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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / steps to migrated nece...
Finance | Project Operations, Human Resources, ...
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steps to migrated necessary data to go-live in ax 2012

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Posted on by CBNestor 44

Hi all,

this is a very important question, I have been speding lots of time undestanding, configurating, customizing and migrating data. and now comes the real deal.

the plan is to migrate one small company from AX3.0 to AX2012 lets say on december if possible. Everything is set up, all master data (vendors, clients, products, Routes, COA , etc) is migrated as well. but I still missing the financial ( transactions ).

since the AX3.0 will still be running for historial view. We only need just the neccesary to go-live and fresh without historicals. So the question is:

besides the Master data and parameters, what are the steps to follow in oders to get just the necessary data to go-live (or to make a real production enviroment test).

please any easy detailed tutorials how to make it , will be very appreciated as well.

thanks a lot for your time! 

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: steps to migrated necessary data to go-live in ax 2012

    Hi Nestor C.,

    If your finance & accounting team is working with AX3.0 already for a couple of years then they should be able to do the data migration of the financial data.

    That's something your financial people should be familiar with.

    AX2012 is more powerful of course but the general finance transaction balance transfer should not be a problem for your finance team.

    Best regards,

    Ludwig

  • Verified answer
    Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,421 on at
    RE: steps to migrated necessary data to go-live in ax 2012

    Hi Nestor,

    Ideally he/she should have experience with AX as you have to go through the modules and check the balances to be brought over.

  • CBNestor Profile Picture
    CBNestor 44 on at
    RE: steps to migrated necessary data to go-live in ax 2012

    Hi André,

    Thanks for the answer. I'll try to get someone,

    sorry my question but you think this consultant should be also experienced in AX or can be just a general fanancial consultant. I dont know if it might sound silly, but as I told, I know little on the financial issue.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,735 Super User 2024 Season 2 on at
    RE: steps to migrated necessary data to go-live in ax 2012

    Hi Nestor,

    The GL balances consist of subledgers and direct postings. The link provided by Gunjan is a good start for understanding. Apart from this list, you could have open production orders or open projects.

    Agree with Gunjan that probably involving a finance consultant on the migration job would be beneficial here as you don't have experience yourself.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,735 Super User 2024 Season 2 on at
    RE: steps to migrated necessary data to go-live in ax 2012

    Moved to the Dynamics AX forum.

  • Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,421 on at
    RE: steps to migrated necessary data to go-live in ax 2012

    Hi Nestor,

    We have done this before, but we had a finance consultant take care of this part. I worked with him for importing the transactions.

    Do you have a finance consultant with you who can guide you through the process?

  • CBNestor Profile Picture
    CBNestor 44 on at
    RE: steps to migrated necessary data to go-live in ax 2012

    Here is a list That I got long ago from Microsoft.

    I would like to have maybe more detailed ax2012 guide for moving the GL open balances

    GL Open balances – you need to export current trial balance from old system general ledger and perform mapping to new chart of accounts / dimensions, then import it as a daily journal to new system and post it.

    • Inventory open balnaces – you need to take extract these from old system and import them as counting journal to inventory and post the journal.

    • AR AP open orders – make sure to close / invoice all orders that are in process. Extract and import open sales and purchase orders to new system

    • Porduction orders – same as above, only open and not started orders can be exported and imported to new system.

  • CBNestor Profile Picture
    CBNestor 44 on at
    RE: steps to migrated necessary data to go-live in ax 2012

    Hi Gunjan,

    Have you tried already?. Yeah I have looked. But I little bit complex for me, since I havent done it before

  • Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,421 on at
    RE: steps to migrated necessary data to go-live in ax 2012

    Hi Nestor,

    Looks like you just want to bring over the balances. Please check this post if you haven't already.

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