The Customer code change utility allows you to modify the customer number not only on the main record but also everywhere else it is in use, such as sales orders, price matrix records, requisitions and more. Once a code change is applied, it will appear as if the new customer code was always used. No history of the old code is kept.
This utility is accessed from the top Customers menu, choosing Customer Code Change. To be able to run this utility, you need to have the User security setting for Customer / Change Customer Code enabled.
Apply – Posts the change to the record, transactions, history and other records the customer number is referred to.
Save – Saves the selected list while in progress.
Save Close – Saves the list and also closes the window
Print – Prints report for list
Delete – Deletes the selected line
Video Instruction