Delete or Change Customer Numbers

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Use Delete and Change Customers to delete, merge, or renumber customer records.

If a customer that is related to a Sage CRM company is deleted, the customer's relationship with the Sage CRM company is deleted; however, the Sage CRM company is not deleted.

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

Note The Sage CRM Prospects customer in Sage 100 cannot be deleted, merged, or renumbered with this task. You can change the Sage CRM Prospects customer number in CRM Company Options if there are no existing prospect quotes.

Use one, all, or a combination of the following to delete or change customer numbers:

 

To delete customer numbers

  1. Select Accounts Receivable Utilities > Delete and Change Customers.

  2. Click the Delete tab and enter the starting customer number and ending customer number. For more information, see Delete and Change Customers – Fields.

  1. Click the Select Files button.

  2. In the Delete Customer Files window, select the individual files or all files associated with the customer number that you want to delete and click OK. For more information, see Delete Customer Files - Fields.

When the Delete Customer Files window closes, the row refreshes to reflect any changes made to the All Files check box.

  1. Click Proceed to execute the delete process and to print the Delete and Change Customers Listing. You must print and clear the listing before you can complete another delete or change process.

Note The delete and change process can be performed only if tasks associated with the Customer table are not in use and all data entry in progress has been posted.

The customer number is deleted.

 

To change customer numbers

  1. Select Accounts Receivable Utilities > Delete and Change Customers.

  2. Click the Change tab and enter the starting customer, ending customer, and new customer numbers. For more information, see Delete and Change Customers – Fields.

Note If the new customer exists, the merge process will occur.

  1. When a line is selected that contains a range or wildcard, the Resolve Wildcards button becomes available. Click the Resolve Wildcards button to explode the specified range of customers or customer wildcard into a listing of valid customers defined on the system based on the range or wildcard.

On the Change tab, after the expansion occurs, the starting and ending customer numbers are the same and the new customer number is the same number for every expanded line, unless a wildcard is specified in the New Customer No. field. In this case, the wildcard for the new customer number will also resolve to its new value.For more information, see Wildcard FAQs.

Note Each inserted record will have the same file attributes as the original wildcard/range selection.

  1. Click Proceed to execute the renumber or merge process and to print the Delete and Change Customers Listing. You must print and clear the listing before you can complete another delete or change process.

Note The delete and change process can be performed only if tasks associated with the Customer table are not in use and all data entry in progress has been posted.

The customer number is renumbered or merged.