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How can we import historical customer transactions(Posted transactions) in AX

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Posted on by Reliable

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Hi techies,

We have a requirement where we need to migrate historical customer transactions(directly posted transactions) into AX7.

What are the best possible ways we could dump the data in?

Can anyone please suggest me a way to achieve this, thanks in advance!

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Reliable 2,015 on at

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RE: How can we import historical customer transactions(Posted transactions) in AX

Sorry for typo - Thanks Mr.Ludwig* for help!
Reliable 2,015 on at

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RE: How can we import historical customer transactions(Posted transactions) in AX

Thanks Ludvig for help!
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Ludwig Reinhard Microsoft Employee on at

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RE: How can we import historical customer transactions(Posted transactions) in AX

Hi,

I would recommend that you rethink the approach of bringing historical data from a different ERP system. Trying to migrate those data can quickly become a nightmare especially when it comes to transferring things that are handled differently in AX. Also think about erroneous transactions that were somehow fixed in your old system and how you want to migrate them.

Best regards,

Ludwig
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Vilmos Kintera 46,149 on at

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RE: How can we import historical customer transactions(Posted transactions) in AX

You also misunderstood as well, while have forgotten to mention that your source system is not AX. The data upgrade scripts are only for AX from a previous version, and will be released in the future. They do not support legacy systems.

It is not common at all to import such historical transactions, instead the legacy system should be available for the period until your country's legal compliance requires you to keep historical data in case of an audit. The typical implementation only brings in master data and opening transaction, that is why historical data generation is not supported.
Reliable 2,015 on at

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RE: How can we import historical customer transactions(Posted transactions) in AX

Hi Ludwig,

Those might requires them for reporting/printing purpose and all they want in a single system i.e. in AX. Also with this there are transactions of GL, PO as well - that needs to be migrated!
Ludwig Reinhard Microsoft Employee on at

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RE: How can we import historical customer transactions(Posted transactions) in AX

Hi Sangram Shinde,

Why is the transfer of historical SO related transactions required?

I mean wouldn't it be sufficient to transfer only open/new SO?

Transferring historical data with all the related stuff is quite complex and I cannot see much value added by doing this.

Best regards,

Ludwig
Reliable 2,015 on at

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RE: How can we import historical customer transactions(Posted transactions) in AX

Thanks Vilmos - But I don't think it would be helpful in our case as client has their own legacy system
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Vilmos Kintera 46,149 on at

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RE: How can we import historical customer transactions(Posted transactions) in AX

msdynamicsworld.com/.../microsoft-dynamics-365-operations-roadmap-next-release-due-july-2017
Reliable 2,015 on at

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RE: How can we import historical customer transactions(Posted transactions) in AX

Thanks Vilmos for useful reply, when do we expect this Spring release update from Microsoft.
Reliable 2,015 on at

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RE: How can we import historical customer transactions(Posted transactions) in AX

Hi Ludwig - Thanks for the reply.

As of now we are analyzing it for SO and SO should include the inventory item details as well because they want to display these details on their reports. But they need to import these posted transactions as it is. We can't import them as open and then do invoice and rest process. So what would be a way to do this.