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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Customer Combiner and ...
Finance | Project Operations, Human Resources, ...
Unanswered

Customer Combiner and Modifier Tool - Attached Documents

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Posted on by Community member 2
I'm having a hard time confirming by searching internet that attached documents get lost when using the Customer Combiner and Modifier Tool.
I am modifying a customer number that has an attachment and the attachment is not there after the process is complete. Is this a known issue?
I can modify the customer back to the original number and the attachment is back again.
Any help or confirmation would be appreciated.
Thanks
  • ArthurA Profile Picture
    ArthurA 321 on at
    Customer Combiner and Modifier Tool - Attached Documents
    I am pretty sure it doesn't, I have looked at the stored procedures it uses and I see no reference to the attachment tables.
     
    I recommend adding your own logic to the rmCustomerCombinerPost or rmCustomerCombinerPre procedure.

    For what you are doing rmCustomerCombinerPost is suitable, now if it had trouble with a third party module such as Wennsoft, you could modify the rmCustomerCombinerPre as you would need to deal with duplicate keys.

    thanks
  • Community member Profile Picture
    Community member 2 on at
    Customer Combiner and Modifier Tool - Attached Documents
    It seems that I can get the attachments to appear if I manually update these tables via SQL SSMS with the following lines:

    update CO00102 set BusObjKey='0\RM\Customer Maintenance\MYNEWID' where BusObjKey='0\RM\Customer Maintenance\MYOLDID' 
    update CO00104 set BusObjKey='0\RM\Customer Maintenance\MYNEWID' where BusObjKey='0\RM\Customer Maintenance\MYOLDID' 
    update CO00105 set BusObjKey='0\RM\Customer Maintenance\MYNEWID' where BusObjKey='0\RM\Customer Maintenance\MYOLDID'
     
    Any reaction to that?
    Thanks, DelW
  • Judy Profile Picture
    Judy Microsoft Employee on at
    Customer Combiner and Modifier Tool - Attached Documents
    Hi, Thanks for your sharing. Hope other experts can suggest on this.

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