Mass Customer Update (AR120)

Run Mass Customer Update (AR120) to update data for all or a range of customer records within a company. You can use AR120 to update codes, rules, conditional codes and billing for several or all customers at once instead of changing each customer individually on Customer (AR10.1). If you select No in the Update field, AR120 creates a report only, if you select Yes in the Update field AR120 creates a report and the customer audit change records.

More Information

Use the Customer tab to define information used to update the customer data. Choose to update all customers, or specify a range of customers, or select a customer list. Use the other fields to further filter the customer selections.

For each customer, you can:

  • update customers assigned a specific code with a new code by completing the Before and After fields,
  • update customers with a new code regardless of the old code assigned by leaving the Before field blank and completing the After field, or
  • clear a code field for customers assigned a specific code by completing the Before field and leaving the After field blank.

If you clear a required After field, the data assigned on Customer Defaults (AR08.1) will default into the updated customer record.

For example, you need to change the standard invoice terms for a group of customers from 45 days to 30 days. You define a new terms code, called "N30" in the Terms application. The customers have an old "N45" terms code. Use the Customers tab to bring up the customers, then access the Codes tab and assign "N30" to the customers by typing or choosing "N30" in the After field next to Invoice Terms.