Change Customer ID Wizard

Use the Change Customer ID Wizard to change the Customer ID for a customer account.  You can use this Wizard if you set up a customer account with the wrong Customer ID.  The only information that is changed during this routine is the Customer ID.

Notes:  

• The new customer ID that you maintain cannot be currently assigned to another customer.

• For general information about using wizards, see the Wizard - Introduction.

Directions:

To see directions for...

• Opening the Change Customer ID Wizard, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Wizard Maintenance.

  4.  Click Customer.

  5.  Click Change Customer ID.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [y] [m] [w] [ENTER] [c] [ENTER].

   

  Change Customer ID Wizard Window Example:

  Tip:  To see general instructions for each panel in the example below, the cursor becomes a hand when you position the cursor over the field or panel.  Click once to display the associated topic.

  

   

• Changing a Customer ID, click More.

   

   IMPORTANT:  To avoid losing data, the wizard automatically validates and saves your data when you click Finish .

  1.  Open the Change Customer ID Wizard.  The first step displays in the Data Entry Panel.

  2.  To load the Customer, enter the Customer ID in the Data Entry Panel.
  Tip:  To Search for a Customer, click Search .

  3.  To navigate to the Select New Customer ID step, click the name of the step in the Steps Area,
  Or, click Next .

  4.  Enter the new Customer ID for the customer.

  5.  To finish entry and save the change Customer ID, click Finish , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an Existing Customer ID, click More.

   

   Note:  This wizard only changes Customer IDs.  To delete Customer IDs, use the Remove Customer Wizard.

   

• Understanding the field values for the following panels, click the panel name in the table below: