Skip to main content

Notifications

Microsoft Dynamics GP forum
Suggested answer

Changing Customer Class ID without updating the rest of customer information

Posted on by 5

Hi, 

I would like to change customer class ID from AAA to BBB WITHOUT "updating the customer with information from class BBB".

I created integration to make a change but when I run it, it updates customer information (Terms, credit limit, etc) with defaults from class BBB.

Thanks! 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Changing Customer Class ID without updating the rest of customer information

    When you change the customer class in the interface - do you not get a message asking you if you want to roll down changes?

    How did you integrate the changes? Using Integration Manager?

    You could do it as a Macro - remembering to click 'No' to the message above in the macro.

    Or, you could update the Class ID in the RM00101 table through SQL?

    Ian.

  • Suggested answer
    26P2ER Profile Picture
    26P2ER 1,773 on at
    RE: Changing Customer Class ID without updating the rest of customer information

    Hi Anna

    The customer classID is a field that cannot be updated from the GP front-end as it serves as the primary key to the RM00201 table (customer class).

    You can add a new customer class ID called BBB with pretty much the same attributes as Customer class AAA in GP from Sales>Setup>Customer Class and start using that class id for your customers using the Integration manager integration you built. Once you have "moved" all customers from class "AAA" to "BBB" you may discard the customer class "AAA" in GP again from Sales>Setup>Customer Class.

    Best Regards

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,522 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,441 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Product updates

Dynamics 365 release plans