Microsoft Dynamics NAV (Archived)

Copying an Item, Customer, Vendor

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Posted on by Community Member Microsoft Employee

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

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Community Member Microsoft Employee on at

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RE: Copying an Item, Customer, Vendor

Looking for this feature aswell. I found that MSDN already made this, as Natalie Karolak says its availbe in Germany among some others. I am working on Danish dev who dosn't have this build in. Is it possible some one who can upload a copy of the item card from Germany or another country who got this?
Besides i dont understand why this is limited to only some countries. Thanks in advance.
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Natalie Karolak - t... 1,955 on at

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RE: Copying an Item, Customer, Vendor

If your copy shall be created inside the same company, and you are a developer: such a function is available on the Item Card in the German (DE) database version.
Community Member Microsoft Employee on at

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RE: Copying an Item, Customer, Vendor

Satisfied
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4BzSoftware 6,071 on at

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RE: Copying an Item, Customer, Vendor

It is funny that I have to delete item by item (*-NEW) on the item list after making the video :-) Do you think there should be a multiple rows delete action on list page?

To KKJ, you can download the tool for your customer demo at Mibuso.
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4BzSoftware 6,071 on at

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RE: Copying an Item, Customer, Vendor

Apply Config. Template is good approach especially in Retail Industry, but still the same issue as Raokman mentioned "ALL fields".

If you want to transfer all fields (blob/picture fields), our Universal Data Import Export Tool can be a solution. Please refer to our video on Youtube.

Some pictures for people who can't access Youtube:

I'm glad to co-operate with all NAV Partners.
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Community Member Microsoft Employee on at

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RE: Copying an Item, Customer, Vendor

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
Community Member Microsoft Employee on at

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RE: Copying an Item, Customer, Vendor

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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TharangaC 23,116 on at

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RE: Copying an Item, Customer, Vendor

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
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Mosaheb 950 on at

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RE: Copying an Item, Customer, Vendor

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

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RE: Copying an Item, Customer, Vendor

Hi Mohana

I'm a partner.

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