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Finance | Project Operations, Human Resources, ...
Answered

Exclude Legal Entity during code & data upgrade from AX 2012 to Dynamics 365 F&O

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Use Case : 45 Legal Entities need to part of AX 2012 to Dynamics 365 F&O upgrade out of 50 Legal Entities. 

Is this possible ? during upgrade can we select the Legal Entities or all Legal Entities and their data will be carried forward ?

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  • Verified answer
    André Arnaud de Calavon Profile Picture
    305,849 Super User 2026 Season 1 on at

    Hi Muhammad,

    The data upgrade by converting the whole database will take all legal entities. If you need to exclude some, you have to create a copy of the AX 2012 database. Via a separate instance of AX 2012 with this database, try to delete the 5 legal entities which don't need to be part of the upgrade. You might encounter limitations if the legal entity has transactions or when the legal entity was part of an organization hierarchy.

    To delete transactions, you can use the SysDatabaseTransDelete class and run this per legal entity which you need to delete.

    Once you have deleted the legal entities, create a backup of the database. Before you do the actual upgrade, first test if all other legal entities are working correctly as the SysDatabaseTransDelete class is not supported and might contain some bugs.

    Note that once you did the first upgrade, you can't use the same process to add the 5 legal entities later. Then you need to setup new legal entities and use data import to import setup, master data and opening balances.

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