Customers to Merge


Utilities Menu -> Accounts Receivable Utilities -> Customers to Merge

Sometimes customers are entered more than once in the system, or the details from one customer need to be combined with another customer.
This utility can be used to build a list of customers to be merged with other customer records.
It can be accessed from the Utilities menu for Accounts Receivable operations.

If there are any customer's that have already been merged, and the old records have not yet been deleted then the delete queue is initially displayed, as outlined in Customers To Delete.
Click the MERGE LIST button to return the Customers to Merge screen.

This list can also be populated by Importing a List of Customer to be merged, using the EXPORT and IMPORT buttons below.

Customers to be merged can be manually listed as follows:

SEQ
The sequence number tracks the records listed in this screen.

FROM CUSTOMER
Enter the "old" customer number that is to be merged, or select it from the Accounting Customer Search window.

The customer number must already exist in Customer Information and all transactions should be posted as unposted transactions may not get merged.

Note: The customer to be merged cannot be a "Parent" customer.


DESCRIPTION
The customer's name is displayed.

TO CUSTOMER
Enter the "new" customer number that is to be used, or select it from the Customer Search window.

The customer number must already exist in Customer Information and all transactions should be posted as unposted transactions may not get merged.

Note: The TO customer cannot be a "Child" customer and the option is provided to change the TO customer to the Parent.


DESCRIPTION
The customer's name is displayed.

Finished?
Click ACCEPT and save the list of customers.

ACTIONS:
Additional actions provided by buttons on the Customers Merge utility include:


Topic Keyword: ARCF10
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