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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Add opening balances f...
Microsoft Dynamics AX (Archived)

Add opening balances from another system

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Posted on by Community Member

hi all, 

we are two companies with different system & we merged now. one of the company using AX 2009 & we will working on it, my question is how i can add the opening balances from old system to ax 2009 ?!  If there is easy way please help me , also if you know a youtube video can help me in this please share it with me. 

Thanks all 

Saleh Ali

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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,553 Super User 2026 Season 1 on at

    Hi Saleh,

    Can you refine what you mean with the opening balances (only ledger or also inventory, production, projects, open sales, ... etc)? Will it be one company as of now or are you creating a new second company in AX2009?

    I assume you are first testing it all in a test environment?

  • Community Member Profile Picture
    Community Member on at

    Hi Mr. Anre,

    thanks for your reply, what i mean I want add the balance of the vendors from old system to AX 2009, for example

    i have company named Technolgy with amount 70,000 in old system & the same company in AX balance 25,000 how i can add them together?!!

    thanks

  • Community Member Profile Picture
    Community Member on at

    Also that I make the tests first in program AX 2009 training method

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,553 Super User 2026 Season 1 on at

    Hi Saleh,

    You can enter (or import) the additional balances in a general journal, check it and then post the journal. You can use the original invoice numbers to have some details. When you post the journal, it will create a new vendor transaction that will increase the open balance.

  • Community Member Profile Picture
    Community Member on at

    Hi Mr. Andre,

    you mean that making entries in general journal & post it , if i did what is the credit of the entries should be, like this way it will be not helpful because we have around 200 vendors.

    if there is any easy way it will be better.

    Regards,

    Saleh

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,553 Super User 2026 Season 1 on at

    Hi Saleh,

    I wasn't aware about the number of transactions, but already mentioned that you can also import the list in the journal.

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