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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Copy Customer / Vendor...
Microsoft Dynamics GP (Archived)

Copy Customer / Vendor Classes into New Class

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Posted on by Bill Campbell

We want to create a 'mirror' set of Customer and Vendor Classes, as we have a mirror set of Customers and Vendors.

This is being done as the company is undergoing a ownership change and the old customer and vendor details were explicitly to be removed from the system.  However this causes huge issue with Project Accounting so we have figured out a work around.

Last part of this is to change the Customer / Vendor Class so that we have two unique values for the New Company and for the Old Company.

We want the content of both classes to be identical, with the execption of the posting accounts, the NEW one goes to 2-xx-xx-xxxx and the OLD one would point to 1-xx-xx-xxxx.  We know how to make that change and how to roll it down, but, we dont want to have to recreate the existing classes -- with all the details -- so we are looking for a short cut.

Question

Is there a way -- in application or via SQL Script -- that we can copy the RM00201 content and duplicate the information with new CLASID fields?

*This post is locked for comments

  • Suggested answer
    Bill Campbell Profile Picture
    Bill Campbell on at
    RE: Copy Customer / Vendor Classes into New Class

    Well that was fun.

    So what finally worked was

    1. Open the RM00201 in Edit mode

    2. Select the entire line - from the beginning - not the first cell but the entire row

    3. Copy the whole row

    4. Move to the end of the table - NULL

    5. Highlight the entire row - again

    6. Paste into the values

    7. Change the name of the CLASSID field

    The system is smart enough to assisgn a new DEX_ROW_ID

  • Bill Campbell Profile Picture
    Bill Campbell on at
    RE: Copy Customer / Vendor Classes into New Class

    I like this one - it is what I had already tried - I exported the original data, changed the value of the CLASS ID - but when I try to copy the row from excel (with dex_row_id) it puts all the values into the first cell.

    Do I need to save the format at TAB or CSV first?

  • Verified answer
    soma Profile Picture
    soma 24,410 on at
    RE: Copy Customer / Vendor Classes into New Class

    If you want to create a multiple class ID with replacing old, follow below steps.

    1. Go to SQL serve management studio and select your company database.

    2. Run the below query against your company database and select the resultant values then copy and paste it to excel file.

    Select * from RM00201

    3. Change the class ID fields in excel file and copy the rows with all columns except DEX_ROW_ID.

    4. Now go to SQL serve management studio.

    5. Expand the tables and choose RM00201.

    6. Right click and select edit top 200 rows.

    7. Then go to last row with having NULL rows and paste to insert the new records.

    Hope this helps!!!

  • Suggested answer
    soma Profile Picture
    soma 24,410 on at
    RE: Copy Customer / Vendor Classes into New Class

    Run the below insert query against your company database with replacing XXX as New class ID and YYY as Old class ID.

    INSERT INTO [dbo].[RM00201]

              ([CLASSID]

              ,[CLASDSCR]

              ,[CRLMTTYP]

              ,[CRLMTAMT]

              ,[CRLMTPER]

              ,[CRLMTPAM]

              ,[DEFLTCLS]

              ,[BALNCTYP]

              ,[CHEKBKID]

              ,[BANKNAME]

              ,[TAXSCHID]

              ,[SHIPMTHD]

              ,[PYMTRMID]

              ,[CUSTDISC]

              ,[CSTPRLVL]

              ,[MINPYTYP]

              ,[MINPYDLR]

              ,[MINPYPCT]

              ,[MXWOFTYP]

              ,[MXWROFAM]

              ,[FINCHARG]

              ,[FNCHATYP]

              ,[FINCHDLR]

              ,[FNCHPCNT]

              ,[PRCLEVEL]

              ,[CURNCYID]

              ,[RATETPID]

              ,[DEFCACTY]

              ,[RMCSHACC]

              ,[RMARACC]

              ,[RMCOSACC]

              ,[RMIVACC]

