module 3 part 3 (Migrate data to BC) Flashcards
Typical data to migrate
customers
vendors
items
the four general data sets
General ledger accounts
Customers
Vendors
Items
when can we start migrating the customer’s existing master data
After you import and apply the setup data to your database
A data template
something that contains default values for groups of customers, vendors, items
Typically, you create data templates for which master data tables?
Contact
Customer
Item
Vendor
what must we do to use journals to make sure that the data we are moving is added to the ledger entries in a consistent and reliable manner?
we must add tables 81 General Journal Line and table 83 Item Journal Line to the configuration package you want to use to set up a new company
RapidStart Services do what?
help Microsoft partners create, set up, and initialize new installations of Business Central
RapidStart Services increases the speed and quality of those implementation steps
RapidStart Services provides which components?
Configuration Worksheet
Configuration Packages
Configuration Questionnaires
Configuration Templates
RapidStart Services can be used in which situations?
To configure an add-on solution
To prepare a demo
For mass deployment
When switching from trial to production
To configure a subsidiary
what is included in the required tables that we need when setting up a new company?
Those that contain default data records that are the same for each company
–> for example, country or region codes.
Those that contain default setup that is the same for each company
–> for example, source code setup.
Area setup tables, for example, Sales & Receivables Setup.
Supplementary setup tables, for example, posting groups, payment terms.
Those that require data migration.
Those that help in posting opening balances
You have exported your customer and vendor data from your current system to Excel. You now want to migrate the customer and vendor data to Business Central, using Excel. What is the best way to accomplish this?
You can use the assisted setup and then run the Migrate Business Data wizard. If you choose the option Import from Excel, you can download an Excel template in which you can enter the required data, and next, import back into Business Central.
Business Central includes Extensions. You can select the extension Configuration Packages and then you can export to Excel and set up your data there. Then, you can import the data from Excel again. The package consists of 27 tables, including master data such as customers, vendors, items, and accounts, other basic setup tables such as shipping methods, and transactions tables such as sales header and lines.
Using the search function, you can open the Data Migration page. There you can enter a new line for table 18 – the Customer table. After selecting the fields to include in the Excel template, you can export to Excel, enter the required information and import back into Business Central. Afterwards, you can do the same for the vendor table.
On the data migration page, that you can find via the search functionality, you can run the Configuration wizard that imports the customer and vendor data to Business Central from Excel.
You can use the assisted setup and then run the Migrate Business Data wizard. If you choose the option Import from Excel, you can download an Excel template in which you can enter the required data, and next, import back into Business Central.
How can you make sure, when migrating data to Business Central that this data is created quickly and accurately in the new company?
To make sure that this data is created quickly and accurately in the new company, you should use templates to structure the data, and review the data prior to import.
To make sure that this data is created quickly and accurately in the new company, you should make sure it is labeled in Excel, before you import the data.
To make sure that this data is created quickly and accurately in the new company, you should download and install the Accurate Data Import extension from the marketplace.
To make sure that this data is created quickly and accurately in the new company, you should run the Data Accuracy wizard from the Assisted Setup.
To make sure that this data is created quickly and accurately in the new company, you should use templates to structure the data, and review the data prior to import.
After you import and apply setup data in the new database, you can start migrating the customer’s existing master data, such as item and customer numbers and names. To make sure that this data is created quickly and accurately in the new company, you should use templates to structure the data. A data template is something that contains default values for groups of customers, vendors, items. So, suppose, for example, that you must migrate your customers. Then you could group your customers, for example, by region, because all U.S. customers have the same country/region code. They probably also have the same posting groups and so on.
