Preston,
Reading the discussion I did some tests using the
merge method.
W
--- "Preston A. Larimer" <[EMAIL PROTECTED]> wrote:
>
> 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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