Exercise 2 - Migrate master data to a new company

Task 1: Create and export a configuration package

Scenario

After completing the basic configuration, you can now start by uploading the company’s business data, such as customers, vendors, items and the chart of accounts.

In order to prepare the migration of this data, you will configure some configuration packages and provide these excel-files to Contoso’s super users, to complete the information.

You will start with the vendor list, including contact information. To make sure the users know how to complete the required information, you prepare the following example.

The following information is returned to you by Contoso’s super user:

You will perform -

1. Create a configuration package.

2. Assign tables and select fields.

3. Export a configuration package to Excel.

4. Prepare data in Excel.

To fix the errors that occur during the lab, look at the end of the lab for fixes.

Steps

1. Create a configuration package.

   1. Select the Search icon in the top-right corner of the page, enter Configuration Packages and then choose the related link.

   2. In the Configuration Packages page, select + New to create a new configuration package.

   3. In the Code field, enter VENDOR.

   4. In the Package Name field, enter Vendor List.

2. Assign tables and select fields.

   1. On the Tables section of the Config. Package Card, enter a new line as follows.

   2. Open the assist edit button to the right of the Table ID field.

   3. In the window that opens, select the Vendor table and select OK.

   4. Then press ENTER or TAB.

   5. Make sure the vendor table line is selected, select Table and then Fields.

   6. You will be asked to check related tables, select No.

   7. Select fields again. On the field list page, first select Clear Included, to deselect the Include Field checkbox for all the fields.

   8. Then select the Include Field checkbox for the following fields:

      1. Name

      2. Address

      3. City

      4. Phone No.

      5. Currency Code

      6. Language Code

      7. Country/Region Code

      8. Post Code

   9. The Validate Field checkbox is automatically selected.

   10. Select Close.

3. Export a configuration package to Excel.

   1. In the Config. Package Card page, select Export to Excel.

   2. Select Yes to export the configuration package.

4. Prepare data in Excel.

   1. Open the exported excel file from the Downloads folder.

   2. Navigate to the Vendors Import.xlsx file (C:\ drive). Copy and paste the information as provided by Contoso.

   3. Save the Excel file.

Task 2: Import and apply a configuration package

Scenario

When the vendor information is completed, you can now upload the vendor information.

During this process, you want to make sure the data is validated and when missing, the related tables will be automatically updated with newly provided values.

You will perform -

1. Import a configuration package from excel.

2. Apply a configuration package.

3. Resolve package errors.

Steps

1. Import a configuration package from excel.

   1. In the Configuration Packages page, select the new configuration package for vendors and select Manage and then Edit.

   2. In the Config. Package Card page, select Import from Excel.

   3. Select on Select here to browse… and select the excel file that you updated in previous exercise.

   4. Select Open.

   5. Select Import.

2. Apply a configuration package.

   1. In the Config. Package Card page, select Apply Package.

   2. Select Yes to confirm.

   3. Select OK.

NOTE: When you copy the Vendor records, you may be missing the Currency record for GBP. Fix this by adding the GBP record on the Currencies card.

1. Resolve package errors.

   1. In the Config. Package Card page, the vendor table line will show a number of errors.

   2. Select on the number in the No. of Package Errors field.

   3. In the error page, select the first record line and select Show Error.

   4. Select Close.

   5. Repeat for all the error records.

   6. Select OK.

   7. In the Config. Package Card page, select the vendor table line and select Table and then select Fields.

   8. Select the Create Missing Codes check box, for the following fields:

      1. Currency Code

      2. Post Code

   9. Select Close.

   10. In the Config. Package Card page, select Apply Package.

   11. Select Yes to confirm.

   12. Select OK.

Task 3: Import and apply data from an existing company

Scenario

For the further ease of the labs during the course, you will migrate the data from the default CRONUS USA company within the database.

You will perform -

1. Import and apply a predefined Excel package.

Steps

1. Import and apply a predefined package.

   1. In the Configuration Packages page, select the dropdown next to Import Package, and then select Import from Excel.

   2. In the Import From Excel dialogue, select select here to browse.

   3. Select the file MB800_Lab_2.3_EVALUATION.xlsx, and then select Open.

   4. Select Import to confirm.

   NOTE: If you get a message about dimensions, select Yes.

   1. Select on EVALUATION.

   2. Select Apply Package.

   NOTE: If you get a message related to duplicated contacts, select No to each message.

   1. Select Yes to continue.

   2. Select Yes to any further questions.

   3. Select OK.

NOTE: You may run into errors when loading the package. You will need to fix those errors prior to continuing the labs.

Fixes for Errors

You need to fix the following items:

1. Add the missing bin types from the Evaluation.xlsx file.
2. Fix/Add bin types to the White location errors
3. Increase the value for the Contacts number series to from 20 to 30.
4. Add three companies to Customers:

• School of Fine Art
• Adatum Corporation
• Trey Research