Question Status

Suggested Answer
KKJ asked a question on 26 Feb 2015 4:27 AM

Is there a workaround for copying an existing Item with all data to a new Item No. in NAV 2015?

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Tharanga Chandrasekara responded on 26 Feb 2015 4:30 AM

You need to duplicate the master and then change only few fields in there?

----------------------------------

Best regards,

Tharanga Chandrasekara.
For more info :  NAV Community Blog NAV Blogspot

Please verify the answer if it satisfy your question.

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Suggested Answer
Mohana Yadav responded on 26 Feb 2015 4:31 AM

No standard way.

we have created a simple batch report and added an action on Item/Customer/Vendor to Copy the data to New record.

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Suggested Answer
Tharanga Chandrasekara responded on 26 Feb 2015 4:33 AM

There is no default functionality available to duplicate the master data. But with the minor modification to the system this can be achieved.

----------------------------------

Best regards,

Tharanga Chandrasekara.
For more info :  NAV Community Blog NAV Blogspot

Please verify the answer if it satisfy your question.

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Suggested Answer
Tharanga Chandrasekara responded on 26 Feb 2015 4:35 AM

Or else export it to excel and then import it back to item table using rapidstart.

----------------------------------

Best regards,

Tharanga Chandrasekara.
For more info :  NAV Community Blog NAV Blogspot

Please verify the answer if it satisfy your question.

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KKJ responded on 26 Feb 2015 4:41 AM

Yes that was also my rescue plan. But my question was merely  if a non-prof user could do it?

Thanks all for a quick reply :-)

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Suggested Answer
Tharanga Chandrasekara responded on 26 Feb 2015 4:49 AM

Then you should do a small modification as Mohana said. It will be easy for a non- professional users to copy the item.

----------------------------------

Best regards,

Tharanga Chandrasekara.
For more info :  NAV Community Blog NAV Blogspot

Please verify the answer if it satisfy your question.

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KKJ responded on 26 Feb 2015 4:53 AM

Any idea of how small that modification is?

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Suggested Answer
Khoa Nguyen responded on 26 Feb 2015 5:16 AM

Hi KKJ,

There is no duplicate data standard function. But there are some ways to do it:

1. Create batch report as Mohana mentioned in Development Environment.

2. Use Configuration Package as Tharanga mentioned (no need coding):

- Create new package.

- Select table, fields.

- Filter data to export to Excel.

- Edit code in Excel.

- Import it back to package data.

- Apply package data to database.

I think there are around 30 fields for Item/Customer/Vendor.

You can follow my wizard video for this process at Youtube.

----------------------------------------------------------------------
Thanks and best regards,
Khoa Nguyen (Mr.) | Director
Email: khoa@4bzsoftware.com
www.4bzsoftware.com

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Suggested Answer
Mohana Yadav responded on 26 Feb 2015 5:59 AM

Hi KKJ,

Are you a partner or customer?

Please contact a developer to do the modifications if you are not aware.

Reply
KKJ responded on 26 Feb 2015 6:18 AM

Hi Mohana

I'm a partner.

As a result of the answers above. I will recommend my Customer to use RapidTool for  this job.

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Suggested Answer
Mosaheb Ellahebox responded on 26 Feb 2015 12:50 PM

The only way to duplicate master data is using the rapidstart function as mentioned above.  Unfortunately, there is to duplication option on NAV

ERP CONSULTANT

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Suggested Answer
Tharanga Chandrasekara responded on 27 Feb 2015 8:47 PM

How Do I: Use RapidStart Services in Microsoft Dynamics NAV 2013 : https://www.youtube.com/watch?v=AuRQGitHfJw

Tips and Tricks: RapidStart Services : https://msdn.microsoft.com/en-us/library/hh879494(v=nav.70).aspx

----------------------------------

Best regards,

Tharanga Chandrasekara.
For more info :  NAV Community Blog NAV Blogspot

Please verify the answer if it satisfy your question.

Reply
Raokman responded on 2 Mar 2015 4:20 PM

do any of you realize that many of us can't access youtube?

filtering to excel and then reloading doesn't work as you can't export ALL fields to excel...at least non-developers can't.

