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Applies To: Microsoft Dynamics AX 2012 R3
Retail essentials provides a data import feature that is optimized to import data from Microsoft Dynamics Retail Management System (RMS). RMS is a retail system from Microsoft that is a precursor to Retail essentials. The data import feature is built on top of the Data Import/Export Framework for Microsoft Dynamics AX 2012 and uses Data Import/Export Framework entities to migrate data.
What data is migrated?
The data import feature helps you move core data, such as information about customers and products, from RMS to Retail essentials. The following default entities are provided for RMS data migration:
With the release of Microsoft Dynamics AX 2012 R3 Cumulative Update 8, RMS entities that contain transactional or historical data are migrated to Retail essentials. The transactions can be viewed in the Retail sales and Retail store transactions forms. Entry status for all migrated transactions is marked as posted.
The following RMS tables and fields are mapped to the indicated fields in the RetailTransactionTable in Retail Essentials.
What data is not migrated
Entities that represent RMS functionality that is significantly different in Retail essentials are not migrated. The following entities and functionality are not included in RMS data migration:
If you want to migrate other entities that are not included by default, or if you want to support custom fields in migrated entities, follow these steps:
Prepare for data migration
Before you can migrate data from RMS to Retail essentials, the Microsoft Dynamics AX Data Import/Export Framework must be present in your Retail essentials installation. Additionally, you must finalize the data in RMS and then make this data available to Microsoft Dynamics AX.
For information about how to add the Data Import/Export Framework to your Retail essentials installation, see Install Retail essentials at headquarters. After the Data Import/Export Framework is installed, you must configure it. For instructions, see Install the Data import/export framework (AX 2012 R3).
To prepare RMS data for migration, follow these steps:
Note
The bar code information is stored in the Alias table in the RMS headquarters database.
If you find any of these issues, you must manually correct the data before you continue with the data migration.
Migrate data
To migrate RMS data to Retail essentials, follow these steps:
Create an ODBC data source
To import data from your Retail essentials installation to the RMS headquarters database, you must have an ODBC connection. To create an ODBC connection, follow these steps:
Add the ODBC data source to the Data Import/Export Framework
To add the ODBC data source for the RMS headquarters database to the Data Import/Export Framework, follow these steps:
Configure RMS migration parameters
Microsoft Dynamics AX uses the RMS migration parameters to determine some general configuration values for the RMS data, such as the language and currency. To configure RMS migration parameters, follow these steps:
Initialize the RMS migration entities
Initialization creates the required Data Import/Export Framework entities and processing groups for your RMS data. To initialize the RMS migration entities, follow these steps:
Microsoft Dynamics Sl Manual PdfImport the data
You must first import the data from the RMS headquarters database to a staging table. You can then migrate the data from the staging table to the target table.
When you have finished the import process for all processing groups, the RMS migration to Retail essentials is completed.
Post-migration tasksMicrosoft Dynamics Rms Crack
After the RMS data is migrated, you must follow these steps to make the RMS data available in Retail essentials.
Post Inventory Movement journals
To post all inventory movement journals, follow these steps:
Post Price/Discount Agreement journals
To post price/discount agreement journals, follow these steps:
Set payments type for cashMicrosoft Dynamics Rms User Manual
To set up a payment type for cash, follow these steps:
Microsoft Dynamics Rms Pos User Guide
Create Retail stores
For information about how to create a Retail store for each store that is migrated from RMS, see the topics in Setting up retail stores (Retail essentials).
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