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Suggested answer

Trasferring data

Posted on by Microsoft Employee
Hi, could someone tell me which tables are recommended when transferring data to this erp?
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  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 64,563 Super User on at
    RE: Trasferring data

    Hi, It depends on what you need to do.

    Below is the Go Live Checklist found in the forum, hope it gives you some hints

    Source:    

    6153.Go-Live-Checklist-with-Dates-_2D00_-Editable.xlsx

    Thanks.

    ZHU

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,025 on at
    RE: Trasferring data

    Hi,

    Pls refer the below link to know about the basic implementation of BC d365.

    erpconsultors.com/.../

    regards

    Amit Sharma

    Pls press Yes for verify the information.

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,722 Super User on at
    RE: Trasferring data

    The minimum requirements for what data to transfer is very dependent on how you will use the system.

    For basic posting of financial transactions you do not need more than you chart of accounts.

    Then you must add customers if you want to do invoicing.  And items and unit of measures  if you want to do inventory.

    For handling purchase you need vendors.

    Then there is a whole lot of posting groups that you will need. If you are transferring data from another system than a prior version of Business Central / Dynamics NAV you will most likely have to insert most of these posting groups manually.

    But it is really your planned use of the system that decides what data you need.

    If you are completely need to Business Central i would recommend this book for you :https://www.hougaard.com/book/

    That book will guide you through what you need to get started.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Trasferring data

    I would like to transfer only the master data such as clients, products, account book... etc. the masters for the correct functioning of this ERP.

  • Suggested answer
    Amit Baru Profile Picture
    Amit Baru 3,025 on at
    RE: Trasferring data

    hi,

    Please elaborate the query

    Regards

    Amit Sharma

    www.erpconsultors.com

    www.linkedin.com/.../

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