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Finance | Project Operations, Human Resources, ...
Answered

Rename Customer Groups - Will transactions be updated?

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Hello!

I have a request to rename some Customer Groups in AX 2012 R3. My question is if I do a simple rename of the Customer Groups, will all transactions be updated automatically? or do I need to come up with some code to go find every single transaction and change the value?

Thanks so much!

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  • Verified answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at

    I have tested this scenario and after renaming the group, the transactions such as Sales Order, has been changed accordingly.

    I think this is fine, however to rename ID is not always recommended, I suggest to test this in devBox and act accordingly.

  • Verified answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi Eduardo,

    Renaming should do the job but it can take long especially if you have a lot of transactions already recorded in AX2012.

    Why is it that you need to rename such a group?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    on at

    Ludwig thanks! Looks like they just want new names for the Customer Groups and they will be creating a couple of new ones. there is no change in business process. I will rename a group in a test environment and watch how long it takes. Thanks again!

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