Transfer/Change Customer Codes (ARU910)

Use this program to change specific information in the customer file for a range of customers.

You have the option to change:

  • Customer Class
  • Ship Via
  • Zip Code
  • Salesperson/Territory
  • SO Sales History flag
  • Customer Price Class
  • Terms Code
  • SO Invoice History flag
  • Pick Ticket Prices
  • Credit Check Days
  • Commission %
  • Print Customer Item #’s
  • Tax Code
  • Allow Backorders
  • Ship Complete
  • GL Posting Table
  • Invoice Discount %
  • Order Priority
  • Geography Code
  • Route

 
  • Price Level
  • Zone

 
  • Statement Code
  • Ledgercards

 
  • Payment History flag
  • Dunning Letters

 
  • Credit Limit

 

The fields above are all part of the information stored on each customer in the customer file. This program is especially useful for making changes to many customers without having to manually change each customer individually through the Customer F/M program.

Two examples for the use of this program are:

1. For a user who decides to start storing payment history for a range of customers who previously did not have payment history stored.

2. For a user who decides to change the terms code for a range of customers.

All fields being changed must be valid fields. For example, if changing customer classes, all classes being changed to must be valid customer classes.

Changes made in this program do not affect transaction files or other modules.

Access this program by choosing Accounts Receivable-->File Maintenances-->Transfer/Charge Customer Codes.

Use the following fields to change customer information:

1. Select Code Number

Enter the number of the field to be changed (1-22).

2. Order

Select the order in which the system should sort the records to be changed. Options are customer, alpha, salesperson/territory and customer class.

3. Beginning Order Choice

Select the beginning order choice.

4. Ending Order Choice

Select the ending order choice.

5. Change From

The answer to the first field (Select Number) is the field being changed; e.g., if customer class was selected, enter the customer class that is being changed. The entry must be valid for the field being changed. Press F3 to default to ALL. 

6. Change To

The answer to the first field (Select Number) is the field being changed; e.g., if customer class was selected, enter the customer class to change. Press F3 to default to user selection. If F3 is selected, the program stops at every customer whose customer class is to be changed and requires field of the new customer class.