Subject: Inserting customer using custom stored procedure
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Francis LUser is Offline

Posts:33

08/13/2008 2:16 PM  
I am working on a stored procedure to importing customer into Interprise Suite Database.
I set the following values as below

CUST-000040 (new customer code)
<DefaultShipToCode>NULLDefaultShipToCode> (FK_Customer_CustomerShipTo)
<CustomerGUID>NULLCustomerGUID>

I was able to import a customer record.  However, I could not find the new record
using the IS UI.

I am wondering what is the correct procedures to importing customers into IS database.

Thank you very much for any hints.


Francis
Francis LUser is Offline

Posts:33

08/13/2008 2:23 PM  

Minor correction to the parameter list, partial of the parameter list

CustomerCode = CUST-000040 (new customer code)
DefaultShipToCode = NULL (FK_Customer_CustomerShipTo)
CustomerGUID = NULL

Gary HUser is Offline

Posts:60

08/14/2008 12:56 AM  
Keep in mind that IS needs a default customer, Customer shipping and contact record so you will need to add a record to each of those tables.
Francis LUser is Offline

Posts:33

08/14/2008 7:48 AM  

Gary,

Nice tip.   Thank you very much.

Here is what I am going to do.

1. Create a contact in the CRMContact table
2. Create a new customer record in the Customer table with
    DefaultContact = contact in step 1
    DefaultAPContact = contact in step 1
    DefaultShipToCode = null
3. Create a CustomerShipTo record in the CustomerShipTo table with
    CustomerCode = customer from step 2
    ContactCode = contact from step 1
   
4. Update the new customer record from step 2
    DefaultShipToCode = ShipToCode from step 3

What do you think?

I have not tested this procedure yet.

Thanks.

Francis

Tim SUser is Offline

Posts:29

08/22/2008 1:30 AM  
As an alternative, you might want to consider our eShopCONNECT product that we are presenting at the Las Vagas conference.  One of its features is an XML Order/Invoice import which will also create Customer records. 

Let me know if you want more details.

Tim Sheppard, Lerryn Data Technology Ltd
Ramil DUser is Offline

Posts:218

08/23/2008 5:57 PM  
There is an import utility built into the application. You may find it under System Manager module. It is the Import Wizard. You may use this to import your Customer record.
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