Historical Snapshot (2024)

Overview

The video demonstrates the GP Snapshot, which brings transactional information from Dynamics GP into Business Central extension tables so that historical data can be viewed in list pages. Configuration is done through the cloud migration wizard or the cloud migration management page, where you pick the module transactions to migrate and how far back to go.

After the cloud migration completes, the snapshot runs automatically and its progress can be followed in tiles on the cloud migration management page. The demo then walks through the GP Detail Snapshot views for GL accounts, customers, vendors and items, including export to Excel, filtering and drill-through.

Key points

• The snapshot stores GP transactional data in extension tables and shows it in list pages in Business Central.
• Configure it before migration starts, through the cloud migration wizard or the cloud migration management page (GP Company Migration Configuration page).
• You select which module transactions to migrate and the date range. The default year follows the GL summary setting, but you can use a different range, for example 3 years of GL summary and 7 years of transactions.
• The snapshot runs automatically once the cloud migration is complete. Progress is shown in tiles on the cloud migration management page.
• GL detail is under the chart of accounts as GP Detail Snapshot. It comes from the GP 20,000 and 30,000 tables (open and history), and can be exported to Excel, filtered, and searched by journal entry number, with drill-through to subledger transactions.
• Customer and vendor lists have a GP Detail Snapshot option (receivables and sales order processing for customers, payables and purchase receiving for vendors), filterable by a specific record.
• Item snapshot data for inventory transactions is available under items, but there are no tiles for the item list navigation.

Features

Every feature below: status not stated, demoed.

AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

• page “GP Company Migration Configuration page” at 0:20
• page “Cloud Migration Management page” at 1:17
• page 16 “Chart of Accounts” at 1:56
• page “GP Detail Snapshot” at 1:56
• page 22 “Customer List” at 3:31
• table “GP 20,000 table” at 2:16
• table “GP 30,000 table” at 2:16

Not found in BC28-30: page “GP Company Migration Configuration page”, page “Cloud Migration Management page”, page “GP Detail Snapshot”, table “GP 20,000 table”, table “GP 30,000 table”.

Quotes

• 0:00 “the GP snapshot allows you to bring over transactional information from GP into business Central in extension tables”
• 0:36 “you can indicate what module transactions you would like migrated to business Central once you select the module transactions you can indicate how far”
• 0:56 “you may want to bring over the last 3 years of GL summary inform information but maybe you want to go back seven years”
• 1:17 “The GP snapshot will run automatically once the migration is complete you can monitor the progress of the snapshot by looking at the tiles”
• 2:16 “this information comes from the GP 20,000 and 30,000 tables so that is the detailed tables in GP for both your open and history”
• 2:36 “like any list page in business Central you can export this information out to excel you can also filter on it and search for”
• 2:56 “if the transaction came from a subledger you can drill back on that journal entry number to see that subledger transactions”