SM-J-M Change Customer Codes

Purpose of Program

Use this program to change a customer code across all files in the system that contain records for that customer code.  The program can also be used to merge customer history together if a customer is set up with 2 codes or one customer buys out another.

CAUTION: Be aware that this program changes history files as well as master files.

General Program Operation

Enter the existing customer code or look one up via the F2 key (or click on the Lookup button) in the Old Customer Code field.  Enter the new customer code in the New Customer Code field.  If the New Customer Code already exists, you are warned that the files will be merged and can not be undone and you can identify which master information (address, contacts, etc) to keep.  You are then given a warning that this program could take possibly hours to run, depending on the size of your data files.  If you elect to proceed you will see each file name display in sequence as the customer code records get changed.

Automated Option

If you need to change or merge a number of Customers, you can create a comma delimited file of Old Code, New Code  using Excel and then enter the file name on the top part of the screen.  The program will then step through the file unatttended processing each one.