Tuesday, 20 May 2014

Data import export Framework - Copy entity data between companies

The Data import export Framework has the possibility to import or export data from external sources, but you can also copy data from one company to another within AX itself. 

Below you'll find the how to (like importing data, again this is really easy), but first some downsides in my opinion:


  • You can't see the selected companies after having run the wizard. I'd like to now this information to double check. You'd want to see the in the [Copy processing group] form. 
  • Business validations cannot be run when copying the data. I'd want the possibility to check if mandatory metadata is present in my new company and if not, warn me about it, like when importing data. Now you should be careful to validate your data in the staging table and correct errors if there are any. If you forget to do this, you'll enter invalid data in AX and loose your data integrity. 
How to copy the data


To use it, you must select option: [Copy entity data between companies]. It lets you select an entity (in this case Asset):


Next up is the selection of the Source and the Target company, simply select one Source company and one or more Target companies: 


Click next and finish the wizard to set up the copy template. Now all that needs to be done is to Get the Staging data (hit run to fetch the records).


And finally run the job [Copy data to target] to copy the data in the actual AX table. 


The assets are now present in the selected company.




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