PSTL Customer Modifier

Does anyone know if the Customer Modifier in the prof svcs tools library 
works for national/parent accounts?  We currently own the Customer Combiner 
and I know that one doesn't work with national accounts.  Thanks.
0
Utf
6/30/2010 9:13:14 PM
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Irish,  I'm not familiar with the Customer Modifier, but I did a huge project 
with the Account Modifier / Combiner.  All the Microsoft documentation said 
the tool would not do the 2 main taks we wanted to do - reduce the number of 
segments in the chart and reduce the size of a segment.  It turned our that 
hte tool does do that.  The process isn't documented.  Some wonderful folks 
on here helped me solve my issues.  So if you're saying it won't work because 
the documentation says so, that may not be the case.

The Customer Modifier and Customer Combiner both run the same process.  One 
changes an existing customer's record .  The Combiner combines 3 customer 
records into 1 customer record.

Good luck!
-- 
Jim


"irishjamr" wrote:

> Does anyone know if the Customer Modifier in the prof svcs tools library 
> works for national/parent accounts?  We currently own the Customer Combiner 
> and I know that one doesn't work with national accounts.  Thanks.
0
Utf
7/1/2010 12:57:04 AM
We have the Customer Modifier, and this is how it works:

If a customer has a national account assigned it will remain AS IS after the 
conversion is done. For example, if customer 'A123' (assigned to national 
account 'A') is changed to customer 'A456', it will still be assigned to 
national account 'A' after the conversion.

You can change the national account designation, but it will change on all 
the associated customers. So, in the above example, if you change customer 
'A' to 'B', customer 'A456' will be reassigned to national account 'B' - but 
so will every other customer that was assigned to national account 'A'.


-- 
Bud Cool
Microsoft Certified Business Management Solutions Specialist, GP 9.0 
Financials
Currently supporting: GP 9.0, SP4


"irishjamr" wrote:

> Does anyone know if the Customer Modifier in the prof svcs tools library 
> works for national/parent accounts?  We currently own the Customer Combiner 
> and I know that one doesn't work with national accounts.  Thanks.
0
Utf
7/8/2010 3:09:34 PM
Reply:

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