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tranfering posted entries to a new company

In Navision 3.6: I want to set up anew company in the same database as the old company and besides coy setup checklist (master data) also copy some posted journals (registers) / (G/L) entries (so i want to selective copy registers into new company. How can I do that?

Thank You
  • To do that you will have to contact your NSC. As an end-user your license does not contain the permission to perform any direct changes, inserts or deletes on special tables (like G/L entry). Except you use the appropriate functions (for example the posting routine). This is for the sake of your data integrity.
  • Yes. I understand that. But using standard posting routines (General journal form for example) isn't ane method to use copy and paste from the other company's registers or any way to import some registers. When I use Setup Checklist/Copy data only master data in copied not entries.
    Thank you for your prompt answer to the previous question.
  • dont you want to create a new company with data as in the old company? In that case take a backup and rename the existing compnay and restore the backup.once the restore is done you can delete the unnecessary data. OR else the other option is create a dataport and export the registers/glentries and import into new company.
  • Sorry Lakshmi - but you cannot delete any "unnecessary" G/L-Entries as an end-user. And that's why the backup/restore/delete-idea will not work. And also the dataport-idea will not work using a end-user's license. Same reason - you can't insert or import any data into the G/L-entries. Except that the dataport has the appropriate permissions itself (but such a dataport is not "creatable" with a end-user-license).

    As i understood the problem, only some selected records should be transferred to the new company. And Dan does not have the license that allows him to write directly into the G/L-entry-table... For that reason he will have to a) purchase a developers license or b) talk to his NSC to let them develop that function for him.

    If i am wrong and Dan has a developers license, then i beg you pardon ;-)
  • Thanks Richard you are right I do not have developer licence and company policy won't grant yet that licence. Anyway one last try is there possible to transfer posted G/L entry from the old company into general journal lines of the new company and then post journal lines again. I think that way it's possible also to select the entries I want. When I try to do that with copy paste the message is "You cannot insert records from another table" fair enough but maybe you have some solution whilw a little pressed by time. Please excuse my ignorance.

    Thank you in advance
  • Me again. It seems to me that it has to be a way to copy a company with more data than just master data but not the whole data (backup/restore/rename way). By the way is there a tool to fix database integrity / when I test database seems that some keys do not have referential integrity)
  • Hi Dan,

    IF you have a report designer license you can do :
    1. Create a report to transfer necessary data from G/L Entries from old company to the General Journal Line on the new company, take a look on the command CHANGECOMPANY and i think there is an example on the www.mibuso.com site but i'm not sure.

    2. Create a second report to validate data on general journal line in the new company and after that post the transaction.

  • quote:
    Originally posted by Dan Vintila

    Me again. It seems to me that it has to be a way to copy a company with more data than just master data but not the whole data (backup/restore/rename way). By the way is there a tool to fix database integrity / when I test database seems that some keys do not have referential integrity)


    Because this is an integrated system, most of the Tables are tied to others. Deleting any data without a complete knowledge of the system may result in inconsistant data.
    Deleting Registers and G/L Entries would leave gaps in the data. From my understanding auditors don't appreciate this too much. Wink
  • Hi Dan,

    I would really strongly recommend that you get a seasoned navision developer to carry out the separation. A former colleague of mine was once given a similar task to separate data on a Navision database (1 company was split into 2 companies I think) and it was an arduous (but ultimately successful) experience; and this was for someone who knew Navision inside out!

    If you are going to do this anyways, and if you are only doing G/L entries, Aloysius Aloi's suggestion above will probably be the only feasible way of you accomplishing this. At least that way, the end result after posting will at least contain validated data. But ...

    i)Register No.s and entry no.s will not match the old database
    ii)All supplementary tables must exist or be created in the report.
    iii)No guarantee that the values at the end will match ... different rounding perhaps?

    Regards,
    edd

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