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Microsoft Dynamics AX (Archived)

AX 2012 Customer & Vendor Party ID in Import

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Dear All AX 2012 users,

I've created custtable data import sheet by using Excel Add-In. By Default it created following columns:

1) Currency
2) CustomerAccount
3) PartyID
4) Name

Please suggest what columns are missing in this sheet like Customer Group & what need to put in "partyID" in order to import customer information successfully without any intruption.

Thank you guys.

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  • 640579632b5c4e6780a624c4771b6f93 Profile Picture
    4,730 on at

    you cant just fill Custtable to import customer. you will also need to fill all the related tables.  you need to see AxdCustomer query to find all the related tables.

    you should not fill individual otherwise you will end up with a corrupted data.

    In nutshell if you try to import customer and vendor data using client then you cant see the limitation with client addin

    Document Services

    Document Services are based on a query that defines their structure. Only certain query structures are supported. The following are the restrictions on queries that form the basis of document services. Services which violate these rules may be added to the document data sources form by the administrator, but will result in errors when accessed in the add-in. For this reason it is important that developers and administrators test services for use with the add-in prior to adding them to this form.

    ·         Replacement Keys: The root level of the document service (the parent datasource) must have unique indexes other than Rec-ID. This may be in the form of a non-RecId Primary Index or a Replacement Key.

    ·         Related Replacement Keys: Each field within the service which is a RecId-based foreign key must relate to a table that has a replacement key specified.

    ·         Relationship Direction: When parent-child relationships exist in the underlying query associated with the service, only relationships originating on the child element, and pointing to the parent may be used. For example, in the custCustomerService, the custTable parent data sources holds a foreign key to the dirParty child data source. This pattern is not supported in the Excel Add-in.

    ·         Query and Service consistency: Document services are based on an underlying query which defines the data contract used in the service at the time that the service is generated. The Excel Add-in uses this query definition to perform read operations when refreshing data into the workbook. Because of this, any overrides to the read method, or extension of the schema beyond what is in the underlying query will not be reflected in the service.

    ·         View Support: Views may be used within document services to provide an easier to use data model for end users. However, the PrepareForXXXExtended methods must be implemented to properly handle information sent to the service within the views. Views may only be used as the “leaf” level node in the underlying query. For instance if there is a query “Parent, child, grandchild”, then only the grandchild node can be a view.

    Only the following services shipped in Microsoft Dynamics AX 2012 are supported without modification in the Excel Add-in. Additional services meeting the above requirements can be constructed in order to extend the scenarios where excel can be used to update, create, and delete business data in Dynamics AX.

    ·         BudgetTransaction

    ·         EMSMeterReading

    ·         EMSSubstanceFlow

    ·         GeneralJournal

    ·         ProductionPickingList

    ·         ProjectHourJournals

    ·         SysImportBusSector

    ·         VendGroup

    ·         VendRequestSignup

    Supported tables

    Not all tables presented in the “Add tables” dialog may be used with the Excel add-in, rather only those which meet the following requirements:

    ·         Visible Identity: There must be a unique index on the table which does not contain recID as a component. This may be either the “Replacement Key”, or the “Primary Index”

    ·         Valid References: All relations in the relations collection for the table that refer to other tables via rec-id must be related to tables that have a “Replacement Key” specified.

    I hope that this helps,

  • 640579632b5c4e6780a624c4771b6f93 Profile Picture
    4,730 on at

    you have to consume Customer service in .net ,that will consume  a file or a external datasource to get the data.

  • Junaid Idrees Profile Picture
    on at

    Huzaifa, Thx you for the detail explanation. There are lot of relational tables with custable. As you mentioned & i also guess Custtable & Dirpartytable pattern is not supported in Excel Add-In. Please confirm?? or if it is possbile through then please send me the sheet which can help.

    Please suggest an easiest way to load customers & Vendors data without any diffuculty with min technical efforts.

    Awaiting bro for your response.

  • Suggested answer
    640579632b5c4e6780a624c4771b6f93 Profile Picture
    4,730 on at

    [quote user="Huzaifa Gain"]

        Relationship Direction: When parent-child relationships exist in the underlying query associated with the service, only relationships originating on the child element, and pointing to the parent may be used. For example, in the custCustomerService, the custTable parent data sources holds a foreign key to the dirParty child data source. This pattern is not supported in the Excel Add-in.

    [/quote]

    I am confirming that customer and vendor services are not support by client add in. You dont have options here. you have to consume customer and vendor services from a console application in .NET.

    If you can send me your data requirements then I write a sample for you.

    Huzaifa

  • Community Member Profile Picture
    on at

    So the general gist of this is that what was a simple process to upload customers and vendors (and the rest of the master data) in AX 2009 is now a massively complex task in AX 2012 that either needs a third party product like Atlas or a skilled developer to write code.

    Whoever is responsible at Microsoft has some serious questions to ask as the cost and timeline of implementing AX 2012 has just gone through the roof because of the issues they have created with config and data migration.

    Clients will simply hold off or walk away. Microsoft need to supply some easy to use tools for config and data migration and they need to do it now.

    Geoff

  • Junaid Idrees Profile Picture
    on at

    Dear Huzi,

    Here is customer information i want to upload:

    1) Currency: SAR

    2) Customer Account: 001

    3) CustomerGroup: BL

    4) Name PartyID: You Suggestion

    5) Name: Xyz

    That's All dear :) Awating for your code. I'ld appreciate, if you also guide me steps to load the code. Thx you.

    Same i need for Vendor as well ;)

  • Community Member Profile Picture
    on at

    Picking up on Geoff's comment - we too have found similar issues importing data into AX - especially in the case of a new customer. We've logged this with Microsoft, who are apparently working on a new data migration tool, and expressed our frustration that this wasn't available at launch !

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