Using Transfer Customer

1. When you first enter into this option, the following message appears on the screen:

"This is a utility program that allows you to transfer CUSTOMER information from one customer ID to another customer ID. Both customer IDs must exist in the system prior to using this utility. You may enter customer transfers at any point during the day. Enter all transfers in the order in which you want them to occur. The actual updating of all files will occur after all other end of day processing has been completed. After transferring all information to the new customer ID, the old customer ID will be deleted. Customer information will not be transferred if any unposted records are found for that customer."

2. Simultaneously, a Select An Option window appears and displays the following choices: EXIT, ADD, and PRINT LIST. A listing of transfers entered earlier in the day will also appear.

• If you select EXIT, the system will leave this option.
• If you select ADD, the system will allow you to enter a customer to transfer. Use the fields below to specify the transfer:
  • Old Customer ID – Enter the customer ID you want to transfer.
  • New Customer ID – Enter the customer ID you want to transfer the old record to.

If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID code.

Note: If you enter the same customer ID codes in both fields the following message will display: "Old and New Customers must differ!!! Space Bar to Continue."

• The name of both customers will display and command options will appear:

  • Select Add to save the transfer of customer information.
  • Select Exit to exit without saving the transfer.
• If you select PRINT LIST, the system will print a list of all customer transfers waiting to be processed.
• If you select one of the listed customer history transfers, command options will appear: Delete and Exit.
  • If you select Delete, the system will delete the specified transfer.
  • If you select Exit, the system will return to the Old Customer ID field.

Use the Available Actions link below for more information.

Security Required : System - System Maintenance