Delete and Change Customers

1. Delete

 

Starting Customer No.

Enter the starting customer number to delete individually or as the first number in a range of customers, or click the Lookup button to list all customer numbers.

Alternately, start typing a customer name to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list, and the customer number will appear in the field.

Use the wildcard character (*) to indicate that all matching customer numbers are to be selected. For example, 01-A****** selects all customer numbers that begin with 01-A. If the Delete process has not been completed, a list of previous entries appear, which you can add to or maintain.

 

Ending Customer No.

Enter the last customer number in a range of customers to delete, or click the Lookup button to list all customer numbers.

Alternately, start typing a customer name to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list, and the customer number will appear in the field.

Use the wildcard character (*) to indicate that all matching customer numbers are to be selected. For example, 01-A****** selects all customer numbers that begin with 01-A. If the Delete process has not been completed, a list of previous entries appear, which you can add to or maintain.

 

All Files

This check box is selected when the customer or range of customers specified in a selected row will be deleted from all associated files on the system, including history. This check box is cleared when the customer or range of customers will only be deleted from selected files. To select which files to delete for the selected row, click the Select Files button to open the Delete Customer Files window.

This field can only be viewed.

 

2. Change

 

 

Starting Customer No.

Enter the starting customer number to renumber or merge individually or as the first number in a range of customers, or click the Lookup button to list all customer numbers.

Alternately, start typing a customer name to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list, and the customer number will appear in the field.

Use the wildcard character (*) to indicate that all matching customer numbers are to be selected. For example, 01-A****** selects all customer numbers that begin with 01-A. If the Renumber or Merge process has not been completed, a list of previous entries appear, which you can add to or maintain.

 

Ending Customer No.

Enter the last customer number in a range of customers to renumber or merge, or click the Lookup button to list all customer numbers.

Alternately, start typing a customer name to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list, and the customer number will appear in the field.

Use the wildcard character (*) to indicate that all matching customer numbers are to be selected.

For example, 01-A****** selects all customer numbers that begin with 01-A. If the Renumber or Merge process has not been completed, a list of previous entries appear, which you can add to or maintain.

 

New Customer No.

Enter a new customer number, or click the Lookup button to list all customer numbers.

Alternately, start typing a customer name to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list, and the customer number will appear in the field.

Enter a new number to renumber the selected customer(s). Enter an existing customer number to which the selected vendor will be merged.

When the customer is merged into the destination customer, the resulting record has the characteristics of the destination customer's files. Exceptions to this include the Date of Last Activity, Last Payment Date, Last Statement Date, and Last Fin Charge Date fields in Customer Maintenance. These fields contain the latest dates from either of the two customers. All numeric fields, except Customer Discount Rate and Service Charge Rate in Customer Maintenance, are combined.

If the Enable Default Price Level by Customer check box is selected in Sales Order Options and you are merging customers with existing product line/price level records, print the following reports prior to merging the customers. These reports can be used after the merge process is completed to verify the information and make any necessary changes.

• Print the Customer Listing with the Customer Information option selected in the Report Type to Print field and select the Print Price Level Information check box.  

• Print the Price Level by Customer Listing for the customers you are merging.

If the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options, the customer cannot be merged to prevent overstating the customer's sales history. For a list of customers that were not merged, see the Activity Log.

If existing customers that are related to Sage CRM companies are merged, the Sage CRM relationship is maintained only for the destination customer; all Sage CRM relationships for the source customers are deleted.

If two repetitive invoices with the same reference designator exist for both customers, the repetitive invoice of the original customer is deleted.

Note An active customer cannot be merged into an inactive customer.