Assign previous purchases to newly created customer

Posted by Trinidad on February 4, 2006, 6:47 am

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How do I assign previous purchases to a newly created customer? For example
a customer my have made a few purchases last year and declined to give
information at that time. Now they are willing to be entered into RMS,
however the previous purchases are not associated with them in RMS.

Thx

Posted by Rob on February 4, 2006, 3:23 pm

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***********************************************************
MAKE A BACKUP OF YOUR DATABASE BEFORE DOING ANY UPDATE QUERIES
IF YOU ARE UNCOMPFORTABLE WITH MAKING THESE TYPES OF CHANGES
CONSULT YOUR LOCAL RMS PARTNER FOR HELP
***********************************************************

First you need to find the customer's ID from the Customer table in the
database. Use the following SQL query and replace '00' with the customers
account number.

SELECT ID
FROM Customer
WHERE Customer.AccountNumber = '00'

Then you need to update each transaction with the customer's id using the
following query, where 'xx' is the customer's id from the previous query and
'yyy' is the transaction number.

UPDATE [Transaction]
SET CustomerID = 'xx'
WHERE TransactionNumber = 'yy'

Rob

"Trinidad" wrote:

> How do I assign previous purchases to a newly created customer? For example

> a customer my have made a few purchases last year and declined to give

> information at that time. Now they are willing to be entered into RMS,

> however the previous purchases are not associated with them in RMS.

> Thx

Posted by Trinidad on February 10, 2006, 5:16 pm

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Thanks Rob!

"Rob" wrote:

> ***********************************************************

> MAKE A BACKUP OF YOUR DATABASE BEFORE DOING ANY UPDATE QUERIES

> IF YOU ARE UNCOMPFORTABLE WITH MAKING THESE TYPES OF CHANGES

> CONSULT YOUR LOCAL RMS PARTNER FOR HELP

> ***********************************************************

> First you need to find the customer's ID from the Customer table in the

> database. Use the following SQL query and replace '00' with the customers

> account number.

> SELECT ID

> FROM Customer

> WHERE Customer.AccountNumber = '00'

> Then you need to update each transaction with the customer's id using the

> following query, where 'xx' is the customer's id from the previous query and

> 'yyy' is the transaction number.

> UPDATE [Transaction]

> SET CustomerID = 'xx'

> WHERE TransactionNumber = 'yy'

> Rob

> "Trinidad" wrote:

> > How do I assign previous purchases to a newly created customer? For example

> > a customer my have made a few purchases last year and declined to give

> > information at that time. Now they are willing to be entered into RMS,

> > however the previous purchases are not associated with them in RMS.

> >

> > Thx