Importing Historical Project Fee Transactions

CJBeattieCJBeattie Member Posts: 57
edited 2009-03-21 in Dynamics AX
Hello all,

I have a question on importing historical project costing transactions, particularly Fee's.

All of the costing transactions have been imported into a journal and can be seen as a statistic fine.

However, when importing into and posting the fee they sit as posted against the Project in the ProjRevenueTrans table, and do not exist in the ProjTransPosting table until invoicing. The ProjTransPosting table seems to be where the statistics are run from. As they are already invoiced transactions, invoicing them again is not really an option.

How have others got around this problem?

Many Thanks

Craig

Comments

  • AdamRoueAdamRoue Member Posts: 1,283
    Because of the complexities of projects at go live with project WIP etc I have always managed to successfully convince the client the there is little intrinsical value in importing this WIP data, or in fact the historical data because of the time and effort, and ultimate cost of doing this - it is a lot of work, where are you gaining your value? They then bring them in as sales orders to invoice when ready and run the projects down on the legacy system, all "new" projects are entered as projects and this also gives a clean break between pre and post AX projects.

    I am sure one day I will have your dilemma, but not up until this point - sorry!
    The art of teaching is clarity and the art of learning is to listen
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