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Transfer/Change Customer Codes (ARU910)

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

You can change this information.

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 Back orders	Ship Complete
GL Posting Table	Invoice Discount %	Order Priority
Geography Code	Route	Credit Check
Price Level	Zone	Estorefront Warehouse
Statement Code	Ledgercards	Default Freight Method
Payment History flag	Dunning Letters	Allow Change Freight Method
Print Pick Ticket Prices, Extensions, Totals	Print Packing Lists Prices, Extensions, Totals	Print Customer Item Number on quotes, pick tickets, packing lists, invoices and acknowledgments
Credit Limit	CC Token Usage	Customer API OrderLoad Method
Auto Re-authorize Preauthorizations	Place failed auto re-auth docs on hold	Return Quotes to SF

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.

To access this program, click Accounts Receivable>File Maintenances>Transfer/Charge Customer Codes.

Click field descriptions for information on each field.

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