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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Copy Customer Account ...
Finance | Project Operations, Human Resources, ...
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Copy Customer Account from one LE to Another

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Posted on by ET-29012149-0
Hello,
 
We have just brought on another legal entity and we want to be able to copy new customer accounts from LE to the new LE as they are created. 
 
We use dual write, so we can not use cross company data sharing. We did turn off dual write and we did an initial push from one LE to the other using CCDS. 
We are using the Data Management copy once per week, but because it takes over 7 hours to run we can not run it more often.
 
What we'd like to do is insert or update the customer account at the time it is created or updated in the primary LE. 
I have been looking at an extension class on the CustTable, but it does not seem that we can update the dataareaid through code.
 
Does anyone have any input on how this might be able to accomplished?
 
Thank you.
 
 
 
 
Categories:
Dynamics 365 Finance
  • ET-29012149-0 Profile Picture
    ET-29012149-0 on at
    Copy Customer Account from one LE to Another
    Sorry, forgot error message, but this account does not exist already:

  • ET-29012149-0 Profile Picture
    ET-29012149-0 on at
    Copy Customer Account from one LE to Another
    When I debug, it shows the dataareaid set to the new company code, get two duplicate record error messages, well it says the record already exists, but it doesn't. 
     
    I thought the onInserted event happened after the initial insert of the record but that record is not in CustTable either.
     
    Thank you for your input.
     
    public static void CustTable_onInserted(Common sender, DataEventArgs e)
{
    CustTable ct = sender as CustTable;
    CustTable                CustTableTarget;

    changecompany('NewCompanyID')
    {

        CustTableTarget = null;

        ttsbegin;
        buf2Buf(ct,CustTableTarget);
        CustTableTarget.insert();
        ttscommit;
    }

    changecompany('OriginalCompanyID'){}

}
     
     
     
  • Layan Jwei Profile Picture
    Layan Jwei 7,502 Super User 2024 Season 2 on at
    Copy Customer Account from one LE to Another
    Hi,

    can you show us the code and the error?


    maybe it will not work with buf2buf, instead u will need to use change company then fill the fields one by one
  • ET-29012149-0 Profile Picture
    ET-29012149-0 on at
    Copy Customer Account from one LE to Another
    It seems like this should work, but am getting a duplicate record error. It's like the commit on the original account isn't happening until after the oninserted event happens so the company is the same for both. Yet neither record is actually being inserted.
     
  • ET-29012149-0 Profile Picture
    ET-29012149-0 on at
    Copy Customer Account from one LE to Another
    I am trying to figure out how to use the changecompany and buf2Buf. I will let you know if I get it to work.
     
    Thank you.
  • Layan Jwei Profile Picture
    Layan Jwei 7,502 Super User 2024 Season 2 on at
    Copy Customer Account from one LE to Another
    Ok did u try my suggestion?
  • ET-29012149-0 Profile Picture
    ET-29012149-0 on at
    Copy Customer Account from one LE to Another
    I was trying to create an on_inserted event:
     
    public static void CustTable_onInserted(Common sender, DataEventArgs e)
{
    CustTable ct = sender as CustTable;
    ct.DataAreaId = 'NewDataAreaID';
    ct.insert();
}
    And it tells me that DataAreaID is read only and can not be updated. 
  • Layan Jwei Profile Picture
    Layan Jwei 7,502 Super User 2024 Season 2 on at
    Copy Customer Account from one LE to Another
    Hi,

    what do you mean you can't update dataAreaId through code? can you share with us what you tried?

    i think you should use buf2buf(source, target) with changeCompany() then insert

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