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Performing mass updates of Item/Vendor/Customer Cards

Microsoft Dynamics NAV Forum

Dewey Phillips asked a question on 22 Nov 2016 10:55 PM
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Is there a method to perform updates to thousands of Customer/Vendor/Item cards all on a large scale? I know rapid start allows for importing new records, but I can’t find any documentation that indicates it can be used to change only a few fields of cards that already exist, like would it have problems validating in import?

I want to to be able change things like the Production BOM No., Production Routing No., lead time, reorder point, max inventory, reorder qty, weights, scrap %, etc, on the item cards, and fields such as Credit Limit, Payment Terms Code, Collection Method, Payment Method, in Customer Table. If I can’t use RapidStart, is there another tool I can use to update these fields in a mass/batch mode?

Thanks for any help that can be rendered!

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Mohana Yadav responded on 22 Nov 2016 10:57 PM
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yes, you can use modification of records also using rapidstart.

it will validate the fields which you are importing ans shows error if data is not valid.

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Alexander Ermakov responded on 30 Nov 2016 5:58 PM
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You can use RapidStart for that purpose, as well as Excel Importer: mibuso.com/.../universal-excel-importer-v1.2

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burgesst responded on 31 Jan 2017 9:29 AM

I tried this, but ran in to problems where the primary key (eg customer no.) was associated with a number series.   I got an error saying  'you may not enter numbers manually, please activate manual nos. in no. series CUST.'

The only way round this seemed to be allowing manual entries in the number series temporarily.

Is there any way to tell Rapidstart to use the primary key just as that, and only update the field you are interested in ?

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Amol Salvi responded on 31 Jan 2017 11:02 AM
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You need to enter Customer Number in Excel file.

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burgesst responded on 31 Jan 2017 11:13 AM

It is!

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AshAlana responded on 7 Dec 2017 5:52 PM

Hello,

I am very new to NAV and have been tasked to update all item cards with the vendor number in the vendor no section. As of now, all item cards do not have anything populated for this field. What I don't want to do is manually enter in a number for thousands of item card :/....... How can I mass/auto update? I don't see Rapid Start. I entered it in the search function and nothing comes up. Im using Microsoft Dynamics NAV 2009 R2. Any help would be greatly appreciated.

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McWander responded on 24 Sep 2018 7:32 PM
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Hello, you can do this through data migration in the Administration section of 2009 R2.  Choose table 27 to update items.  Open the table and add a check mark next to the columns you want to update.  Then you can export to excel, make your changes and then re-import into Navision apply the data.

It is good to always keep a copy of your export in case you make an error when importing your data.  Also, it is good to note that whatever you import will override what is currently in Navision.  So only change the columns that need changed.

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Mohana Yadav responded on 22 Nov 2016 10:57 PM
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yes, you can use modification of records also using rapidstart.

it will validate the fields which you are importing ans shows error if data is not valid.

Reply
Alexander Ermakov responded on 30 Nov 2016 5:58 PM
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You can use RapidStart for that purpose, as well as Excel Importer: mibuso.com/.../universal-excel-importer-v1.2

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Amol Salvi responded on 31 Jan 2017 11:02 AM
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Suggested Answer

You need to enter Customer Number in Excel file.

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McWander responded on 24 Sep 2018 7:32 PM
Suggested Answer

Hello, you can do this through data migration in the Administration section of 2009 R2.  Choose table 27 to update items.  Open the table and add a check mark next to the columns you want to update.  Then you can export to excel, make your changes and then re-import into Navision apply the data.

It is good to always keep a copy of your export in case you make an error when importing your data.  Also, it is good to note that whatever you import will override what is currently in Navision.  So only change the columns that need changed.

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