How to: Validate the Configuration Questionnaire

It is important to validate the setup questionnaire before you apply it to the Microsoft Dynamics NAV database. Validation is a manual review process to make sure that the fields have been entered in the correct Microsoft Dynamics NAV format. It is also a way to make sure that data formatting is preserved during the import from Excel.

A common validation task is to check that text strings are not entered into date fields. This review process is necessary because the format of the answer in the questionnaire is not validated automatically when the Apply Answers function is run.

Note

In general, validation of the setup questionnaire is a manual process only. However, there are checks for regional formatting inconsistencies. In addition, you will have errors if the structure of your Microsoft Dynamics NAV database does not match the structure of the migration database.

To validate the setup questionnaire

  1. In the Configuration Questionnaire window, select the questionnaire you want. On the Home tab, in the Process group, choose Question Areas.

  2. Select a Question Area and choose Edit.

  3. For each question, validate that the value in the Answer field corresponds to the format provided in the Answer Option field. For example, validate that the address of a company is in text format.

  4. If you find errors, you can troubleshoot and make corrections in Excel by exporting the questionnaire, and then importing it again. Alternatively, you can also correct errors directly in Microsoft Dynamics NAV as you review the answers in the Config. Question Areas window.

  5. Repeat these steps for each Question Area.

After you have completed your validation, your data is ready to be applied to the database.

See Also

Tasks

How to: Apply Answers from the Configuration Questionnaire