How to export the Master Data and Opening Balance data from Company A and import to Company B at Configuration Package in Navision 2018?

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Posted on by joshtechsolutions

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Hi Community,

May I ask how do I export the Master Data and Opening Balance data from Company A and import to Company B at configuration package?

Are we only referring to the yellow highlighted ones or is there more?

Thank you!

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Community Member Microsoft Employee on at

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RE: How to export the Master Data and Opening Balance data from Company A and import to Company B at Configuration Package in Navision 2018?

Josh,

Try Application Setup/General.

Thanks,

Steve
joshtechsolutions 4,359 on at

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RE: How to export the Master Data and Opening Balance data from Company A and import to Company B at Configuration Package in Navision 2018?

Hi Steve,

In my Administration, I don't see any Set up.
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YUN ZHU 73,647 Super User 2024 Season 2 on at

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RE: How to export the Master Data and Opening Balance data from Company A and import to Company B at Configuration Package in Navision 2018?

Hi, I think the easiest way is to find the relation table in the Config.Package Fields page below.

If you want to import these fields, you need to import the data of the relation table first.

Hope this helps.

Thanks.

ZHU
joshtechsolutions 4,359 on at

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RE: How to export the Master Data and Opening Balance data from Company A and import to Company B at Configuration Package in Navision 2018?

Hi Steve,

Appreciate if you can send some samples. I have lots of errors. Namely posting groups and types not available as I haven't import them yet.
joshtechsolutions 4,359 on at

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RE: How to export the Master Data and Opening Balance data from Company A and import to Company B at Configuration Package in Navision 2018?

Hi Zhu,

You mentioned that "The only thing to note is that the related table needs to be imported first, such as Payment Terms, Posting Group, etc." May I ask how can I know what are the related tables? Any reference check list which I can take a look at?

I notice that my items have lots of errors, namely posting group and types not available as I haven't import them yet.

Thank you!
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Community Member Microsoft Employee on at

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RE: How to export the Master Data and Opening Balance data from Company A and import to Company B at Configuration Package in Navision 2018?

Josh,

You can use Administration->General Setup->Setup Checklist then go to Function->Copy Data… and select the company you want to get the initial data from. Once the company is selected, now select the tables that you would like to copy data from. You can select one at a time or select multiple at a time.

You can also use Configuration Packages and add all the Tables of Setup Data you would like to move from 1 Company to the other. Also the Opening Balances are easy since you will take Open entries in the Customer Ledger Entries, Vendor Ledger Entries, Bank Ledger Entries for example.

Opening Inventory you can pull Item Ledger Entries too and make sure you include the Location.

If you need more samples, post back.

Thanks,

Steve
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YUN ZHU 73,647 Super User 2024 Season 2 on at

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RE: How to export the Master Data and Opening Balance data from Company A and import to Company B at Configuration Package in Navision 2018?

Hi, For master data, it is relatively simple, just select the master data table you want to export in Configuration Package, such as Customer, Vendor, Item, G/L Account, and then import it into Compan B. The only thing to note is that the related table needs to be imported first, such as Payment Terms, Posting Group, etc.

For Opening Balance data, this needs to be posted to the database, so the more common practice is to be sorted into Gen. Journal Line (81) first. Then post the lines on the page.

Hope this helps.

Thanks.

ZHU