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Issues with copying contact lists to the new company
michaelzhou
Member Posts: 1
Our Navision system (2009 Classic client version/business essentials) has got a few companies set up with a head office company and a few subsidiary companies in different locations. We have got the license for develop environment . (attached our license information)
Due to recent structural change, we want to create a new company in the system , which will merge the structure and set up information of both head office and its subsidiaries with no transaction data. I tried to create a new company and run Setup Checklist (i.e., Administration->General Setup->Setup Checklist then go to Function->Copy Data) and successfully copied the majorities of common information. However , I came across the following issues:
1) I cannot copy the contact table from none of existing company: In each of the existing company , there is a contact list with over 10K of local contacts information. Some of them are duplicated , i.e. , a few contacts linked to single customer. And because of this reason , Navision returned an error message when I tried to copy over the contact table as " Contact #### doesn't exist". ( it definitely exist but the real problem behind it is the duplication as I can see . I have tried to delete the duplicated contact but couldn't find the way to do it.
2) Again with the contact list, as all subsidiary have got own contact list in their regions and all the contact ID are numbered as CT + numbers , most of contact numbers in different regions are exactly same. Apparently, I cannot merge the same contact number in one company even if above problem solved. I want to find a way to export the contact list and add its region name as a suffix to the ID, such as " AK CT100100" or " HM CT 100100" to differentiate the region. However, using the setup check list, I can only copy one company's information. I even tried to export the table information and then import to the new testing company but the system doesn't allow me to do that with an error message as a conflict version.
I have been researching on line for two days but cannot find any clue. It will be really appreciated if anyone here can help me with these issues.
Michael Zhou
Due to recent structural change, we want to create a new company in the system , which will merge the structure and set up information of both head office and its subsidiaries with no transaction data. I tried to create a new company and run Setup Checklist (i.e., Administration->General Setup->Setup Checklist then go to Function->Copy Data) and successfully copied the majorities of common information. However , I came across the following issues:
1) I cannot copy the contact table from none of existing company: In each of the existing company , there is a contact list with over 10K of local contacts information. Some of them are duplicated , i.e. , a few contacts linked to single customer. And because of this reason , Navision returned an error message when I tried to copy over the contact table as " Contact #### doesn't exist". ( it definitely exist but the real problem behind it is the duplication as I can see . I have tried to delete the duplicated contact but couldn't find the way to do it.
2) Again with the contact list, as all subsidiary have got own contact list in their regions and all the contact ID are numbered as CT + numbers , most of contact numbers in different regions are exactly same. Apparently, I cannot merge the same contact number in one company even if above problem solved. I want to find a way to export the contact list and add its region name as a suffix to the ID, such as " AK CT100100" or " HM CT 100100" to differentiate the region. However, using the setup check list, I can only copy one company's information. I even tried to export the table information and then import to the new testing company but the system doesn't allow me to do that with an error message as a conflict version.
I have been researching on line for two days but cannot find any clue. It will be really appreciated if anyone here can help me with these issues.
Michael Zhou
0
Answers