How to bring the historical information (postings) in NAV?

vaxo_m

Hello,
first of all thanks for excellent forum.

I'm beginer ERP consultant. I know functionality of Navision very well, but till had no "interaction" with it in real project.
I have the following question: how to bring the historical information (postings) in NAV?.. if the company had 50,000 transactions(postings) up to date - it is not realistic to start entering all of them. With what to begin? What is your experience at this point?

lakshmivalluru

it depends on what transactions they are and what you want to bring into navision.

Waldo

If you want historical data into the system,
Try to:
- first be sure that all parameters are correct.
- Upload the postings in the right journal
(- Take backup )
- Post

Alex_Chow

Some questions for your client:

1. What data do they want to bring in?
2. Is the cost of bringing in historical data outweight the benefits from it
3. Is it possible to reference the historical data in the old system?
4. Do they need detailed historical data? Or just summary?
5. How do they want to view the historical data once in Navision? In the regular ledger? Or in a separate table?

When dealing with importing history, it's usually very costly. Make sure your client knows what they're getting into.

vaxo_m

Thanks for help.
I have one more question: can I enter starting balance on accounts without posting(directly enter numbers on accounts)?

Alex_Chow

vaxo_m wrote:

Thanks for help.
I have one more question: can I enter starting balance on accounts without posting(directly enter numbers on accounts)?

There are several ways to go about it. Try searching the forum.

Waldo

vaxo_m wrote:

Thanks for help.
I have one more question: can I enter starting balance on accounts without posting(directly enter numbers on accounts)?

Why would you do that?
I wouldn't recommend it... . [-X

Alex_Chow

Waldo wrote:

vaxo_m wrote:

Thanks for help.
I have one more question: can I enter starting balance on accounts without posting(directly enter numbers on accounts)?

Why would you do that?
I wouldn't recommend it... . [-X

This is to get the beginning customer and vendor balances in.

Waldo

deadlizard wrote:

Waldo wrote:

vaxo_m wrote:

Thanks for help.
I have one more question: can I enter starting balance on accounts without posting(directly enter numbers on accounts)?

Why would you do that?
I wouldn't recommend it... . [-X

This is to get the beginning customer and vendor balances in.

Yes, I know ... :roll:

But why not post them??

vaxo_m

I'know that it is not a rational way. But I wonder if it is possible or not?

Waldo

Everything is possible ... \:D/
But I think the question should be: "Is it wise to do it?"