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Microsoft Dynamics AX (Archived)

How to create a custom entity to import header and line records at a time through DMF?

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Posted on by 3,851

Hi All ,

I have custom tables header and line .

in this table i want to import data by using DMF.

Please provide me steps to achieve and excel template to import data?

Thanks in advance.

Regards.

Veer

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  • André Arnaud de Calavon Profile Picture
    299,403 Super User 2025 Season 2 on at
    RE: How to create a custom entity to import header and line records at a time through DMF?

    Hi Veeru,

    You need to create new entities for your tables. You can read more on the AX help pages:

    ax.help.dynamics.com/.../data-entities-home-page

    ax.help.dynamics.com/.../developing-an-entity-and-using-it-for-data-migration

    How to edit data and publish from Excel:

    ax.help.dynamics.com/.../off101-office-integration-enable-users-to-edit-data-in-excel

  • Suggested answer
    Mea_ Profile Picture
    60,284 on at
    RE: How to create a custom entity to import header and line records at a time through DMF?

    Hi veeru ogu,

    The easiest way is to build two separate entities: one for header and one for lines.

    However, you can build composite entity as well please refer to this blog post ax2012dmfdataimport.blogspot.co.nz/.../microsoft-dynamics-ax-2012-dmf.html

  • André Arnaud de Calavon Profile Picture
    299,403 Super User 2025 Season 2 on at
    RE: How to create a custom entity to import header and line records at a time through DMF?

    Hi ievgen,

    Note that the version tagged on this question is the current version (AX7).

  • Mea_ Profile Picture
    60,284 on at
    RE: How to create a custom entity to import header and line records at a time through DMF?

    Thanks André, I missed that part.

    @veeru ogu  

    In case you are talking about AX 7 please ignore my previous post because it was about 2012.

    You need to follow André's advice and create new Data Entity.

  • SKO Profile Picture
    364 on at
    RE: How to create a custom entity to import header and line records at a time through DMF?

    Hi Andre,

    I have a requirement to create a single entity for Purchase order header and line in D365 F & O 7.3. I see that there are two seperate data entities (Purchase order header v2 and Purchase order lines v2). Is it not possible to create a single entity and any specific reason why MS created two seperate ones. I can think of building a view using purchtable and purchline and adding it as a datasource in the entity. Can you please give me a better approach if there is one?

  • Suggested answer
    Satish Panwar Profile Picture
    14,671 Moderator on at
    RE: How to create a custom entity to import header and line records at a time through DMF?

    Hi Sirkanth,

    You are using a very old thread, suggest that you create new one's going forward. you can refer this in your  question.

    Now to answer, there is concept of composite entities where you can just use purchtable / purchline as child entities. The only restriction of using this composite entity is that you have to use XML as data source, you can't use excel etc.

    Another option is to create entity on your own and then you manage the creation of header/lines just from one excel.

    Thanks,

    Satish Panwar

  • SKO Profile Picture
    364 on at
    RE: How to create a custom entity to import header and line records at a time through DMF?

    Hi Veeru,

    Did you manage to get the entity built for your requirements.  I have the similar requirement to build a custom data entity to import the purchase order header and line records at a time through single file.

    It will be great if you could send me steps.

    Thanks

    Srikanth

  • vinod777 Profile Picture
    35 on at
    RE: How to create a custom entity to import header and line records at a time through DMF?

    Hi Srikant,

    have you successfully created single data entity. if yes can you please let me  know what approach u have taken.

  • RohanAhmed1 Profile Picture
    5 on at
    RE: How to create a custom entity to import header and line records at a time through DMF?

    He, did you find a way?

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