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RapidStart Open Sales and Purchase Orders

  • 1.  RapidStart Open Sales and Purchase Orders

    GOLD CONTRIBUTOR
    Posted Sep 23, 2019 08:19 AM

    Hi All

    We are well on our implementation journey in D365 BC and trying to finalize how we're going to migrate data from old ERP.

    We will have hundreds of open Sales Orders and PO's with vendors, so we have to get them into Dynamics. Was hoping to use RapidStart, but a book I'm reading says:

    "Validation order may change our data

    Everything seems to be fine, except the dates, which were set to 01/18/12 in the XML document but have the value 2/16/2016 in the Sales Order table.
    This is because, although the order and document dates were first set to 01/18/2012, when the OnInsert trigger for the Sales Header table was run, they get defaulted to Work Date, which was 02/26/2016"


    The suggested solution is to use XMLPorts instead and write some code. I haven't done anything with XMLPorts and am just learning about AL programming (wrote my first simple extension last week). Proposed solution with code is:

    "What we'll do is save the Order Date field in a global variable and validate it against the table field after the OnInsert trigger is run.

    When the sales line record is being initialized (it means the OnInsert trigger for the Sales Header table has already been run), we once again assign the saved date to the Order Date, Document Date, and Posting Date fields, and we modify the Sales Header record."

    Is this the only way to do this?

    TIA

    Mark



    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
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    Conference-BCNAVUG_200x200


  • 2.  RE: RapidStart Open Sales and Purchase Orders

    TOP CONTRIBUTOR
    Posted Sep 23, 2019 10:39 AM
    How RapidStart works may be dependent on the version of BC you are running.

    I use RapidStart to do just what you are requesting for GoLive as well as to import sales and purchase documents on a recurring basis once live. I have not had any issues with dates as referenced above. The example below works in BC on Azure and has done so for a few months now (not a recent version enhancement, at least not that I am aware of.)

    Have you tested what you are trying to do in your system? Changes occur so rapidly, published documentation can soon become obsolete. Just trying it is often your best option. You can delete the unposted documents and reimport until you get it right ;-) Preview Posting will also tell you what you may be missing and should include.

    The fields to include will be dependent on your operations, use of dimensions, etc. For the basics you will want to consider:
    Sales Header CP
    Sales Lines CP

    Good Luck!

    ------------------------------
    Cynthia Priebe MCP, DCP
    Senior Analyst and Project Manager
    Liberty Grove Software

    I would love to see you at Summit 2019!
    GET67 - Small Changes with Big Impact: Core Application Setup and Configuration
    ADM60 - Mods: Just Because Everyone Does Them Doesn't Mean You Should
    FIN58 - (with Andrea Riviezzo) My AP Person Just Left, Now What?
    ------------------------------

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  • 3.  RE: RapidStart Open Sales and Purchase Orders

    GOLD CONTRIBUTOR
    Posted Sep 23, 2019 10:52 AM
    Thanks Cynthia

    We have on Prem Nav13.9, as we have a big add-in written in C/SIDE

    Haven't test yet. Was going to try this week, but was checking first (trying save a few hours and some hair :-))

    Thanks

    Mark

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Conference-BCNAVUG_200x200


  • 4.  RE: RapidStart Open Sales and Purchase Orders

    SILVER CONTRIBUTOR
    Posted Sep 23, 2019 12:07 PM
    Have you tried Skip Table Triggers in RapidStart for Sales Headers. This should keep the imported dates from being updated.

    ------------------------------
    Nick Yancer
    NAV Developer
    Advanced Media Technologies
    Deerfield Beach
    ------------------------------

    Conference-BCNAVUG_200x200


  • 5.  RE: RapidStart Open Sales and Purchase Orders

    GOLD CONTRIBUTOR
    Posted Sep 23, 2019 12:33 PM
    I was considering that, but won't that skip a bunch of other stuff (like postings)

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Conference-BCNAVUG_200x200


  • 6.  RE: RapidStart Open Sales and Purchase Orders

    SILVER CONTRIBUTOR
    Posted Sep 23, 2019 01:44 PM
    Mostly field validations. Not sure what postings you are referring to. Are you able to test Rapidstart without triggers?

