Thanks Preston, Jens,
I
--- "Preston A. Larimer" <[EMAIL PROTECTED]> wrote:
> What Jens said.. :-)
>
>
>
> -Preston
>
>
>
> _____
>
> From: Danny Gaethofs [mailto:[EMAIL PROTECTED]
> Sent: Thursday, November 18, 2004 1:19 PM
> To: [EMAIL PROTECTED]
> Subject: RE: [development-axapta] Joining two
> customers into one
>
>
>
>
> Preston,
>
> After reading this discussion I did some test on the
> CustTable. I am working on a generic conversion tool
> in my spare time. The merge method could solve a few
> problems I encountered.
>
> I however have a question, if the merge method
> encounters duplicate records in one of the children
> it
> is trying to merge an error is thrown and the merge
> is
> aborted.
>
> This happens with the table SalesJournalAutoSummary
> in
> which records are created for each customer.
>
> How are you dealing with these duplicate records?
> I assume you have identified these situations and
> deal
> with them before executing the merge. Is that
> correct?
>
>
> regards,
> Danny Gaethofs
>
>
> --- "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
>
<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
> > >
> > &task=view&id=52&task=v
> > iew&id=52
> >
> >
>
=== message truncated ===
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