Import trade agreement data!

Finance and Operations/AX Developer Forum
1

I need to import data from legacy system into AX 2012. The third party will provide the data in the excel
format but I have to provide the fields (in excel) that i need for the import to take place. I have listed
out a few forms regarding sales agreements manually. Is there a better way to make that i give them
all the fields (trade Agreements) that are required for the import? Or Can someone list out the forms that are
used for the sales agreements and the Purchase agreements?

Thanks

Chitanya

2

Trade Agreements Template.xlsx (7.86 KB)

These fields are required to create trade agreements and post them. You can find the related forms under Price/Discount agreement journals in their respective modules. Find the attached template for the same.

  1. Item
  2. Relation
  3. Currency
  4. Account code
  5. Account relation
  6. Account selection
  7. Item code
  8. Item relation
  9. Size
  10. Site
  11. Warehouse
  12. Unit
  13. From Date
  14. To date From
  15. To
  16. Amount in transaction currency
3

Hi Chitanya,

As I recently import data trade agreements for sales price, so I can list in below, all fields required :

ItemCode
ItemRelation
AccountCode
AccountRelation
QuantityAmountFrom
QuantityAmountTo
Currency
Amount
FromDate
ToDate
InventSiteId
InventLocationId
InventSizeId
InventColorId
InventStyleId
JournalNum