10005 has only a balance of $1,000 which was the first sales order posted. 10000 has a higher balance and the duplicate Customer No. In the Customer list below, we will see that the original Customer No. The new contact should be linked to the original customer data. Later on, the user found that he has created a duplicate customer master data. The user then created a new Customer master data, linked the contact to the customer, and then raised a Sales Order and posted it. ScenarioĪ Dynamics 365 Business Central user, receives a call from a new contact from a Customer to place an order for an item. This blog post shows how Customer master can be merged. Other master data such as Vendors and Contacts has the ‘Merge With’ function. In Dynamics 365 Business Central, duplicate customers can now be merged using the Merge With functionality allowing the correct customer to be retained while the duplicate deleted. This results in many needless customer records, causing confusion with end-users. In older versions of Microsoft Dynamics NAV, the most that users can do with duplicate customer, master data with transactional posting, is to zero out its balance, move its balance to the original or correct customer, and block the duplicate customer.
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