Importing Open Purchase Orders with Data Import/Export Framework

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Posted on by Mark88

Hi all,

I'm trying to import Open Purchase orders using the Data Import/Export Framework. I've generated a .CSV file from a SQL query result set to use as an example. The result is for 1 single PO, but it has each 5 PO lines. All 5 lines are importing into the header; however, I just need one header, and the lines in purchLine area. Is there some setting in DIEF to make this happen?

Any advice is appreciated!

-Mark

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Gertjan 1,200 on at

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Good evening,

There is an entity in the DIEF for the purchase order header and for the purchase order lines. I think you should have two separate imports, one for the header (one line) and a separate one for the lines (five lines that refer to the same purchase order header). Can you check if you can find both entities and if this works for you?

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lally 8 on at

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This post would helpful to me also.

Could you share me what are all the fields need to consider for PO header & Line import ?

Thanks in advance.

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Ian Schofield 393 on at

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There are useful test files available, for you to learn from. In my system they are located in the following directory:

C:\Program Files\Microsoft Dynamics AX 2012 Data Import Export Framework Client Component\2012 R2\DemoFiles

Perhaps the link below will be of use to you (Demo files for the Data import/export framework (DIXF, DMF) [AX 2012]):

technet.microsoft.com/.../jj225593.aspx

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Mark88 on at

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Gertjan,

Thanks for the reply! Yes, I see the two separate entities. The 5 records in my file correspond to the PO Lines. I'm trying to decide how I would import one single record/line with the PO Header entity that would act as the header. Also, how is the relationship created so that it knows which lines correspond to which header? I'm sure there is a clear solution that I'm just not seeing here.

@Ian, thanks for these sample files! I'll take a look now and see if they can shed some light.

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Ian Schofield 393 on at

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> Also, how is the relationship created so that it knows which lines correspond to which header?

The field relating the two PO Lines to the Header (DMFPurchTableEntity and DMFPurchLineEntity) is PurchId.

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Mark88 on at

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The sample files actually weren't importing correctly, but I did figure it out by relating the PurchID, AX automatically pulled in the lines with the headers. Does this have to be done in two separate imports, with two separate files? I want to have the PurchId auto-generate using the DIEF tool. This would be fine with the headers, since each one is a separate order, but I can't have the PurchID be different for every PO Line, since there can be multiple lines per order. I'll do some brainstorming; I might have to end up doing some manual input into my file to get it to work properly, but at least I understand how to pull them in now!

Thanks for the help :)

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Community Member on at

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You won't be able to autogenerate this import since you have to coordinate the header and detail. I'd suggest setting a starting point for the PurchID for your header, write the header and coordinated PO detail into separate files for import. Then, advance the beginning sequence number in AX to start after your PO sequence.

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Mark88 on at

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Tim,

I figured auto-generating was out of the question. What do you mean by advance the sequence number in AX to start after the PO sequence? I just started working with AX recently, so I apologize for my newbie questions. I really appreciate the help!

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Community Member on at

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I'm a n00b as well. No, you're original thought of assigning the PurchIDs is correct as you need to coordinate the data between the two imports. Then, update the next sequence number in AX to jump over that already assigned set of ID's. You got it.

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Community Member on at

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Hi, the following post illustrate how to import Importing purchase orders using DIXF

shafeaa.blogspot.com/.../importing-purchase-orders-using-dixf.html

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