ISTech Support Forum - Combine Customer Codes

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ISTech Support Forum › Evo-ERP and DBA Classic › System Manager

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Combine Customer Codes (Read 981 times)

dawn@comfortfoods. Member No...no...don't make me go into edit database! Posts: 69 Gender:	Combine Customer Codes 04/04/07 at 08:17:29 Am I correct that in EVO we cannot combine customer codes? We used to be able to do it in DBA, but couldn't in EVO. Is that still the case? Thanks!
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Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5663	Re: Combine Customer Codes Reply #1 - 04/04/07 at 19:33:13 You can. Your menu may be calling the old program. The Change Customer Progran is NZCUSTCM.RUN and Vendor is NZVENDCM.RUN so check your menu. ADMIN should be calling the correct program.
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dawn@comfortfoods.

Member

No...no...don't make
me go into edit
database!

Posts: 69
Gender: female

Re: Combine Customer Codes
Reply #2 - 04/06/07 at 08:04:39

I tried to change customer codes under the ADMIN login via combine customer codes - it didn't work. I get the message - must be new code.

Is it still just SM-J-M - Combine customer codes, or is it a seperate option that I am not seeing. The program under SM-J-M ADMIN is bkamm.run. I can update the program for the user that needs this but want to be sure it's not supposed to be another option I am just missing.

(And why would the ADMIN be pointing to the wrong program?)

Thanks!

Dawn Johnson
Executive Vice President
Comfort Foods Inc
Gourmet Food Manufacturer

EVO - Update 3/27/2008

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LeAnn Cucchiara Member Posts: 92 Gender:	Re: Combine Customer Codes Reply #3 - 04/06/07 at 09:02:57 Could it be that you are trying to 'combine' 2 existing customers as one customer whereas SM-J-M only lets you change one customer code to a new code?
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dawn@comfortfoods. Member No...no...don't make me go into edit database! Posts: 69 Gender:	Re: Combine Customer Codes Reply #4 - 04/06/07 at 12:23:45 Yes, that is what I am trying to do. We have customer code XX and customer code YY. It is the same customer. We want to combine both to one code XX (or YY, etc)
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LeAnn Cucchiara

Member

Posts: 92
Gender: female

Re: Combine Customer Codes
Reply #5 - 04/06/07 at 12:52:25

I could be wrong but I don't think the system will allow you to combine customers - I believe that it will only let you change & since the code that you want to change to already exists, that's a problem. We have had that same issue in the past.

What about doing a UT-K-B, Global Field Replace? This is strickly a shot in the dark here. Maybe someone with more experience should chime in. Or are all of those people off today????

LeAnn Cucchiara
Plastronic Enclosures, Inc.
www.pei2000.com
Evo-ERP Version 2008.1
IS Tech Update 12/21/08 Build 12/22/08
Evolved from DBA Classic 2004.1

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dawn@comfortfoods. Member No...no...don't make me go into edit database! Posts: 69 Gender:	Re: Combine Customer Codes Reply #6 - 04/06/07 at 15:09:34 That's what I'm unsure about. I know with DBA (but not EVO) we could combine customer codes via change customer codes.
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Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5663	Re: Combine Customer Codes Reply #7 - 04/08/07 at 17:03:37 My Bad!! The menu should call NZCUSTCM.RUN for Change Customer and NZVENDCM.RUN for Vendor to call the program to merge as well as change to new. I will update the Admin menu. Meanwhile, you can use TAs-G to edit your menu or run the program at UT-A
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dawn@comfortfoods. Member No...no...don't make me go into edit database! Posts: 69 Gender:	Re: Combine Customer Codes Reply #8 - 04/20/07 at 14:00:17 Oh....thank you, thank you, thank you!!!
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ISTech Support Forum › Evo-ERP and DBA Classic › System Manager

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