Select company to upgrade - Retail

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, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Some Retail parameters that were company-specific in Microsoft Dynamics AX 2009 have been converted to shared, or global, parameters in Microsoft Dynamics AX 2012. The upgrade administrator must select the company whose parameters are shared with all other companies during the upgrade to Microsoft Dynamics AX 2012. The Select company to upgrade - Retail task in the Preprocessing upgrade checklist opens a form where you can select one of the existing companies in a list.

In Microsoft Dynamics AX 2012, you can view the global Retail parameters by clicking Retail > Setup > Parameters > Retail shared parameters.

Before you select global parameters

Before you perform the Select company to upgrade - Retail task, we recommend that you prepare the existing Retail parameters on the Microsoft Dynamics AX 2009 source system by using the Retail Headquarters parameters form. Click Retail Headquarters > Parameters. Select a company, determine the parameters that are appropriate for the Microsoft Dynamics AX 2012 system, and then enter those parameters for the selected company. Then, when you use the upgrade preprocessing form, select the company for which you prepared the parameters as the source for global parameters.

Select and apply global Retail parameters

To apply global Retail parameters, follow these steps.

  1. Click the Select company to upgrade - Retail task in the checklist to open the Select company to upgrade - Retail form.

  2. If you are upgrading to Microsoft Dynamics AX 2012 R2, select a data partition in the Partition key field.

  3. Select the company whose parameters you prepared.

  4. Click Ready for upgrade.