Use this program to:

Generally, this is done when a field has been changed on an established Customer Type record through the Edit Customer Type Codes program.

To access the Mass Customer Update program, type CUSTUPD (RET) at any menu "OPTION:" field or the appropriate number on the Customer Maintenance Menu. The screen will then display:

OPTION: MASS CUSTOMER UPDATE

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


1PRINT 2 3ERASE 4 5 6 7HELP 8


Enter data as follows:

1. START CUST NO

Enter the starting Customer number or press (RET) to begin with the lowest Customer Number.

EXAMPLE: Press (RET)

2. END CUST NO

Enter the ending Customer number or press (RET) to end with the highest Customer Number.

EXAMPLE: Press (RET)

3. CUST TYPE

Enter up to 5 alphanumeric characters representing the Customer Type to be updated. Press (RET) to default to ALL Customer Type Codes.

EXAMPLE: Type WHL (RET)

FIELDS 4 - 13

Fields 4 through 13 determine what data from the Customer Type record are written to the records in the Customer File.

Entering "Y" causes the data in this field to be copied.

Entering "N" causes the field to be ignored.


PRESS "F1" AT "OPTION:" TO BEGIN PROCESSING .


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