Customer Copy Wizard

Use the Customer Copy Wizard to copy customer information from an existing customer to a new customer ID.  The Customer name and the billing mailing address fields are left blank so that you can maintain the new name and mailing address for the customer.  Generally, you will use the Customer Copy Wizard after the customer has been through the final billing process.

Notes:  

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

• A customer cannot be copied if they have outstanding charges and bills.

• In addition to copying the customer information, there may be other steps to complete the change in customer ownership.

• Do not confuse Customer Copy Wizard with the Change Customer ID Wizard.  The Change Customer ID Wizard only changes the Customer ID.

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

Directions:

To see directions for...

• Opening the Customer Copy Wizard, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Wizard Maintenance.

  4.  Click Customer.

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

   

  Copy Customer 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.

  

   

• Copying a Customer, click More.

   

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

  1.  Open the Copy Customer 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, click More.

   

   Note:  This wizard only copies Customer information.  To delete Customers, use the Remove Customer Wizard.

   

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