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Wednesday, March 13, 2013

Import Excel data into Invent Table using temple in Ax2009


How to import Excel data into invent Table in ax2009.

You know while importing data into invent table we need to follow few steps then only the data will import in correct format.


1)                         Go to Ax2009 -> Administration module -> periodic->Excel Spreadsheet -> Create Template using template Wizard.
2)              While creating template must and should we can use two tables along with Invent table. I.e.
                           I)                    Invent table
                           II)                  InventTableModule
                           III)                InventItemLocation
3)  After creating the template .copy and paste the data into template one by one .And make sure   either                            fill all the mandatory fields or not.
4)  In Invent Table we have to fill Item Type like in this format only 000::Item.

5) Next Go to Invent Table Module tab fill only mandatory columns. Then we have to also fill one more       column i.e. Dimension No. = AllBlanks. Make sure no gap.

Final Step we have to fill the invent Table module also.

After completing this process import the Excel with the same definition Group into ax.

These cases data will import into particular tables but it’s not populating in invent Table form. The problem  is we have to Fill invent Table Module table like below format then only data will populate into Forms.

  Item Number    Module Type

Invtrial02
000::Inventory
Invtrial02
001::Purchase order
Invtrial02
002::Sales order

We have to enter each item as three rows then only data will populate into forms.
Hope this will help you friends. I tried this is working fine. If anyone got any issues feel free to comment me.

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