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Migration of Business Partners with two roles (suppier&account)

Hi,

we are facing the issue, that a customer has some thousand of customers, that are as well suppliers. As this cannot be managed manually: Is there any way to do migration? Sure, we can do this using different accountID/supplierID - but than some of ByD's service will not work.

Any ideas?

Kind Regards,

Klaus

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3 Answers

  • Best Answer
    Apr 18 at 07:30 AM

    Dear Harshal,

    I will drop you and Amit a mail with the respective data, as the files are not accepted in SCN.

    Kind Regards and thanks for your input.

    Klaus

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  • Apr 16 at 12:56 PM

    Hello Claus,

    On the business partner view, you can multi-select and click on create as and assign the roles.

    Yes, when you have high number of business partner, this maintenance would become a challenge.

    Other Option is to migrate them as customer and Suppliers via migration or importing the files and in both the files use the same ID.
    If you import the business partner file first then only option to assign role is manually. Instead of Migrating the business partner, Migrate Either customer or supplier (Let say customer) which in turn will create the Business partner and assign the role. For the other role (Supplier), Use the same ID that you have as account ID and migrate them with Supplier details.

    During the migration system checks for the existing Business partner IDs and should be able to assign the role instead of creating a new Business partner altogether.

    Please try this one in test system first and check the result.

    I hope this will help you.


    Regards,

    Harshal

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  • Apr 18 at 06:14 AM

    Dear Harshal,

    I tried this already with two properties. Took an existing supplier and tried to migrate it as a customer.

    1) Enhance existing records: The migration tool tells me: Update not possible; specified data for CUSTOMER with key INTERNAL_ID = `0001000618` does not exist

    2) Add new records: Business partner (customer, supplier,...) '1000618' has been migrated already

    And no migration is done.

    So this doesn't work.

    And further tips?

    Kind Regards,

    Klaus

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    • Hello Klaus,

      We had the same issue with our last project. and we followed the approach mentioned in my first comment. So it is working for sure. However, I don't have the smallest detail of each step taken. So Let me involve Amit Pathare who has actually executed the migration in the system. So he might be able to point you in correct direction.

      However the approach 1 (Enhance record) is the one which we used. I had also checked with Amit on the phone and he mentioned similar approach.

      Let say, Migrate the supplier first, then use the same ID to Enhance customer via migration. or migrate the customer first and then use the same ID, in Supplier migration template to enhance.

      If you could share the sample files for (Customer as well as migration), that should help. :)

      Or drop me a mail and I will try to check the file and align with Amit. :)

      Cheers,

      Harshal