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(BRA) Operation type

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Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

In releases before Microsoft Dynamics AX 2012 R2, sales operation types are created in the Sales operation types form and purchase operation types are created in the Purchase operation types form. The sales and purchase operation types are stored in two different tables. You can create sales and purchase operation types with the same identification code in the Sales operation types and Purchase operation types forms. For example, the operation type code 001 could designate both a sales operation type and purchase operation type.

In Microsoft Dynamics AX 2012 R2 and R3, the sales and purchase operation types are created in the Operations type form and both are stored in one table. As a result, each operation type must have a unique operation type code.

During upgrade, if sales and purchase operation types with the same identification code are available in the source system, you must specify new, unique identification codes and names for the operation types in Microsoft Dynamics AX 2012 R2 or R3. You can also update the type of operation for which the operation type is used.

Use the following procedure to update the identification codes for the sales and purchase operations types that have the same identification code.

  1. In the Preprocessing upgrade checklist, expand Prepare application data for preprocessing, and then click Operation type to open the Resolve purchase and sales operation type ID conflicts form.

  2. Select a sales or purchase operation type.

  3. In the Sales/Purchase field, select Sales, Purchase, or Both as the type of transaction for which the operation type is used.

    Note

    You cannot update the type of transaction for the operation types for which Both is selected in the Sales/Purchase field.

  4. In the New operation type ID and Name fields, update the identification code and name of the operation type in Microsoft Dynamics AX 2012 R2 oe R3.

  5. After you update the information for all operation types, click Set to ready for upgrade to mark the checklist task as complete and to close this form.

See also

(BRA) Resolve purchase and sales operation type ID conflicts (form)