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Hi Experts,
I have a requirement to export the trade agreements using the excel add-in for AX 2012 R2.There after it would need to be imported with the changes.
Is this possible?
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Hi NMCL,
You can export trade agreement using DIEF and the the same can be imported back with the respective changes.
excel add-in may now work in this area.
Regards,
Hi Praveen,
Thank you so much for your response.
I was able to create a source document for the PriceDiscAdmTrans and PriceDiscTableListPage - this is what I would like to extract in ax and update from Excel.I select the fields I require, and the data is not refreshing.I am able to see the fields based on the data I am pulling through, but the data itself is not refreshing and reflecting - only headers.
Could you guide me on where I may be going wrong?
Follow the below steps.
-Go to data management
-Select Export
-Enter 'name'
-Select target data format ' this should be excel'
-Select entity name ' select the proper entity name here'
-save
- Now load the project
- select target data format ' excel'
- Respective entity name (as per my example i selected customer group)
- Add enity
- export
- download file
After getting the data. Edit as required
Now create a import job (same steps but import job)
Do the import (this should work)
Thank you so much Praveen.
It this export solution on AX 2012 or D365?
This is for D365.
The steps may be different but the same is possible in AX 2012.
Check some videos on AX2012 DIEF it might help.
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