Changing Customer Records
You can make mass changes for selected customer records in the (+A) Special Customer screen.
Note: Before making any mass changes, we recommend that you perform a backup.
Go to the (+A) screen and select the [C] Change action code.
Note: For details on the fields in the (+A) screen, go to In the (+A) Screen.
The cursor moves to the By Cust field. To change each specified customer record, one at a time, type Y. To change all specified customer records at once, type N.
You can limit with account numbers. In the Customer From and To fields, you can limit mass changes to a particular group of customer records by specifying a range of account numbers. Any customer records that have account numbers within the specified range are included in any changes.
Note: The default location for mass changes is location 1. To specify a different location, press Esc while your cursor is in the Customer From field to go to the Loc field. Enter the location for which to make changes and press Tab. To make mass changes for all locations, press the Spacebar to move through the Loc field. The Loc field does not affect all of the fields in the Select On and Change To columns. The Status, PO Flag, Contract, Tax Flag, Tax District, Discount Type, Discount %, and Remote ID are the only fields that are location-specific.
If you enter a customer account number in the Customer From field, the cursor moves to the Dept To field. To specify a department for the ending account number, enter the department. To skip specifying a department, tab past the Dept To field.
To skip limiting the changes to customer records within a particular range of account numbers, press Tab until the cursor moves to the Y-T-D Sales From $ field.
In the Y-T-D Sales From $ and To $ fields, you limit the mass changes to customer records within a particular range of sales figures. To limit mass changes to customer records within a particular range of sales figures, specify the range of year-to-date sales to include in the changes.
Note: Do not enter decimals when entering sales figures.
To skip limiting mass changes to customer records within a particular range of sales figures, press Tab until your cursor moves to the Credit Limit $ field.
In the fields in the Select On column, specify what to change.
The fields in the Change To column let you specify the changes to make.
Specify the current setting for the field in the Select On field and press Tab. In the Change To column specify the new setting. For example, you specify A in the Status field in the Select On column, and specify B in the Status field in the Change To column. All customer records with a code of A are changed to B.
Note: If you complete only the field in the Select On column, that field acts as a limit. For instance, to change all customer records in Texas from status A to status B, you would enter A in the first Status field, and B in the second Status field, just as we did in the example above. To limit the changes to customer records in Texas, you would specify TX in the State field in the Select On column. You leave the second State field blank. All Texas customer records with a code of A would now have a code of B. The State field in these records would not be changed. When using the Select On column to limit, you can set any number of limits. However, a customer record must meet all of the limits you set to be included in the changes.
Tab to each field to complete and enter the appropriate setting. To move the cursor back, use the Backspace key. To clear a field, use the Spacebar.
Note: For details on the fields in the (+A) screen, go to In the (+A) Screen.
After you specify changes, or move the cursor past the limit fields, the Are You Sure prompt appears. To change all specified customer records, type Y.
The system displays the following information for each record that meets the limits you set:
Customer number
PO flag
Department number
Discount type
Customer name
Discount percentage
Status code
Contract number
Salesperson number
Taxable status
Route
Tax district
Location
Remote ID.
If you specified N in the By Cust field, the system changes all the records that meet the limits you set, displaying each record in turn.
If you specified Y in the By Cust field, the system displays information for each record that meets the limits you set, one at a time. For each customer record, the Change This One prompt appears. To change the displayed record, type Y.
After changing the displayed record, the system displays the next customer that meets the limits you set and repeats the Change This One prompt.
Note: The displayed screen does not reflect the changes.
When all of the customer records have been displayed, the End of Records Any Key to Continue prompt appears.
See also: