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We have a question with respect to customer cards.
We have a parent Customer X (Dealer) with various child accounts (End-user).
When the child accounts were set up, we entered the “Bill To” address of the parent account.
We just received a notice from the parent customer that there address has changed and going forward to send all invoices as well as statements to this new address.
We have changed the address of the parent customer. Now we need to change the “Bill To” address in the child accounts.
Since a parent account can have many child accounts, is there an easy way to change the “Bill To” address in these child accounts?
Currently the only way we know how to do this is to go into each child account and change the address in the card. Obviously this is a very tedious task.
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Hi Sean:
This sounds like you need to change the fields in the addressID. like address1, address2, city, state, etc.
If that is the case then a macro - such as the one that Leslie suggests is perfect. If not, you'll need to update the RM00102 (the address master) with the new physical address for the "Bill To'' on each customer.
Something like
UPDATE RM00102
SET ADDRESS1 = 'NEW ADDRESS', ADDRESS2 ='2NDLINE', CITY = 'NEW YORK'
WHERE CUSTNMBR IN (SELECT CUSTNMBR FROM RM00101 WHERE CPRCSTNM = 'NATIONALACCOUNTSCUSTOMER')
Thanks Cheryl and Leslie, I appreciate your help!
Hi Sean,
Set up a National Account and then take a look at both of these tables so you can see. The RM00105 table is the National Account Master table, so will hold the Parent ID and the settings found under Cards | Sales |National Accounts. To find the children, they will have the parent ID next to them in the RM00101 table. But yes, you may need to update the address in one or both the RM00101 and RM00102 tables depending on if the BILLING address is their primary address ID or not... the best way to see is to look at these tables, and be sure to have a backup or do this in a test company first.
Cheryl
Mail Merge does sound like a good way. If using SQL, Leslie says look at the RM00105 table to identify children. You mention RM00101. Will both tables work for this purpose? I would then need to find each child in RM00102 and update the complete address information for the BILLING address? Please let me know, thanks!
Hi Sean,
This would have to be custom. In the RM00101 customer master table, if the vendor is a child, the CPRCSTNM field will be filled in with the parent's vendor id. Use that to identify who is a child, and then update the BILL TO address ID in the RM00102 customer address master table.
Thanks
Cheryl
Dynamics Online Community.
Hi,
You could create a macro using the mail-merge technique in order to accomplish through the user interface. The macro would be pretty easy to create since you are changing each of the children to the same address. Alternatively, though not a recommended technique, you could use SQL to update the children using the RM00105 table to identify the children.
Kind regards,
Leslie
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