How Existing Customer Sequence Numbers Affect the Move Local Customers Utility

This topic describes how the Move Local Customers form is affected by customer sequence numbers.

The current customer's Bill To cannot be changed to the new customer's Ship To.

Example 1. The current customer has only sequence 0 (Bill To) and no Ship Tos. The new customer has sequence 0. In this case, the current customer is replaced by the new customer.

Example 2. The current customer has sequence 0 and sequences greater than 0 (Ship Tos). The new customer has sequence 0. In this case, the new customer is inserted in the database, but the current customer remains, as there are Ship Tos present for the current customer.

Example 3. The current customer has sequence 3. The new customer has sequence 5. The new customer sequence 0 must exist in the current site before the move is performed and all information for the new customer sequence 0 remains unchanged in the current site after the move. Sequence 5 for the new customer gets added to the current customer site. Sequence 3 for the current customer is removed from the current customer site. The Bill To area of the Customers form for the new customer is the same as it was before the move. The Ship To information such as that on the Codes tab on the Ship To form for the new customer sequence is copied from Site B.

Note: The posted balance and order balance of the customers involved in the move are not updated by this utility. You must run the Rebalance Customer Balances Utility to rebalance these values for all affected customers.