Sage 100

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Multiple Changes to Customers

Posted By chainquest over 6 years ago

Hi,

I need to change salesperson for multiple customers. Is there a way to do it as a bulk change or something? I've been going into Customer Maintenance and changing it one by one. it's taking forever! I went into Customer View in Explore under Accounts Receivable and the list comes up with all of my customers...is there a way to make changes in there or something like that, it would make it so much easier.

0 BigLouie over 6 years ago

You can import with VI or you can go into AR, Utilities, Global Customer Field Change
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0 JessicaMMC over 6 years ago in reply to BigLouie

This is a fantastic feature, however I must add to this question... if we change salesman A to salesman B in Global Customer Field Change will that change reflect on orders already completed ?
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0 BShockley over 6 years ago in reply to JessicaMMC

I do not believe it will affect sales order or invoice history, just the customer master salesperson and you have the option to change the salesperson assigned to ship to codes.
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