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Suggested Answer
Francis.Malengier responded on 4 Mar 2015 6:52 AM

I would like to suggest another approach.

For some of our customers, we use the master templates.

It is a matter of setting them up one time, but it makes it easy to create items, customers, vendors, ...

Put the fixed fields in a template. You can create a template for each 'category ' of customer, vendor, item, ...

On the item card, customer card, vendor card, .. there is an action 'apply template'. After that, all predefined fields are filled.

In many cases, this even seemed to be a better solution then just copy of an existing card, because you risk forgetting to modify important fields.

kr,

Francis

Reply
Suggested Answer
Mohana Yadav responded on 26 Feb 2015 4:31 AM

No standard way.

we have created a simple batch report and added an action on Item/Customer/Vendor to Copy the data to New record.

Reply
Suggested Answer
Tharanga Chandrasekara responded on 26 Feb 2015 4:33 AM

There is no default functionality available to duplicate the master data. But with the minor modification to the system this can be achieved.

----------------------------------

Best regards,

Tharanga Chandrasekara.
For more info :  NAV Community Blog NAV Blogspot

Please verify the answer if it satisfy your question.

Reply
Suggested Answer
Tharanga Chandrasekara responded on 26 Feb 2015 4:35 AM

Or else export it to excel and then import it back to item table using rapidstart.

----------------------------------

Best regards,

Tharanga Chandrasekara.
For more info :  NAV Community Blog NAV Blogspot

Please verify the answer if it satisfy your question.

Reply
Suggested Answer
Tharanga Chandrasekara responded on 26 Feb 2015 4:49 AM

Then you should do a small modification as Mohana said. It will be easy for a non- professional users to copy the item.

----------------------------------

Best regards,

Tharanga Chandrasekara.
For more info :  NAV Community Blog NAV Blogspot

Please verify the answer if it satisfy your question.

Reply
Suggested Answer
Khoa Nguyen responded on 26 Feb 2015 5:16 AM

Hi KKJ,

There is no duplicate data standard function. But there are some ways to do it:

1. Create batch report as Mohana mentioned in Development Environment.

2. Use Configuration Package as Tharanga mentioned (no need coding):

- Create new package.

- Select table, fields.

- Filter data to export to Excel.

- Edit code in Excel.

- Import it back to package data.

- Apply package data to database.

I think there are around 30 fields for Item/Customer/Vendor.

You can follow my wizard video for this process at Youtube.

----------------------------------------------------------------------
Thanks and best regards,
Khoa Nguyen (Mr.) | Director
Email: khoa@4bzsoftware.com
www.4bzsoftware.com

Reply
Suggested Answer
Mohana Yadav responded on 26 Feb 2015 5:59 AM

Hi KKJ,

Are you a partner or customer?

Please contact a developer to do the modifications if you are not aware.

Reply
Suggested Answer
Mosaheb Ellahebox responded on 26 Feb 2015 12:50 PM

The only way to duplicate master data is using the rapidstart function as mentioned above.  Unfortunately, there is to duplication option on NAV

ERP CONSULTANT

Reply
Suggested Answer
Tharanga Chandrasekara responded on 27 Feb 2015 8:47 PM

How Do I: Use RapidStart Services in Microsoft Dynamics NAV 2013 : https://www.youtube.com/watch?v=AuRQGitHfJw

Tips and Tricks: RapidStart Services : https://msdn.microsoft.com/en-us/library/hh879494(v=nav.70).aspx

----------------------------------

Best regards,

Tharanga Chandrasekara.
For more info :  NAV Community Blog NAV Blogspot

Please verify the answer if it satisfy your question.

Reply
Suggested Answer
Francis.Malengier responded on 4 Mar 2015 6:52 AM

I would like to suggest another approach.

For some of our customers, we use the master templates.

It is a matter of setting them up one time, but it makes it easy to create items, customers, vendors, ...

Put the fixed fields in a template. You can create a template for each 'category ' of customer, vendor, item, ...

On the item card, customer card, vendor card, .. there is an action 'apply template'. After that, all predefined fields are filled.

In many cases, this even seemed to be a better solution then just copy of an existing card, because you risk forgetting to modify important fields.

kr,

Francis

Reply