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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Data transfer between ...
Microsoft Dynamics AX (Archived)

Data transfer between 2 AX environments

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Posted on by Shoeb Ghazi 10

Hi,

I have two AX environments env1, env2. Both the environments have same setup. (i.e same master data, same ledger, same journals, etc. )

env1 has 2017 and 2018 transactions.

env2 has 2015, 2016, 2017 transcations.

2017 transactions on env1 are not present in env2. I want to copy the 2017 transactions on env1 to env2.

How can I do it?
Any tips and help greatly appreciated.

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  • Suggested answer
    Rudi Hansen Profile Picture
    Rudi Hansen 4,079 on at

    I am quite sure this is not supported in AX, so what ever you do it has to be tested really thoroughly.

    I would properly try to setup some SQL script that simply moves records from the transaction tables, from one database to another.

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,988 Super User 2026 Season 1 on at

    Hi Shoeb,

    Which environment out of these 2 is the production environment? I would not try to attempt merging transactions in a production environment. The option mentioned by Rudi has a downside that it would not recognize duplicate record IDs per table.

    What is the reason that you want to copy the transactions?

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,166 Moderator on at

    I strongly discourage you to manually try to replicate the transactions between the environments - if the target system is a production environment. It will almost certainly lead to problems.

    Instead if you need to migrate the transactions, I suggest you do it by posting them through journals, using the accuracy level that you need (for example is it enough to post monthly balances for different accounts, or do you need to have every separate transaction posted separately).

  • Rudi Hansen Profile Picture
    Rudi Hansen 4,079 on at

    [quote user=""André"][/quote]

    What is the reason that you want to copy the transactions?

    I am thinking that the reason why Shoeb wants to do this is to archive data in the production system to a parallel environment.

    And yes you are correct copying in SQL will not update recid's, you would properly have to solve that with some sort of recid renumbering.

    There is properly a reason why MS does not offer this as part of their system, its not easy to do :-D

  • Shoeb Ghazi Profile Picture
    Shoeb Ghazi 10 on at

    Thank you for the inputs everyone.

    Env1 is production. Env2 is used for reporting, business intelligence (etc.) purposes as of now.

    Are there out of the box entities in DMF to achieve this?

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,988 Super User 2026 Season 1 on at

    Hi Shoeb,

    There are no standard entities which will do this as direct transaction copy is not supported. Like mentioned above, journals can be used for posting. Using a second instance for reporting is probably considered as production, licensing wise. If you use two environments for production purposes, you also need two licenses.

    Are you really using an AOS for Env2 or is it just a database copy? What exact reporting requirements do you have and why does the Env2 has data (e.g. 2015, 2016) which is not in Env1?

  • Shoeb Ghazi Profile Picture
    Shoeb Ghazi 10 on at

    Hi Andre,

    There are 2 AOS instances. Env2 has 2015,2016,2017 data which was in a third party CRM software and integrated into AX using X++ . Env1 is used for manually entering the data by various users.

    As you suggested for posting through journals, can you give a little bit more detail.

    I have to copy every single transaction created inside different journal header vouchers in different journal names which are roughly 200k transactions in Env1.

  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 303,988 Super User 2026 Season 1 on at

    Hi Shoeb,

    You can use data management or the Excel add-in to import journal lines; also a larger number of lines. If you have many transactions, the data import/export framework would be the recommended option. 

    You can start by making a small sample file to import data in a general journal and then post the transactions. Once you know what exact fields are relevant for your integration, you can consider how to get the data from the original environment.

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