Is there a workaround for copying an existing Item with all data to a new Item No. in NAV 2015?
You need to duplicate the master and then change only few fields in there?
Tharanga Chandrasekara.For more info : NAV Community Blog | NAV Blogspot
Please verify the answer if it satisfy your question.
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.
There is no default functionality available to duplicate the master data. But with the minor modification to the system this can be achieved.
Or else export it to excel and then import it back to item table using rapidstart.
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 :-)
Then you should do a small modification as Mohana said. It will be easy for a non- professional users to copy the item.
Any idea of how small that modification is?
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.) | DirectorEmail: email@example.com
Are you a partner or customer?
Please contact a developer to do the modifications if you are not aware.
I'm a partner.
As a result of the answers above. I will recommend my Customer to use RapidTool for this job.
The only way to duplicate master data is using the rapidstart function as mentioned above. Unfortunately, there is to duplication option on NAV
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
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.
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.