Change Customer Category
Explanation
This activity is used to change the category of an existing customer.
Prerequisites
This activity has no prerequisites.
System Effects
There are no system effects.
Window
Customer
Related Window Descriptions
Customer
Procedure
- Query for a customer record in the category of prospect or end customer.
- Right-click and select Change Customer Category to open the
Change Customer Category dialog box.
- Optionally, you can change the customer name.
- Optionally, you can enter/change value in the Association No
field.
Note: This number is optional and is only required by certain
countries.
- Select the customer category from the Category list.
- Optionally, if you are changing the category to prospect or customer,
you can use a template customer.
- Select the template customer ID from the List of Values.
- If you want to copy Invoice, Payment, Credit Info and Project Report
parameters from the template customer, select the company from the List of
Values for the Company field, in which you want to copy data.
- Select the Overwrite Order Related Data check box if you want to
overwrite existing data on prospect customer from template.
Note: This check box is enabled only when you convert a prospect to a
customer.
- If you want to copy address related information from template, select
the Transfer Address Related Info from Template check box. This will
copy information such as delivery tax, document tax, order address info and
supply chain matrix for customer to the customer’s default delivery address
from template. If the prospect customer record is already having data, they
will be overwritten.
Note: This check box is enabled only when you convert a prospect to a
customer.