Maintaining Customers

Most day-to-day maintenance of customer information is done in the application, using the same forms you would use to add a customer. There may be times, however, when the number of customers impacted by a change is so large that it's not practical to change each record individually. Lawson provides a program that can be used to change many customer records at one time. This procedure describes the programs you can use to maintain customers.

To maintain customers

  1. Access Mass Customer Update (AR120).
  2. Use the Customer tab to define the information used to update the customer data. to update all customers, specify a range of customers, or a customer list. Use the other fields to further filter selections.
  3. Use the remaining tabs to:

    • Update customers assigned to a specific data with a new data, by entering the old values in the Before fields and the new values in the After fields.

    • Update customers with a new data regardless of the old data by leaving the Before fields blank and entering the new values in the After fields.

    • Clear a field for customers by completing the Before fields and leaving the After fields blank. If you clear a required field, the data assigned on Customer Defaults (AR08.1) will default into the update customer record.