Build Merge Customer List

This utility can be used to identify customers with no invoice activity or sales history dated after a specified cut-off date.
It can be accessed from Customers To Merge by clicking on the BUILD button.
A list of eligible customers is generated and is displayed on the screen for editing.
Customers with any open Reservations, Work Orders, Sales Orders, Quotes, or any unpaid balances 'On Account' are omitted.

Note: Any posted Cash invoices (i.e. not posted on Account & not open in ARAR) are NOT considered when checking for activity, regardless of the date.

After the list is created, reviewed, and updated in Customers To Merge, the customers can be merged by clicking the MERGE button as outlined in Print And Merge Customers.

The prompts to generate the list of eligible customers to be merged are:

FROM CUSTOMER#

Leave this field blank to include all customers in the selection, or enter a starting customer number, or select a starting customer record from the Accounting Customer Search window.

TO CUSTOMER#

Leave this field blank to include all customers in the selection, or enter an ending customer number, or select an ending customer record from the lookup window.

NO ACTIVITY SINCE

Enter the desired cut-off date.
Customers having NO invoice activity or sales history after this date will be considered for the merge, if they also have no open Reservations, W.O.'s, Orders, Quotes, or any unpaid balances On Account.

MERGE INTO CUSTOMER#

Enter the "archive" customer # to which to merge the inactive customers, or select it from the Customer Search window.

Note: The Merge into Customer cannot be designated a child customer.

A special merge customer record can be setup in Customer Information to accumulate the inactive customer data.

CUSTOMER TYPE

Select one of the following customer types to filter the customer selection:

• Click On Account to only include customers with the ability to charge invoices on account in the selection.
• Click Cash to only include Cash customers in the merge selection.
  Because posted Cash Invoices are not On Account, they are not considered open and are not considered by the 'No Activity Since' filter.
• Click Both to include all customers in the selection.

CUSTOMER CREDIT RATING

Accept ALL and to include customers with any credit rating, or select a specific customer credit rating for the selection from the drop-down list, as defined in the Customer Information.

CLEAR EXISTING RECORDS

Merge records can also be entered manually in Customers To Merge.

Check this box to remove any existing records already stored in Customers To Merge, and to start a new list.
Uncheck this box to add any new customers from this search to the existing list in Customers To Merge without erasing it.

Finished?

Click ACCEPT to initiate the customer search or CANCEL to abort the search process.

The resulting list of eligible customers is displayed on Customers To Merge screen, where records may be added or deleted, and the Merge into Customer may also be changed in specific records if required, before the merge is initiated.