Begin Validation Process for Updating Records in Dynamics NAV RapidStart

Hello and welcome back to our series of blogs on RapidStart for Microsoft Dynamics NAV. In our previous blog we covered importing an Excel file into NAV (Step 6). Once the file has been imported, our next step is to validate the package and apply the changes.

Step 7

This step will check on table relationships, so that the values you are adding in that have a table relationship are in the related table. In our example, we will check each Payment Term to make sure that it exists in the Payment Terms table. To validate the package, go to the Actions Ribbon and select “Validate Package.”

Dynamics NAV RapidStart 6.1

Depending upon the file, this process might go quickly or take a long while. Generally, larger files will take longer because there is more data to check.

When you click on “Validate Package,” you will get the message box below. Click “Yes.”

Dynamics NAV RapidStart 6.2

Next you will get a message box that says:

Dynamics NAV RapidStart 6.3

Once completed, if there were no errors, a message box will appear with the number of tables processed:

Dynamics NAV RapidStart 6.4

If there are errors, the number will be in red under “No. of Package Errors.” Hover the mouse over the number and click on it when it underlines. A new message box will open up allowing you to “Show Errors” to investigate what needs to be reviewed/fixed.

If the error requires a fix to the data, then you will need to fix the data in Excel, re-import the Excel file and validate it again. NAV is not aware of any changes in the Excel file so you might need to update data in another table to fix the error. This can be done either manually in NAV or by completing a separate Configuration Package if there’s a lot of additional data to load. After any changes are made to the Excel file, the file will need to be re-imported into NAV to get those changes applied to NAV.

Step 8

Once any errors are resolved, the next step is to apply the package. Click on “Apply Package.”

Dynamics NAV RapidStart 6.5

You will get this message box:

Dynamics NAV RapidStart 6.6

This is your last chance to NOT apply the changes into NAV. Click “Yes” if you want to apply the package, which updates the data in NAV. After clicking “Yes,” you will get a message box that NAV is applying the package. Once it has finished, you will get a message box summarizing the number of tables processed and number of errors found.

If there are errors, then the No. of Package Errors field will show up in bold and red in the Configuration Package. Click on this field to figure out the best next step forward.

One way to tell if the data has been applied is to look at the No. of Package Records field. After applying the data with no errors, this field should change to zero (see image below).

Dynamics NAV RapidStart 6.7

Now, as a final check, let’s look at some customers. In Customers under Payments, you will notice that the update worked:

Dynamics NAV RapidStart 6.8

Congrats! You have updated your first existing customer record in NAV using RapidStart!

In our next blog post, we will take a short detour and cover how to add new records into NAV.