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Microsoft Dynamics RMS (Archived)

How to stop local customer record being overwritten by HQ customer record

Posted on by 60

Situation

We have a situation where changes made to the customer custom fields in the RMS local DB are being overwritten by the (empty) values for the same customer in the RMS HQ DB.

Background

We store data about customers in the custom text fields associated with their customer record. We do this locally;

These customers exist both locally and in the HQ DB;

Assessment

We think the local data is being erased because the same custom text fields in the HQ environment are empty; When the HQ and local customer tables sync, the customer data in the local table is being overwritten by the customer data in the HQ table.

Request

Can anyone give us a clue as to how to make the local data be fed up to the HQ rather than having the HQ overwrite the local data?

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  • Suggested answer
    raelhefn Profile Picture
    raelhefn on at
    RE: How to stop local customer record being overwritten by HQ customer record

    Removing global customer flag will cause customer duplicate in HQ.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to stop local customer record being overwritten by HQ customer record

    Hello James,

    Thank you for your question.

    The only way to prevent RMS from overwriting customer data in a store with data from Headquarters is to set the customer as a local customer, removing the global customer status.

    In addition, as customers are centrally maintained, any changes made to the customer should be complete in Headquarters Manager and not at the store level.

    Please let me know if you have any additional questions.

    Thank you,

    Scott Wardzinski

    Microsoft Dynamics RMS & POS Support engineer

  • Suggested answer
    raelhefn Profile Picture
    raelhefn on at
    RE: How to stop local customer record being overwritten by HQ customer record

    use any other table (new or unused one way sync. table) for your new information link it with customers in reports.

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