You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

What table will show the transactions affected by a customer merge

We are performing customer merges in customer data management in 24D and have a question. After the merge is completed, we would like to be able to look at the transactions that were affected by the customer merge.

For example, Customer A and Customer B are merged on Duplicate Request 1234. Customer B is the surviving entity.

Customer A has the following transactions:

AR Invoices: 1235, 1236

Service Requests: 0000012221, 0000016578

Subscriptions: US-1998, US-1997

I would like to create a report that shows for duplicate request 1234, the above transactions were moved from Customer A to Customer B. In the source tables for the objects, it only shows a new version, as well as the transaction against Customer B. Is this information stored in a table somewhere that we could join a duplicate request to the transactions that it has updated?

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!