You’re offline. This is a read only version of the page.
Hi,
I was wondering if there was a way to do a global update on customer information, we use Dynamics RMS in our uniform shop and we have a lot of students that have graduated but are still coming up with a balance so we want to be able to zero out the balance.
Thanks!
Andrew
*This post is locked for comments
Hi David,
Thanks very much for the information, essentially what we want to do is disable all the graduated students in the system, as there has been instances where volunteers enter the wrong student number thus invoicing an alumni. As these students will no longer be making any future purchases so they will no longer be a customer to the uniform shop.
Hi Andrew,
It would be dangerous to do a global update on the closingbalance field in the SQL customer table because it is tied to values in both the accountreceivable and accountreceivablehistory tables, which would need rows to be added. However, there are scripts that can do this.
If your concern is that you just want to make these students statements from being printed every month, you could make their Account Type = <blank>. To test this out go into Manager, then Database, then Customers, then highlight a Customer, then click Properties, then click the tab Account Information, then click the red x to blank out the Account Type. Next time you print statements this student's statement shouldn't print.
To do this for a lot of students. First make sure the suggestion above does want you want then:
Log into your SQL Server by going into the RMS Administrator, click File, Connect, then enter the SQL password. First make a backup of the database. To look at the Customer table, click Query, then click New, then type Select * from Customer, and then click the green Run button. To update a field, click Query, then new, then you would do something like:
update customer set accounttype = 0 where customtext1 = 'Graduated'
then click the green Run button.
Hi Andrew, this could likely be done quickly via a SQL Query which your Microsoft Dynamics RMS Partner should be able to do. If not, please give our tech team a call at 888-267-7483 to provide more details and obtain a cost estimate.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (