In our earlier blog we discussed about the Customer Number change feature, now lets see how customer number merge works in Sage (Accpac) 300 ERP in a similar situation like migration.
We will now see the ‘Combine’ option under the Customer Number Change utility found in the AR module. The ‘Combine’ option allows two or more Customers to be combined or we can say ‘merged’ into a single target Customer. The target must be a customer existing in Sage (Accpac) 300 ERP . Customers are not created during the Combine process. The entire source Customer’s data records, including account balances, history and transactions will be merged into the existing or target Customer’s account. The source Customer Number is then permanently removed from the Sage ERP Accpac system.
Let’s look at an example as shown in screenshot in which the client wanted to keep single Customer say ‘ESSAY INFOTECH’ from two customers from his source ERP which are ‘ESSAY SOFTAWARES and ‘ESSAY INFOTECH’. So we would follow the below procedure to merge the customer code ‘5001’ into ‘5002’
1. Choose combine option from the action box on the new window.
2. In the Combine box, choose the customer number which you wish to combine into the final or target Customer Number. This can be done by typing in the Customer Number, moving through the list of Customer Numbers using the Up and Down Arrow keys, or choosing on the List Button and selecting the Customer Number. Here we have selected customer code ‘5001’. Once the Customer Number has been chosen, the corresponding Short Name and Customer Name are displayed in the appropriate fields.
3. In the ‘In To’ box, type/ select the target Customer Number, that should consist of the combined information. Here we have selected Customer code ‘5002’. Also, within the ‘In To’ box the displayed Short Name and Customer Name can be edited if so required.
4. Once you are satisfied with the information, choose the OK button to add this entry to the Change List. Choose Cancel to discard the current change entry.
Thus, we can merge or combine two or more customers into one Customer for Sage (Accpac) 300 ERP . These and other helpful features make Sage (Accpac) 300 ERP a preferred ERP by small and medium sized businesses to migrate.