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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 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.
Also, if two customers have an identical address ID, you may receive the following error on the DZ Customer Address Supplement table (DZ001101):
[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 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
If you have already run the Customer Combiner and received the above error (for the DZ Customer Address Supplement Table: DZ001101), 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:
- Select the offending record and click Delete.
- 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:
- Select the offending record and click Delete.
- Run the Customer Combiner tool again.