Create a processing group for positions with the DIEF

This article describes how to create a processing group to import positions with the DIEF in Dynamics AX 2012

Position

Access: Human Resources > Common > Organization > Positions > Positions

I need to import:

  • Position
  • Description
  • Report to position
  • Assignment date

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Note: The “Report to position” in the DIEF is created via the Relationship. That why you need to setup to fields with value Hierarchy name+Position Id

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Setup the Processing group – Option CSV file

Access: Data Import Export Framework > Common > Processing group

  • Click “New” and enter a name and a description

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  • Click “Entities”
  • Select Entity = Positions
  • Format = CSV
  • Select the two options

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  • Click “Generate source file”: the wizard form is open
  • Click “Next”
  • Select the fields below
    • Position = Position Id
    • Description = Description
    • Report to position = HcmPositionHierechy_ParentPositionId and HcmPositionHiearchyType_Name
    • Assignment date = HcmPositionDuration_ValidFrom

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  • Click “Generate sample file”

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Import data with the DIEF

This article describes how to import data with the DIEF in Dynamics AX 2012

Step1: Import the file in the staging table

Access: Data Import Export Framework > Common > Processing group

  • Click “Get staging data”

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  • Job ID is given by the system
  • Enter a description

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  • Click “OK”
  • Click “Preview” to check if information are correct

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  • Click “Run”
  • and “OK”

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  • · Data are created in the staging table

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