Skip to main content

Notifications

Microsoft Dynamics GP (Archived)

GP 2010 - Customer Class Id

Posted on by 405

Does anyone know a simple way to change the customer class id ?  I simply want to change the ID name.  For example if current id is called ABC and I want to call it XYZ with all the same attributes and keep all the same customers in the XYZ class that  were in the ABC Class is there a simple way ?  Within GP some sort of mass modify ?  I know I can create a nex class called XYZ but can I then move all the customers from ABC to XYZ without having to manually go through and modify each customer ?

Or is there some way to do this in SQL ?

*This post is locked for comments

  • Tim W Profile Picture
    Tim W 2,925 on at
    Re: GP 2010 - Customer Class Id

    I would probably do this with SQL but IM would work as described above but I might be leery of IM rolling class changes onto customers that I might not want. 

    I would do the following:

    1) Mark the ABC class as default with the check box on the class window (any new class will now use the ABC settings as their settings).

    2) Create the XYZ class.

    update rm00101 set CUSTCLAS = 'XYZ' where CUSTCLAS = 'ABC'

    then I'm done and any one off updates I've made to the customers is preserved as I don't roll class changes.

     

  • Suggested answer
    sandipdjadhav Profile Picture
    sandipdjadhav 18,265 on at
    Re: GP 2010 - Customer Class Id

    Clyde,

    You can do Mass modify with Integration Manager move your customers to new Class 'XYZ' and then delete ABC.

    Thanks

    Sandip

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans