Hello everyone, today i will explain how we can import employee or worker master data in ax 2012 with Excel Add in.
Step-1: Import data in Dirperson table, check the next number (Organization administration > common > number sequence > Address book > dirparty )
Open Microsoft Excel > Dynamics tab > Option(check company information ) > Add Data > Add table > DirPerson table
Step-1: Import data in Dirperson table, check the next number (Organization administration > common > number sequence > Address book > dirparty )
Open Microsoft Excel > Dynamics tab > Option(check company information ) > Add Data > Add table > DirPerson table
Name | Party ID | Party type |
Shankar Narayanan Ramaswamy | 000012830 | People |
Trevor D' Mello Joseph | 000012831 | People |
Aadel Ahmed Ahmed Shaikh | 000012832 | People |
Abbas Ali Shah | 000012833 | People |
Add data and publish
Step-2: Import Person information like first name, last name etc...
Microsoft Excel > Dynamics tab > Option(check company information ) > Add Data > Add table > DirPersonName table
Add required data and publish
Step-3: Create Personnel id in HcmWorker table.
Microsoft Excel > Dynamics tab > Option(check company information ) > Add Data > Add table > HcmWorker table
Personnel number | Name.Party ID | Name.Party type | Name |
000033 | 000011190 | People | Ganesh |
000006 | 000012141 | People | Adnan Mohd Z |
000007 | 000012142 | People | Arvin Gumato Pareja |
000008 | 000012143 | People | Abdulelah Khan |
000009 | 000012144 | People | Hani Radi Al Owais |
000010 | 000012145 | People | Bharath Kumar |
Add data and publish.
Step-4: Converting worker to Employee or Contractor in Hcm Employement table.
Microsoft Excel > Dynamics tab > Option(check company information ) > Add Data > Add table > HcmEmployment table
Company.DataArea | Worker.Personnel number | Company.Name | Employment end date | Employment start date | Worker type |
01-01-2155 05:29 | 18-03-2014 02:30 | Employee |
Add data and publish.
Like this you can add you data by taking reference of Party Id or Personnel Id. This i have tried for one of our customer and it worked fine.
Thanks!!!!
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