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Hi all,
In order to change the current system to Business Central, I need to import on-going project to Job module.
I am looking for a way to import Job information, such as costs, WIP, and billing amounts.
I checked configuration packages and there are some tables related to Job module. Though I looked for a document which tables were necessary, I could not find any documents.
Let me know if there is a way of importing on-going projects into Business Central?
Thank you
Configuration packages for the main body of the job are fine. Tables 167, 1001 and 1003. Job journal is 210.
Job ledger entry cannot be used in a configuration package. Postings will have to be created by posting data in journals or invoices.
The invoices one is a sticky wicket as you may have already posted the AR opening balances. I’ve handled that in two ways previously. One is to create a single invoice for the whole job (providing you can live with a single post date for all - treat it as the migration date) and then add a line to the invoice which reverses the total. This keeps the customer ledger at 0 but makes the job ledger reflect the reality. The other method was creating a custom routine that generates job ledger entries of sales from the job planning lines directly and produces no sales invoice.
For WIP you can run the regular routine but again you may already have the entries in the g/l. A similar work around to the sales invoice where you create a counter line that has no reference back to the job. It just serves as a way of keeping the g/l in order. This is discreet as the job has its own ledger.
You are on the right track for importing data into BC. You would used a configuration package and I would use packages to import the jobs and planning lines and then I would import a to a job journal for getting beginning balance costs onto the jobs. If you go into the configuration packages and search for job on the table id's you should see see multiple entries for job ledgers and job journals. This is where I would start.
Tanya
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