How to correct Sales applied to wrong customer?

[brendasql]

Hi All!

My problem is that a customer card was created twice for the same customer. The first card was created 6 months ago and then 6 weeks ago someone created a new card for this same customer and gave them a new number. Sales orders and invoices have been applied now under both customer numbers. Is there a way to have all sales information applied to only one of these customer numbers? Perhaps like a merge? Or could I simply change the custnmbr in the sql table?

Thanks in advice for any help that can be provided!
Brenda

 

[VictoriaYudin]

Brenda,

It's not free, but there is a tool called Customer Combiner in the Professional Services Tools library that will let you combine customers and address this exact issue.

Changing the customer ID in the SQL tables could easily cost a lot more than the cost of the tool (not only in the time it would take to change all the tables but also in possible lingering issues). There are dozens of tables that would need to be checked and updated.

Victoria Yudin
Dynamics GP MVP 2005 - 2009
Flexible Solutions - home of GP Reports

http://www.flex-solutions.com/gpreports.html

blog:

http://victoriayudin.com

 

[LyleU]

Brenda,

Besides Microsoft, you can also look at the products from a third party called Corporate Renaissance Group. They have actually been doing this longer than Microsoft. Here is a link to their Dynamics GP product line.

http://www.crgroup.com/index.php/crg-solutions/solutions-for-microsoft-dynamics

Lyle U