Guess what, more companies are moving to NAV 2013 R2.

I am about to start a data upgrade for a medium-sized Icelandic company.  Doing a data transfer means that you need to compare the tables of the old version and the new version and where you have mismatch you have to take some action.  The data transfer is build on the upgrade from 2009 to 2013 R2 released by Microsoft.

We have the MergeTool that is used to compare and merge code and a lot of other cool things.  I wanted a tool that did something else so I started designing a writing.  I am hoping that the result will save me a lot of work in future upgrades.

UpgradeMenu

This tool imports exported object files into a table version.  Then I can compare two table versions and get all the difference listed.  I also import the CRONUS tables for each version to make sure that I am not comparing built-in fields.

TableVersions

I give the comparison an identification and select the source and destination versions.  Then I hit Compare.  Within seconds I get the result.

CompareResult3

I have got to make decisions on what to do with modified and deleted tables.  I can list all the tables and check the fields comparison.

Fields

I can select both step 1 and step 2 actions for each table.  For new fields I can select a source field from the source table.  The example I show here is the customer table.  I choose in step 1 to copy all the needed fields to a temporary table.  The tool will find the next available upgrade table automatically.  In step 2 I choose to move the data from the temporary table into the destination version.  I can ask that a new field will get a value from another field in the temporary table.  In this example the Registration No. field has a new ID.

The best part is yet to come.  To really save some work I make the tool create all the needed NAV upgrade objects.  For step 1 I get all the upgrade tables with only required fields.

[code]OBJECT Table 66001 Temp Customer
{
OBJECT-PROPERTIES
{
Date=11.02.14;
Time=12:11:11;
Version List=Dynamics.is;
}
PROPERTIES
{
}
FIELDS
{
{ 1 ; ;No. ;Code20 }
{ 10010400;;Registration No. ;Code20 }
{ 10017241;;Require Purchase Request;Boolean }
{ 10017290;;Freight Paid By ;Option ;OptionString=[Recipient,Prepaid,Senders Account,See Ship-to Address] }
}
KEYS
{
{ ;No. ;Clustered=Yes }
}
FIELDGROUPS
{
}
CODE
{

BEGIN
{
¸Dynamics.is Upgrade Table
}
END.
}
}

OBJECT Table 66002 Temp Cust. Ledger Entry
{

[/code]

The codeunit required to make the data manipulation.

[code]OBJECT Codeunit 66000 Upgrade FurblandanR
{
OBJECT-PROPERTIES
{
Date=11.02.14;
Time=12:11:11;
Version List=Dynamics.is;
}
PROPERTIES
{
}
CODE
{
PROCEDURE Upgrade@1(VAR StateIndicator@1000 : Record 104037);
BEGIN
// Call this function from the top of the Upgrade trigger in Codeunit ID 104045
CopyCustomer(StateIndicator);
CopyCustLedgerEntry(StateIndicator);

MoveCashierBankBranch(StateIndicator);

ForcePaymentTerms(StateIndicator);
ForceSalesHeader(StateIndicator);

END

LOCAL PROCEDURE CopyCustomer@2(VAR StateIndicator@1002 : Record 104037);
VAR
Customer@1000 : Record 18;
TempCustomer@1001 : Record 66001;
BEGIN
WITH Customer DO
IF StateIndicator.UpdateTable(TABLENAME) THEN BEGIN
TimeLog.TimeLogInsert(TimeLog,TABLENAME,TRUE);
IF FINDSET(TRUE) THEN
REPEAT
StateIndicator.Update;
CALCFIELDS("Picture");
TempCustomer.INIT;
TempCustomer.TRANSFERFIELDS(Customer);
TempCustomer.INSERT;
UNTIL NEXT = 0;
MODIFYALL("Registration No.",”);
MODIFYALL("Require Purchase Request",FALSE);
MODIFYALL("Freight Paid By",0);
TimeLog.TimeLogInsert(TimeLog,TABLENAME,FALSE);
StateIndicator.EndUpdateTable(TABLENAME);
END;
END;

LOCAL PROCEDURE CopyCustLedgerEntry@3(VAR StateIndicator@1002 : Record 104037);
VAR
CustLedgerEntry@1000 : Record 21;
TempCustLedgerEntry@1001 : Record 66002;
BEGIN
WITH CustLedgerEntry DO
IF StateIndicator.UpdateTable(TABLENAME) THEN BEGIN
TimeLog.TimeLogInsert(TimeLog,TABLENAME,TRUE);
IF FINDSET(TRUE) THEN
REPEAT
StateIndicator.Update;
TempCustLedgerEntry.INIT;
TempCustLedgerEntry.TRANSFERFIELDS(CustLedgerEntry);
TempCustLedgerEntry.INSERT;
UNTIL NEXT = 0;
MODIFYALL("Final Due Date",0D);
TimeLog.TimeLogInsert(TimeLog,TABLENAME,FALSE);
StateIndicator.EndUpdateTable(TABLENAME);
END;
END;

