

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Hi all,

I can sucessfully import main accounts using the "MainAccount" entity.

In Addition to the level of main accounts "Chart of accounts" I'd like to Import data per legal entity (companies). Any idea how this can be done?

Kind regards

Ronald

Best Regards

Ronald Richter

Verified Answer
  • Hi Ronald,

    The company specific fields are included in the MainAccount entity. These field are handled by a method 'GenerateMainAccountLegalEntity' as you can see in the target mapping. I'm not sure if an option is missing.

    Without creating a new entity for company specific fieds, you can use the MainAccount entity again and change the company before copying the data to the target.

    Then the MainAccount itself will be updated (or leave these fields blank) and the data per legal entity should be imported into the correct company.

    kind regards,

    André Arnaud de Calavon  |  Microsoft Dynamics AX Solution architect  |  My blog  |  My company

    This post is my own opinion and does not necessarily reflect the opinion or view of my company, Microsoft, both its employees, or other MVPs.

All Replies
  • Hi Ronald,

    The company specific fields are included in the MainAccount entity. These field are handled by a method 'GenerateMainAccountLegalEntity' as you can see in the target mapping. I'm not sure if an option is missing.

    Without creating a new entity for company specific fieds, you can use the MainAccount entity again and change the company before copying the data to the target.

    Then the MainAccount itself will be updated (or leave these fields blank) and the data per legal entity should be imported into the correct company.

    kind regards,

    André Arnaud de Calavon  |  Microsoft Dynamics AX Solution architect  |  My blog  |  My company

    This post is my own opinion and does not necessarily reflect the opinion or view of my company, Microsoft, both its employees, or other MVPs.

  • Hi AndrĂ©,

    thanks a lot for your hint. It helped.

    IImportant: the flag "Run Business validations" has to be set - otherwise the data will not be inserted in the MainAccountLegalEntity table.

    best regards

    Ronald

    Best Regards

    Ronald Richter

  • Also you need to charge the field COAType with value Yes into the source file to force the creation/modification of values in MainAccountLegalEntity.

    Also works with dimensions.

    Best regards,

    Roberto Ruiz