AR Renumber Customers window

AccountsReceivableCS > Accounts Receivable > Customer Accounts menu > AR Renumber Customers window

In some circumstances, you might want to change the customer number for one or more of your customer accounts. Use this window to change a customer account number and renumber all transactions posted to this customer.

You can also merge two existing customers. This might be necessary if, for example, someone inadvertently adds a new customer when that customer already exists in the system. When you merge two customer records, the information from the Old Customer box will merge into the customer record in the New Customer box. This includes every transaction in history and open item aging data.

The customer record in the Old Customer box will automatically be deleted when the merge is complete and you will need to use the number in the New Customer box to manage this customer.

You cannot renumber customers that are in payer/payee relationships.

Old Customer

Enter the customer's old number or use the Lookup to select the customer you want to renumber. If you are merging two existing customer records, this customer information will merge into the customer record you select in the New Customer field.

Name

This box autofills with the name of the customer you entered in the Old Customer field.

AR Code / Type

These boxes autofill with the AR and Type Codes from the customer you entered in the Old Customer field. If you are merging two existing customer records, the old and new customer must have the same AR Code. If they are not the same, you will receive an error and the merge will fail.

New Customer

Enter the new number you want to use for this customer. If you are merging two existing customer records, this is the customer record that will replace the old record. Once the records are merged, the old customer record will be automatically deleted.