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Merge Global Customers

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Merge Global Customers

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tom123
Posted by
on 6 Jul 2012 10:04 AM

Hi:

 

I've found a way to merge Global Customers in HQ using an SQL script from MS. However, what happens at the store level once the customers are merged at HQ?

 

Do I also need to run a script in the stores to merge the customers, and remove the old customer account?

 

 

global customers
All Replies
  • Keith.N
    Posted by
    on 18 Jul 2012 1:04 PM

    Hi tom123,

    Have you reviewed this guide for merging customers?

    ArticleID: 933045.

    How to merge two records for the same customer in Microsoft Dynamics RMS Headquarters

    mbs2.microsoft.com/.../KbDisplay.aspx
  • tom123
    Posted by
    on 18 Jul 2012 1:15 PM

    Thanks. That's where I got the original SQL from; however the SQL is wrong.

    If you run that, the merge works but the total sales is wrong - it shouldn't include sales tax, so the total sales tax needs to be deducted from the total sales before updating the customer record.

    I eventually just modified the SQL and used a script to identify and merge customers. I also added an SQL SP to merge the customers at the store level ((triggered by an SQL worksheet), but that resulted in a few problems that I had to correct at HQ (the total visits and total sales went negative for the merged customer.) But none of these were major problems - I would just rerun the total sales and total visit update again.