Correct Jens, if you take the job as is and run it on the demo data for two
customers you should see all transactions, Invoices, picking list, sales
orders, etc. moved to the destination customer. It works well, MBS just
hasn't had the time to work out the logic for cleaning up those tables where
a decision has to be made on records to discard and keep in situations like
I mentioned earlier.
-Preston
_____
From: Jens Strandberg [mailto:[EMAIL PROTECTED]
Sent: Thursday, November 18, 2004 6:37 AM
To: [EMAIL PROTECTED]
Subject: RE: [development-axapta] Joining two customers into one
Preston,
Thanks.
Let me get this right: The merge method does it all, i.e. handle CustTrans,
SalesOrders, CustInvoiceJour etc. etc. ?
If this is the case it would be fairly simple, I guess...
/Jens
-----Oprindelig meddelelse-----
Fra: Preston A. Larimer [mailto:[EMAIL PROTECTED]
Sendt: 18. november 2004 09:44
Til: [EMAIL PROTECTED]
Emne: RE: [development-axapta] Joining two customers into one
Jens, the merge method takes care of all of the related tables for you, I
have a version of the code on the website in use at a client, and they use
it to merge customers frequently, the manual processing only has to be
done
on those tables where you would have to choose one version over another,
for
instance if you had an external price set for item X on both customers,
which one to keep, we usually choose to delete the records for the
customer
being merged so the external price for the merged to customer would be the
one kept.
-Preston
_____
From: Jens Strandberg [mailto:[EMAIL PROTECTED]
Sent: Thursday, November 18, 2004 3:27 AM
To: [EMAIL PROTECTED]
Subject: SV: [development-axapta] Joining two customers into one
Preston,
Thanks for the direction. I guess the tricky part is to include all
references, when you do this (CustTrans, CustInvoiceJour etc...)
If the "Rename" option was just enhanced a bit, this would be the right
approach.
/Jens
-----Oprindelig meddelelse-----
Fra: Preston A. Larimer [mailto:[EMAIL PROTECTED]
Sendt: 18. november 2004 02:52
Til: [EMAIL PROTECTED]
Emne: RE: [development-axapta] Joining two customers into one
This link is a basic job for doing this, it may need altered for the
customer specific use, but should be a good starting point for you.
-Preston
http://www.axaptalink.com/index.php?option=content
<http://www.axaptalink.com/index.php?option=content
<http://www.axaptalink.com/index.php?option=content
<http://www.axaptalink.com/index.php?option=content&task=view&id=52&task=v>
&task=view&id=52&task=v
>
&task=view&id=52&task=v
iew&id=52
_____
From: Jens Strandberg [mailto:[EMAIL PROTECTED]
Sent: Wednesday, November 17, 2004 3:18 PM
To: [EMAIL PROTECTED] Com (E-mail)
Subject: [development-axapta] Joining two customers into one
As you probably know standard Axapta does not allow you to join two
customer
(or supplier) records; i.e. if you have added customer A and later on by
mistake added the same information as customer P, you cannot combine
these
two - moving all related records from customer P to customer A.
The only option you have is to change the primary key for a given
customer,
which is not very useful in this case.
As I see it, the only way to join two customers into one is to develop
some
piece of code that would do the trick for you.
Now, it would be easy to create such a script, if we could just see how
the
changing of the primary key is done. However, this is hidden well inside
Axapta.
I was wondering if any of you guys would have some ideas and pointers to
this issue. Also, if you happen to know a solution to solve this, this
would
be very interesting piece of information.
Thanks in advance.
/Jens
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