Known Issue with Collections Management and Customer Combiner

Have you had trouble using the Customer Combiner in the Professions Service Tools (PSTL) after implementing Collections Management? You may not realize you have an issue if you don’t combine customers very often. However, when you go to combine two customers you will get an error like this:

This is actually a known issue if you reach out to Professional Advantage. The problem is that the table CN04001 contains DSO (Days Sales Outstanding) information processed for each individual customer. The PSTL customer combiner tool has no way of combining that information, and the information wouldn’t be correct for the combined customer with this method. Therefore, it shows the above error.

Solution

You can delete the entire table (CN04001) in SQL (script: DELETE CN04001) or you can remove the records for the specific customer that is being combined from that table (example: DELETE CN04001 where CUSTNMBR = ‘XXXXXXXXX’ replace the X’s with your customer number). Be sure to make a backup of the database prior to using either of these methods. We recommend testing with a sample company to verify that everything is working as expected.

The table can be populated with the calculate DSO process. This process should only be running once a day when the first user logs into Dynamics GP and there isn’t a record for that customer on that day. If you delete the entire table in SQL, the historical DSO values for all customers is removed. The DSO process is calculated for the day that you log in, but no historical information would be recreated. Users can also manually run the DSO process for individual customers by clicking on the refresh icon next to the DSO link within the Collections Management Main window:

Though error messages can be frustrating, there is an easy solution for this one. Once records are removed and the customer is combined, it will be business as usual. If you have any questions about this, please feel free to contact us.

To learn more about how you can take advantage of this and other Dynamics GP features, visit RSM’s Microsoft Dynamics GP resource. To make sure you stay up to date with the Microsoft Dynamics Community, subscribe to our Microsoft Dynamics Community Newsletter. For more information on Microsoft Dynamics 365, contact us.

By: Barb Schroth

Barb Schroth