We have imported customer records using a configuration package.
Everything came in OK:
However, contacts appeared only as numbers (no company names got associated).
We tried to run "create contacts from companies", but it seems that no matter how we set the filters, nothing happens...
Did anybody else have this issue - and how did you solve it?
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Hi :) Im trying to make a sales quote for a contact with type PERSON but 1) i cannot assign a sales quote from opportunities 2) i cannot create new sales quote unless my contact is a customer.
Please note that if my contact has a type COMPANY, its working fine.
Im using NAV 2017. Do you have any suggestions or alternative ways?
Hi :) Im trying to make a sales quote for a contact with type PERSON but 1) i cannot assign a sales quote from opportunities 2) i cannot create new sales quote unless my contact is a customer.
Please note that if my contact has a type COMPANY, its working fine.
Im using NAV 2017. Do you have any suggestions or alternative ways?
Hi Nabil,
Was looking at your answer and found it helpful. What I wanted to know was if it is normal for NAV to create a Company contact and a person contact when running the report? I have run it several times now, and it seems to create a company contact with all the details, and a person contact with no name but the rest of the details from the company. I don't want this to happen, just want one contact. I cannot see any option on the report to not do that. We are using NAV 2018.
Thanks
Hi there,
I'm trying to make an XML import er for Customers and Contacts.
Got the first part working (Customer Import, with the Customer Contact (company). But now i want to make my importer also
create the contact person under the company contact. (the problem with this is that te relations are not know at this point and i dont know
how to fix it. the table Contact.Buisiness.Relation does not do the trick to). Any idea how to fix this so that i can use one XML for the import ?
No, it wont affect existing customers. Unless, you put same Customer No. in your Excel.
P.S: As you may noticed, the "Create Conts. from Customers" affects "all customers" without any business relation. By "all customers" I mean the customers on which you run the tool :)
Aah, thank you.
So, the next time I have a list of 500 customers to add, is it OK to repeat the steps as described above? (Will this affect the records I already created)?
Hello Timkal,
I know you already solved your problem. But you resolved the hard way. You were on the right direction but you gave up, unfortunately! :p
The tool "Create Conts. from Customers" (Report 5195) does not work for you because your imported customers already have a Business Relation link to a contact card.
Why your customer have a Business Relation? Because you have "Bus. Rel. Code for Customers" not empty in Marketing Setup table. When you imported your customers, NAV validated empty value to the field Contact and executed code that creates an empty Contact Card.
Now, you know why :).
To resolve you problem, the clean way, you simply should:
1- empty the field "Bus. Rel. Code for Customers" in Marketing Setup (save the current value somewhere safe),
2- import your customers,
3- set back the "Bus. Rel. Code for Customers" value in Marketing Setup,
4- run the tool "Create Conts. from Customers",
5- get some coffee and get back after 15mn
6- check and enjoy the result :)
Well, the steps I described may help other users who face the same issue.
I was trying to use the "create contacts from customers" batch tool. And, it does not seem to work.
I already fixed this - had to do it all by hand.
You are welcome Timkal,
Give it a try and will be waiting for your feedback.
I think you are trying to use this tool.
msdn.microsoft.com/.../hh165117(v=nav.90).aspx
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Thank you, this will be the way to fix the issue. However, I was hoping to do this automatically, by using the "create contacts from companies" tool, which obviously is not working quite right.
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