SA Administrator Cross Company Customer Copy Report overview

System Administrator > Administration > SAA Reports > SAACC

Function acronym: SAACC

Use this report to copy customer information from the source company to one or more destination companies. A multi-company environment often requires similar system data for each company.

Run the SA Administrator Cross Company Customer Copy Report after the SA Administrator Cross Company System Copy Report.

Before copying Customer information, ensure that these records are set up in the destination company:

  • SA Company Setup
  • SA Table Code Value Setup
  • SA Sales Use Tax Setup or SA Local Tax Setup
  • GL Accounts Setup
  • SA Order Entry Addon Setup
  • CR Bank Setup
  • Sales Rep Setup
  • Product Warehouse Description Setup

The system validates several records when the SA Cross Company Customer Copy Report is run. This table shows the records that must be set up before you run the report. If any of the records do not exist, an exception occurs and the Customer record is not created in the destination company:

Setup function Value validated
Vendor Setup Vendor number if customer is also a vendor
CR Bank Setup Bank Number
SA Order Entry Addon Setup Addon Type
SA Currency Setup Currency Type
SA Table Codes Value Setup Customer Price type , Division, Language Code, Non tax Reason, Payment Type, Ship Via, and Terms Type
Sales Rep Setup Sales Rep In and Sales Rep Out
SA Sales Use Tax Setup or SA Local Tax Setup Tax Authority and Tax State
Product Warehouse Description Setup Warehouse

You can use this report to duplicate the Customer ShipTo Setup and Customer Lockbox Setup records. Shipto and lock box records are copied if the customer record is successfully copied in the same session. If errors occur when the customer is copied, the errors must be corrected and the copied record must be deleted so that the customer, shipto, and lock box records can be created simultaneously.

Notes attached to the Customer records in the source company are not copied to the destination company. Customer Purchase History Setup records are created, but the history fields are blank to build unique records for the new customer record.

If divisionalized account numbers are used and asterisks (**) exist on the account codes, the Customer records are copied if the GL accounts of the company being copied are partially-divisionalized, or if either company is fully-divisionalized.

Credit balances for customers and shiptos are zeroed out during the copy.