              ,[RMSLSACC]

              ,[RMAVACC]

              ,[RMTAKACC]

              ,[RMFCGACC]

              ,[RMWRACC]

              ,[RMSORACC]

              ,[SALSTERR]

              ,[SLPRSNID]

              ,[STMTCYCL]

              ,[SNDSTMNT]

              ,[INACTIVE]

              ,[KPCALHST]

              ,[KPDSTHST]

              ,[KPERHIST]

              ,[KPTRXHST]

              ,[NOTEINDX]

              ,[MODIFDT]

              ,[CREATDDT]

              ,[Revalue_Customer]

              ,[Post_Results_To]

              ,[DISGRPER]

              ,[DUEGRPER]

              ,[ORDERFULFILLDEFAULT]

              ,[CUSTPRIORITY]

              ,[RMOvrpymtWrtoffAcctIdx]

              ,[CBVAT]

              ,[INCLUDEINDP])

    SELECT 'XXX'

         ,[CLASDSCR]

         ,[CRLMTTYP]

         ,[CRLMTAMT]

         ,[CRLMTPER]

         ,[CRLMTPAM]

         ,[DEFLTCLS]

         ,[BALNCTYP]

         ,[CHEKBKID]

         ,[BANKNAME]

         ,[TAXSCHID]

         ,[SHIPMTHD]

         ,[PYMTRMID]

         ,[CUSTDISC]

         ,[CSTPRLVL]

         ,[MINPYTYP]

         ,[MINPYDLR]

         ,[MINPYPCT]

         ,[MXWOFTYP]

         ,[MXWROFAM]

         ,[FINCHARG]

         ,[FNCHATYP]

         ,[FINCHDLR]

         ,[FNCHPCNT]

         ,[PRCLEVEL]

         ,[CURNCYID]

         ,[RATETPID]

         ,[DEFCACTY]

         ,[RMCSHACC]

         ,[RMARACC]

         ,[RMCOSACC]

         ,[RMIVACC]

         ,[RMSLSACC]

         ,[RMAVACC]

         ,[RMTAKACC]

         ,[RMFCGACC]

         ,[RMWRACC]

         ,[RMSORACC]

         ,[SALSTERR]

         ,[SLPRSNID]

         ,[STMTCYCL]

         ,[SNDSTMNT]

         ,[INACTIVE]

         ,[KPCALHST]

         ,[KPDSTHST]

         ,[KPERHIST]

         ,[KPTRXHST]

         ,[NOTEINDX]

         ,[MODIFDT]

         ,[CREATDDT]

         ,[Revalue_Customer]

         ,[Post_Results_To]

         ,[DISGRPER]

         ,[DUEGRPER]

         ,[ORDERFULFILLDEFAULT]

         ,[CUSTPRIORITY]

         ,[RMOvrpymtWrtoffAcctIdx]

         ,[CBVAT]

         ,[INCLUDEINDP]

     FROM [dbo].[RM00201] WHERE CLASSID = 'YYY'

    Hope this helps!!!

  • Bill Campbell Profile Picture
    Bill Campbell on at
    RE: Copy Customer / Vendor Classes into New Class

    Soma, I am not looking to do any linking, we are trying to save time by doing a quick copy / rename / insert into the RM00201 table.

    As example - we have Class1 and all the fields entered by GP Application.  We want then copy in to a new classid - Class2 - all the same fields.

    That is all.  I believe I can do this with an INSERT statement, but I am not sure of the correct SQL Syntax.

    Thanks.

  • Suggested answer
    soma Profile Picture
    soma 24,410 on at
    RE: Copy Customer / Vendor Classes into New Class

    We can do this through back-end if we know the corresponding table with fields.

    But, this is not advisable. Better you can export all your class id and create a macro to do the same in new company.

    Otherwise, backup and restore the database in test server and update the corresponding values in RM00201 tables and check the class id details in GP with assigning it to any customers.

    Hope this helps!!!

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