Mass Update of Customer Related Data

Copy From Data Options

These areas allow you to copy information from the source customer to one or more target customer numbers:

• Ship To information (Tax IDs, Salesperson, Ship Via etc.)
• Service Order Labor Rates
• SRO Miscellaneous Rates
• Item Pricing (Creates Customer Item Cross Reference data)
• Customer Contact
• Customer / SRO Type

Advance Target Customer Filtering

Set the Target customer by performing one of these actions:

• setting a range
• specifying a name filter
• utilizing standard filter-in-place
• combination of all three of the above

Source Customer Data Manipulation

Any changes made in the Source data section of the form will be applied to the Source Customer upon processing. The source customer will be affected by ALL changes made to any source data grids where UPDATE is checked. This includes adds, updates, and deletes.

UET Support

UETs on any of the tables available for update are supported.