Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Xan Trujillo]

I have a customer who wants to change all their customer numbers to a specific type of numbering series.  This is a new company and the customers do no have any ledger entries.  They imported their customers with the wrong customer numbers (came from their legacy system).  Now if they use a config to try and change the Customer No., it only adds those customer records to the customer list.

Has anyone ever done this before.

Thanks

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Xan
Fort Worth TX
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[Devraj Ghosh]

If you haven’t loaded other related data (contacts, pricing, item references) for the customers, then you could export the customer list on a config pack, update the customer no. to the right no. and then before importing them back in, check the “Delete table records before processing” on the config package record. That will delete all the existing customer records before importing the new records with the correct customer Nos. 

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Devraj Ghosh
9164252233
San Francisco CA
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[Spencer Coulter]

I feel like we’re following each other around Devraj!

Agree 100% with Devraj’s approach, if you’ve loaded other tables that will break all the links though so keep that in mind. If you have supporting tables loaded its either redo all of them or write a small customization that calls the reName function by looping through a table and updating the records (ie load new number to No. 2 field and customization then switches that calling the rename logic which does proper updating).

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Spencer Coulter
Director, Business Applications

RSM US LLP
D: 515.281.9248 F: 515.471.5261
E: Spencer.Coulter@rsmus.com
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[Roger Neely]

Xan,
If there are no ledger entries, what is the downside of deleting the customer records and re-creating with proper numbering?

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Roger Neely
OOBE
Greenville
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