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Uploading updated file into Rapid Start creates duplicates - how to avoid this?

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Posted on by troverman 35

We are using Dynamics 365 Business Central. I am working specifically on the Sale Prices table, where we have hundreds of customers that have custom prices for specific item numbers. A new year has rolled around, and we need to increase pricing across the board on these Sales Prices, so I export into Excel the table which shows Item Number, Customer Number, and Unit Price among other things. I use the v-lookup and / or Index-Match functions in Excel to find the old prices and update them to the new prices. Some Sales Prices are left untouched, because they have been more recently updated.

Then I go back into configuration packages, and upload the Excel sheet and apply the data. It appears to simply Append the data, and now I have two Sale Prices for the customer and Item number (and it picks the earlier start date to use, unfortunately).

How can I prevent these duplicates from forming?

Thanks in advance

Categories:
Sales
  • troverman Profile Picture
    troverman 35 on at
    RE: Uploading updated file into Rapid Start creates duplicates - how to avoid this?

    Thanks everyone. I never noticed the delete records option before, and that solves the problem.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Uploading updated file into Rapid Start creates duplicates - how to avoid this?

    Hello,

    You have a few options:

    1. Configuration Package with Start and End Date equal to the new year. This leaves the old pricing if you want to see trends or past pricing agreements.

    2, Configuration Package and no start and end date but in the Configuration Package check the box on the Table line called Delete Table Records before Processing. This clears all records and brings in ONLY what you have imported.

    Hope this helps.

    Thanks,

    Steve

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 69,639 Super User 2024 Season 2 on at
    RE: Uploading updated file into Rapid Start creates duplicates - how to avoid this?

    Hi, If your historical data is archived outside the system, you can select "Delete Table Records Before Processing" when using Configuration Package.
    This clears the existing data before importing.

    pastedimage1646006391089v1.png

    Hope this will help.

    Thanks.

    ZHU

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