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Option 1: Clear package data (if not yet applied) and import a new package. Click on it, select Show Error, and it will show the configuration package error that exists. If an error exists on the table after I’ve APPLIED my data, where should I go?įrom the configuration package, the package error will be displayed (circled in red). When I go to apply the package, we get an error message. Bad data in this case means it does not conform to NAV table rules, such as importing letters into a number field, etc. Importing package date could result in an error. In this example, we imported some bad data.
#Microsoft dynamics nav tutorial update#
How do I update existing records using RapidStart? Sales Order, Sales Invoice, etc.) will be created in the application when the data is “applied” – it will not be POSTED until a routine is run. Records such as Journal Entries or Documents (i.e. Records with a capital “R” (customers, vendors, items, or resources) will create new cards when data is “applied.” Once you apply the package, you have created the new customers in NAV. In this instance, if we import the customer records and find that there’s something inaccurate when we look in the application, we can delete the customer record as long as no financial transactions have been posted against that customer. We strongly recommended validating the package before you apply it. Select that spreadsheet and run the import. Next, import the package by clicking Excel, and then Import from Excel. Once you feel comfortable, save the file in a network directory. We’ve taken the records and appended additional customer records to this Excel file.
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When we open our Excel file, we see that there are four columns. Because we only chose specific fields out of the 87 fields that are available on the customer card, we see that four specific fields are included here. Once we have those filters set, we’re going to export this package to Excel, so we have an Excel template that we’re going to leverage to populate with our data. Next, we’re going to leverage the filter to create a template with one or two records as a sample, so that when we build the package, we actually have a sample of what information is currently populated in those various fields. Once we created the fieldset, we can add filters to filter the table data in specific records. In this example, the customer number is required on any imports or exports and cannot be cleared. When you select clear included, the unique key for the field will remain constant. We want to select only the fields we want to include in the configuration package. Once we have data we want to import into specific fields: Select Table, and then Fields In this case, I’ve chosen to add the customer table, as would be the example of a merger or an acquisition where we’re adding another company’s customers to our customer table. Once those two fields on the header are complete, add tables to the configuration package by selecting the table I.D.
#Microsoft dynamics nav tutorial code#
Under this menu, navigate to Configuration Packages.Ĭreate a new configuration package by clicking New.Īssign the configuration package a unique code and identifier that identifies that unique configuration package, and also name the configuration package. Within Dynamics NAV under the Application Setup, click on RapidStart Services. How do I create RapidStart Templates in Dynamics NAV?
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Creating a RapidStart template in Dynamics NAV.As an interim solution, if there is a high volume of information that needs to be exchanged between Dynamics NAV and another application you might choose to build a RapidStart configuration package to load information into NAV.įor these, and many other situations, i n this blog, we will be going over these important features of RapidStart: When integrating another application into Dynamics NAV there is often work involved in this process. If you’ve acquired another company and you’re pulling their information from another financial system into NAV, RapidStart can be used to bring in customer records, vendor records, or other items which would be key to integrating their business into your business. Following an initial implementation, here are some additional ways your business might leverage RapidStart on an ongoing basis. RapidStart is a commonly used tool for pulling in historical data during an implementation. You can also use it to create set-ups, such as RapidStart configuration packages to load posting groups, chart of accounts, and also to create journal entries. RapidStart is a tool within Microsoft Dynamics NAV that allows users to extract data from NAV, import data into NAV, and update your existing data in NAV.