In some cases, back office staff members do not have access to Edit Opening Fields, Edit Closed RA, or Edit Posted RA. Yet they need to change the customer/renter on a RA or the direct bill customer. This program provides the ability to do this. RAs in any status can be edited using this program.
CAUTION! Posted RAs with a balance will NOT have the balance transferred to the new account. The transfer must be done directly in the Accounts Receivable program using debit and credit memos.
To access the program, type CHGCST (RET) at any menu "OPTION:" field or the appropriate number on the Rental Accounting Menu. The screen will then display:
| OPTION: __ CHANGE RA CUSTOMER NUMBER 1. RA # 2. Cust No First Name Last Name 3. Bill-To No First Name Last Name 1DO CHANGE2 3ERASE 4 5BACKUP 6 7HELP 8 |
Enter data as follows:
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1.RA# |
Enter up to 8 characters representing the RA number that needs to be edited. EXAMPLE: Type TUS50209 (RET) The current customer number and name will display. If there is a bill-to customer on the RA, the bill-to party's customer number and name also displays. |
|
2. CUST NO. |
Enter up to 6 characters representing the new customer number or press Shift/F7 to search the Customer file. EXAMPLE: Type 1220 (RET) |
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3. BILL-TO NO. |
Enter up to 6 characters representing the new bill-to customer number or press Shift/F7 to search the Customer file. EXAMPLE: Type GAT888 (RET) |
PRESS "F1" AT "OPTION:" TO SAVE .
User tips:
REMINDER! Posted RAs with a balance will NOT have the balance transferred to the new account. The transfer must be done directly in the Accounts Receivable program using debit and credit memos.