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Microsoft Dynamics NAV (Archived)

Best Practice for NAV Initial Company Setup

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Posted on by Saifudin 255

Hi,

In Cronus sample data, a lot of information are populated in the Package (PackageBASICCONFIG) such as country names, country codes, postal codes, currency etc which can be reused in any NAV setup for a new company.

I would like to know what is the best practice (fastest and easiest) to setup a new company ("NewCo") :

1. Import PackageBASICCONFIG from Cronus to NewCo, apply package and start working on configuration worksheets

2. Import PackageBASICCONFIG from Cronus to NewCo, do not apply the package yet. This step is performed only to save time from creating the Configuration Worksheet manually. Then, start working on configuration worksheets

3. Start NewCo from scratch, add worksheets manually, and continue working on worksheets. Any large reusable data from Cronus such as country names etc are imported manually to the relevant table in NewCo.

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  • Preben Borg Profile Picture
    Preben Borg 80 on at
    RE: Best Practice for NAV Initial Company Setup

    Well I somehow succeed to export and import Config Worksheet lines (but it was no way logical). I thing a minor redesign of this part should be considered.  

  • Preben Borg Profile Picture
    Preben Borg 80 on at
    RE: Best Practice for NAV Initial Company Setup

    You say that it is possible to transfer (export/import) Config Worksheets between companies or databases? Could you please explain in short how? From what I can read and have tried Config Worksheets have to be manually made from the bottom and that is not "working smarter" I call it "working harder"

  • Suggested answer
    Ashwini Tripathi Profile Picture
    Ashwini Tripathi 4,624 on at
    RE: Best Practice for NAV Initial Company Setup

    Use Rapid Start.

  • Verified answer
    Alex A Profile Picture
    Alex A 2,348 on at
    RE: Best Practice for NAV Initial Company Setup

    Hi ASA, it depends on how much information you want copied from the Cronus database into your new company. You might want to add a filter to the BASICCONFIG export for certain tables so there is no data from those tables but just the config package itself for use for filling out import sheets - this way you get the worksheets without all the data. But I wouldn't apply the BASICCONFIG package until you have set the correct data on every sheet.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Best Practice for NAV Initial Company Setup

    Normally, I prefer Option 1.

  • Verified answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Best Practice for NAV Initial Company Setup

    As RockWith NAV mentioned, RapidStart services would be the fastest way to setup the company. Refer more here:

    msdn.microsoft.com/.../hh179428(v=nav.90).aspx

    www.youtube.com/watch

    www.youtube.com/watch

    You can select needed data that you can utilize, especially that one that you have mentioned; I would add the number of series setup as it is usually time-consuming.

  • Verified answer
    RockwithNav Profile Picture
    RockwithNav 6,562 on at
    RE: Best Practice for NAV Initial Company Setup

    Hey,

    Did you experienced doing it with Rapidstart.

    msdn.microsoft.com/.../hh179428(v=nav.90).aspx

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