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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / microsoft rms assignin...
Microsoft Dynamics RMS (Archived)

microsoft rms assigning the wrong customer account to transaction during bulk import

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Posted on by Community Member Microsoft Employee

I have imported twice sales history into Microsoft RMS and it keeps assigning the wrong customer account to the TransactionNumber.  I have reviewed what I'm importing over and the file is correct with the correct customer account with the correct transaction number.  The file has no blanks and I'm only importing the six columns listed below in the TransactionEntry table and four columns in the Transaction table.  This bulk importation is done through SQL Server Management Studio. The file imports successfully without issue but I'm having the problem listed above happen.

Columns for TransactionEntry table:

TransactionNumber    ItemID    Quantity    Cost    FullPrice    Price

Columns for Transaction table:

Time    TransactionNumber    CustomerID    SalesTax    Total

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: microsoft rms assigning the wrong customer account to transaction during bulk import

     I believe since the process isn't supported asking for additional recommendations concerning how it could be done is likely not going to change the answer Scott provided.

    The majority of customers using both this software as well as the Windows operating system may not share your opinions, as they are able to correct data without the necessity of using an export or import process. Likely because it isn't supported and they are aware of that.  Perhaps if you indicated what it is exactly you are trying to correct? Perhaps someone may have a recommendation for a method that is supported?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: microsoft rms assigning the wrong customer account to transaction during bulk import

    Hi GW76

    Can you let us know which ID you have taken to import bulk data ? In SO database customerID is different from customerHQID.

    So if you need to import sales data always refer to customerHQID in customer table and get the correct customerID.  One reason i can think of is that you are importing wrong customerID which is linked with SO->customer table.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: microsoft rms assigning the wrong customer account to transaction during bulk import

    Thank you for the response although not the answer I was looking for but I appreciate the response.  

    I can see the raw data perfectly when in SQL Server Management Studio and it is assigned to the correct customer just as it was before import but in RMS Operations Manager it is not.   The thing I like and equally dislike about RMS is that the software is tweakable which really reminds of the whole windows operating system venerable but very compatible.

    What would you recommend so that the transactions show how they were imported and how they show on the server?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: microsoft rms assigning the wrong customer account to transaction during bulk import

    Thank you for your question.

    Please note that Microsoft does not support the import of Sales history into RMS, as it can cause data issues such at this.

    One thing to note is that the Customer's Account Number is not how customer accounts are linked across other tables, RMS uses the ID column on the customer tables.

    This means that for this to you, would likely need to import the customers into RMS in the very same order that they were first used on a transaction, and even then this may not work.

    Thank you,

    Scott Wardzinski

    Microsoft Dynamics RMS & POS Support Engineer

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