Hi Loku,
Through some projects, I would like to share some experiences when moving from a Legacy system to Dynamics AX/ 365 (New). If there is anything wrong or missing, please add more.
1. In the same number series between the Legacy system to the New. There are two cases to be considered:
- If your old number series does not match with the prefix of sequence number, then you need to make the number series manual in the New.
- If your old number series does match with the prefix of sequence number of the New, you can make the number series automatic in the New. Ex: VHKD_00001 (VHKD is prefix, 00001 is increasing sequence number #####)
Pros:
- Easily migrate data from old system to New.
- No need to do the work of converting old code to the New.
- Users can easily manipulate and familiarize themselves with the old code when working in the New.
- Automatic code generation can be applied on the system if the old code can be split according to the principle of obtaining prefix codes.
- If the frequency of generating new codes is not much, manual creation is the most effective method.
Cons:
- When users create new code in a manual way. It can be easy to create errors due to duplicated, or mistyped code.
- Sorting/indexing old code can be difficult to retrieve.
- An important point is that: If the frequency of generating new codes is a many every day/week, you should not apply the number series manual method.
2. Intelligent number series in the new system: Intelligent number series depends on the built-in functions of sequence number in the New.
You can utilize the advantages of the sequence number and set up the rule to meet these requirements. There are two types of rules for generating sequence number:
- Manual: the user must manually enter the data to generate the code, you can set up a rule to control when creating the new code in your specified way.
- Automatic: the system will automatically generate a new code according to the incrementing number and pre-set way in the sequence number. There are 2 ways for you to choose whether the number of consecutive jumps or the number of breaks is allowed.
Pros:
- Again: If the frequency of generating new codes is a many every day/week, the number series automatic method is a great advantage.
- Avoid users creating new code in the wrong way.
- Sorting/indexing old code can be easy to retrieve.
Cons:
- Take time to convert the old code to the new when migrating data.
- Some time users required a referenced old code in the New.
- Users take time to manipulate and family with the new code in the New.
- We might have to utilize existing fields in the New such as Group/category to cover old code (if have).
Note: the length of these code fields is usually 20 characters (Alphanumeric format).
I hope what I have shared above will be of help to you.
Kind regards,
Bill
This post is my own opinion and does not necessarily reflect the opinion or view of my company.
