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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
    • Default Branch
    		    

     

    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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