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Dynamics AX Preparing Excel Templates for Importing

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Andrew Karasev

Joined: 03 Aug 2006
Posts: 1505

PostPosted: Thu Jul 07, 2011 2:00 pm    Post subject: Dynamics AX Preparing Excel Templates for Importing Reply with quote

Data migration into AX might be tough, especially if you plan to bring over historical sales and purchases. When you are switching over from legacy accounting to new Corporate ERP system general recommendation is to keep old system alive for inquires only and in the new application avoid massive data import. The recommendation is to consider only master records migration, such as customers, employees, vendors, addresses, GL accounts. When you are ready to go into production you also need General Ledger initial balances, and going into production is recommended to be scheduled with the first day of the fiscal period. Of course there are customers who could not afford inquiries through old accounting and they have to bring over historical data to Axapta. Excel template preparation is not a huge challenge, assuming that you already have legacy ERP data exported. The challenge is often associated with data extraction itself. We’ll review several accounting platform popular in the past from where you are likely walking away to AX:

1. Great Plains Software Dynamics on MS SQL Server, Pervasive SQL 2000/Btrieve or Ctree. This mid-market Corporate ERP platform had huge success in the United States and internationally in late 1990th and earlier 2000th. Catching up with success Great Plains Software introduced Small Business Manager as scaled down version of Dynamics, based on the same code base (Great Plains Dexterity and Dynamics.dic dictionary). If you remember recession which begun in the years 2000 and 2001 – there was massive drop off in the community of Great Plains customers from paying for annual support plan. If you annual enhancement plan is lapsed you lose access to the Customer Source and privilege to get new version registration keys. However in the time of recession you cannot afford such luxuries, having your company running on skeleton. In late 2004 here in US we got some feeling of recovery, but not really new economy boom. The same feeling is now at the mid of 2011. If your organization was able to recover from the recession and grow since then chances are high that you decided to walk away from your old Great Plains version to Dynamics AX. Great Plains table structure could be reviewed in Tools -> Resource Descriptions -> Tables. ODBC connection to Pervasive SQL formerly known as Btrieve. If you are on MS SQL Server version of former Great Plains there is no problem to export data via Query Analyzer. But if you are on GP Select and Pervasive SQL database you need to research the way to produce DDF files (Data Definition Files), required to connect to Btrieve tables. Old Great Plains installation CDs had the option to install DDF generator

2. Old Great Plains DOS flavors. Even if you think that the name is similar, this was completely different mid-market Corporate ERP, popular in earlier 1990th. This system was able to address such tough issues of the modern world, as change in employer/employee Social Security and Medicare match contribution, year 2000 glitch. Large number of customers redeployed GPA for DOS and Windows on Pervasive SQL 2000 and that allowed them to move it from initial Novel or Windows NT 4 server to Windows 2003 and even 2008 (restriction is 32 bit Windows platform, as Btrieve or Pervasive SQL 2000 are not compatible with 64 bit computing). GPA Btrieve data structure is challenging as it stores multiple tables in the same data file. We recommend data export to be done in Pervasive SQL Control Center

3. QuickBooks. In order to allow reasonable price for small businesses such applications as QuickBooks, MYOB, Peach Tree had to rely on their own proprietary DB platforms. If you do it that way you do not have to pay for the database license to SQL vendors. But proprietary database is often not friendly to ODBC connection. The good news is the fact that small business accounting packages are pretty advanced in report generation and printing into the text file. We recommend you to review available reports, print them into text and then cleanse data in Excel directly or in Microsoft SQL Server custom table/view. We recommend you to have this task be assigned to experienced MS SQL programmer, who should be able to weed out page number, header and footer related lines directly in SQL View

4. Please call us 1-866-304-3265, 1-269-605-4904 (for international customers, where our representative pick up the phone in St. Joseph, MI call center). We have local presence in Chicagoland, Southern California, South West Michigan, Houston and Dallas areas of Texas. We serve customers USA, Canada, Mexico, Brazil nationwide and internationally via web sessions and phone conferences (Skype is welcomed). Our consultants speak English, Spanish, Portuguese, Russian, Chinese. Our core expertise is in International Business

Andrew Karasev is Great Plains Certified Master, MVP, 1-866-304-3265, 1-269-605-4904. He is also the initiator of eFaru project and founder of Alba Spectrum information space
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