Saturday, July 4, 2015

Import Financial Dimension using Data Import framework | AX 2012 R3

This post illustrate how to import the financial dimension using the data import framework in Dynamics AX 2012 R3. Follow the steps bellow to import the financial dimension values to Dynamics AX 2012. If you prefer to watch Video rather than reading the following steps, please visit my YouTube Channel.

1- Go to Data import export framework --> Setup --> Data import / export framework Parameters

2- Click browse to select shared working directory then click Valitate button then close the form

3- Go to Data import export framework --> Setup --> Source Data format, Create new source name and make sure to chose File in the Type then Change the Column delimiter if needed

4- Go to Data import export framework --> Common --> Processing Group, Create New Group then Click the Entities Button.

5- in the entities form select the Dimension Entity, CSV in the Source data format, then Click the generate source file button.

6- in the wizard make sure to select the following fields:
Type (Dimension Type)
Name (Dimension Name)
Value (Dimension Value)
Description ((Dimension value Description)
then click Generate sample file.

7-Save the file in the shared folder we created in step .

8-Open the file using MS Excel, fill the data then save the file.

9-Go back to the processing group --> entities---> Select the Sample file path then click the generate source mapping button.

10- if the mapping done successfully Click the Preview source file button to preview the data then close the form.

11- in the processing group select the group name then click the Get staging data button to copy the file data to staging table.

14-Click OK to create job.

15-Click Run in the staging data execution form.

16-Click OK.

17-The records will be inserted in the staging.

18-In the processing group select the group name then click Copy Data to target button.

19-Select the Job ID that we created in step 13 then click OK.

20-Click Run to import the data

21-Click Ok.

21-The data will be written to target.

22- Go to the  Financial Dimension form you will found that the Dimension and the Dimension values imported successfully.

See also

Import Vendors using Data Import framework | AX 2012 R3

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