Grouping Customers

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I am trying to group customers under a parent class that will allow for a default form of contact for all of the customers under that sub-category. Having a hard time finding solutions online, any help is appreciated.

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cdinh 295 User Group Leader on at

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Hello!

First you crate your ClassID (Sales >> Setup >> Customer Class). Then you assign it to your Customer.

Note: It will only copy settings like Tax ID, Shipping Method, Payment Terms, GL Accounts, etc. It will not include the Address ID and Contact info.

Regards,

Cecile

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Thank you for your response, I am specifically trying to create a default email address for a group of customers, perhaps a class that could override the customer email address with the defaulted parent class. Do you know of any possible way to go about this or if it is even possible?

Thank you again for your time,

Sheh

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cdinh 295 User Group Leader on at

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Hi Sheh,

Are you trying to do this manually or trough integration?

Regards,

Cecile

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I am trying to do this manually, grouping specific customers to a main customer id or something of that nature to override contact details based on the grouping

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cdinh 295 User Group Leader on at

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Hi Sheh,

Out of the box there's no feature in GP to override contact details based on grouping or class.

If it is through integration the update would have been easier.

Since you are trying to do this manually, another option is to create a macro.

Can you tell me how many customers and groups you have?

Cecile

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I have about 1,000 customers that need to be sorted into 234 groups

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cdinh 295 User Group Leader on at

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Do you have integration manager or smart connect?

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Community Member on at

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I have integration manager

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cdinh 295 User Group Leader on at

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I installed Integration Manager in my Sandbox environment (as we are using Smart Connect at my office). I'm not able to run the integration because it was sking for registration keys.

Would you mind trying this on your end using TWO or your TEST company?

If you open the Integration Manager >> Open Integration >> Customer >> you'll see the mapping and source file called customer.txt.

You can create a copy of that file (like customer_b.txt attached and use probably 5 existing customers where you will be adding a Customer Class and email. Then you will update the contact info.

In the field destination mapping, you map Class ID, contact info, email address.

By doing this, you are updating your existing record all at once.

Customer_5F00_b.txt

Please let me know how it goes.

Regards,

Cecile

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Nattis 487 on at

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Dear Kadir,

I have given alternate method apart from IE.

1) Have excel file with customer and relevant fields.

2) Install eConnect for Dynamics GP.

3) Copy the below code

EXEC [dbo].[taUpdateCreateCustomerRcd]

@i_vCUSTNMBR = 'CUST001',

@I_vCUSTCLAS = 'CLASS001',

@I_vADRSCODE = 'PRIMARY',

@I_vADDRESS1 = 'Address1',

@I_vADDRESS2 = 'Address2',

@I_vADDRESS3 = 'Address3',

@I_vToEmail_Recipient = 'Nattis@demoinc.com',

@I_vUpdateIfExists = 1, --Flag to allow customer data to be updated if it exists

@O_iErrorState = 0,

@oErrString = ''

4) Using mail merge, map the corresponding fields. run via SQL.

4) Once executed, please verify in GP

Note: Please run it in UAT before proceeding to LIVE. Also take prior backup to proceed.

You can do the same via GP macro also.

Thanks,

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