    ------------------------------
    Nick Yancer
    NAV Developer
    Advanced Media Technologies
    Deerfield Beach
    ------------------------------

    Conference-BCNAVUG_200x200


  • 7.  RE: RapidStart Open Sales and Purchase Orders

    GOLD CONTRIBUTOR
    Posted Sep 23, 2019 03:56 PM
    I will test

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Conference-BCNAVUG_200x200


  • 8.  RE: RapidStart Open Sales and Purchase Orders

    GOLD CONTRIBUTOR
    Posted Sep 23, 2019 08:16 PM
    Hi All

    So I gave it a try in v14 (demo install) and this is what happened with a single order with 6 lines (previously exported, order no and dates changed)

    Took about 20 secs to validate (would hate to see how long it takes with 100's of orders)

    Failed when I tried to import as released

    Even though I changed NOTHING except the order no and dates, I got all these messages

    1. You may have changed dimensions (I didn't)
    2. if you changed currency code... (I didn't)
    3. if you changed sell-to customer (I didn't)
    4. You have changed order date on header but it hasn't changed on sales lines (it has)
    5. Shipment date is before work date (of course it is) 6 TIMES

    So 10 messages for a 6 line order.

    Frankly, I don't see how this will work for 100's of orders?

    Am I missing something?


    Regards


    Mark



    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Conference-BCNAVUG_200x200


  • 9.  RE: RapidStart Open Sales and Purchase Orders

    TOP CONTRIBUTOR
    Posted Sep 24, 2019 08:00 AM
    Not a big fan of skipping table triggers.  It may solve one issue only to cause 5 more plus you might not know about it until later.  Same thing with Validate field.  You really need to have a developer look at the code that gets run OnInsert and OnModify for the tables you are importing if you are to do this.

    Personally wouldn't use rapidstart to import Sales Orders and Purchase Orders since they are some of the more complex tables but I am sure it can be done.  100's of orders shouldn't be too bad but if you have 1000's I definitely would not use rapidstart as it will take a while.  Most developers have imported these things many times before and could whip up something pretty quickly using an XMLPort or a Codeunit.

    Possibly someone who has already done this can export their rapidstart package and send it to you and you can use it as a starting place.  I have found that exporting packages from one version and importing into another seems to work at least in the versions I used.  Exporting a package includes the data so make sure they set filters to exclude all the data before they export the package.  Here is a screenshot of where to go to do this:

    Also there are Processing Rules where you can add additional logic after each record is imported.  (See the same screenshot above under Filters is Processing Rules).  This could be used after importing each sales order you could have some code that does something else.  An example that I use this for is after importing Customers or Items we insert a comment with the User and DateTime.

    If you wanted to do a quick call to discuss more, send me a message.




    ------------------------------
    Jason Wilder
    Senior Application Developer
    Stonewall Kitchen
    York ME
    ------------------------------

    Conference-BCNAVUG_200x200


  • 10.  RE: RapidStart Open Sales and Purchase Orders

    GOLD CONTRIBUTOR
    Posted Sep 24, 2019 08:43 AM

    Not a big fan of skipping table triggers.  It may solve one issue only to cause 5 more plus you might not know about it until later.  Same thing with Validate field.  You really need to have a developer look at the code that gets run OnInsert and OnModify for the tables you are importing if you are to do this.

    Personally wouldn't use rapidstart to import Sales Orders and Purchase Orders since they are some of the more complex tables but I am sure it can be done.  100's of orders shouldn't be too bad but if you have 1000's I definitely would not use rapidstart as it will take a while.  Most developers have imported these things many times before and could whip up something pretty quickly using an XMLPort or a Codeunit.
    Jason Wilder,  Sep 24, 2019 07:59 AM
    Thanks Jason

    I got it ot work and didn't have the issues that book i read said I would, but I would like to explore XMLPorts BUT using AL (as we only want to use AL going forward: wrote my first extension last week). Not a lot of info/examples of using XMLports with AL though

    Regards

    Mark

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Conference-BCNAVUG_200x200


  • 11.  RE: RapidStart Open Sales and Purchase Orders

    GOLD CONTRIBUTOR
    Posted Sep 24, 2019 10:37 AM
    We load the sales and purchase orders with customers all the time via rapid start.  I usually turn of triggers on the headers.
    The key is to load all the headers first before you load any lines or you will get all kinds of dialog boxes related to changing customers, etc.
    Also on the lines you need to make sure the quantity is only the remaining quantity that has not been received or shipped.

    ------------------------------
    Kevin Fons
    Senior Application Consultant
    Innovia Consulting
    waunakee WI
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    Conference-BCNAVUG_200x200


  • 12.  RE: RapidStart Open Sales and Purchase Orders

    GOLD CONTRIBUTOR
    Posted Sep 25, 2019 09:47 AM
    Thanks Kevin

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
    ------------------------------

    Conference-BCNAVUG_200x200


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