Tuesday, 8 July 2014

Bill Of Materials Data Import Process(ax 2009)

Bill Of Materials Data Import Process
1.      Open Dynamics Ax IDE
2.      Select the Company
3.      Go to Administration module
4.      Under Periodic menu, click and expand Data Export/Import
5.      Click and expand Excel Spreadsheets
6.      Click Template Wizard
7.      In the Microsoft Excel Template Wizard click Next
8.      In the Filename textbox, create a new excel file BOM Import Demo in the required position
9.      Click Next
10.  Select Show All Tables button
11.  Select table BOM from the Available Objects box
12.  Click the arrow symbol to add the table to the Selected Objects Box
13.  Similarly add BOM Table and BOM Version tables to the Selected Objects Box
14.  Click Next
15.  Click Next
16.  Click  and expand the tables to see the mandatory fields marked in red
17.  Also, here required fields for import can be selected
18.  Click Next
19.  Make sure the Create Import Definition Group checkbox is checked
20.  Click Next
21.  Click Next
22.  Click Finish
23.  The import template BOM Import Demo is created with the three tables BOM, BOM Table and BOM Version  as three sheets in the excel.
24.  Shaded columns indicate mandatory fields.
25.  Place the cursor on the column header to view a short note about the field
26.  In the BOM sheet , add values for fields:
a.      Line No
b.      Line Type
c.       Consumption is
d.      Item Number
e.      Quantity
f.        Calculation
g.      Rounding-up
h.      Unit
i.        BOM
j.        Formula
k.       Dimension No.
27.  In the BOM Table sheet , add values for fields:
a.      BOM
b.      Name
c.       Item group
d.      Approved
e.      Site
28.  All the BOMs listed in BOM field of the BOM sheet should be given in BOM field of BOM Table sheet without duplication
29.  In the BOM Version sheet , add values for fields:
a.      Item Number
b.      BOM
c.       Name
d.      Active
e.      Approved
f.        Approved by
g.      Dimension No
30.  All the BOMs listed in BOM field of the BOM sheet should be given in BOM field of BOM Version sheet without duplication
31.  Save the excel sheet BOM Import Demo and close it
32.  In Administration module> Periodic> Data Export/Import >click Definition Groups
33.  The new definition group is created for the BOM upload
34.  Select the definition group and Click Table Setup Button
35.  Click Preview  tab to view the first row of values in the BOM sheet of the excel
36.  If any value is not shown here , then correct it in the excel sheet
37.  Similarly , check preview of the other two tables
38.  Click save and close
39.  Click Import Button
40.  In the Filename textbox, select the BOM Import Demo excel from the saved path
41.  Click Open
42.  Click OK
43.  Go to Inventory management>Common forms> Bill of materials
44.  Search for the BOM uploaded and view the details.
45.  Now the data import is completed.



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