If you are using edoc D365 BC invoice cockpit version 3 and want to replace it with edoc invoice cockpit for Dynamics 365 BC, you will need to migrate your data. You can use the edoc invoice cockpit data migration tool to migrate your data.
Minimum requirements and sequence for updating
You must have at least version 3.3.1 of edoc D365 BC invoice cockpit installed. If you are using an earlier version, first update the application to version 3.3.1.
For the upgrade, first use version 4.0.0 of edoc invoice cockpit for Dynamics 365 BC to migrate your data smoothly and seamlessly.
Once the update and data migration has been done, you can update edoc invoice cockpit to a higher version.
How to migrate edoc invoice cockpit data
You can perform the update and data migration yourself, or you can get in touch with your contact as edoc solutions ag.
If you would like to perform the data migration yourself, request the edoc invoice cockpit data migration tool from your edoc contact.
Once you have received the tool, proceed as follows:
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Install version 4.0.0 or higher of edoc invoice cockpit for Dynamics 365 BC.
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Install the edoc invoice cockpit data migration tool.
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Open the edoc invoice cockpit data migration tool page.
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Click on Migrate data under Actions.
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Finally, check the data on the edoc invoice cockpit Setup page and under edoc invoice cockpit.
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Uninstall the outdated edoc D365 BC invoice cockpit version immediately.
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Be sure to check the Delete expansion data box on the Extension Uninstallation page to avoid unwanted side effects when running edoc invoice cockpit for Dynamics 365 BC.