Use the Move Local Customers form to move an existing
local customer record to a new local customer record with a number that
already exists in another database.
To move a record, these conditions must be met:
- The current customer and sequence (Ship To) combination exists
in Site A (where the utility is being run).
- The new customer and sequence combination does not exist in Site
A.
- The new customer and sequence combination exists in Site B.
- Currency codes of the current customer and the new customer are
identical.
- The corporate customer on both the current customer and new customer
must match.
- If the current customer sequence is 0, the new customer sequence
must be 0.
To perform a move:
-
On the Move Local Customers form,
specify this information for the current customer:
- Current Customer
- Select the local customer record that you want to move to a new
local customer record.
- Ship To (Current Customer)
- Balance Method (Current Customer)
- The balance method (Open Item or Balance Forward) is displayed for
the current customer.
- (Current Customer Address)
- The current customer's address is displayed.
-
Specify this information for the new customer:
- New Customer
- Select the global customer number where the current customer is
to be moved. The new customer cannot be in same site as the current
customer.
- Ship To (New Customer)
- Select the global Ship To number where the current Ship To is to
be moved.
- Balance Method (New Customer)
- The balance method (Open Item or Balance Forward) is displayed for
the new customer.
- (New Customer Address)
- The new customer's address is displayed.
-
Click Process.