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Converting master records using classes

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Posted on by Community Member Microsoft Employee

Has anyone else had issues with information from the class when converting master records like customers, vendors and items when using Rapidstart Migration tools and/or Integration Manager?

For example, I set up all of my customer classes in GP. Then, I have a customer master file and each record has a customer class ID assigned to it. When I import the records using either tool, the customer class id shows up on the customer card, but none of the GL accounts or settings from the class take effect until I use the lookup button next to Class ID on the Customer Card and double click the class again, then click "yes" to the message asking if I want to roll down changes from the customer class. Again, this happens with customers, vendors and items.

Am I missing something? Anyone else run into this issue?

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Community Member Microsoft Employee on at

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RE: Converting master records using classes

Thanks! That makes sense.
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Redbeard 12,931 on at

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RE: Converting master records using classes

I seem to recollect class information only rolling down to the customer if GP saw a change in the class information. Try changing a minor thing about a particular class in the class setup window and then rolling down the change - even if you have to change a value and then change it back.