Upgrade checklist task reference


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

This task reference contains documentation for each task in the Microsoft Dynamics AX 2012 checklists associated with upgrade:

  • Preprocessing upgrade checklist

  • AOD code upgrade checklist

  • Data upgrade checklist

  • Code upgrade checklist for in-place upgrade

  • Data upgrade checklist for in-place upgrade

The task topics, many of which apply to more than one checklist, are arranged in alphabetical order for easy browsing. For information about the role of each task during upgrade, and the order in which to perform the tasks, follow the procedures contained in the appropriate scenario in Upgrade scenarios or in the downloadable Microsoft Dynamics AX 2012 Upgrade Guide.

(BRA) CFOP code (upgrade)

(BRA) CFOP matrix (upgrade)

(BRA) I.E. Numbers

(BRA) Legal text ID validation

(BRA) Operation type

(BRA) Update document model in fiscal document type

(BRA) Update incoming fiscal document models

(CHN) Configure for tax integration upgrade

(CHN) Tax registration types

(EEUR, RUS) Generate upgrade configuration macro

(JPN) Configure for bill of exchange upgrade

(RUS) Increase string size of extended data types

About Lean manufacturing migration

About multisite activation readiness

About purchase order upgrade

Assign a primary address to parties

Automatically merge enums

Check upgrade readiness

Clean up your data

Code upgrade white papers

Code upgrade white papers (upgrade)

Company priority setup

Compare data upgrade row counts

Compile application

Compile into .NET Framework CIL

Configure globally unique staff identifiers

Configure globally unique store identifiers

Configure partitions

Configure rules for code upgrade

Configure site structure

Configure system accounts

Connect to source database

Country/region upgrade

Create tables

Default country/region

Detect code upgrade conflicts

Enter into single-user mode

Export baseline element IDs

Finalize Enterprise Portal upgrade

Fixed units

Generate table mappings

Generate upgrade task prioritization

Import AOD files into the baseline model store

Import AOD files into the new model store

Import ISV upgraded layer model(s) into new model store

Import label files into the new model store

Import Microsoft AOD files into the baseline model store

Initialize preprocessing

Inventory dimension group upgrade

Launch data upgrade

Map country/region codes

Map fixed asset calendars

Map task groups to capabilities

Party upgrade

Post journal for relief of legacy accrual of unmatched quantities

Prepare currencies for upgrade

Prepare financial dimension framework for upgrade

Prepare pricing templates

Preserve legacy element IDs

Presynchronize (upgrade)

Product Builder Route nodes upgrade

Product upgrade (preprocessing)

Provide license information

Provide payment services information

Restart Application Object Server

Restructure database schema for inherited tables

Run delta preprocessing scripts

Run live preprocessing scripts

Run single-user mode preprocessing scripts

Select company to upgrade - Retail

Select which employee number to upgrade

Set current time zone

Set customer feedback options

Set up number sequence for upgrade

Specify Role Center web site

System parameters

Unit conversions


Unit texts

Upgrade additional features

Upgrade AIF code

Upgrade company accounts and virtual company accounts

Upgrade SSRS reports

Upgrade your metadata

Update country/region codes

User relations upgrade - invalid company users

User relations upgrade duplicate user IDs

User relations upgrade missing contact person

Using the preprocessing upgrade state transfer tool

View and fix upgrade readiness issues