Large plate data conversion project, where you are exporting master records and historical transactions from legacy Corporate ERP system and preparing them to be imported into Dynamics AX, requires careful planning. If you plan to unfold Excel Import, then you should anticipate data export from old accounting classification, cleansing the data and saving it in Excel templates format. It is apparently reasonably simple to initiate final step in which place Excel files are moved to AX tables. Data export from legacy system might have other fun in the sense of constrained work to figure out how to connect to the database, what is the stand structure, field name, etc. We would like to survey several popular migration paths: from Great Plains Dynamics, Great Plains with a view to DOS, QuickBooks, SAP Business One, Microsoft Small Business Financials. Let's break the ice with data export technologies:
1. Printing Reports into passage files. This method doesn't enjoin direct connection to legacy accounting database and tables by way of data export tool. Each old accounting to be expected has customer reports, historical GL tribulation balance and it is possible to make an impress it into text file format. Next step would exist to cleanse the text file in affair like Microsoft Excel, or if the digit of documents is huge (hundred thousand or even millions) you should weigh importing the file into SQL habit table (SQL Server Import wizard should have existence able to do the job) and make righteous the records in custom SQL View
2. ODBC Connection to Legacy Accounting Database. This manner requires programmer help and it is to a greater degree flexible and powerful. Also keep in give heed to that it often commands higher store. Here your developers have to reach through some homework and learning curve in finding the ODBC driver and intercourse procedure, legacy application table structure. Let's very lately move on to specific migration paths
3. QuickBooks to AX. This route statistically has high volume of projects, appropriate to the fact that QuickBooks is surpassingly popular among successful rapidly growing businesses. Probably QuickBooks did a well qualified job for your company and a little while ago it is the time to switch to vainglorious end Corporate MRP and ERP regularity. The migrations where we participated were carried on on QB reports printing into true copy files and then cleansing these files in consuetude MS SQL Server tables. We vouchsafe not recommend direct connection to QuickBooks database owing to its proprietary platform
4. Great Plains. When you are referring GP we be in possession of to check if it is Great Plains Dynamics in successi~ Pervasive SQL Server/Btrieve or maybe GP on MS SQL Server or plane Great Plains Accounting for DOS, Mac and Windows. Let's re-examine all of these paths and begin with Dynamics GP
5. Microsoft Dynamics GP to AX. You can deploy both reports printing to the toothed as well as accessing SQL tables in Management Studio. Tables form could be reviewed in GP user interface from one side Tools -> Resource Descriptions -> Tables or alternatively in SDK, in which place tables relations diagram could be printed. Traditionally Great Plains has highly powerful mechanism to create Report Writer consuetude report based on the individual table and print it into text toothed
6. Microsoft Small Business Financials. This issue was frozen on version 9.0 and MBS recommended migration passage to GP. If you decided that the more desirable path for your organization is to AX we commend you to read previous paragraph, viewed like SBF is scaled down version of Great Plains, and it is programmed in Great Plains Dexterity
7. Great Plains Accounting DOS. The note might resemble GP Dynamics, however it is completely various application with its own table formation. Report printing to the text file is available. If you would like to kindred via ODBC to Btrieve database, we commend to do it in Pervasive SQL Control Center
8. From SAP B1 to Dynamics AX. Typically in USA this little business Corporate ERP application is hosted in Microsoft SQL Server. One of the ushering in versions to United States market was 2005A, next one was 2007A and current is 8.81 (July 2011). Exporting from SB1 could have existence done via saving reports or rule queries into Excel or connecting to SQL Server database (whether you switch on flag to comprehend system information then field and victuals name should be displayed in the left lees corner)
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