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How to apply entries after data has been migrated

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Posted on by AleAlonso

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Hello,

We are going to use Journals to migrate all the data from the old system into Business Central. I'm talking about thousands of transactions on vendor/customer accounts. Once it's done, is there a quick way to match all the vendor/customer ledger entries?

Thanks

Alejandra

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Amit Baru 3,025 on at

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RE: How to apply entries after data has been migrated

Hi,

My idea is according to the standard system.

If entries store in different table, then you cannot do analysis on the historical data by using standard reports like Vendor Aging, Customer Aging. for that analysis you have to develop new reports.

From this solution Client implementation cost increase.

Regards

Amit Sharma
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YUN ZHU 74,036 Super User 2024 Season 2 on at

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RE: How to apply entries after data has been migrated

First of all, the capacity of BC SaaS is limited. I agree with the above experts. It is recommended to import only Opening Balance.

If you still want to do it, try the methods discussed below.

Hope this helps.

Thanks.

ZHU
SonnyPawchuk 114 on at

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RE: How to apply entries after data has been migrated

Kim's answer is best.

Doing a project right now to load seven years of detailed transaction history from GP after running the migration tool. Loading that information with out affecting historical balances is hard enough without having to worry about matching the the customer/vendor.

Best to load into separate tables and write a report to access/merge the historical data with the current data.

See you all at Dynamics summit 2022.
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: How to apply entries after data has been migrated

What i normally do is to import all the applied entries first. And when i do that i use the apply to oldest method.

Once all appliced entries are imported i switch to apply manually when i import entries that are open at the time of migration.

The apply to oldest will usually not match 100% the application that was done in the old system but at least only open entries from the old system will be open in Business Central.

Another strategy is to simply skip all old entries and just migrate the open entries.
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Dallefeld 11,425 User Group Leader on at

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RE: How to apply entries after data has been migrated

This is not a good idea. You will spend a tremendous amount of time on this and the client will not be happy with the cost.

Put in separate tables and don't worry about application.
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Amit Baru 3,025 on at

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RE: How to apply entries after data has been migrated

Hi,

If you transfer Vendor and Customer entries document wise then application of entries possible. Second there is no batch available in standard system to applies entries in one go. So for achieving this create one Batch report and call the Application function to applies entries in on go.

Regards

Amit Sharma

www.erpconsultors.com