Change relations to new business partner?

Hi,
Hope you can give some useful tips regarding the following:
We have an account manager (Business Partner type: Person) who is the Responsible Salesrepresentative for a large number of customers (also business partners).
This account manager is being replaced by another accountmanager and now we are trying to find a way to quickly assign all customers of the previous account manager to the new account manager without having to manually maintain the relationship entries.
Aare there any ways to do this quickly??
Many thanks for any useful info.
Best regards
Willem

Hi Willem,
Unfortunately there is no standard functions available to meet your requirements, there is however the trx massd, which allows mass updates for general data , sales areas, banks etc, however no option is avialable for relationships as yet. This trx could be extended to meet your requirements, but then the effort might be a little high.
I would recommend the following,
1. create a report and use the api's, bupa_relationships_get/bupr_relationships_get to read the relationships of all the bp's.
2. use the api bupa_relationship_get_detail to find out the details and store them in local variables.
3. then using the relationship api's , delete the relationship with old account manager and then add the relationship to the new account manager with the relationship data stored in local variables.
Kindly test the report thoroughly for one or two bp's before you plan to execute thhe same for all the bp's.
Best Regards, Adil

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Change relations to new business partner?

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