Merging records

Many times users will unintentionally enter duplicate data into the system. NAV doesn't offer a built-in way to merge this data, but here we will show you how you can do it yourself.

Getting ready

If you do not have two customer records that you would like to merge together, you must create them. It is best if these customers have some related entries in other tables, for example the Contact or Cust. Ledger Entry tables.

How to do it...

1. Create a new codeunit from Object Designer.

2. Add the following global variables:

   Name	Type	Subtype	Length
   CustToKeep	Record	Customer
   CustToRemove	Record	Customer
   CustNoToKeep	Code		20
   CustNoToRemove	Code		20

3. Add the following code to the OnRun trigger of your codeunit:

   CustNoToKeep := 'C00010';
   CustNoToRemove := 'C00020';
   CustToKeep.GET(CustNoToKeep);
   CustToKeep.DELETE;
   CustToRemove.GET(CustNoToRemove);
   CustToRemove.RENAME(CustNoToKeep);
   

4. Save and close the codeunit.

How it works...

First, you have to determine the two customer records...