RMCustomerMasterType

Description

An eConnect transaction type that describes a customer.

XML nodes

• <taUpdateCreateCustomerRcd>*
• <taCreateCustomerAddress>*
• <taCreateInternetAddresses>
• <taCreateParentID>*
• <taParentIDChild>

   

  Remarks

  The <taUpdateCreateCustomerRcd> XML node allows you to create or update customer records from the RM Customer Master schema. The primary address ID (ADRSCODE) element of the <taUpdateCreateCustomerRcd> XML node identifies the customer’s primary address. The following restrictions apply to the ADRSCODE element:

  • If you create a new customer record, the ADRSCODE element is required. A customer record with no ADRSCODE value cannot be used in a sales order processing (SOP) transaction.
  • If you perform an update to an existing customer record, the ADRSCODE element is optional. You do not need to supply a value for the ADRSCODE element.

    Create a New Customer Record       The <taUpdateCreateCustomerRcd> XML node allows you to create a new customer record from the RM Customer Master schema. Complete the following steps to create a new customer record:

    1. Populate the required elements.

       The customer number (CUSTNMBR) element is required.

       2. Set the UpdateIfExists element.

          To create a new customer, set the UpdateIfExists element to zero or one.

          3. Set UseCustomerClass.

             Set the UseCustomerClass element to 0 to use only the element values specified by the <taUpdateCreateCustomerRcd> XML node. Elements not specified by the <taUpdateCreateCustomerRcd> XML node use the default value supplied by Microsoft Dynamics GP.

             Set the UseCustomerClass element to 1 to use a customer class as a source for default values. If UseCustomerClass is set to 1, you must specify the customer class ID in the customer class ID (CUSTCLAS) element. The customer class provides default values for the elements not specified by the <taUpdateCreateCustomerRcd> XML node. If the customer class does not provide an element with a default value, the customer record uses the default value supplied by Microsoft Dynamics GP.

             Update a Customer Record       The < taUpdateCreateCustomerRcd> XML node allows you to update an existing customer record from the RM Customer Master schema. Complete the following steps to update a customer record:

             1. Populate the required elements.

                The CUSTNMBR element is required.

                2. Set UpdateIfExists.

                   The UpdateIfExists element must be set to one.

                   3. Set UseCustomerClass.

                      Set the UseCustomerClass element to 0 to update only the elements specified by the <taUpdateCreateCustomerRcd> XML node. The XML node should include only the elements that have updated values. Elements that are excluded form the XML node or that supply a null value, retain their existing value.

                      Set the UseCustomerClass element to 1 to use default values provided by a customer class. In an update, you may choose whether or not to supply a customer class ID in the CUSTCLAS element. If you specify a customer class ID in the CUSTCLAS element, updates to elements use the following rules:

                      • Elements set by the <taUpdateCreateCustomerRcd> XML node are always used. The specified value overrides any values supplied by the customer class.
                      • Elements excluded from the XML node or set to null use the values specified by the customer class.
                      • Elements excluded from the XML node or set to null and not included in the customer class always retain their existing value.

                        If you do not specify a customer class in the CUSTCLAS element, the <taUpdateCreateCustomerRcd> XML node updates only the elements specified by the XML node. Elements that are excluded from the XML node or that supply a null value, retain their existing values.

                        Document structure

                        <eConnect>
                        	<RMCustomerMasterType>
                        		<eConnectProcessInfo />
                        		<taRequesterTrxDisabler_Items>
                        			<taRequesterTrxDisabler />
                        		</taRequesterTrxDisabler_Items>
                        		<taUpdateCreateCustomerRcd />
                        		<taCreateCustomerAddress_Items>
                        			<taCreateCustomerAddress />
                        		</taCreateCustomerAddress_Items>
                        		<taCreateInternetAddresses_Items>
                        			<taCreateInternetAddresses />
                        		</taCreateInternetAddresses_Items>
                        		<taCreateParentID />
                        		<taParentIDChild_Items>
                        			<taParentIDChild />
                        		</taParentIDChild_Items>
                        	</RMCustomerMasterType>
                        </eConnect>
                        
                        

                        See also

                        • <eConnectProcessInfo>
                        • <taRequesterTrxDisabler>

                           

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