Import with Rapid Start Services

The Rapid Start Services are an often used tool in Dynamics Nav to export and import data. In that posting i show how the Import works using new feature Item Attributes.

In that sample i want to import a new Item Attribute Value and a new Item Attribute Value Mapping. Item Attribute Values are the concrete values, which an Item Attribute can have, e.g. Item Attribute “Color” can have values red, green, blue. These values can now be added as attributes to a concrete item using table item attribute value mapping.

We start with a new Config. Package. So goto /Departments/Administration/Application Setup/RapidStart Services/Configuration Packages or simply write “Configuration Packages” into the search box. There create a new Config. Package and set ITEMATT as code value and “Item Attributes” as package name. Now we add some lines to the Tables list: 7501 and 7505.

Now select Filters in subpage menu Table.
Add a filter for the first line (table 7501). Here we want to filter for Item Attribute with ID 1 (Color): FieldID = 1,Field Filter = 1.
For the 2. line (table 7505) set following filter:

Now export the filtered table data to excel using action “Export to Excel” from the main menu Actions. Open the created excel document. So we get the needed format to import some data. Now we change the data. Remove all data lines from table 1 in the excel document except line 1. Now change the values for ID and Value as follows:

In the 2. table change the value for “Item Attribute Value ID”:

Save the changed document to your documents folder, close Excel. Now we can import the new data. For that click on “Import from Excel”, No. of Package records changes to 1. If you click on the no., you can check import errors in the winow Config. Package records. The imported data is now temporarily saved. To save the data to the target tables, click on “Apply Package” action.

Now let’s check, if the data was imported.

Goto items list and click on action Attributes in menu Action. All right, the data is correct. You see in the second line Attribute Farbe (= Color) and the new value Brown, right the attribute value list with the new value.

cheers

NAV 2017 ready for download

Just checked partnersource. NAV 2017 first release is ready for download on partnersource. Great thing! Seems that there are more new features developed for the web client. A.i.k. the windows client will not be continued, what can be a reason.

A complete “What’s new list” you’ll find here.

  • Office 365 Experience
  • Embedded Power-BI
  • Better/Easier Setup and Configuration, Setup wizards
  • Notifications for the Web Client
  • Explorer like lists with thumbnails
  • Finance Enhancements: Default Account Schedules, easier Reporting
  • Jobs Enhancements
  • CRM: New Wizard
  • Item attributes: long missed
  • Integration: Payment services, Paypal, OCR Line recognition
  • Cortana Intelligence: Sales and inventory forecasts
  • PowerApps & Microsoft Flow

Not all features are available in the first release.

So let’s start with NAV 2017. Well done, Microsoft. 😀

Cheers