Duplicate customers in accounts teceivables

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Posted on by Taysir Saidi

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Hi Friends,

By mistakes we have duplicated few customers in the account receivable. Too many transactions had been posted to them. Now, How can I transfer all transactions from all duplicates to only one selected customer account before holding all others.? Is there a tool to run and to transfer all transaction from one cutomer to another? Or any other recommendation or bette suggestion?

Microsoft Dynamics AX 2012 R2 Accounts Recevables

Thanks

Taysir Al Saaidi

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Weaveriski 23,620 Moderator on at

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No there is no tool or transfer program because of the posted transactions etc. All I can really suggest, assuming you dont want to start customization routines, is to stop one of them and put in controls to check for duplicates during your customer creation process.

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MichaelC 1,763 on at

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You cannot do that in R2...but you can now do that in R3. Something to look forward to.

There is the ability to merge customers. To do that follow these steps:

1. Click Call Center > Journals > Customer Service

In the Search area, select “Customer Account” and then in the search box enter your Customer Accounts like ACME* and then select “Search”.

Note: If you cannot get a common piece of information in which to search on, try using the “Phone Number” field. (I found in some instances it was hard to get a common piece of data to search on to get both customers show up so I did this.) Make note of the phone number before you put in a common #, then perform your search on that field and you will get both records.

2. Select the records and then select the “Merge” button. You will then get the “Merging Customers” form. You can select to switch the “Merge From” and “Merge To” criteria with the “Switch” button.

Select the “Apply Merge” button. You will receive a warning message indicating you are about to merge the records.

3. Select “OK”. The records are now merged.

Note: The previously merged record still exists, but if a user attempts to select it, they will a message that the record has been merged and the record that the customer was merged into will be selected instead.

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Taysir Saidi 205 on at

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Thanks

This is exactly what we need, but on R2.

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kaps 108 on at

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Hi Mike,

I have merged the 2 customers, however I have noticed that I can still post the transaction in either of them and customer transaction & balance are still separate.... Is the merge functionality is to merge the contacts & addresses.

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spathak 55 on at

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As per my knowledge we can only merge two customers when one have transaction and other customer do not have any transactions. Then we can merge customers from GAB under home>common area in AX 2012 r3. But it never allow to merge if both have transactions.

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