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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Import Hierarchy Organ...
Microsoft Dynamics AX (Archived)

Import Hierarchy Organization

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Posted on by David Tailor 822

Hello,

I did import hierarchy organization through DIEF using entity Hierarchy Organization: when I run copy to target, it write records successfully, however I didn't see any update within Hierarchy Organization form.

Note that version is R3.

Any idea?

Regards,

David

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

    Hi David,

    Can you elaborate? Did you use a standard entity? Did you provide a root record? Was the hierarchy empty before importing records? What does your source file look like?

  • David Tailor Profile Picture
    David Tailor 822 on at

    Hi Andre,

    find hereby my answers to your questions:

    1- yes, it is the standard entity: Organization hierarchy.

    2- i did my test on Contoso VM.

    3- There is a an Organization hierarchy called Department: it has a root called Project Operations (type department) that has 3 child departments, i tried to add a department "Client Services".

    4- i use the following excel template:

    OrganizationHierarchy.PNG

    Regards,

    David

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

    HI David,

    In your reply, you provided a screenshot of the hierarchy, but not the Excel template.

  • David Tailor Profile Picture
    David Tailor 822 on at

    Hi Andre,

    the Excel template is within the same screenshot. just above the hierarchy.

    Regards,

    David

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

    Hi David,

    Thanks for the notification that this question is still open. I don't have a working AX2012R3 environment available. Can you verify if you also filled the ValidFrom from the source file? This should be used to publish the hierarchy changes.

  • David Tailor Profile Picture
    David Tailor 822 on at

    Hi Andre,

    the field ValidFrom does not exist in staging?

    kindly advice

    Regards

    David

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

    Hi David,

    I have an environment running now. There are two entities related to Organization hierarchies:

    1) "Organization hierarchy". This would make a new draft version, but is not publishing it.

    2) "Organization hierarchies". This is having two fields as input: Hierarchy name and ValidFrom. It then tries to publish the hierarchy.

    I was not able to test myself. Just now deployed this VM for own testing purposes.

  • David Tailor Profile Picture
    David Tailor 822 on at

    Hi Andre,

    Organization hierarchy has the following fields:

    Name, OMOperatingUnitType, OMUnitName, OMOperatingUnitParentType, OMParentOrganizationName, RelationshipType.

    Organization hierarchies has the following fields:

    Name, ValidFrom

    do you mean I should use both? using sequences within same Processing Group ?


    Should I use two excel templates to upload then? or I can modify Organization hierarchy by adding ValidFrom field?

    Regards,

    David

     

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,075 Super User 2025 Season 2 on at

    Hi David,

    As far as I could check the logic used in the DMF related objects, one is creating a draft, the second will do a publishing. So, indeed use both.

    You can either use one source file or create two separate ones. The organization name should be the same for both entities.

  • David Tailor Profile Picture
    David Tailor 822 on at

    Hi Andre,

    I did add the two entities mentioned with the following order:

    sequence 1 = Organization hierarchies

    sequence 2 = Organizaion hierarchy

    regarding the source file I did use one source; for every entity I did modify source mapping by removing fields not in source.

    when I run target it creates and updates records:

    the result is root node within department called: Client Services (with future published date)

    It should add Client services as another node under Project Operations (refer to excel template).

    Note: There is an hierarchy Organization called Department, it has the following:

    Root Node = Project Operations

    Child 1 = IT Department

    Child 2 = Finance

    Child 3 = Service Operations

    I want to add Child 4 = Client Services

    Kindly advice,

    Regards

    David

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