How to Merge customers Vendors, GL Accounts

ara3n · **Posted:** Wed Dec 20, 2006 6:40 pm

Hello Here is an example on how to merge customers. This can be used and changed to merge vendors, GL accounts.
The basic logic is this.

CustA.get(A);

CustA.Delete;

CustB.get(B);

CustB.rename(A);

Code: Select all

OBJECT Report 50044 Combine Customers
{
  OBJECT-PROPERTIES
  {
    Date=05/10/06;
    Time=[ 4:05:48 PM];
    Modified=Yes;
    Version List=;
  }
  PROPERTIES
  {
    ProcessingOnly=Yes;
    OnPreReport=BEGIN
                  IF NOT CONFIRM(STRSUBSTNO(TecText,CustomerNo1,CustomerNo2)) THEN
                     ERROR('');

                  Customer.GET(CustomerNo2);
                  Customer.DELETE;


                  CommentLine.SETRANGE("Table Name",CommentLine."Table Name"::Customer);
                  CommentLine.SETRANGE("No.",CustomerNo1);
                  IF CommentLine.FIND('-') THEN REPEAT
                     CommentLine2.SETRANGE("Table Name",CommentLine."Table Name"::Customer);
                     CommentLine2.SETRANGE("No.",CustomerNo2);
                     IF CommentLine2.FIND('+') THEN;
                     CommentLine3 := CommentLine;
                     CommentLine3."No." := CustomerNo2;
                     CommentLine3."Line No." := CommentLine2."Line No." + 10000;
                     CommentLine3.INSERT;
                     CommentLine.DELETE;
                  UNTIL CommentLine.NEXT = 0;

                  CommentLine2.SETRANGE("Table Name",CommentLine."Table Name"::Customer);
                  CommentLine2.SETRANGE("No.",CustomerNo2);
                  IF CommentLine2.FIND('+') THEN;
                  CommentLine3.INIT;
                  CommentLine3.Code := 'MERGE';
                  CommentLine3."Table Name" := CommentLine3."Table Name"::Customer;
                  CommentLine3."No." := CustomerNo2;
                  CommentLine3.Date := TODAY;

                  CommentLine3.Comment := 'Customer ' +CustomerNo1+ ' was merged';
                  CommentLine3."Line No." := CommentLine2."Line No." + 10000;
                  CommentLine3.INSERT;

                  DefaultDim1.SETRANGE("Table ID",DATABASE::Customer);
                  DefaultDim1.SETRANGE("No.",CustomerNo1);
                  DefaultDim1.DELETEALL;

                  Customer.GET(CustomerNo1);
                  Customer2 := Customer;
                  Customer.RENAME(CustomerNo2);


                  Customer2.INSERT;
                  Customer2.DELETE(TRUE);
                END;

  }
  DATAITEMS
  {
  }
  REQUESTFORM
  {
    PROPERTIES
    {
      Width=8910;
      Height=3960;
    }
    CONTROLS
    {
      { 1000000000;TextBox;3960 ;550  ;4620 ;440  ;SourceExpr=CustomerNo1;
                                                   TableRelation=Customer }
      { 1000000001;Label  ;550  ;550  ;2860 ;440  ;ParentControl=1000000000;
                                                   CaptionML=ENU=Delete Customer }
      { 1000000002;TextBox;3960 ;1210 ;4620 ;440  ;SourceExpr=CustomerNo2;
                                                   TableRelation=Customer }
      { 1000000003;Label  ;550  ;1210 ;2970 ;440  ;ParentControl=1000000002;
                                                   CaptionML=ENU=Merge into Customer }
    }
  }
  CODE
  {
    VAR
      CustomerNo1@1000000000 : Code[20];
      CustomerNo2@1000000001 : Code[20];
      Customer@1000000002 : Record 18;
      TecText@1000000004 : TextConst 'ENU=Are you sure you want Merge Customer %1 into Customer %2';
      Customer2@1000000007 : Record 18;
      CommentLine@1000000003 : Record 97;
      CommentLine2@1000000005 : Record 97;
      CommentLine3@1000000006 : Record 97;
      DefaultDim1@1000000008 : Record 352;

    BEGIN
    END.
  }
}

couberpu · **Posted:** Sun Jan 21, 2007 5:16 am

What Would happen in table18

Code: Select all

OnDelete() 
MoveEntries.MoveCustEntries(Rec);

Do we need to put new Customer.No. into Customer No. field in Cust. Ledger Entry table?

This is such a cool idea and it might help me with s lot of small things at work! $\:D/$

Best,
CouberPu

ara3n · **Posted:** Sun Jan 21, 2007 6:56 am

My routine does not run that ondelete trigger. So the code is not run.

Quote:

Do we need to put new Customer.No. into Customer No. field in Cust. Ledger Entry table?

No you don't. Navision will automatically do it for you.

Yep it's a great idea,

henrikohm · **Posted:** Tue Sep 25, 2007 8:40 pm

well, what about customer ledger entries etc.???

Alex Chow · **Posted:** Tue Sep 25, 2007 11:15 pm

henrikohm wrote:

well, what about customer ledger entries etc.???

It will be automatically changed when Navision does the rename.

navex · **Posted:** Mon Feb 18, 2008 11:49 am

Thanks ara3n

ara3n · **Posted:** Mon Feb 18, 2008 7:41 pm

navex wrote:

Thanks ara3n
:)

It's nice to see random "thank you" in your old posts. :)

Sog · **Posted:** Mon Mar 16, 2009 12:25 pm

Thank you ara3n

ara3n · **Posted:** Mon Mar 16, 2009 1:39 pm

you are welcome.

djswim · **Posted:** Wed Apr 22, 2009 10:40 pm

Haven't tried it yet, but I'm going to be doing testing later. Consider this a preemptive thank you, I'll only come back if I have trouble with something

ara3n · **Posted:** Thu Apr 23, 2009 1:19 am

Consider this a preemptive you are welcome.

remark · **Posted:** Mon May 10, 2010 9:57 am

Hi Rashed!

I have tried your code and it worked so great. Thank you very much.

BTW, before finding your post I unsuccessfully tried to merge customers using standard NAV functionality: Customer Card > Customer > Combine Customers. Got too many difficulties...

Best Regards

ara3n · **Posted:** Mon May 10, 2010 1:55 pm

you are welcome.

SLF25 · **Posted:** Wed May 12, 2010 3:18 pm

This is an example of thinking outside the box, nice.

ara3n · **Posted:** Wed May 12, 2010 5:26 pm

Thanks

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How to Merge customers Vendors, GL Accounts

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