Merged account RMA

Dynamics 365 for Finance and Operations/AX User Forum
1

Hello,

When I merge an account I cannot process an RMA for the items previously sold under the merged from account. They are not listed.

Is this normal?

Thanks

2

Hi, can you please elaborate the issue. It is important that you describe your issue properly in order to get some suggestions/solution.

3

Sure. I have 2 accounts, Customer A and Customer B. Both customers have a sales history. Both customers are the same person. Both accounts are merged merged, Customer B is the survivor. I want to process an RMA for products originally sold to Customer A . They are not showing as available to return in the merged Customer B account.

4

So you mean that the sales orders are not updated with the customer B? If so that customer account they have?
Does the customer transactions were moved to customer B?

5

All sales from customer A and B are visible in the merged account, however, when you create an RMA under account B, it does not list “Customer A” sales/products.

6

You mean from the find sales order form? If so can you check if the custInvoiceJour.InvoiceAccount has been updated correctly?