LOCAL PROCEDURE MoveCashierBankBranch@26(VAR StateIndicator@1002 : Record 104037);
VAR
CashierBankBranch@1000 : Record 10010402;
TempCashierBankBranch@1001 : Record 10000202;
BEGIN
WITH CashierBankBranch DO
IF StateIndicator.UpdateTable(TABLENAME) THEN BEGIN
TimeLog.TimeLogInsert(TimeLog,TABLENAME,TRUE);
IF FINDSET(TRUE) THEN
REPEAT
StateIndicator.Update;
TempCashierBankBranch.INIT;
TempCashierBankBranch.TRANSFERFIELDS(CashierBankBranch);
TempCashierBankBranch.INSERT;
UNTIL NEXT = 0;
DELETEALL;
TimeLog.TimeLogInsert(TimeLog,TABLENAME,FALSE);
StateIndicator.EndUpdateTable(TABLENAME);
END;
END;

LOCAL PROCEDURE ForceFixedAsset@48(VAR StateIndicator@1002 : Record 104037);
VAR
FixedAsset@1000 : Record 5600;
BEGIN
WITH FixedAsset DO
IF StateIndicator.UpdateTable(TABLENAME) THEN BEGIN
TimeLog.TimeLogInsert(TimeLog,TABLENAME,TRUE);
IF FINDFIRST THEN BEGIN
StateIndicator.Update;
MODIFYALL("Straight-Line %",0);
MODIFYALL("Depreciation Starting Date",0D);
MODIFYALL("Biling Contract No.",”);
END;
TimeLog.TimeLogInsert(TimeLog,TABLENAME,FALSE);
StateIndicator.EndUpdateTable(TABLENAME);
END;
END;


[/code]

And to complete step 1 the addition needed to the DeleteDiscontinuedTables trigger.

[code]// Add these lines to the DeleteDiscontinuedTables trigger of Codeunit ID 104002
DeleteTable(72000);
DeleteTable(72001);
DeleteTable(72003);
DeleteTable(87400);
…// Add these lines to the DeleteDiscontinuedTables trigger of Codeunit ID 104002
[/code]

Then there is the upgrade codeunit for step 2

[code]OBJECT Codeunit 66001 Upgrade FurblandanR
{
OBJECT-PROPERTIES
{
Date=11.02.14;
Time=12:11:11;
Version List=Dynamics.is;
}
PROPERTIES
{
}
CODE
{
PROCEDURE Upgrade@1(VAR StateIndicator@1000 : Record 104037);
BEGIN
// Call this function from the top of the Upgrade trigger in Codeunit ID 104048
CopyBankingWebServicesUser(StateIndicator);
MoveCustomer(StateIndicator);
.. END

LOCAL PROCEDURE CopyBankingWebServicesUser@2(VAR StateIndicator@1002 : Record 104037);
VAR
TempCashierWebServicesUser@1000 : Record 66022;
BankingWebServicesUser@1001 : Record 10010428;
BEGIN
WITH TempCashierWebServicesUser DO
IF StateIndicator.UpdateTable(TABLENAME) THEN BEGIN
TimeLog.TimeLogInsert(TimeLog,TABLENAME,TRUE);
IF FINDSET(TRUE) THEN
REPEAT
StateIndicator.Update;
"BankingWebServicesUser".INIT;
"BankingWebServicesUser"."Authentication Code" := "Authentication Code";
"BankingWebServicesUser"."User ID" := "User ID";
"BankingWebServicesUser"."Certificate Key Identifier" := "Certificate Key Identifier";
//"BankingWebServicesUser"."User ID Store" := ;
//"BankingWebServicesUser"."Password Store" := ;
//"BankingWebServicesUser"."Certificate Location" := ;
//"BankingWebServicesUser"."Certificate Value" := ;
"BankingWebServicesUser".INSERT;
UNTIL NEXT = 0;
TimeLog.TimeLogInsert(TimeLog,TABLENAME,FALSE);
StateIndicator.EndUpdateTable(TABLENAME);
END;
END;

LOCAL PROCEDURE MoveCustomer@3(VAR StateIndicator@1002 : Record 104037);
VAR
TempCustomer@1000 : Record 66001;
Customer@1001 : Record 18;
BEGIN
WITH TempCustomer DO
IF StateIndicator.UpdateTable(TABLENAME) THEN BEGIN
TimeLog.TimeLogInsert(TimeLog,TABLENAME,TRUE);
IF FINDSET(TRUE) THEN
REPEAT
StateIndicator.Update;
"Customer".GET("No.");
"Customer"."Registration No." := "Registration No.";
//"Customer"."Momentum Claims Active" := ;
"Customer".MODIFY;
UNTIL NEXT = 0;
DELETEALL;
TimeLog.TimeLogInsert(TimeLog,TABLENAME,FALSE);
StateIndicator.EndUpdateTable(TABLENAME);
END;
END;


[/code]

And to complete the process the upgrade tables are marked to be deleted.

[code]// Add these lines to the OnRun trigger of Codeunit ID 104003
MarkTable(66001);
MarkTable(66002);
…[/code]

This tool is in testing and I am planning to add support for NAV 2015 upgrade tool.

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