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Updating Customer Balance

We are using our own accounting software which is not able to communicate with RMS. I'm wondering if I manually import a customers balance into the HQ database if it will affect anything it should.

Since all the money is ran through our accounting software, it will have the customers balance up to date. Then on a weekly basis, I would import the balance into the customer table.

I'm not sure if this will trickle down to the individual stores or not though. Any thoughts/suggestions/input on this?

Thanks

Reply to
Michael Behm
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I'm not sure if doing account adjustments for each customer through the RMS system is feasible for us.

Writing to multiple tables wouldn't be a problem. I would just set up a procedure that I can execute once to handle the various updates with the current balance. I just wasn't sure what tables would need to be updated and if it would cause the system to crash.

Reply to
Michael Behm

It's a little more complicated than that - you actually need to enter account adjustments rather than just pushing a new balance into the Customer table.

You could do it through data imports I suppose, but you would have to write to multiple tables.

Reply to
Glenn Adams [MVP - Retail Mgmt]

Import the customer into the Store Ops DB not HQ. IT'll get created the right way then, and if you use the SO import utility and include a balance i believe it will create the AR history records for you too.

Reply to
Jason

If I understand your comment correctly Jason, you are telling me to import a whole new customer into the database? I am only looking at changing/updating and existing customers balance within the database.

Reply to
Michael Behm

We've got the same problem with one of our ressellers here doing axapta, they force just a ballance down from axapta but as soon as the store opens this ballance is overwritten and sent up to HQ thus the ballance is again different. And we managed to sort this out by sending an adjustment from axapta for payments and it has sorted out the problem thbey were having

Reply to
josephzwarts

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