Differences

This shows you the differences between two versions of the page.

--- dynamiczip:faq:customer_combiner [2017/01/04 19:10] – chuck
+++ dynamiczip:faq:customer_combiner [2019/03/13 18:51] (current) – conni
@@ Line 1: / Line 1: @@
 ======Using the Professional Service Tools Customer Combiner======
-The Professional Service Tools Customer Combiner can be used to combine two customers into one. It does this by modifying all occurrences of one of the Customer ID's to the other Customer ID. This can result in a duplicate key error if Customer ID is part of a unique key in any SQL table. For example, the [[dynamiczip:tables:dz_customer_supplement_table|DZ Customer Supplement table]] (DZ001100) can contain only one record per customer so if customer ID AMERICAN0001 exists in the table and the combiner tool attempts to change customer ID AMERICAN0002 to AMERICAN0001, a duplicate record error will result.
+The Professional Service Tools Customer Combiner can be used to combine two customers into one. It does this by modifying all occurrences of one of the Customer ID's to the other Customer ID. This can result in a duplicate key error if Customer ID is part of a unique key in any SQL table. For example, the [[dynamiczip:tables:dz_customer_supplement_table|DZ Customer Supplement table]] can contain only one record per customer so if customer ID AMERICAN0001 exists in the table and the combiner tool attempts to change customer ID AMERICAN0002 to AMERICAN0001, a duplicate record error will result.
-Also, if two customers that have an identical address ID, you may receive the following error on the [[dynamiczip:tables:dz_customer_address_supplement_table|DZ Customer Address Supplement table]] (DZ001101):
+Also, if two customers have an identical address ID, you may receive the following error on the [[dynamiczip:tables:dz_customer_address_supplement_table|DZ Customer Address Supplement table]]:
 **[Microsoft][ODBC SQL Server Driver][SQL Server]Violation of PRIMARY KEY constraint 'PKDZ01101'. Cannot insert duplicate key in object 'DZ01101'.**
-Each record in the DZ Customer Supplement table is used to identify whether a customer is taxable or exempt. Typically, customers being combined would have the same tax status, but you may still want to validate the end result. One way you could validate would be to run the [[dynamiczip:windows:dz_assign_customer_tax_schedules_window|DZ Assign Customer Tax Schedules routine]] to see if any of the combined customers are being switched from taxable to exempt, or vice versa.
 ===== Solution =====
-Prior to running the Customer Combiner, you can identify the duplicate address records, determine which one you want to keep, and delete the other one which we will refer to as the offending record. To delete the offending Customer Address Supplement records:
+If you have already run the Customer Combiner and received the above error (for the DZ Customer Address Supplement Table: DZ01101), then you will need to identify the duplicate records, determine which one you want to keep and delete the other one which we will refer to as the offending record. To delete the offending Customer Supplement record:
   - Open [[dynamiczip:windows:DZ Customer Address Supplement window]].
   - Select the offending record and click Delete.
-  - Repeat Step 2 for each offending record.
+  - Run the Customer Combiner tool again.
-If you have already run the Customer Combiner and received the above error (for the DZ Customer Supplement Table: DZ001100), then you will need to identify the duplicate records, determine which one you want to keep and delete the other one which we will refer to as the offending record. To delete the offending Customer Supplement records:
+If you have already run the Customer Combiner and received the above error (for the DZ Customer Supplement Table: DZ01100), then you will need to identify the duplicate records, determine which one you want to keep and delete the other one which we will refer to as the offending record. To delete the offending Customer Supplement record:
   - Open [[dynamiczip:windows:DZ Customer Supplement window]].
   - Select the offending record and click Delete.
-  - Repeat Step 2 for each offending record.
+  - Run the Customer Combiner tool again.
 ----
-[[dynamiczip:faq:Frequently Asked Questions]] \\
+[[dynamiczip:faq:Frequently Asked Questions|FAQ]] \\
 [[dynamiczip:glossary:Glossary]] \\
 [[dynamiczip:troubleshooting:issues:Known Issues]]