Exchange Customer #'s

** This utility is under development and is not yet available. **

Sometimes the same customer gets setup in the customer file under two different customer account numbers.
In order to merge the two customers into a single account, follow these steps:

  1. Decide which customer number has the most accurate customer information. This is the number that will be kept, and the other number will be eliminated.
    Using Customer Information make sure the customer # to be kept has been updated with all address, and payables information.
    Contacts, follow up records, and profile information, logged in Customer Contact Information will also be moved to the new customer record.
  2. Run this Exchange Customer #'s program as follows:
    FROM CUSTOMER #
    Enter the customer number to be eliminated.
    All records from this customer will be merged in with the To Customer record.
    TO CUSTOMER #
    Enter the customer number to be kept.

    Note: If conflicts are identified such as "Duplicate Invoices" because both customers have an invoice with the same number on the same date, a warning is triggered and the exchange is aborted.

  3. Delete the old From Customer # using Delete A Single Customer .

Note: Be advised that once executed, this operation cannot be undone.
Hence, prior to running this request, verify in the play environment that the results obtained from running this operation are as expected.


Topic Keyword: ARCF78
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