Preprocessing upgrade checklist: Tasks [AX 2012]

Updated: July 8, 2013

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

Complete the checklist tasks listed below. Since tasks on the two supported source systems sometimes differ from one another, they are displayed in separate columns. Task names link to help explaining the purpose of each task and providing instructions for completing it. The Task domain column indicates why and when each task is required:

  • Upgrade framework core – task is required on all systems

  • Best practices – task is recommend to improve performance

  • Lean manufacturing – task is required on systems with the lean manufacturing module

  • Retail – task is required on systems with the Retail module

  • Country-specific (GLS) – task is required only if functionality for the specified country or region is supported

NoteNote

The actual number and order of checklist tasks varies depending on your version of Microsoft Dynamics AX, the features installed on the system, and the preprocessing XPO files you selected for import.

Checked checkbox

Microsoft Dynamics AX 4.0 tasks

Microsoft Dynamics AX 2009 tasks

Task domain

Unchecked checkbox

Performance (upgrade)

Performance (upgrade)

Best practices

Unchecked checkbox

Performance (upgrade)

Performance (upgrade)

Best practices

Unchecked checkbox

Configure partitions

Configure partitions

Upgrade framework core

Unchecked checkbox

Check upgrade readiness

Check upgrade readiness

Upgrade framework core

Unchecked checkbox

View and fix upgrade readiness issues

View and fix upgrade readiness issues

Upgrade framework core

Unchecked checkbox

Initialize preprocessing

Initialize preprocessing

Upgrade framework core

Unchecked checkbox

System parameters

System parameters

Upgrade framework core

Unchecked checkbox

Set up number sequence for upgrade

Set up number sequence for upgrade

Upgrade framework core

Unchecked checkbox

Company priority setup

Company priority setup

Upgrade framework core

Unchecked checkbox

Map country/region codes

Map country/region codes

Upgrade framework core

Unchecked checkbox

Default country/region

Default country/region

Upgrade framework core

Unchecked checkbox

Prepare financial dimension framework for upgrade

Prepare financial dimension framework for upgrade

Upgrade framework core

Unchecked checkbox

Map fixed asset calendars

Map fixed asset calendars

Unchecked checkbox

N/A

Provide payment services information

Upgrade framework core

Unchecked checkbox

Prepare currencies for upgrade

Prepare currencies for upgrade

Upgrade framework core

Unchecked checkbox

Inventory dimension group upgrade

Inventory dimension group upgrade

Upgrade framework core

Unchecked checkbox

Product upgrade (preprocessing)

Product upgrade (preprocessing)

Upgrade framework core

Unchecked checkbox

Configure site structure

Configure site structure

Upgrade framework core

Unchecked checkbox

Map task groups to capabilities

Map task groups to capabilities

Upgrade framework core

Unchecked checkbox

Product Builder Route nodes upgrade

Product Builder Route nodes upgrade

Upgrade framework core

Unchecked checkbox

Units

Units

Upgrade framework core

Unchecked checkbox

Unit conversions

Unit conversions

Upgrade framework core

Unchecked checkbox

Fixed units

Fixed units

Upgrade framework core

Unchecked checkbox

Unit texts

Unit texts

Upgrade framework core

Unchecked checkbox

Preprocessing upgrade checklist: Tasks

Preprocessing upgrade checklist: Tasks

Upgrade framework core

Unchecked checkbox

User relations upgrade - invalid company users

User relations upgrade - invalid company users

Upgrade framework core

Unchecked checkbox

User relations upgrade duplicate user IDs

User relations upgrade duplicate user IDs

Upgrade framework core

Unchecked checkbox

User relations upgrade missing contact person

User relations upgrade missing contact person

Upgrade framework core

Unchecked checkbox

N/A

Select which employee number to upgrade

Retail

Unchecked checkbox

N/A

Select company to upgrade - Retail

Retail

Unchecked checkbox

N/A

Configure globally unique staff identifiers

Retail

Unchecked checkbox

N/A

Configure globally unique store identifiers

Retail

Unchecked checkbox

N/A

Prepare pricing templates

Lean manufacturing

Unchecked checkbox

(BRA) Legal text ID validation

(BRA) Legal text ID validation

Country-specific (GLS)

Unchecked checkbox

(BRA) CFOP code (upgrade)

(BRA) CFOP code (upgrade)

Country-specific (GLS)

Unchecked checkbox

(BRA) I.E. Numbers

(BRA) I.E. Numbers

Country-specific (GLS)

Unchecked checkbox

(BRA) CFOP matrix (upgrade)

(BRA) CFOP matrix (upgrade)

Country-specific (GLS)

Unchecked checkbox

(BRA) Update document model in fiscal document type

(BRA) Update document model in fiscal document type

Country-specific (GLS)

Unchecked checkbox

(BRA) Update incoming fiscal document models

(BRA) Update incoming fiscal document models

Country-specific (GLS)

Unchecked checkbox

(BRA) Operation type

(BRA) Operation type

Country-specific (GLS)

Unchecked checkbox

(CHN) Tax registration types

(CHN) Tax registration types

Country-specific (GLS)

Unchecked checkbox

(CHN) Configure for tax integration upgrade

(CHN) Configure for tax integration upgrade

Country-specific (GLS)

Unchecked checkbox

(JPN) Configure for bill of exchange upgrade

(JPN) Configure for bill of exchange upgrade

Country-specific (GLS)

Unchecked checkbox

(EEUR, RUS) Generate upgrade configuration macro

N/A

Country-specific (GLS)

Unchecked checkbox

Run live preprocessing scripts

Run live preprocessing scripts

Upgrade framework core

Unchecked checkbox

Country/region upgrade

Country/region upgrade

Upgrade framework core

Unchecked checkbox

Party upgrade

N/A

Upgrade framework core

Unchecked checkbox

Performance (upgrade)

Performance (upgrade)

Best practices

Unchecked checkbox

Performance (upgrade)

Performance (upgrade)

Best practices

Unchecked checkbox

Run delta preprocessing scripts

Run delta preprocessing scripts

Upgrade framework core

Unchecked checkbox

Performance (upgrade)

Performance (upgrade)

Best practices

Unchecked checkbox

Enter into single-user mode

Enter into single-user mode

Upgrade framework core

Unchecked checkbox

Performance (upgrade)

Performance (upgrade)

Best practices

Unchecked checkbox

Run single-user mode preprocessing scripts

Run single-user mode preprocessing scripts

Upgrade framework core

Unchecked checkbox

Performance (upgrade)

Performance (upgrade)

Best practices

Important Important

If you are upgrading a Microsoft Dynamics AX system with country-specific (GLS) features, there will be additional data preprocessing tasks to perform. For more information and a list of the tasks, see Scenario: Upgrade a country-specific or region-specific system


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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