End Dating Customer Bank Account Assignment using FBDI template
Summary
How to end date a Customer bank account assignment using the FBDI templateContent
Has anyone had any success end-dating the assignment of a bank account on a Customer using the FBSI template?
I've been able to assign a bank account to a Customer Account using the FBDI template. But when I attempt to inactivate an assignment, it doesn't do anything. The import completes successfully and says it inserted the record, but the end-date isn't applied to the bank account on the Customer record.
We don't want to inactivate the actual bank account, we just need to inactivate the assignment on one Customer account and add it to another. We have over 540 to correct, so we really need an automated solution.
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