Change Customer Types

This option is a quick utility to change the Primary or Secondary Customer Type codes as stored in Customer Information.
A list can be generated alphabetically, or for a selected Primary Customer Type.
This utility can be accessed from the Utilities menu for Accounts Receivable operations.

Window on either the Customer Name prompt, or on the Customer Type, and enter either the first few characters of the starting Customer Alpha key, or select the desired Customer Type code.
The resulting list of customers displays on the screen, with the Customer #, Name, Province, Primary Customer Type, Description, and a column for the Secondary Customer Type.

Primary Customer Type:
The Customer Type field can be changed. A window listing valid primary types is provided as setup in Customer Types.

Secondary Customer Type:
Window in the Secondary column to view and update the secondary Types. Multiple types can be listed.
In Add Mode, enter the additional valid Secondary Type code or select a type from the window. The description displays.

Finished?
Click the ACCEPT button to accept and exit, or click the CANCEL button to abort.