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How to clean up the NAV database and set the Beginning Balance

Posted on by 90

Currently we started using NAV last Year 2014 and we already encode April to June 2014 PO, My question is how to remove the April to June PO data. and set again the Beginning Balance because we want to disregard all 2014 data and start January 2015. 

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  • Suggested answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    RE: How to clean up the NAV database and set the Beginning Balance

    It is not advisable to delete the transaction data. Because every data item is linked with other tables. So deleting one record will not help you.

    Easiest way is to copy all the masters and setups using rapid start and start a fresh company, if you really need to delete data then I must say please do contact a expert on this. Talk to your NAV partner.

  • ghelo08 Profile Picture
    ghelo08 90 on at
    RE: How to clean up the NAV database and set the Beginning Balance

    Thank you for you immediate response, can you give me step by step on how to delete all posted/transacted Purchase Order only, but other data will still remain like items,vendor list, etc.

  • Suggested answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    RE: How to clean up the NAV database and set the Beginning Balance

    Video Links :

    www.youtube.com/watch

    www.youtube.com/watch

  • Verified answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    RE: How to clean up the NAV database and set the Beginning Balance

    Below links will help you:

    Set Up a Company With RapidStart Services for Microsoft Dynamics NAV : msdn.microsoft.com/.../hh179428(v=nav.70).aspx

    How Do I: Migrate Data Using RapidStart Services for Microsoft Dynamics NAV 2013 R2 : msdn.microsoft.com/.../dn848428.aspx

    Set Up Company Configuration : msdn.microsoft.com/.../hh179422(v=nav.70).aspx

    How to: Configure a Company with the RapidStart Wizard : msdn.microsoft.com/.../hh997459(v=nav.71).aspx

  • Verified answer
    Aleksandar Totovic Profile Picture
    Aleksandar Totovic 16,765 on at
    RE: How to clean up the NAV database and set the Beginning Balance

    You should use Rapid Start for it and prepare only these data you want to use.

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