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Evo-ERP and DBA Classic >> Sales >> MERGE CUSTOMERS
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Message started by EMIAnn on 06/24/10 at 05:23:45

Title: MERGE CUSTOMERS
Post by EMIAnn on 06/24/10 at 05:23:45

Customer A buys Customer B. I want to change the bill to customer code of B to the same thing as the bill to customer code of A. SM-SM-J-M won't let me do that. I don't want multiple bill to codes with identical information. What I want to do is merge them. How do I do this?  

Title: Re: MERGE CUSTOMERS
Post by Dennis Wilkinson on 06/28/10 at 10:32:29

If you are trying to merge B into A, Sys Mgr-SM-J-M should work.  In "Old Customer Code", enter customer B and in "New Customer Code", enter customer A.  When hit enter, this will combine customer B's data into customer A and will ask you what address you want to keep.

If this is not what you are looking for, than I misunderstoon your question.

Title: Re: MERGE CUSTOMERS
Post by EMIAnn on 06/28/10 at 11:42:53

Thanks for your reply, Dennis. Maybe it is a version thing, but when I have tried exactly that, I got a message that says that that code is already in use, and that I MUST (the message has this emphasis) choose another.

Title: Re: MERGE CUSTOMERS
Post by Dennis Wilkinson on 06/28/10 at 12:02:48

What version are you on?  This has been around for a while.  Anyway, sorry it didn't work out.

Title: Re: MERGE CUSTOMERS
Post by Lynn_Pantic on 06/29/10 at 08:10:33

If your menu isn't calling the correct program try UT-A, program NZCUSTCM

Title: Re: MERGE CUSTOMERS
Post by EMIAnn on 06/29/10 at 08:53:07

Thanks, Lynn! This works! Yea!

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