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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Customer Merge
Microsoft Dynamics RMS (Archived)

Customer Merge

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Posted on by Community Member

Mabuhay! Can you help us which table to update if we are going to merge old customer to his/her new number without deleting their old transactons? Like creating new account and all data from their old number will be deleted and will exist now on their new accounts. I cant make any application for this one all I think we can make is via SQL Query. ANy help for this one?

Thanks,

Chris

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  • Community Member Profile Picture
    Community Member on at
    RE: Customer Merge

    Mabuhay! Hi Sir Ed,, big thanks for this one.

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Customer Merge

    you will need to update the [transaction] table  customerID column.  Change it from the old id to the new id.

    select * from customers   to find the id

    update [transaction] set customerid = newidnumber  where customerid = oldidnumber

    update [journal] set  ......

    update [payment} set ......

    if you have HQ, then you will have to do the same on the HQ database

    and possibly update the HQ ids from the customer.

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