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ReportHello we went live about 4 months ago with Dynamics CE Marketing, Sales, Project Operations with Dual Write do Dynamics Finance. Really need some help in cleaning up bad bookable resource records. Please see details below and any help, guidance would be appreciated.
I am desperately looking for some help to cleanup a project in Project operations that someone created a budget on and is preventing my ability to remove bad bookable resource records. The main issue I am having is i am trying to clean up some Bookable Resources that were added incorrectly and were tied to inactive users. Because these users were on the project when the budget was created I am unable to delete the inactive bookable resource due to their records being in related tables. I am looking for options to do one of the following,
- Delete and approved Project Budget using direct SQL updates, API Calls or other. This way if i can clean up the budget records i can then remove the resources.
- Also related to this is there a way to take all records currently in CE that are tied to a specific bookable resource and replace them with the correct bookable resource so all the records tie out correctly. I have this same problem with like 15 bookable resources who have records in actuals, time entries, etc. Each of the inactive bookable resources was inadvertently added and associate with a bad user record when we went live. until this issue was found those resources were able to be added to projects and thus transactions were created. All of these resources were re-created using the correct user so everything is good from this point forward. I just need to clean up these records that are not associated correctly. Is there any external tool people have used to force the cascade delete, or an re-associate all records tied to one bookable resource/user combination to a different one.
Any help suggestions, things to look at , etc would be greatly appreciated.
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