Thursday, 9 June 2016

Import Assets using Data Import framework Add-Ins

How to import Assets using the data import framework in Dynamics AX 2012 R3. We are going to import some of the asset info you can add or remove fields as needed

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

2- Click browse to select shared working directory then click Validate 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 asset Entity, CSV in the Sources data format, then Click the generate source file button.

6- in the wizerd make sure to select the following fields:
BookId (Value Model)
AssetGroup (Asset Group)
AssetId (Asset Code)
Name (Asset Name) (For some reason the name field does not exist in the wizard you have add this field manually )
AcquisitionDate (Acquisition Date)
AcquisitionPrice (Acquisition Price)
LastDepreciationDate (Last Depreciation Date)
Depreciation (Allow Depreciation )
PostingProfile (Posting Profile)
ModelYear (Model Year)
then click Generate sample file.

07-Save the file in the shared folder you specified in step 2.

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

09-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 note that the asset name is not exists.

11- To fix this issue click the modify Source mapping button

12- Map the the field name manually ( just drag the field from source to the name field in the staging) then save and close the form.

13- Click preview again to make sure that asset names have been added and mapped. then close the form

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

15-Click OK to create job.

16-Click Run in the staging data execution form.

17-Click OK.

18-The records will be inserted in the staging.

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

20-Select the Job ID that we created in step 15 then click OK.

21- Click Run to import data.

22-Click OK.

23-The data will be written to target.

24-Go to the Assets list form you will found that the Assets was imported successfully.