We want to use the new version 5.1 functionality Data Migration to copy a Template structure for all our new companies.
I have selected all the tables and the fields I want to use and created an xml & xls version.
When I import either of the two files and apply migration data, some fields in specific tables do not get updated:
1. Account Schedule Lines are not copied from xml for all customized schedules
2. No. Series – Starting Date field is not copied in codes using different number series line for each period.
3. VAT Posting Group – Posting Setup is not updated with VAT % values
4. Applying Migration data gives me migration errors VAT Statement Line but when I rerun it this is fixed...
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I don't remember the link to download it, sorry, but here there's a list of the bugs
http://blogs.msdn.com/nav_developer/archive/2008/10/17/rim-tool-on-5-0-sp1.aspx
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I think this will at least give me something to show our partner...
"Never memorize what you can easily find in a book".....Or Mibuso
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My suggestion is to study what tables are used under File --> Database --> Information --> Tables
Look at which tables are used and determine whether you need to move them over.
If you're not comfortable doing this, I'd highly recommend getting your partner involved.
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I know it's not their fault. But knowing what's the problem is this might help them fix the issues we are facing with the tool.
My partner has been notified but he may have never had a problem before with the tool since we are their biggest client
Note that we don't copy company specific data like transactions or records. We only want to copy basic structure information to make company creation process faster and more efficient.
However, there is a table I still can't make it work:
Account schedule template names are copied but Account schedule lines returned an error (i.e. migration error)
The question is why does this happen only for the specific table?? ](*,)
Your other post tends to indicate that there ere some fields missed in the upgrade. You should be talking to your partner about this.
what does the error sound like ?
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Please, do not frighten the ostrich,
the floor is concrete.
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Please, do not frighten the ostrich,
the floor is concrete.
In my opinion, you can transfer all the account schedules correctly in the following way:
1. Create the Analysis Views, that your account schedules use.
2. Transfer Account Schedules (t.84) - or if they are a small number, it will take less time to type the names in the new company.
3. Transfer Account Schedule Line (t.85)
4. Transfer Column Layout Name (t.333)
5. Transfer Column Layout (t.334)
And I think that would do.
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Please, do not frighten the ostrich,
the floor is concrete.
This -more or less- is what we are planning to do: create a dataport to import the account schedule lines to the new company. If the company is not using the default, then the user should use export from the base company he/she will use and then import to the new company.
So for a new company:
Run data migration to import the template tables (from file)
Use dataport to import account schedules lines (from file)