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Hi Community,
May I know how can I create Customer and Vendor Configuration Package in Navision 2018?
I just create a duplicate company, and would like to import the same customers over.
Thank you .
Josh,
Follow these steps... Search for 'configuration package'. Create a NEW package. After you enter the Customer and Vendor tables and select the fields you want to export (just include all of them if you want), click Excel/Export to Excel. You can also Export the Package and Import the Package into your NEW Company. You will however, Import the Excel sheet you exported first, in case you changed or added more records.
Now after you Import from Excel, click Functions/Apply Data.
Hope this helps.
Thanks,
Steve
Hi, just add some documents.
https://www.youtube.com/watch?v=0tfELwVFEfY
Hope this also helps.
Thanks.
ZHU
Hi Josh,
Just search "configuration package" page in RTC and then press new button from the list and put the values as per below image and do the export to excel, and in that exported excel file, please fill up your data and import back the the Import from excel button in the same package.
After importing everything you can import those records into actual table, by using Process Data button, it will save all the records in the corresponding tables.
Thanks.
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