Use this program to update certain accounting-related fields for a range of customer records.

This program allows a group or range of customer records to be selected based on customer number. The requested fields of the selected customer records will be updated based on the settings in the selected customer type code record.

User tip:

There are 2 other programs that can be used to update the customer file or change the customer type:

  1. Change Customer Type by Date: This program is used to change the Customer Type of several customer records at one time using the Last Activity Date as the criteria.

  2. Change Customer Type: This program provides a method for changing customer type using parameters such as

To access the Update Billing Format program, type UPDBILL (RET) at any menu "OPTION:" field or the appropriate number on the System Management Menu. (Note: This program was previously named Mass Customer Update). The screen will then display:

OPTION: __ UPDATE BILLING FORMAT



1. Start Cust No 000000
2. End Cust No ZZZZZZ
3. Cust Type ALL
Customer File Fields to Update
4. Stmnt Cycl N
5. Terms Code N
6. Fin Chrg Flg N
7. Cr Limit N
8. AR Acct N
9. Bill Format N
10. Corp Standard N
11. Balance Method N
12. Tax Code N
13. Optset Code N




1BEGIN 2 3ERASE 4 5 6 7HELP 8


Enter data as follows:


1. Start Customer Number

Enter the beginning customer number of the range of numbers to be selected. Enter the starting customer number or press (RET) to begin with the lowest customer number.

As an example, assume that all Direct-bill customers have been assigned alphabetic customer numbers whereas "regular" renting customers are assigned a fully numeric customer number and that the desire at this time is to mass update all Direct-Bill customer records.

EXAMPLE: Type AAAAAA (RET)
2. End Customer Number

Enter the ending customer number of the range of numbers to be selected. Enter the ending customer number or press (RET) to end with the highest customer number.

As an example, assume that all Direct-bill customers have been assigned alphabetic customer numbers whereas "regular" renting customers are assigned a fully numeric customer number and that the desire at this time is to mass update all Direct-Bill customer records.

EXAMPLE: Press (RET) to accept the default setting of ZZZZZZ.
3. Customer Type

Enter the Customer Type Code record to be used as a template for updating the customer records selected by fields 1 and 2 above.

The default settings for a customer type are defined using the Edit Customer Type Codes program. It will be the settings for the selected type code(s) as seen in this program that will be used for updating the selected customer records. It is recommended that these settings be reviewed prior to running this program.

Enter up to 5 alphanumeric characters to represent:

  • A single Customer Type Code
  • "ALL" for all Customer Type Codes

As an example, assume that all Direct-bill customers have been assigned a Customer Type Code of DB.

EXAMPLE: Type DB (RET)

NOTES:
  1. The Customer Type Code entered into this field must be defined in the Edit Customer Type Codes file.
  2. Customer Types may be assigned to customers without being defined in the Edit Customer Type Codes file. If "ALL" is selected, only those customer records with a type code defined in the Edit Customer Type Codes file will be updated.


The following fields are used to select which fields in the customer record will be updated from the Customer Type Code. Please refer to the chapter Customer File Update for documentation on the purpose of each of these fields.
4. Statement Cycle

Enter:

Y = Yes, update the Statement Cycle field in the customer record using the setting in the customer type code record.

N = No, do not update the Statement Cycle field in the customer record.

EXAMPLE: Type Y (RET)
5. Terms Code

Enter:

Y = Yes, update the Terms Code field in the customer record using the setting in the customer type code record.

N = No, do not update the Terms Code field in the customer record.

EXAMPLE: Type Y (RET)
6. Finance Charge Flag

Enter:

Y = Yes, update the Finance Charge Flag field in the customer record using the setting in the customer type code record.

N = No, do not update the Finance Charge Fla field in the customer record.

EXAMPLE: Type Y (RET)
7. Credit Limit

Enter:

Y = Yes, update the Credit Limit field in the customer record using the setting in the customer type code record.

N = No, do not update the Credit Limit field in the customer record.

EXAMPLE: Type Y (RET)
8. AR Account

Enter:

Y = Yes, update the A/R Account Number field in the customer record using the setting in the customer type code record.

N = No, do not update the A/R Account Number field in the customer record.

EXAMPLE: Type Y (RET)
9. Billing Format

Enter:

Y = Yes, update the Billing Format field in the customer record using the setting in the customer type code record.

N = No, do not update the Billing Format field in the customer record.

EXAMPLE: Type Y (RET)
10. Corporate Standard

Enter:

Y = Yes, update the Corporate Standard field in the customer record using the setting in the customer type code record.

N = No, do not update the Corporate Standard field in the customer record.

EXAMPLE: Type Y (RET)
11. Balance Method

Enter:

Y = Yes, update the Balance Method field in the customer record using the setting in the customer type code record.

N = No, do not update the Balance Method field in the customer record.

EXAMPLE: Type Y (RET)
12. Tax Code

Enter:

Y = Yes, update the Tax Code field in the customer record using the setting in the customer type code record.

N = No, do not update the Tax Code field in the customer record.

EXAMPLE: Type Y (RET)
13. Option Set Code

Enter:

Y = Yes, update the Option Set Code field in the customer record using the setting in the customer type code record.

N = No, do not update the Option Set Code field in the customer record.

EXAMPLE: Type Y (RET)

The screen will then display:

OPTION: __ UPDATE BILLING FORMAT



1. Start Cust No AAAAAA
2. End Cust No ZZZZZZ
3. Cust Type DB
Customer File Fields to Update
4. Stmnt Cycl Y
5. Terms Code Y
6. Fin Chrg Flg Y
7. Cr Limit Y
8. AR Acct Y
9. Bill Format Y
10. Corp Standard Y
11. Balance Method Y
12. Tax Code Y
13. Optset Code Y




1BEGIN 2 3ERASE 4 5 6 7HELP 8

Press F1 at "OPTION:" to begin the update.