Maintaining mass customers

Most day-to-day maintenance of customer data is performed using the same forms you use to add a customer. Sometimes the number of customers that are impacted by a change is so large that it is not practical to individually change each record. You can use this process to change several customer records at one time.
  1. Select Mass Customer Update.
  2. Specify this information:
    Company
    Select a company number.
    Update
    Select whether only a report is produced or a report is produced and customer updates are performed.
    Use Default Code Values
    Select whether the customer fields that have an after value of spaces inherit their value from their respective customer default code value.
  3. In the Customers section, specify this information:
    All Customers
    Select whether to use all customers. If you select Yes, then the Or Customers field must be blank.
    Or Customers
    Select whether to update a beginning and ending customer range. If you select a customer range, then the All Customers field must be No.
    Major Class
    Select the major class of customers.
    Minor Class
    Select the minor class of customers.
    Credit Analyst
    Select the credit analyst code of customers.
    Sales Representative
    Select the sales representative number of customers.
    Default Code
    Select the default code of customers.
  4. In the Codes, Rules, Conditional Rules, Billing, and Dunning Advanced sections, select the current code in the Before section. Select the new code in the After section.
  5. In the Report Distribution section, select distribution lists and export types for these reports:
    • Mass Customer Update Report
    • Mass Customer Update Error Report
  6. Click Submit.