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How to Export Chart of Accounts from Ax to Excel using Data Import/Export module

Posted on by 159

Hi,

This is Vinay,

I am new to MS Dynamics AX , Please share any one How to Export Chart of Accounts from Ax to Excel using Data Import/Export  module with out values ( I mean Existing chart of accounts.

Regards

Vinay Prudhvi

  • vinay prudvi Profile Picture
    vinay prudvi 159 on at
    RE: How to Export Chart of Accounts from Ax to Excel using Data Import/Export module

    Dear Mr.Satish,

    Based on this link(nabeeldotnet.blogspot.com/.../export-data-from-ax-2012-using-dixf.html)

    I tried to export chart of accounts ax to Excel, but  select button is not enable for selection.

    Click the Select button, and then in the DMFCustomerTargetEntity form, on the Range tab, for Field, choose Created date and time, and for Criteria, enter > 9/1/2007, and then click OK.

    i am not understand clearly . is there any video its very helpful.

    Regards

    Vinay Prudhvi

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,645 on at
    RE: How to Export Chart of Accounts from Ax to Excel using Data Import/Export module

    Correct. Understood that from your previous responses. I have provided you 2 links above.. one for exporting data from AX 2012 (that's what you should use). If you read the first blog, you will see that entity 'Customer' is being used, instead of using that entity, you should try to use the entity mentioned in 2nd blog. Did you go through links and try to check what was suggested?

  • vinay prudvi Profile Picture
    vinay prudvi 159 on at
    RE: How to Export Chart of Accounts from Ax to Excel using Data Import/Export module

    Hi Mr.Satish,

    I need to export existing COA from DMF.

    Regards

    Vinay  

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,645 on at
    RE: How to Export Chart of Accounts from Ax to Excel using Data Import/Export module

    Hi Vinay,

    Try below.

    Blog below provide you details on how to export data from DIXF.

    nabeeldotnet.blogspot.com/.../export-data-from-ax-2012-using-dixf.html

    As far as chart of account is concerned, you should take a look at entity listed in link below:

    masoodax.wordpress.com/.../

    So if you combine the result of these two links you should be able to export Chart of Accounts from AX2012. Hope this helps.

  • vinay prudvi Profile Picture
    vinay prudvi 159 on at
    RE: How to Export Chart of Accounts from Ax to Excel using Data Import/Export module

    Hi Zain,

    Thank you for your answer ,My concern is how to run the export through DMF.

    Regards

    Vinay

  • Suggested answer
    Satish Panwar Profile Picture
    Satish Panwar 14,645 on at
    RE: How to Export Chart of Accounts from Ax to Excel using Data Import/Export module

    Hi Vinay,

    In addition to what Zain mentioned, if you need more fields than what you see on screen, personalize form , add fields and then export data.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How to Export Chart of Accounts from Ax to Excel using Data Import/Export module

    Hi,

    Here is a blog post for importing the CoA.

    masoodax.wordpress.com/.../

    You can use an analogous approach for exporting.

    Yet, please have a look at Zain's comment. Exporting data with CTRL + T is often the easiest and fastest option.

    Best regards,

    Ludwig

  • Zain Mehmood Profile Picture
    Zain Mehmood 2,715 on at
    RE: How to Export Chart of Accounts from Ax to Excel using Data Import/Export module

    Hi Vinay Prudhvi,

    You need to select the entity for COA which is main account. Once you do that you will be needing to run the export job through DMF. But why do you want to export it through DMF, one can always export the COA by exporting it to excel or pressing ctrl + t in the list page window of main accounts.

    Warm Regards,

    Zain

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