Batch number for initial inventory upload

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Hello AX experts,

I am using a Movement Journal to upload our initial inventory in AX. When I validate the Journal I get an error stating I need to have a batch number with every item to be uploaded as the batch number it is part of the inventory dimension. I have not found an entity in DIXF that allow me to upload the inventbatch table. I was not successful using the Excel add-in Dynamics AX to add one generic batch number for every item - most probably due to lack of knowledge since I am new to AX. How can I upload the initial inventory without a batch number - not causing any problems down the road or How can I upload/create a batch number for all the opening items so that the inventory upload works?

Thanks,

Hernan.

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Ashish Upadhyay79 on at

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Hello Hernan,

You can you Entity Name = Item Batches to upload Batch number master. In case you do not find the said entity in list, go to Data Management > FRamework Parameters > Entity Settings > Refresh Entity List.

You cannot post the journal until all the Inventory Dimension updated.

After you import the Batch Master, you can update the Batch number in Movement Journal template and upload the journal. You should be able to post the Journal now.

Regards,

Ashish

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Ashish Upadhyay79 on at

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Hello Hernan,

Kindly let me know if the suggested answer resolves your query, kindly request to mark the thread as answered.

If you require any further help, let us know.

Regards,

Ashish

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Community Member on at

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Hello Ashish,

I am using AX 2012 and I cannot see where the data management option is. Can you please indicate where I can find that option - Thanks

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Ashish Upadhyay79 on at

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Community Member on at

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Hello Ashish,

I cannot see the item batches entity in the entity list, only find batchGroup, see screenshot.

Also when I go to the DIXF parameters I get the screenshot below so I do not see how I can update the entity list so that I can add the entity you indicate I need.

Thanks, Hernan

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Community Member on at

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Forgot this screenshot

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Community Member on at

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Ashish,

I looked at the link you provided and the only entity in DIXF with "Batch" name is Batch groups.

Thanks, Hernan

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Ashish Upadhyay79 on at

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Hello Hernan,

I checked into my 2012 R3 Contoso box and here is process i would suggest to follow;

1. User Excel Add to import Batch Master, Go to Excel > Dynamics AX > Add Data > Add Table

2. Select Invent Batch Table from the list and click ok

3. From the fields list select the requisite field and add column e.g. below i added Manufacturing Date

Close the fields selection

4. Update the data in excel

5. Click on Action Pane > Publish > Publish All or Publish Selected (as per requirement)

Batch is created

Now you can use the use the same Batch ID in your Movement Journal.

Hope this answers your query. As for the DIXF concern, there is no out of box data entity available for Item Batch.

Let me know if you have any more query.

Regards,

Ashish

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Community Member on at

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Ashish,

The solution you provided via the Excel Add-in worked. Thanks so much for your help. for some reason when I initially use Excel the Publish options were grayed out,

Thanks!,

Hernan

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Ashish Upadhyay79 on at

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Hello Hernan,

While the Fields selection menu is open, publish button shall be grayed out, there could be other reasons as well.

You can search on bing for Excel Add In Publish Button Greyed out and you would come across many post related to same.

Thank You for verifying the thread.

Regards,

Ashish

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